Phoenix Wealth Advisors Top Holdings and 13F Report (2024) → Elon Musk Secret Crypto Plot Exposed (From Crypto 101 Media) (Ad) About Phoenix Wealth AdvisorsInvestment ActivityPhoenix Wealth Advisors has $164.17 million in total holdings as of March 31, 2024.Phoenix Wealth Advisors owns shares of 112 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 13.84% of the portfolio was purchased this quarter.About 7.98% of the portfolio was sold this quarter.This quarter, Phoenix Wealth Advisors has purchased 111 new stocks and bought additional shares in 39 stocks.Phoenix Wealth Advisors sold shares of 47 stocks and completely divested from 9 stocks this quarter.Largest Holdings Microsoft $9,049,266Amplify YieldShares CWP Dividend & Option Income ETF $7,215,623iShares Core High Dividend ETF $6,539,751iShares Core S&P U.S. Growth ETF $6,078,244Apple $5,527,829 Largest New Holdings this Quarter iShares U.S. Treasury Bond ETF $2,154,452 HoldingVerizon Communications $1,628,216 HoldingBest Buy $1,558,816 HoldingInvesco S&P 500 Equal Weight ETF $1,337,176 HoldingEcofin Global Water ESG Fund $853,236 Holding Largest Purchases this Quarter Walmart 43,093 shares (about $2.59M)iShares U.S. Treasury Bond ETF 94,618 shares (about $2.15M)Devon Energy 42,335 shares (about $2.12M)Verizon Communications 38,804 shares (about $1.63M)Best Buy 19,003 shares (about $1.56M) Largest Sales this Quarter Texas Instruments 8,611 shares (about $1.50M)iShares Core S&P U.S. Growth ETF 11,666 shares (about $1.37M)iShares Core High Dividend ETF 10,472 shares (about $1.15M)Fastenal 14,021 shares (about $1.08M)Eaton 2,302 shares (about $719.79K) 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 PortfolioSectorMSFTMicrosoft$9,049,266$1,533,104 ▲20.4%21,5095.5%Computer and TechnologyDIVOAmplify YieldShares CWP Dividend & Option Income ETF$7,215,623$263,256 ▲3.8%185,5874.4%ETFHDViShares Core High Dividend ETF$6,539,751$1,154,119 ▼-15.0%59,3394.0%ETFIUSGiShares Core S&P U.S. Growth ETF$6,078,244$1,367,365 ▼-18.4%51,8583.7%ManufacturingAAPLApple$5,527,829$64,648 ▲1.2%32,2363.4%Computer and TechnologyETNEaton$5,163,910$719,789 ▼-12.2%16,5153.1%Industrial ProductsVEAVanguard FTSE Developed Markets ETF$4,071,504$708,602 ▲21.1%81,1542.5%ETFJPMJPMorgan Chase & Co.$3,973,151$328,091 ▼-7.6%19,8362.4%FinanceBRK.BBerkshire Hathaway$3,928,498$12,616 ▲0.3%9,3422.4%FinanceMPCMarathon Petroleum$3,906,279$91,078 ▼-2.3%19,3862.4%Oils/EnergyMRKMerck & Co., Inc.$3,677,578$53,572 ▲1.5%27,8712.2%MedicalHDHome Depot$3,543,697$207,911 ▼-5.5%9,2382.2%Retail/WholesaleWMTWalmart$3,503,398$2,592,906 ▲284.8%58,2252.1%Retail/WholesaleJNJJohnson & Johnson$3,362,803$45,559 ▲1.4%21,2582.0%MedicalCSCOCisco Systems$3,349,410$66,680 ▲2.0%67,1092.0%Computer and TechnologyVOTETCW Transform 500 ETF$3,290,255$40,978 ▼-1.2%53,7162.