Phoenix Wealth Advisors Top Holdings and 13F Report (2025) About Phoenix Wealth AdvisorsInvestment ActivityPhoenix Wealth Advisors has $229.49 million in total holdings as of March 31, 2025.Phoenix Wealth Advisors owns shares of 124 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 10.28% of the portfolio was purchased this quarter.About 9.40% of the portfolio was sold this quarter.This quarter, Phoenix Wealth Advisors has purchased 120 new stocks and bought additional shares in 49 stocks.Phoenix Wealth Advisors sold shares of 60 stocks and completely divested from 1 stock this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $23,031,141JPMorgan Ultra-Short Municipal ETF $9,185,174iShares International Small Cap Equity Factor ETF $8,727,055PGIM Ultra Short Bond ETF $8,499,993iShares U.S. Treasury Bond ETF $8,037,629 Largest New Holdings this Quarter 231021106 - Cummins $2,084,450 Holding032108615 - AMPLIFY ETF TR $1,053,366 Holding595112103 - Micron Technology $417,420 Holding205887102 - Conagra Brands $211,866 Holding26441C204 - Duke Energy $207,591 Holding Largest Purchases this Quarter PGIM Ultra Short Bond ETF 89,244 shares (about $4.44M)iShares U.S. Treasury Bond ETF 168,126 shares (about $3.86M)Vanguard FTSE Developed Markets ETF 51,384 shares (about $2.61M)iShares Core High Dividend ETF 20,992 shares (about $2.54M)Cummins 6,650 shares (about $2.08M) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 323,828 shares (about $16.40M)Broadcom 3,494 shares (about $585.00K)Vanguard Russell 2000 Value ETF 3,684 shares (about $490.29K)Walmart 5,266 shares (about $462.30K)JPMorgan Chase & Co. 1,819 shares (about $446.20K) 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$23,031,141$16,395,419 ▼-41.6%454,89110.0%ETFJMSTJPMorgan Ultra-Short Municipal ETF$9,185,174$89,699 ▼-1.0%180,6334.0%ETFISCFiShares International Small Cap Equity Factor ETF$8,727,055$337,782 ▲4.0%259,1133.8%ETFPULSPGIM Ultra Short Bond ETF$8,499,993$4,438,100 ▲109.3%170,9233.7%ETFGOVTiShares U.S. Treasury Bond ETF$8,037,629$3,864,378 ▲92.6%349,6903.5%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$7,952,657$78,319 ▲1.0%195,0613.5%ETFVEAVanguard FTSE Developed Markets ETF$7,803,305$2,611,844 ▲50.3%153,5183.4%ETFMSFTMicrosoft$7,455,089$33,784 ▼-0.5%19,8603.2%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$7,172,086$751,672 ▲11.7%56,4383.1%ManufacturingAAPLApple$7,157,564$159,047 ▼-2.2%32,2223.1%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$6,031,562$1,154,895 ▲23.7%118,1042.6%ETFRSPInvesco S&P 500 Equal Weight ETF$5,135,028$942,019 ▲22.5%29,6432.2%ETFBRK.BBerkshire Hathaway$4,806,535$22,368 ▼-0.5%9,0252.1%FinanceVOTETCW Transform 500 ETF$3,976,269$140,587 ▼-3.4%60,8091.7%ETFJPMJPMorgan Chase & Co.