Phoenix Wealth Advisors Top Holdings and 13F Report (2025) About Phoenix Wealth AdvisorsInvestment ActivityPhoenix Wealth Advisors has $230.56 million in total holdings as of December 31, 2024.Phoenix Wealth Advisors owns shares of 120 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 12.99% of the portfolio was purchased this quarter.About 5.42% of the portfolio was sold this quarter.This quarter, Phoenix Wealth Advisors has purchased 122 new stocks and bought additional shares in 38 stocks.Phoenix Wealth Advisors sold shares of 68 stocks and completely divested from 7 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $39,224,074JPMorgan Ultra-Short Municipal ETF $9,249,341Microsoft $8,408,925Apple $8,248,373iShares International Small Cap Equity Factor ETF $8,040,432 Largest New Holdings this Quarter iShares International Small Cap Equity Factor ETF $8,040,432 HoldingBLACKROCK INC $444,898 HoldingRoyal Bank of Canada $260,965 HoldingPhilip Morris International $228,841 HoldingAmerican Electric Power $214,039 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 195,052 shares (about $9.82M)iShares International Small Cap Equity Factor ETF 249,084 shares (about $8.04M)PGIM Ultra Short Bond ETF 77,483 shares (about $3.84M)Invesco S&P 500 Equal Weight ETF 13,671 shares (about $2.40M)TCW Transform 500 ETF 12,275 shares (about $844.34K) Largest Sales this Quarter Comcast 39,379 shares (about $1.48M)Analog Devices 6,717 shares (about $1.43M)UnitedHealth Group 2,630 shares (about $1.33M)iShares Core S&P U.S. Growth ETF 5,908 shares (about $823.28K)Microsoft 1,320 shares (about $556.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPhoenix Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPSTJPMorgan Ultra-Short Income ETF$39,224,074$9,824,769 ▲33.4%778,71917.0%ETFJMSTJPMorgan Ultra-Short Municipal ETF$9,249,341$96,602 ▼-1.0%182,3974.0%ETFMSFTMicrosoft$8,408,925$556,380 ▼-6.2%19,9503.6%Computer and TechnologyAAPLApple$8,248,373$571,211 ▲7.4%32,9383.6%Computer and TechnologyISCFiShares International Small Cap Equity Factor ETF$8,040,432$8,040,432 ▲New Holding249,0843.5%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$7,818,307$98,852 ▲1.3%193,1403.4%ETFIUSGiShares Core S&P U.S. Growth ETF$7,040,419$823,284 ▼-10.5%50,5233.1%ManufacturingVEAVanguard FTSE Developed Markets ETF$4,884,048$293,232 ▲6.4%102,1342.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,883,355$611,787 ▲14.3%95,4902.1%ETFVOTETCW Transform 500 ETF$4,330,635$844,336 ▲24.2%62,9591.9%ETFETNEaton$4,257,228$97,238 ▼-2.2%12,8281.8%Industrial ProductsRSPInvesco S&P 500 Equal Weight ETF$4,241,509$2,395,607 ▲129.8%24,2051.8%ETFGOVTiShares U.S. Treasury Bond ETF$4,172,341$443,399 ▼-9.6%181,5641.8%ETFWMTWalmart$4,167,303$166,334 ▼-3.8%46,1241.8%Retail/WholesaleBRK.BBerkshire Hathaway$4,109,890$65,726 ▼-1.6%9,0671.8%FinanceJPMJPMorgan Chase & Co.