Phoenix Wealth Advisors Top Holdings and 13F Report (2025) About Phoenix Wealth AdvisorsInvestment ActivityPhoenix Wealth Advisors has $238.79 million in total holdings as of June 30, 2025.Phoenix Wealth Advisors owns shares of 125 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 5.74% of the portfolio was purchased this quarter.About 7.87% of the portfolio was sold this quarter.This quarter, Phoenix Wealth Advisors has purchased 124 new stocks and bought additional shares in 31 stocks.Phoenix Wealth Advisors sold shares of 65 stocks and completely divested from 7 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $23,418,703Vanguard FTSE Developed Markets ETF $10,607,759iShares International Small Cap Equity Factor ETF $10,419,166Microsoft $9,704,497JPMorgan Ultra-Short Municipal ETF $9,300,337 Largest New Holdings this Quarter 72201R643 - PIMCO Enhanced Short Maturity Active ESG ETF $1,619,647 Holding78468R788 - SPDR Portfolio S&P 500 High Dividend ETF $1,448,944 Holding46641Q134 - JPMorgan International Research Enhanced Equity ETF $424,266 Holding06849F108 - BARRICK MNG CORP $313,653 Holding45783Y285 - INNOVATOR ETFS TRUST $304,141 Holding Largest Purchases this Quarter AbbVie 12,087 shares (about $2.24M)Vanguard FTSE Developed Markets ETF 32,550 shares (about $1.86M)PIMCO Enhanced Short Maturity Active ESG ETF 16,399 shares (about $1.62M)SPDR Portfolio S&P 500 High Dividend ETF 34,141 shares (about $1.45M)Comcast 39,534 shares (about $1.41M) Largest Sales this Quarter PGIM Ultra Short Bond ETF 64,746 shares (about $3.22M)iShares Core High Dividend ETF 25,596 shares (about $3.00M)TCW Transform 500 ETF 26,888 shares (about $1.96M)Merck & Co., Inc. 20,525 shares (about $1.62M)iShares Core S&P U.S. Growth ETF 9,661 shares (about $1.45M) 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$23,418,703$364,845 ▲1.6%462,0909.8%ETFVEAVanguard FTSE Developed Markets ETF$10,607,759$1,855,679 ▲21.2%186,0684.4%ETFISCFiShares International Small Cap Equity Factor ETF$10,419,166$373,355 ▲3.7%268,7434.4%ETFMSFTMicrosoft$9,704,497$174,094 ▼-1.8%19,5104.1%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$9,300,337$102,502 ▲1.1%182,6463.9%ETFGOVTiShares U.S. Treasury Bond ETF$8,486,829$450,959 ▲5.6%369,3143.6%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$8,178,247$121,608 ▼-1.5%192,2033.4%ETFIUSGiShares Core S&P U.S. Growth ETF$7,035,306$1,453,024 ▼-17.1%46,7772.9%ManufacturingAAPLApple$6,400,228$210,708 ▼-3.2%31,1952.7%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$5,519,322$131,945 ▲2.4%30,3692.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$5,506,671$674,869 ▼-10.9%105,2102.3%ETFPULSPGIM Ultra Short Bond ETF$5,283,369$3,221,762 ▼-37.9%106,1772.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,511,570$1,163,516 ▲34.8%105,5581.9%ETFBRK.BBerkshire Hathaway$4,391,361$7,287 ▲0.2%9,0401.8%FinanceETNEaton$4,304,039$167,792 ▼-3.8%12,0561.8%IndustrialsJPMJPMorgan Chase & Co.