Phoenix Wealth Advisors Portfolio Holdings

Phoenix Wealth Advisors

  • $235 Million
  • Q2 2025

Phoenix Wealth Advisors has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $235 Million distributed in 125 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 $23.4M, Vanguard Ftse Developed Market with a value of $10.6M, Ishares Msci Intl Small Cap Mu with a value of $10.4M, Microsoft Corp with a value of $9.7M, and Jp Morgan Ultra Short Mun Inco with a value of $9.3M.

Examining the 13F form we can see an increase of $7.62M in the current position value, from $228M to 235M.

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

Portfolio value $235 Million
ETFs: $120 Million
Technology: $34.1 Million
Industrials: $17 Million
Financial Services: $16.1 Million
Healthcare: $11.7 Million
Consumer Cyclical: $9.48 Million
Consumer Defensive: $8.25 Million
Communication Services: $5.76 Million
Other: $12.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.01 Million 0.43% of portfolio
20,210
Q2 2025 Reduced 23.35%
$376B
$989,000 0.42% of portfolio
6,209
Q2 2025 Added 0.02%
$0
$967,000 0.41% of portfolio
18,282
Q2 2025 Reduced 1.28%
$830B
$973,000 0.41% of portfolio
4,453
Q2 2025 Added 0.11%
$0
$950,000 0.4% of portfolio
15,201
Q2 2025 Reduced 1.29%
$278B
$923,000 0.39% of portfolio
13,304
Q2 2025 Added 0.01%
$0
$865,000 0.37% of portfolio
26,504
Q2 2025 Reduced 1.2%
$199B
$881,000 0.37% of portfolio
6,673
Q2 2025 Reduced 8.14%
$0
$844,000 0.36% of portfolio
53,027
Q2 2025 Reduced 1.36%
$142B
$831,000 0.35% of portfolio
4,207
Q2 2025 Reduced 0.33%
$151B
$792,000 0.34% of portfolio
2,838
Q2 2025 Added 0.07%
$0
$785,000 0.33% of portfolio
26,106
Q2 2025 Reduced 1.18%
$0
$750,000 0.32% of portfolio
23,398
Q2 2025 Reduced 1.26%
$8.05B
$744,000 0.32% of portfolio
8,793
Q2 2025 Reduced 0.03%
$246B
$680,000 0.29% of portfolio
2,132
Q2 2025 Reduced 1.57%
$58.1B
$685,000 0.29% of portfolio
10,986
Q2 2025 Reduced 0.06%
$46.2B
$669,000 0.28% of portfolio
3,209
Q2 2025 Reduced 0.31%
$177B
$631,000 0.27% of portfolio
3,245
Q1 2025 Reduced 4.42%
$2.34T
$625,000 0.27% of portfolio
2,849
Q2 2025 Reduced 8.95%
$1.44T
$594,000 0.25% of portfolio
3,372
Q2 2025 Reduced 4.93%
$50B
$573,000 0.24% of portfolio
10,143
Q2 2025 Added 0.03%
$123B
$560,000 0.24% of portfolio
1,211
Q2 2025 Reduced 0.82%
$26.7B
$540,000 0.23% of portfolio
1,156
Q2 2025 Reduced 0.09%
$147B
$532,000 0.23% of portfolio
1,345
Q1 2025 Reduced 2.25%
$48.8B
$520,000 0.22% of portfolio
3,578
Q2 2025 Added 0.42%
$163B
$523,000 0.22% of portfolio
1,352
Q1 2025 Reduced 1.24%
$164B
$521,000 0.22% of portfolio
4,233
Q2 2025 Reduced 11.89%
$78.3B
$501,000 0.21% of portfolio
1,863
Q2 2025 Added 0.05%
$59.3B
$501,000 0.21% of portfolio
2,450
Q4 2024 Added 100.0%
$216B
$477,000 0.2% of portfolio
6,036
Q2 2025 Reduced 77.27%
$0
$474,000 0.2% of portfolio
18,628
Q2 2025 Added 16.21%
$0
$424,000 0.18% of portfolio
5,995
Q2 2025 New
$17.6B
$422,000 0.18% of portfolio
1,359
Q2 2025 Added 1.04%
$719B
$431,000 0.18% of portfolio
554
Q1 2025 Added 25.91%
$60.8B
$403,000 0.17% of portfolio
3,004
Q2 2025 Reduced 2.63%
$1.16T
$409,000 0.17% of portfolio
1,290
Q2 2025 Reduced 1.53%
$53.7B
$375,000 0.16% of portfolio
1,496
Q2 2025 Reduced 0.33%
$0
$367,000 0.16% of portfolio
4,001
Q3 2024 Reduced 29.82%
$33.7B
$351,000 0.15% of portfolio
6,664
Q2 2025 Added 0.62%
$38.4B
$364,000 0.15% of portfolio
1,966
Q2 2025 Added 0.2%
$562B
$337,000 0.14% of portfolio
950
Q1 2025 Reduced 1.45%
$227B
$338,000 0.14% of portfolio
1,159
Q2 2025 Added 3.21%
$260B
$337,000 0.14% of portfolio
1,851
Q1 2025 Reduced 2.63%
$77.8B
$335,000 0.14% of portfolio
4,519
Q2 2025 Reduced 0.96%
$0
$298,000 0.13% of portfolio
681
Q3 2024 Reduced 49.41%
$467B
$298,000 0.13% of portfolio
2,769
Q2 2025 Added 0.04%
$562B
$296,000 0.13% of portfolio
527
Q1 2025 Reduced 1.13%
$1.47T
$312,000 0.13% of portfolio
1,760
Q4 2024 Added 2.33%
$0
$291,000 0.12% of portfolio
12,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $235 Million
  • Prior Value $228 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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