Phoenix Wealth Advisors Portfolio Holdings

Phoenix Wealth Advisors

  • $254 Million
  • Q3 2025

Phoenix Wealth Advisors has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $254 Million distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $31.6M, Vanguard Ftse Developed Market with a value of $12.5M, Ishares Msci Intl Small Cap Mu with a value of $11.5M, Microsoft Corp with a value of $10.6M, and Jp Morgan Ultra Short Mun Inco with a value of $9.43M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $235M to 254M.

Below you can find more details about Phoenix Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $254 Million
ETFs: $133 Million
Technology: $38.9 Million
Industrials: $17.4 Million
Financial Services: $16.8 Million
Healthcare: $12.9 Million
Consumer Defensive: $8.33 Million
Consumer Cyclical: $8.3 Million
Communication Services: $5.72 Million
Other: $13.3 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.96T
$10.6 Million 4.15% of portfolio
20,386
Q3 2025 Added 4.49%
$4.32T
$8.59 Million 3.38% of portfolio
33,724
Q3 2025 Added 8.11%
$646B
$4.54 Million 1.79% of portfolio
9,040
Q2 2025 Added 0.17%
$892B
$4.48 Million 1.76% of portfolio
14,215
Q3 2025 Added 0.32%
$284B
$3.86 Million 1.52% of portfolio
37,476
Q3 2025 Reduced 1.42%
$498B
$3.61 Million 1.42% of portfolio
19,463
Q3 2025 Reduced 1.95%
$403B
$3.18 Million 1.25% of portfolio
13,751
Q3 2025 Reduced 1.96%
$394B
$2.8 Million 1.1% of portfolio
6,921
Q3 2025 Reduced 11.97%
$477B
$1.35 Million 0.53% of portfolio
7,225
Q3 2025 Added 1.15%
$759B
$1.24 Million 0.49% of portfolio
4,414
Q3 2025 Reduced 0.88%
$412B
$1.14 Million 0.45% of portfolio
1,233
Q2 2025 Reduced 0.4%
$360B
$949,000 0.37% of portfolio
6,182
Q3 2025 Reduced 0.43%
$270B
$913,000 0.36% of portfolio
2,751
Q3 2025 Added 29.03%
$210B
$924,000 0.36% of portfolio
6,585
Q3 2025 Reduced 1.32%
$293B
$923,000 0.36% of portfolio
13,504
Q3 2025 Added 1.5%
$1.5T
$821,000 0.32% of portfolio
3,381
Q3 2025 Added 0.27%
$2.31T
$628,000 0.25% of portfolio
2,864
Q3 2025 Added 0.53%
$281B
$629,000 0.25% of portfolio
2,232
Q3 2025 Added 0.04%
$1.43T
$574,000 0.23% of portfolio
1,292
Q3 2025 Added 0.16%
$223B
$488,000 0.19% of portfolio
5,820
Q3 2025 Reduced 3.58%
$1.64T
$428,000 0.17% of portfolio
1,760
Q4 2024 Added 2.33%
$785B
$422,000 0.17% of portfolio
554
Q1 2025 Added 25.91%
$304B
$374,000 0.15% of portfolio
2,411
Q3 2025 Added 42.33%
$228B
$352,000 0.14% of portfolio
1,159
Q2 2025 Added 3.21%
$483B
$335,000 0.13% of portfolio
2,973
Q3 2025 Added 7.37%
$569B
$324,000 0.13% of portfolio
951
Q3 2025 Added 0.11%
$206B
$312,000 0.12% of portfolio
2,121
Q2 2025 Reduced 2.08%
$546B
$299,000 0.12% of portfolio
527
Q1 2025 Reduced 1.13%
$278B
$306,000 0.12% of portfolio
643
Q3 2025 New
$238B
$300,000 0.12% of portfolio
1,851
Q1 2025 Reduced 2.63%
$330B
$246,000 0.1% of portfolio
2,939
Q3 2025 New
$223B
$241,000 0.09% of portfolio
1,804
Q1 2025 Reduced 5.2%
$211B
$213,000 0.08% of portfolio
1,285
Q3 2025 New
$263B
$202,000 0.08% of portfolio
1,213
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $254 Million
  • Prior Value $235 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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