$4,107,603$282,363 ▼-6.4%14,1691.7%FinanceWMTWalmart$3,717,176$277,889 ▼-7.0%38,0161.6%Retail/WholesaleAVGOBroadcom$3,647,828$220,512 ▼-5.7%13,2341.5%Computer and TechnologyJCIJohnson Controls International$3,213,387$206,593 ▼-6.0%30,4241.3%ConstructionJNJJohnson & Johnson$3,032,163$28,412 ▼-0.9%19,8501.3%MedicalDRIDarden Restaurants$2,893,472$224,067 ▼-7.2%13,2751.2%Retail/WholesaleHDHome Depot$2,882,379$129,417 ▼-4.3%7,8621.2%Retail/WholesaleCMECME Group$2,871,357$279,198 ▼-8.9%10,4181.2%FinanceMSIMotorola Solutions$2,694,371$175,336 ▼-6.1%6,4081.1%Computer and TechnologyMPCMarathon Petroleum$2,632,071$214,453 ▼-7.5%15,8451.1%EnergyVZVerizon Communications$2,619,400$81,218 ▼-3.0%60,5361.1%Computer and TechnologyABBVAbbVie$2,603,452$2,243,542 ▲623.4%14,0261.1%MedicalADIAnalog Devices$2,524,857$67,120 ▼-2.6%10,6081.1%Computer and TechnologyAPDAir Products and Chemicals$2,505,539$95,336 ▼-3.7%8,8831.0%Basic MaterialsCBChubb$2,495,991$130,956 ▼-5.0%8,6151.0%FinanceUNPUnion Pacific$2,495,115$109,284 ▼-4.2%10,8451.0%TransportationVOTETCW Transform 500 ETF$2,467,444$1,955,857 ▼-44.2%33,9211.0%ETFFISFidelity National Information Services$2,377,513$134,897 ▼-5.4%29,2041.0%Business ServicesMDTMedtronic$2,375,560$93,446 ▼-3.8%27,2521.0%MedicalCMCSAComcast$2,233,332$1,410,965 ▲171.6%62,5760.9%Consumer DiscretionaryCMICummins$2,122,136$55,673 ▼-2.6%6,4800.9%Auto/Tires/TrucksVTWVVanguard Russell 2000 Value ETF$2,061,149$306,829 ▼-13.0%14,8190.9%ETFPEGPublic Service Enterprise Group$1,854,281$12,122 ▼-0.6%22,0280.8%UtilitiesFASTFastenal$1,703,520$847,896 ▲99.1%40,5600.7%Retail/WholesaleNEENextEra Energy$1,694,209$25,824 ▼-1.5%24,4050.7%UtilitiesEMNTPIMCO Enhanced Short Maturity Active ESG ETF$1,619,647$1,619,647 ▲New Holding16,3990.7%ETFARKWARK Next Generation Internet ETF$1,619,244$16,533 ▼-1.0%10,9690.7%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,482,992$1,005 ▼-0.1%14,7510.6%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,448,944$1,448,944 ▲New Holding34,1410.6%ETFAMPLIFY ETF TR$1,338,221$13,862 ▼-1.0%15,7360.6%VIDEO GAME LEADEBBYBest Buy$1,308,488$7,250 ▼-0.6%19,4920.5%Retail/WholesaleCOSTCostco Wholesale$1,220,596$4,950 ▼-0.4%1,2330.5%Retail/WholesaleFINXGlobal X FinTech ETF$1,205,194$13,756 ▼-1.1%35,2190.5%ManufacturingBUGGlobal X Cybersecurity ETF$1,146,501$11,241 ▼-1.0%30,9030.5%ManufacturingNVDANVIDIA$1,128,536$8,690 ▼-0.8%7,1430.5%Computer and TechnologyHONHoneywell International$1,015,736$12,342 ▼-1.2%4,3620.4%Multi-Sector ConglomeratesISCGiShares Morningstar Small-Cap Growth ETF$1,005,637$306,368 ▼-23.4%20,2100.4%ETFPGProcter & Gamble$989,153$159 ▲0.0%6,2090.4%Consumer StaplesVPNGlobal X Data Center & Digital Infrastructure ETF$988,423$13,589 ▼-1.4%53,0270.4%ManufacturingORCLOracle$973,508$1,093 ▲0.1%4,4530.4%Computer and