Phoenix Wealth Advisors Top Holdings and 13F Report (2026) About Phoenix Wealth AdvisorsInvestment ActivityPhoenix Wealth Advisors has $296.55 million in total holdings as of June 30, 2026.Phoenix Wealth Advisors owns shares of 129 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 11.89% of the portfolio was purchased this quarter.About 2.77% of the portfolio was sold this quarter.This quarter, Phoenix Wealth Advisors has purchased 126 new stocks and bought additional shares in 42 stocks.Phoenix Wealth Advisors sold shares of 61 stocks and completely divested from 6 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $50,315,604Vanguard FTSE Developed Markets ETF $15,588,446J P MORGAN EXCHANGE TRADED F $13,315,806iShares International Small Cap Equity Factor ETF $12,035,572iShares U.S. Treasury Bond ETF $10,788,758 Largest New Holdings this Quarter 817565104 - Service Corporation International $1,403,367 Holding438516205 - HONEYWELL INTL INC $465,923 Holding43849R105 - HONEYWELL AEROSPACE INC $457,623 Holding75513E101 - RTX $230,057 Holding371901109 - Gentex $223,185 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 348,125 shares (about $17.60M)PGIM Ultra Short Bond ETF 64,026 shares (about $3.17M)J P MORGAN EXCHANGE TRADED F 56,128 shares (about $2.86M)SPDR Portfolio S&P 500 High Dividend ETF 49,602 shares (about $2.37M)Service Corporation International 18,475 shares (about $1.40M) Largest Sales this Quarter Micron Technology 322 shares (about $371.68K)Amplify CWP Enhanced Dividend Income ETF 4,983 shares (about $227.72K)Broadcom 352 shares (about $132.97K)Marathon Petroleum 492 shares (about $125.79K)Microsoft 308 shares (about $114.89K) 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$50,315,604$17,604,689 ▲53.8%994,96917.0%ETFVEAVanguard FTSE Developed Markets ETF$15,588,446$598,999 ▲4.0%218,7855.3%ETFJ P MORGAN EXCHANGE TRADED F$13,315,806$2,862,531 ▲27.4%261,0944.5%ULTRA SHT MUNCPLISCFiShares International Small Cap Equity Factor ETF$12,035,572$685,757 ▲6.0%278,0224.1%ETFGOVTiShares U.S. Treasury Bond ETF$10,788,758$776,410 ▲7.8%473,6073.6%ETFIUSGiShares Core S&P U.S. Growth ETF$9,105,186$350,785 ▲4.0%48,4093.1%ETFAAPLApple$9,041,590$175,351 ▲2.0%31,2473.0%TechnologyPULSPGIM Ultra Short Bond ETF$8,346,398$3,172,487 ▲61.3%168,4442.8%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$7,461,030$227,723 ▼-3.0%163,2612.5%ETFMSFTMicrosoft$7,267,255$114,891 ▼-1.6%19,4822.5%TechnologyRSPInvesco S&P 500 Equal Weight ETF$6,421,664$182,345 ▲2.9%30,1812.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$5,941,855$190,395 ▲3.3%114,7522.