$3,714,578$446,201 ▼-10.7%15,1431.6%FinanceWMTWalmart$3,586,924$462,302 ▼-11.4%40,8581.6%Retail/WholesaleETNEaton$3,405,011$82,094 ▼-2.4%12,5261.5%IndustrialsJNJJohnson & Johnson$3,322,799$88,891 ▼-2.6%20,0361.4%MedicalHDViShares Core High Dividend ETF$3,318,870$2,542,505 ▲327.5%27,4021.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,084,046$552,400 ▲21.8%78,3351.3%ETFCMECME Group$3,032,640$50,672 ▼-1.6%11,4311.3%FinanceHDHome Depot$3,010,824$70,369 ▼-2.3%8,2151.3%Retail/WholesaleMSIMotorola Solutions$2,988,053$99,821 ▼-3.2%6,8251.3%Computer and TechnologyDRIDarden Restaurants$2,971,591$59,835 ▼-2.0%14,3031.3%Retail/WholesaleVZVerizon Communications$2,831,063$4,400 ▲0.2%62,4131.2%Computer and TechnologyCBChubb$2,738,143$25,971 ▼-0.9%9,0671.2%FinanceAPDAir Products and Chemicals$2,719,594$42,471 ▼-1.5%9,2211.2%Basic MaterialsUNPUnion Pacific$2,674,183$16,064 ▼-0.6%11,3201.2%TransportationJCIJohnson Controls International$2,593,962$93,488 ▼-3.5%32,3801.1%ConstructionMDTMedtronic$2,545,195$25,071 ▼-1.0%28,3241.1%MedicalMPCMarathon Petroleum$2,496,504$25,641 ▼-1.0%17,1361.1%EnergyMRKMerck & Co., Inc.$2,384,115$10,233 ▲0.4%26,5611.0%MedicalAVGOBroadcom$2,349,705$584,999 ▼-19.9%14,0341.0%Computer and TechnologyFISFidelity National Information Services$2,304,710$10,082 ▲0.4%30,8611.0%Business ServicesVTWVVanguard Russell 2000 Value ETF$2,265,812$490,294 ▼-17.8%17,0251.0%ETFADIAnalog Devices$2,196,266$1,459,942 ▲198.3%10,8901.0%Computer and TechnologyCMICummins$2,084,450$2,084,450 ▲New Holding6,6500.9%Auto/Tires/TrucksPEGPublic Service Enterprise Group$1,824,738$51,108 ▲2.9%22,1720.8%UtilitiesNEENextEra Energy$1,756,414$38,209 ▲2.2%24,7770.8%UtilitiesFASTFastenal$1,579,849$65,297 ▼-4.0%20,3720.7%Retail/WholesaleMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,485,252$15,294 ▼-1.0%14,7610.6%ETFBBYBest Buy$1,442,756$22,157 ▲1.6%19,6000.6%Retail/WholesaleISCGiShares Morningstar Small-Cap Growth ETF$1,187,851$399,554 ▼-25.2%26,3670.5%ETFCOSTCostco Wholesale$1,170,876$946 ▲0.1%1,2380.5%Retail/WholesalePEPPepsiCo$1,089,196$150 ▲0.0%7,2640.5%Consumer StaplesPGProcter & Gamble$1,057,986$102,083 ▼-8.8%6,2080.5%Consumer StaplesAMPLIFY ETF TR$1,053,366$1,053,366 ▲New Holding15,8990.5%VIDEO GAME LEADEARKWARK Next Generation Internet ETF$1,049,038$13,443 ▲1.3%11,0810.5%ETFBUGGlobal X Cybersecurity ETF$1,009,202$198,406 ▲24.5%31,2060.4%ManufacturingFINXGlobal X FinTech Thematic ETF$981,715$12,402 ▲1.3%35,6210.4%ManufacturingHONHoneywell International$934,946$5,082 ▼-0.5%4,4150.4%Multi-Sector ConglomeratesUNHUnitedHealth Group$890,993$25,666 ▲3.0%1,7010.4%MedicalAMGNAmgen$883,556$48,913 ▲5.9%2,8360.4%MedicalEBLUEcofin Global Water ESG Fund$876,364$14,102 ▲1.6%18,5190.4%ETFVPNGlobal X Data Center & Digital Infrastructure ETF$874,073$9,041 ▲1.0%53,7560.4%ManufacturingDHRDanaher$865,305$13,530 ▼-1.5%4,2210.4%MedicalCGWInvesco S&P Global Water Index ETF$857,626$8,966 ▲1.1%15,4000.4%ETFCMCSAComcast$850,250$3,173 ▲0.4%23,0420.4%Consumer DiscretionaryCSCOCisco Systems$820,928$108,424 ▼-11.7%13,3030.4%Computer and TechnologyNVDANVIDIA$780,129$337,174 ▼-30.2%7,1980.3%Computer and TechnologyBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$763,468$11,441 ▲1.5%26,8260.3%ManufacturingSBIOALPS Medical Breakthroughs ETF$753,404$9,867 ▲1.3%26,4180.3%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$745,239$10,001 ▲1.4%23,6960.3%ManufacturingGRMNGarmin$698,941$26,273 ▼-3.6%3,2190.3%Computer and TechnologyNFGNational Fuel Gas$696,555$2,455 ▲0.4%8,7960.3%EnergyIAUiShares Gold Trust$648,147$88,322 ▼-12.0%10,9930.3%FinanceORCLOracle$621,875$3,775 ▼-0.6%4,4480.3%Computer and TechnologyAMZNAmazon.com$595,324$6,279 ▼-1.0%3,1290.3%Retail/WholesaleTXNTexas Instruments$583,075$26,953 ▼-4.4%3,2450.3%Computer and TechnologyAXPAmerican Express$582,792$6,188 ▲1.1%2,1660.3%FinanceDDominion Energy$568,563$2,523 ▲0.4%10,1400.2%UtilitiesIBMInternational Business Machines$554,756$14,422 ▲2.7%2,2310.2%Computer and TechnologyPAYXPaychex$549,700$25,610 ▲4.9%3,5630.2%Business ServicesGOOGLAlphabet$548,582$4,794 ▼-0.9%3,5470.2%Computer and TechnologyCORCencora$545,613$11,680 ▼-2.1%1,9620.2%MedicalLMTLockheed Martin$545,486$41,101 ▲8.1%1,2210.2%AerospaceADBEAdobe$518,533$6,520 ▼-1.2%1,3520.2%Computer and TechnologySYKStryker$500,676$11,540 ▼-2.3%1,3450.2%MedicalECLEcolab$472,054$15,972 ▲3.5%1,8620.2%Basic MaterialsLLYEli Lilly and Company$457,554$94,154 ▲25.9%5540.2%MedicalSNASnap-on$453,278$9,099 ▼-2.0%1,3450.2%Consumer DiscretionaryULTAUlta Beauty$424,087$367 ▼-0.1%1,1570.2%Retail/WholesaleBLACKROCK INC$419,291$8,518 ▲2.1%4430.2%COMPANWPalo Alto Networks$418,0680.0%2,4500.2%Computer and TechnologyMUMicron Technology$417,420$417,420 ▲New Holding4,8040.2%Computer and TechnologyVLOValero Energy$407,436$15,188 ▼-3.6%3,0850.2%EnergyABBVAbbVie$406,330$3,353 ▼-0.8%1,9390.2%MedicalHARBOR ETF TRUST$392,7350.0%16,0300.2%LONG TERM GROWERPDECInnovator U.S. Equity Power Buffer ETF - December$359,4560.0%9,5600.2%ETFMCDMcDonald's$350,792$6,247 ▼-1.7%1,1230.2%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$340,3650.0%4,0010.1%ETFTSLATesla$339,500$130,358 ▼-27.7%1,3100.1%Auto/Tires/TrucksVVisa$332,999$4,907 ▼-1.5%9500.1%Business ServicesXOMExxon Mobil$329,193$21,526 ▲7.0%2,7680.1%EnergyADMArcher-Daniels-Midland$317,970$1,152 ▼-0.4%6,6230.1%Consumer StaplesLHXL3Harris Technologies$314,174$10,884 ▼-3.3%1,5010.1%AerospaceKMBKimberly-Clark$306,057$1,138 ▼-0.4%2,1520.1%Consumer StaplesPYPLPayPal$297,736$11,680 ▲4.1%4,5630.1%Computer and TechnologyPMPhilip Morris International$293,883$7,938 ▼-2.6%1,8510.1%Consumer StaplesBARRICK GOLD CORP$293,194$93,545 ▲46.9%15,0820.1%COMShowing 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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