TechnologyEBLUEcofin Global Water ESG Fund$967,324$12,540 ▼-1.3%18,2820.4%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$959,318$12,218 ▼-1.3%23,3980.4%ManufacturingCGWInvesco S&P Global Water Index ETF$950,063$12,438 ▼-1.3%15,2010.4%ETFCSCOCisco Systems$923,008$69 ▲0.0%13,3040.4%Computer and TechnologyPEPPepsiCo$881,118$78,037 ▼-8.1%6,6730.4%Consumer StaplesBOTZGlobal X Robotics & Artificial Intelligence ETF$865,356$10,513 ▼-1.2%26,5040.4%ManufacturingDHRDanaher$831,051$2,766 ▼-0.3%4,2070.3%MedicalAMGNAmgen$792,398$558 ▲0.1%2,8380.3%MedicalSBIOALPS Medical Breakthroughs ETF$785,007$9,382 ▼-1.2%26,1060.3%ETFNFGNational Fuel Gas$744,855$254 ▼0.0%8,7930.3%EnergyIAUiShares Gold Trust$685,087$437 ▼-0.1%10,9860.3%FinanceAXPAmerican Express$680,148$10,847 ▼-1.6%2,1320.3%FinanceTXNTexas Instruments$673,8090.0%3,2450.3%Computer and TechnologyGRMNGarmin$669,782$2,087 ▼-0.3%3,2090.3%Computer and TechnologyIBMInternational Business Machines$657,7790.0%2,2310.3%Computer and TechnologyAMZNAmazon.com$625,042$61,429 ▼-8.9%2,8490.3%Retail/WholesaleGOOGLAlphabet$594,315$30,844 ▼-4.9%3,3720.2%Computer and TechnologyCORCencora$589,505$1,199 ▲0.2%1,9660.2%MedicalDDominion Energy$573,296$170 ▲0.0%10,1430.2%UtilitiesLMTLockheed Martin$560,971$4,632 ▼-0.8%1,2110.2%AerospaceHARBOR ETF TRUST$542,541$75,667 ▲16.2%18,6280.2%LONG TERM GROWERULTAUlta Beauty$540,800$468 ▼-0.1%1,1560.2%Retail/WholesaleSYKStryker$532,1220.0%1,3450.2%MedicalADBEAdobe$523,0620.0%1,3520.2%Computer and TechnologyMUMicron Technology$521,717$70,376 ▼-11.9%4,2330.2%Computer and TechnologyPAYXPaychex$520,456$2,182 ▲0.4%3,5780.2%Computer and TechnologyECLEcolab$501,976$269 ▲0.1%1,8630.2%Basic MaterialsPANWPalo Alto Networks$501,3680.0%2,4500.2%Computer and TechnologyMRKMerck & Co., Inc.$477,810$1,624,760 ▼-77.3%6,0360.2%MedicalBLACKROCK INC$464,8180.0%4430.2%COMLLYEli Lilly and Company$431,8600.0%5540.2%MedicalJIREJPMorgan International Research Enhanced Equity ETF$424,266$424,266 ▲New Holding5,9950.2%ETFSNASnap-On$422,894$4,357 ▲1.0%1,3590.2%Consumer DiscretionaryTSLATesla$409,781$6,353 ▼-1.5%1,2900.2%Auto/Tires/TrucksVLOValero Energy$403,798$10,888 ▼-2.6%3,0040.2%EnergyPDECInnovator U.S. Equity Power Buffer ETF - December$382,4960.0%9,5600.2%ETFLHXL3Harris Technologies$375,257$1,254 ▼-0.3%1,4960.2%AerospaceIWRiShares Russell Mid-Cap ETF$367,9720.0%4,0010.2%ETFADMArcher Daniels Midland$351,726$2,164 ▲0.6%6,6640.1%Consumer StaplesMCDMcDonald's$338,625$10,518 ▲3.2%1,1590.1%Retail/WholesaleVVisa$337,4220.0%9500.1%Business ServicesPMPhilip Morris International$337,2080.0%1,8510.1%Consumer StaplesPYPLPayPal$335,852$3,270 ▼-1.0%4,5190.1%Business ServicesBARRICK MNG CORP$313,653$313,653 ▲New Holding15,0650.1%COM SHSGOOGAlphabet$312,2060.0%1,7600.1%Computer and TechnologyShowing 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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