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
$978,000 0.38% of portfolio
15,231
Q3 2025 Added 0.2%
$351B
$949,000 0.37% of portfolio
6,182
Q3 2025 Reduced 0.43%
$0
$941,000 0.37% of portfolio
26,561
Q3 2025 Added 0.22%
$133B
$911,000 0.36% of portfolio
4,329
Q3 2025 Reduced 0.76%
$270B
$913,000 0.36% of portfolio
2,751
Q3 2025 Added 29.03%
$198B
$924,000 0.36% of portfolio
6,585
Q3 2025 Reduced 1.32%
$306B
$923,000 0.36% of portfolio
13,504
Q3 2025 Added 1.5%
$0
$845,000 0.33% of portfolio
53,053
Q3 2025 Added 0.05%
$1.68T
$821,000 0.32% of portfolio
3,381
Q3 2025 Added 0.27%
$156B
$818,000 0.32% of portfolio
4,127
Q3 2025 Reduced 1.9%
$7.31B
$804,000 0.32% of portfolio
8,709
Q3 2025 Reduced 0.96%
$159B
$795,000 0.31% of portfolio
2,819
Q3 2025 Reduced 0.67%
$64.1B
$785,000 0.31% of portfolio
10,792
Q3 2025 Reduced 1.77%
$40.4B
$771,000 0.3% of portfolio
3,133
Q3 2025 Reduced 2.37%
$0
$752,000 0.3% of portfolio
23,439
Q3 2025 Added 0.18%
$255B
$719,000 0.28% of portfolio
4,301
Q3 2025 Added 1.61%
$2.59T
$628,000 0.25% of portfolio
2,864
Q3 2025 Added 0.53%
$273B
$629,000 0.25% of portfolio
2,232
Q3 2025 Added 0.04%
$177B
$610,000 0.24% of portfolio
3,139
Q3 2025 Reduced 3.27%
$48.7B
$613,000 0.24% of portfolio
10,032
Q3 2025 Reduced 1.09%
$1.48T
$574,000 0.23% of portfolio
1,292
Q3 2025 Added 0.16%
$128B
$572,000 0.22% of portfolio
1,147
Q3 2025 Reduced 5.28%
$73.4B
$503,000 0.2% of portfolio
1,838
Q3 2025 Reduced 1.34%
$66.2B
$499,000 0.2% of portfolio
2,934
Q3 2025 Reduced 2.33%
$0
$474,000 0.19% of portfolio
18,628
Q2 2025 Added 16.21%
$157B
$477,000 0.19% of portfolio
1,354
Q3 2025 Added 0.15%
$135B
$490,000 0.19% of portfolio
1,328
Q3 2025 Reduced 1.26%
$209B
$488,000 0.19% of portfolio
5,820
Q3 2025 Reduced 3.58%
$41.5B
$449,000 0.18% of portfolio
3,546
Q3 2025 Reduced 0.89%
$65.6B
$466,000 0.18% of portfolio
2,290
Q3 2025 Reduced 6.53%
$55.2B
$448,000 0.18% of portfolio
1,470
Q3 2025 Reduced 1.74%
$18B
$468,000 0.18% of portfolio
1,352
Q3 2025 Reduced 0.52%
$1.73T
$428,000 0.17% of portfolio
1,760
Q4 2024 Added 2.33%
$852B
$422,000 0.17% of portfolio
554
Q1 2025 Added 25.91%
$0
$440,000 0.17% of portfolio
5,995
Q2 2025 New
$33B
$391,000 0.15% of portfolio
6,554
Q3 2025 Reduced 1.65%
$0
$384,000 0.15% of portfolio
9,902
Q3 2025 Reduced 62.07%
$302B
$374,000 0.15% of portfolio
2,411
Q3 2025 Added 42.33%
$0
$386,000 0.15% of portfolio
4,001
Q3 2024 Reduced 29.82%
$218B
$352,000 0.14% of portfolio
1,159
Q2 2025 Added 3.21%
$38.4B
$359,000 0.14% of portfolio
1,940
Q3 2025 Reduced 1.32%
$0
$326,000 0.13% of portfolio
681
Q3 2024 Reduced 49.41%
$474B
$335,000 0.13% of portfolio
2,973
Q3 2025 Added 7.37%
$551B
$324,000 0.13% of portfolio
951
Q3 2025 Added 0.11%
$205B
$312,000 0.12% of portfolio
2,121
Q2 2025 Reduced 2.08%
$79B
$297,000 0.12% of portfolio
4,440
Q3 2025 Reduced 1.75%
$519B
$299,000 0.12% of portfolio
527
Q1 2025 Reduced 1.13%
$301B
$306,000 0.12% of portfolio
643
Q3 2025 New
$45.5B
$306,000 0.12% of portfolio
3,375
Q3 2025 Reduced 1.86%

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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