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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.6 Million 12.45% of portfolio
623,861
Q3 2025 Added 35.01%
$0
$12.5 Million 4.91% of portfolio
208,355
Q3 2025 Added 11.98%
$0
$11.5 Million 4.51% of portfolio
278,807
Q3 2025 Added 3.74%
$3.85T
$10.6 Million 4.15% of portfolio
20,386
Q3 2025 Added 4.49%
$0
$9.43 Million 3.71% of portfolio
184,698
Q3 2025 Added 1.12%
$0
$8.95 Million 3.52% of portfolio
386,901
Q3 2025 Added 4.76%
$4.32T
$8.59 Million 3.38% of portfolio
33,724
Q3 2025 Added 8.11%
$0
$8.15 Million 3.21% of portfolio
182,924
Q3 2025 Reduced 4.83%
$0
$7.67 Million 3.02% of portfolio
46,599
Q3 2025 Reduced 0.38%
$0
$5.33 Million 2.09% of portfolio
28,075
Q3 2025 Reduced 7.55%
$0
$5.19 Million 2.04% of portfolio
93,808
Q3 2025 Reduced 10.84%
$0
$5.11 Million 2.01% of portfolio
102,598
Q3 2025 Reduced 3.37%
$0
$5.02 Million 1.97% of portfolio
107,174
Q3 2025 Added 1.53%
$147B
$4.66 Million 1.83% of portfolio
14,138
Q3 2025 Added 6.83%
$154B
$4.62 Million 1.82% of portfolio
12,339
Q3 2025 Added 2.35%
$621B
$4.54 Million 1.79% of portfolio
9,040
Q2 2025 Added 0.17%
$276B
$3.86 Million 1.52% of portfolio
37,476
Q3 2025 Reduced 1.42%
$487B
$3.61 Million 1.42% of portfolio
19,463
Q3 2025 Reduced 1.95%
$375B
$3.18 Million 1.25% of portfolio
13,751
Q3 2025 Reduced 1.96%
$97.6B
$2.98 Million 1.17% of portfolio
15,441
Q3 2025 Reduced 2.55%
$65.3B
$2.89 Million 1.14% of portfolio
6,315
Q3 2025 Reduced 1.45%
$387B
$2.8 Million 1.1% of portfolio
6,921
Q3 2025 Reduced 11.97%
$94.9B
$2.73 Million 1.07% of portfolio
10,105
Q3 2025 Reduced 3.0%
$120B
$2.69 Million 1.06% of portfolio
10,952
Q3 2025 Added 3.24%
$0
$2.58 Million 1.01% of portfolio
32,824
Q3 2025 Reduced 3.23%
$61.7B
$2.57 Million 1.01% of portfolio
6,081
Q3 2025 Reduced 6.16%
$166B
$2.54 Million 1.0% of portfolio
57,738
Q3 2025 Reduced 4.62%
$120B
$2.51 Million 0.99% of portfolio
26,350
Q3 2025 Reduced 3.31%
$21.7B
$2.45 Million 0.96% of portfolio
12,882
Q3 2025 Reduced 2.96%
$135B
$2.43 Million 0.96% of portfolio
10,284
Q3 2025 Reduced 5.17%
$115B
$2.38 Million 0.94% of portfolio
8,431
Q3 2025 Reduced 2.14%
$53.1B
$2.37 Million 0.93% of portfolio
8,682
Q3 2025 Reduced 2.26%
$0
$2.32 Million 0.91% of portfolio
14,863
Q3 2025 Added 0.3%
$78B
$2.13 Million 0.84% of portfolio
19,360
Q3 2025 Reduced 36.37%
$23.5B
$1.96 Million 0.77% of portfolio
39,940
Q3 2025 Reduced 1.53%
$0
$1.92 Million 0.76% of portfolio
11,005
Q3 2025 Added 0.33%
$119B
$1.93 Million 0.76% of portfolio
61,422
Q3 2025 Reduced 1.84%
$0
$1.89 Million 0.74% of portfolio
42,996
Q3 2025 Added 25.94%
$37.8B
$1.86 Million 0.73% of portfolio
28,165
Q3 2025 Reduced 3.56%
$161B
$1.8 Million 0.71% of portfolio
23,881
Q3 2025 Reduced 2.15%
$40.6B
$1.8 Million 0.71% of portfolio
21,547
Q3 2025 Reduced 2.18%
$0
$1.6 Million 0.63% of portfolio
16,221
Q3 2025 Reduced 1.09%
$0
$1.54 Million 0.61% of portfolio
15,294
Q3 2025 Added 3.68%
$516B
$1.35 Million 0.53% of portfolio
7,225
Q3 2025 Added 1.15%
$695B
$1.24 Million 0.49% of portfolio
4,414
Q3 2025 Reduced 0.88%
$0
$1.18 Million 0.46% of portfolio
35,230
Q3 2025 Added 0.03%
$411B
$1.14 Million 0.45% of portfolio
1,233
Q2 2025 Reduced 0.4%
$0
$1.09 Million 0.43% of portfolio
31,075
Q3 2025 Added 0.56%
$0
$1.07 Million 0.42% of portfolio
19,714
Q3 2025 Reduced 2.45%

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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