$4,065,961$107,630 ▼-2.6%16,9621.8%FinanceAVGOBroadcom$4,063,692$157,883 ▼-3.7%17,5281.8%Computer and TechnologyPULSPGIM Ultra Short Bond ETF$4,047,198$3,839,286 ▲1,846.6%81,6791.8%ETFHDHome Depot$3,270,239$32,286 ▼-1.0%8,4071.4%Retail/WholesaleMSIMotorola Solutions$3,260,108$91,522 ▼-2.7%7,0531.4%Computer and TechnologyVTWVVanguard Russell 2000 Value ETF$2,994,767$282,282 ▲10.4%20,7091.3%ETFJNJJohnson & Johnson$2,975,123$140,281 ▼-4.5%20,5721.3%MedicalDRIDarden Restaurants$2,723,994$107,533 ▼-3.8%14,5911.2%Retail/WholesaleAPDAir Products and Chemicals$2,716,225$85,852 ▼-3.1%9,3651.2%Basic MaterialsCMECME Group$2,698,977$96,608 ▼-3.5%11,6221.2%FinanceJCIJohnson Controls International$2,647,865$97,715 ▼-3.6%33,5471.1%ConstructionMRKMerck & Co., Inc.$2,630,948$92,616 ▼-3.4%26,4471.1%MedicalUNPUnion Pacific$2,596,920$84,375 ▼-3.1%11,3881.1%TransportationCBChubb$2,528,974$62,444 ▼-2.4%9,1531.1%FinanceVZVerizon Communications$2,492,025$107,533 ▼-4.1%62,3161.1%Computer and TechnologyFISFidelity National Information Services$2,481,739$85,616 ▼-3.3%30,7261.1%Business ServicesSPEMSPDR Portfolio Emerging Markets ETF$2,467,342$657,661 ▲36.3%64,3041.1%ETFMPCMarathon Petroleum$2,415,024$56,777 ▼-2.3%17,3121.0%Oils/EnergyMDTMedtronic$2,284,808$101,767 ▼-4.3%28,6031.0%MedicalPEGPublic Service Enterprise Group$1,820,844$30,163 ▼-1.6%21,5510.8%UtilitiesISCGiShares Morningstar Small-Cap Growth ETF$1,742,765$297,946 ▲20.6%35,2360.8%ETFNEENextEra Energy$1,737,622$1,577 ▼-0.1%24,2380.8%UtilitiesBBYBest Buy$1,655,854$4,547 ▼-0.3%19,2990.7%Retail/WholesaleFASTFastenal$1,525,499$11,793 ▼-0.8%21,2140.7%Retail/WholesaleMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,496,370$3,412 ▼-0.2%14,9130.6%ETFNVDANVIDIA$1,384,407$52,911 ▲4.0%10,3090.6%Computer and TechnologyARKWARK Next Generation Internation ETF$1,181,193$756 ▼-0.1%10,9390.5%ETFPGProcter & Gamble$1,141,139$9,220 ▲0.8%6,8070.5%Consumer StaplesCOSTCostco Wholesale$1,133,426$19,242 ▲1.7%1,2370.5%Retail/WholesalePEPPepsiCo$1,104,435$15,663 ▲1.4%7,2630.5%Consumer StaplesFINXGlobal X FinTech Thematic ETF$1,098,039$3,091 ▼-0.3%35,1710.5%ManufacturingHONHoneywell International$1,002,726$1,129 ▼-0.1%4,4390.4%Multi-Sector ConglomeratesDHRDanaher$984,081$12,855 ▼-1.3%4,2870.4%Multi-Sector ConglomeratesCSCOCisco Systems$891,552$12,728 ▼-1.4%15,0600.4%Computer and TechnologyVPNGlobal X Data Center & Digital Infrastructure ETF$880,460$612 ▼-0.1%53,2000.4%ManufacturingIRBOiShares Robotics and Artificial Intelligence Multisector ETF$866,622$741 ▲0.1%23,3780.4%ManufacturingCMCSAComcast$861,539$1,477,894 ▼-63.2%22,9560.4%Consumer DiscretionarySBIOALPS Medical Breakthroughs ETF$861,158$165 ▼0.0%26,0720.4%ETFEBLUEcofin Global Water ESG Fund$855,017$235 ▲0.0%18,2210.4%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$844,247$2,013 ▲0.2%26,4240.4%ManufacturingUNHUnitedHealth Group$835,681$1,330,412 ▼-61.4%1,6520.4%MedicalCGWInvesco S&P Global Water Index ETF$825,954$2,222 ▲0.3%15,2390.4%ETFBUGGlobal X Cybersecurity ETF$804,528$866 ▼-0.1%25,0710.3%ManufacturingADIAnalog Devices$775,691$1,427,093 ▼-64.8%3,6510.3%Computer and TechnologyORCLOracle$745,714$3,499 ▲0.5%4,4750.3%Computer and TechnologyTSLATesla$732,162$21,000 ▼-2.8%1,8130.3%Auto/Tires/TrucksHDViShares Core High Dividend ETF$719,587$468,574 ▲186.7%6,4100.3%ETFAMGNAmgen$698,255$1,303 ▼-0.2%2,6790.3%MedicalAMZNAmazon.com$693,711$26,766 ▲4.0%3,1620.3%Retail/WholesaleGRMNGarmin$688,908$11,344 ▼-1.6%3,3400.3%Computer and TechnologyGOOGLAlphabet$677,231$120,948 ▲21.7%3,5780.3%Computer and TechnologyTXNTexas Instruments$636,596$2,813 ▲0.4%3,3950.3%Computer and TechnologyAXPAmerican Express$636,021$13,652 ▼-2.1%2,1430.3%FinanceIAUiShares Gold Trust$618,429$495 ▼-0.1%12,4910.3%FinanceURNMSprott Uranium Miners ETF$618,315$15,116 ▼-2.4%15,3390.3%ETFADBEAdobe$608,767$3,557 ▲0.6%1,3690.3%Computer and TechnologyLMTLockheed Martin$548,626$13,606 ▼-2.4%1,1290.2%AerospaceDDominion Energy$543,730$6,463 ▲1.2%10,0950.2%UtilitiesNFGNational Fuel Gas$531,860$10,376 ▼-1.9%8,7650.2%Oils/EnergyULTAUlta Beauty$503,649$6,089 ▲1.2%1,1580.2%Retail/WholesaleSYKStryker$495,429$2,160 ▼-0.4%1,3760.2%MedicalIBMInternational Business Machines$477,668$42,865 ▲9.9%2,1730.2%Computer and TechnologyPAYXPaychex$476,327$1,963 ▼-0.4%3,3970.2%Business ServicesSNASnap-on$465,767$679 ▼-0.1%1,3720.2%Consumer DiscretionaryCORCencora$450,259$225 ▲0.0%2,0040.2%MedicalPANWPalo Alto Networks$445,802$222,901 ▲100.0%2,4500.2%Computer and TechnologyBLACKROCK INC$444,898$444,898 ▲New Holding4340.2%COMHARBOR ETF TRUST$436,1760.0%16,0300.2%LONG TERM GROWERECLEcolab$421,542$11,716 ▼-2.7%1,7990.2%Basic MaterialsVLOValero Energy$392,288$2,207 ▼-0.6%3,2000.2%Oils/EnergyPYPLPayPal$374,174$1,280 ▼-0.3%4,3840.2%Computer and TechnologyPDECInnovator U.S. Equity Power Buffer ETF - December$367,2950.0%9,5600.2%ETFIWRiShares Russell Mid-Cap ETF$353,6880.0%4,0010.2%ETFABBVAbbVie$347,4040.0%1,9550.2%MedicalLLYEli Lilly and Company$339,680$3,088 ▲0.9%4400.1%MedicalADMArcher-Daniels-Midland$335,806$6,568 ▼-1.9%6,6470.1%Consumer StaplesGOOGAlphabet$335,174$7,618 ▲2.3%1,7600.1%Computer and TechnologyMCDMcDonald's$331,3440.0%1,1430.1%Retail/WholesaleLHXL3Harris Technologies$326,565$3,785 ▼-1.1%1,5530.1%AerospaceVVisa$304,663$10,113 ▲3.4%9640.1%Business ServicesGNTXGentex$286,840$2,183 ▼-0.8%9,9840.1%Auto/Tires/TrucksKMBKimberly-Clark$283,046$1,048 ▲0.4%2,1600.1%Consumer StaplesGISGeneral Mills$281,800$5,102 ▼-1.8%4,4190.1%Consumer StaplesMAMastercard$280,662$8,425 ▲3.1%5330.1%Business ServicesVUGVanguard Growth ETF$279,5100.0%6810.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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