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$5,855,892$23,404 ▲0.4%96,3302.0%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$5,194,000$2,366,513 ▲83.7%108,8661.8%ETFBRK.BBerkshire Hathaway$5,027,418$500,390 ▲11.1%10,0471.7%FinanceETNEaton$4,989,602$67,329 ▼-1.3%11,7091.7%IndustrialsAVGOBroadcom$4,905,921$132,970 ▼-2.6%12,9871.7%TechnologyJPMJPMorgan Chase & Co.$4,469,625$53,681 ▼-1.2%13,6551.5%FinanceJNJJohnson & Johnson$4,340,396$85,843 ▲2.0%17,0901.5%HealthcareWALMART INC$4,030,310$50,060 ▼-1.2%35,5851.4%COMMPCMarathon Petroleum$3,670,259$125,794 ▼-3.3%14,3551.2%EnergyADIAnalog Devices$3,665,040$73,873 ▼-2.0%9,2281.2%TechnologyABBVAbbVie$3,216,657$64,419 ▼-2.0%12,7831.1%HealthcareVTWVVanguard Russell 2000 Value ETF$2,974,108$132,309 ▲4.7%15,2181.0%ETFCMICummins$2,711,244$47,791 ▼-1.7%3,8010.9%IndustrialsCBChubb$2,661,855$44,978 ▼-1.7%7,8120.9%FinanceJCIJohnson Controls International$2,609,849$62,244 ▼-2.3%17,8620.9%IndustrialsMSIMotorola Solutions$2,512,005$28,239 ▼-1.1%6,0490.8%TechnologyUNPUnion Pacific$2,400,423$81,601 ▼-3.3%8,8250.8%IndustrialsDRIDarden Restaurants$2,352,731$57,891 ▼-2.4%11,4200.8%Consumer DiscretionaryHDHome Depot$2,294,803$49,726 ▼-2.1%6,5070.8%Consumer DiscretionaryCMECME Group$2,045,502$37,540 ▼-1.8%9,2630.7%FinanceAPDAir Products and Chemicals$2,001,515$36,940 ▼-1.8%6,8270.7%MaterialsWFCWells Fargo & Company$1,983,066$182,307 ▲10.1%23,9960.7%FinanceNEENextEra Energy$1,937,545$38,180 ▼-1.9%22,0750.7%UtilitiesVZVerizon Communications$1,872,224$1,397 ▼-0.1%44,2190.6%Communication ServicesETREntergy$1,838,615$15,621 ▼-0.8%16,0070.6%UtilitiesIRBOiShares Robotics and Artificial Intelligence Multisector ETF$1,738,657$3,884 ▲0.2%22,8290.6%ETFFASTFastenal$1,737,485$48,414 ▼-2.7%36,1750.6%IndustrialsVPNGlobal X Data Center & Digital Infrastructure ETF$1,610,460$3,584 ▲0.2%53,0280.5%ETFARK ETF TR$1,552,899$5,794 ▲0.4%10,7200.5%NEXT GNRTN INTERMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,547,736$109,076 ▼-6.6%15,3530.5%ETFNVDANVIDIA$1,421,457$3,802 ▲0.3%7,1040.5%TechnologyTCW ETF TRUST$1,412,822$26,186 ▼-1.8%16,0240.5%TRANSFRM 500 ETFSCIService Corporation International$1,403,367$1,403,367 ▲New Holding18,4750.5%Consumer DiscretionaryAMPLIFY ETF TR$1,395,556$2,721 ▲0.2%15,3860.5%VIDE GAME LE ETFISCGiShares Morningstar Small-Cap Growth ETF$1,346,288$41,226 ▲3.2%20,5410.5%ETFMUMicron Technology$1,298,576$371,681 ▼-22.3%1,1250.4%TechnologyCSCOCisco Systems$1,290,258$22,904 ▲1.8%10,9850.4%TechnologyEMNTPIMCO Enhanced Short Maturity Active ESG ETF$1,251,472$110,316 ▼-8.1%12,6490.4%ETFCOSTCostco Wholesale$1,195,531$23,387 ▼-1.9%1,2780.4%Consumer StaplesBUGGlobal X Cybersecurity ETF$1,155,553$3,284 ▲0.3%30,2580.4%ETFAXPAmerican Express$1,034,541$201,903 ▲24.2%3,0590.3%FinanceGOOGLAlphabet$1,029,637$71,478 ▼-6.5%2,8810.3%Communication ServicesBOTZGlobal X Robotics & Artificial Intelligence ETF$1,019,789$1,745 ▲0.2%26,8790.3%ETFAMGNAmgen$996,554$5,070 ▼-0.5%2,7520.3%HealthcareCGWInvesco S&P Global Water Index ETF$970,832$3,418 ▲0.4%14,7700.3%ETFTXNTexas Instruments$936,2470.0%3,1410.3%TechnologyCATCaterpillar$923,268$233,213 ▲33.8%8670.3%IndustrialsTORTOISE CAPITAL SERIES TRUS$917,242$4,025 ▲0.4%17,7760.3%GLOBAL WATER ETFPEPPepsiCo$858,513$1,895 ▲0.2%6,3410.3%Consumer StaplesFINXGlobal X FinTech ETF$844,842$1,234 ▲0.1%34,2180.3%ETFPGProcter & Gamble$828,615$14,077 ▼-1.7%5,6510.3%Consumer StaplesIAUiShares Gold Trust$771,335$9,212 ▼-1.2%10,2150.3%ETFIBMInternational Business Machines$747,990$122,040 ▲19.5%2,6600.3%TechnologyPANWPalo Alto Networks$746,8340.0%2,1900.3%TechnologyMRKMerck & Co., Inc.$718,829$5,012 ▼-0.7%5,5940.2%HealthcareVLOValero Energy$706,574$9,115 ▼-1.3%2,7130.2%EnergyDHRDanaher$701,919$46,858 ▼-6.3%3,6850.2%HealthcareGRMNGarmin$675,801$11,402 ▼-1.7%2,8450.2%Consumer DiscretionaryLLYEli Lilly and Company$659,687$13,194 ▼-2.0%5500.2%HealthcareNFGNational Fuel Gas$633,662$9,034 ▼-1.4%8,2070.2%UtilitiesORCLOracle$616,624$4,982 ▼-0.8%4,2080.2%TechnologyWINNHarbor Long-Term Growers ETF$590,3050.0%18,1800.2%ETFAMZNAmazon.com$587,270$95,336 ▼-14.0%2,4640.2%Consumer DiscretionaryUTESVirtus Reaves Utilities ETF$584,768$17,329 ▼-2.9%7,1540.2%ETFDDominion Energy$577,682$6,010 ▲1.1%8,4590.2%UtilitiesPMPhilip Morris International$559,639$74,908 ▲15.5%3,0930.2%Consumer StaplesSBIOALPS Medical Breakthroughs ETF$542,414$2,715 ▼-0.5%8,3900.2%ETFLMTLockheed Martin$540,366$44,309 ▼-7.6%1,0610.2%IndustrialsTSLATesla$528,274$421 ▲0.1%1,2560.2%Consumer DiscretionaryCORCencora$519,268$7,357 ▼-1.4%1,8350.2%HealthcareCVXChevron$518,603$118,836 ▲29.7%3,1290.2%EnergyGOOGAlphabet$515,862$105,999 ▼-17.0%1,4600.2%Communication ServicesSNASnap-On$512,255$6,438 ▼-1.2%1,2730.2%IndustrialsJIREJPMorgan International Research Enhanced Equity ETF$494,5280.0%5,9950.2%ETFBARRICK MNG CORP$485,240$20,018 ▼-4.0%13,2110.2%COM SHSECLEcolab$479,766$6,965 ▼-1.4%1,7220.2%MaterialsULTAUlta Beauty$474,431$8,569 ▼-1.8%1,0520.2%Consumer DiscretionaryHONEYWELL INTL INC$465,923$465,923 ▲New Holding2,0810.2%COMHONEYWELL AEROSPACE INC$457,623$457,623 ▲New Holding2,0700.2%COMADMArcher Daniels Midland$448,392$5,654 ▼-1.2%5,8690.2%Consumer StaplesHDViShares Core High Dividend ETF$445,824$355,069 ▲391.2%16,2650.2%ETFIWRiShares Russell Mid-Cap ETF$444,3690.0%4,0280.1%ETFRYRoyal Bank Of Canada$438,8810.0%2,1210.1%FinanceNUENucor$422,1110.0%1,8950.1%MaterialsCHRWC.H. Robinson Worldwide$421,693$6,404 ▼-1.5%2,2390.1%IndustrialsVIGVanguard Dividend Appreciation ETF$411,009$177,465 ▲76.0%1,7370.1%ETFLHXL3Harris Technologies$406,245$7,265 ▼-1.8%1,3980.1%IndustrialsSYKStryker$391,976$5,667 ▼-1.4%1,2450.1%HealthcareShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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