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,265,969$304,658 ▲10.3%65,1892.0%ETFAVGOBroadcom$3,191,587$629,570 ▼-16.5%2,4081.9%Computer and TechnologyCBChubb$3,152,835$70,742 ▼-2.2%12,1671.9%FinanceMSIMotorola Solutions$3,141,218$357,465 ▼-10.2%8,8491.9%Computer and TechnologyDVNDevon Energy$3,060,880$2,124,371 ▲226.8%60,9981.9%Oils/EnergyUNPUnion Pacific$2,943,290$39,349 ▲1.4%11,9681.8%TransportationCMCSAComcast$2,606,029$752,079 ▲40.6%60,1161.6%Consumer DiscretionaryCMECME Group$2,598,981$39,613 ▲1.5%12,0721.6%FinanceMDTMedtronic$2,597,767$69,023 ▲2.7%29,8081.6%MedicalDRIDarden Restaurants$2,466,800$73,379 ▲3.1%14,7581.5%Retail/WholesaleAPDAir Products and Chemicals$2,435,783$1,369,310 ▲128.4%10,0541.5%Basic MaterialsJCIJohnson Controls International$2,362,820$105,100 ▲4.7%36,1731.4%Industrial ProductsVTWVVanguard Russell 2000 Value ETF$2,236,904$264,127 ▲13.4%15,9981.4%ETFGOVTiShares U.S. Treasury Bond ETF$2,154,452$2,154,452 ▲New Holding94,6181.3%ETFJPSTJPMorgan Ultra-Short Income ETF$2,114,713$33,146 ▼-1.5%41,9171.3%ETFFASTFastenal$2,010,731$1,081,580 ▼-35.0%26,0661.2%Retail/WholesaleVZVerizon Communications$1,628,216$1,628,216 ▲New Holding38,8041.0%Computer and TechnologyBBYBest Buy$1,558,816$1,558,816 ▲New Holding19,0030.9%Retail/WholesaleMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,468,990$24,331 ▼-1.6%14,6110.9%ETFRSPInvesco S&P 500 Equal Weight ETF$1,337,176$1,337,176 ▲New Holding7,8950.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,295,566$365,736 ▲39.3%35,7990.8%ETFPEPPepsiCo$1,245,929$5,250 ▼-0.4%7,1190.8%Consumer StaplesLMTLockheed Martin$1,106,244$709,597 ▼-39.1%2,4320.7%AerospacePGProcter & Gamble$1,075,393$2,272 ▼-0.2%6,6280.7%Consumer StaplesDHRDanaher$1,062,559$12,736 ▼-1.2%4,2550.6%Multi-Sector ConglomeratesFINXGlobal X FinTech Thematic ETF$987,163$142,337 ▲16.8%35,4330.6%ManufacturingCOSTCostco Wholesale$966,339$65,204 ▲7.2%1,3190.6%Retail/WholesaleISCGiShares Morningstar Small-Cap Growth ETF$945,790$214,315 ▲29.3%20,3090.6%ETFSBIOALPS Medical Breakthroughs ETF$932,003$540,969 ▲138.3%26,0700.6%ETFARKWARK Next Generation Internation ETF$915,550$325,869 ▲55.3%10,9910.6%ETFNVDANVIDIA$908,078$341,546 ▼-27.3%1,0050.6%Computer and TechnologyHONHoneywell International$893,248$5,747 ▼-0.6%4,3520.5%Multi-Sector ConglomeratesEBLUEcofin Global Water ESG Fund$853,236$853,236 ▲New Holding18,2630.5%ETFCGWInvesco S&P Global Water Index ETF$846,000$455,013 ▲116.4%15,2350.5%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$842,011$406,087 ▲93.2%26,4700.5%ManufacturingVPNGlobal X Data Center & Digital Infrastructure ETF$831,863$418,731 ▲101.4%53,4960.5%ManufacturingIRBOiShares Robotics and Artificial Intelligence Multisector ETF$806,744$394,647 ▲95.8%23,4860.5%ManufacturingAMGNAmgen$776,762$1,137 ▼-0.1%2,7320.5%MedicalURNMSprott Uranium Miners ETF$763,847$5,816 ▼-0.8%15,4970.5%ETFBUGGlobal X Cybersecurity ETF$751,485$178,322 ▲31.1%25,2600.5%ManufacturingADBEAdobe$686,761$4,541 ▲0.7%1,3610.4%Computer and TechnologyVUGVanguard Growth ETF$656,045$65,398 ▼-9.1%1,9060.4%ETFAMZNAmazon.com$632,953$12,627 ▲2.0%3,5090.4%Retail/WholesaleTXNTexas Instruments$608,516$1,500,123 ▼-71.1%3,4930.4%Computer and TechnologyULTAUlta Beauty$581,4430.0%1,1120.4%Retail/WholesaleVLOValero Energy$540,575$4,779 ▼-0.9%3,1670.3%Oils/EnergyORCLOracle$526,180$4,899 ▼-0.9%4,1890.3%Computer and TechnologyIAUiShares Gold Trust$510,211$7,646 ▲1.5%12,1450.3%FinanceGRMNGarmin$501,096$13,249 ▼-2.6%3,3660.3%Computer and TechnologyDDominion Energy$484,226$26,218 ▲5.7%9,8440.3%UtilitiesCORCencora$476,503$4,374 ▼-0.9%1,9610.3%MedicalNFGNational Fuel Gas$472,199$5,479 ▼-1.1%8,7900.3%UtilitiesAXPAmerican Express$467,903$3,871 ▼-0.8%2,0550.3%FinanceSYKStryker$457,716$4,652 ▼-1.0%1,2790.3%MedicalPAYXPaychex$456,693$246 ▲0.1%3,7190.3%Business ServicesABBVAbbVie$439,7720.0%2,4150.3%MedicalADMArcher-Daniels-Midland$421,078$6,155 ▼-1.4%6,7040.3%Consumer StaplesGOOGLAlphabet$420,340$18,112 ▲4.5%2,7850.3%Computer and TechnologyECLEcolab$414,927$7,620 ▼-1.8%1,7970.3%Basic MaterialsGOLDBarrick Gold$395,766$8,154 ▼-2.0%23,7840.2%Basic MaterialsSNASnap-on$392,195$3,258 ▲0.8%1,3240.2%Consumer DiscretionaryTSLATesla$377,949$96,509 ▼-20.3%2,1500.2%Auto/Tires/TrucksHARBOR ETF TRUST$376,2240.0%16,0300.2%LONG TERM GROWERXOMExxon Mobil$375,5710.0%3,2310.2%Oils/EnergyIBMInternational Business Machines$375,2360.0%1,9650.2%Computer and TechnologyNUENucor$375,0210.0%1,8950.2%Basic MaterialsIWRiShares Russell Mid-Cap ETF$372,939$372,939 ▲New Holding4,4350.2%ETFBLKBlackRock$361,826$3,335 ▼-0.9%4340.2%FinanceGNTXGentex$357,227$7,657 ▼-2.1%9,8900.2%Auto/Tires/TrucksPDECInnovator U.S. Equity Power Buffer ETF - December$349,8750.0%9,5600.2%ETFPANWPalo Alto Networks$348,059$284 ▲0.1%1,2250.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$343,891$50,151 ▼-12.7%1,9200.2%ETFLLYEli Lilly and Company$339,1910.0%4360.2%MedicalMAMastercard$337,0990.0%7000.2%Business ServicesLHXL3Harris Technologies$326,256$8,737 ▼-2.6%1,5310.2%AerospaceMCDMcDonald's$316,6300.0%1,1230.2%Retail/WholesaleGISGeneral Mills$311,017$5,248 ▼-1.7%4,4450.2%Consumer StaplesPYPLPayPal$301,321$6,833 ▼-2.2%4,4980.2%Computer and TechnologyFTVFortive$293,930$9,720 ▼-3.2%3,4170.2%Computer and TechnologySPOTSpotify Technology$285,0120.0%1,0800.2%Business ServicesPFEPfizer$279,2760.0%10,0640.2%MedicalKMBKimberly-Clark$278,3610.0%2,1520.2%Consumer StaplesAKAMAkamai Technologies$276,685$4,133 ▼-1.5%2,5440.2%Computer and TechnologyLOWLowe's Companies$263,900$263,900 ▲New Holding1,0360.2%Retail/WholesaleSYYSysco$261,968$12,664 ▼-4.6%3,2270.2%Consumer StaplesGOOGAlphabet$261,887$6,090 ▼-2.3%1,7200.2%Computer and TechnologyCVXChevron$260,7440.0%1,6530.2%Oils/EnergyTROWT. Rowe Price Group$260,665$7,437 ▼-2.8%2,1380.2%FinanceCAGConagra Brands$244,352$4,950 ▼-2.0%8,2440.1%Consumer StaplesADSKAutodesk$239,3260.0%9190.1%Computer and TechnologyVVisa$230,241$9,489 ▲4.3%8250.1%Business ServicesEXCExelon$219,634$6,312 ▼-2.8%5,8460.1%UtilitiesINTCIntel$214,3570.0%4,8530.1%Computer and TechnologyABTAbbott Laboratories$205,043$205,043 ▲New Holding1,8040.1%MedicalQCOMQUALCOMM$200,621$200,621 ▲New Holding1,1850.1%Computer and TechnologyOIAInvesco Municipal Income Opportunities Trust$80,215$80,215 ▲New Holding12,2840.0%FinanceXOPSPDR S&P Oil & Gas Exploration & Production ETF$0$1,535,108 ▼-100.0%00.0%ETFCELHCelsius$0$439,183 ▼-100.0%00.0%Consumer StaplesEXASExact Sciences$0$414,587 ▼-100.0%00.0%MedicalCRSPCRISPR Therapeutics$0$384,866 ▼-100.0%00.0%MedicalPATHUiPath$0$355,858 ▼-100.0%00.0%Business ServicesBABoeing$0$248,739 ▼-100.0%00.0%AerospaceAGGiShares Core U.S. Aggregate Bond ETF$0$246,654 ▼-100.0%00.0%FinanceZMZoom Video Communications$0$217,338 ▼-100.0%00.0%Computer and TechnologyCHRWC.H. Robinson Worldwide$0$214,340 ▼-100.0%00.0%Transportation 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. 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