PW
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Phoenix Wealth Advisors13F | |
| Phoenix Wealth Advisors | |
| Last update 2025-05-15 | 124 Stocks (5 new) |
| Value $229.00 Mil | Turnover 10 % |
Phoenix Wealth Advisors Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPST | JPMorgan Ultra-Short Income ETF | 454,891 | 23,031.1 | -41.58% | 10.040 | -7.07% | 0.070 | +1.23% | +2.76% | 32,246.2 | ||
JMST |
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
| 180,633 | 9,185.2 | -0.97% | 4.000 | -0.04% | 0.250 | +1.21% | +1.97% | 4,169.4 | ||
ISCF |
iShares International Small-Cap Equity Factor ETF
iShares International Small-Cap Equity Factor ETF
| 259,113 | 8,727.1 | +4.03% | 3.800 | +0.15% | 2.820 | +15.88% | +25.54% | 385.2 | ||
PULS | PGIM Ultra Short Bond ETF | 170,923 | 8,500.0 | +109.26% | 3.700 | +1.93% | 0.080 | +1.41% | +2.73% | 11,864.4 | ||
GOVT | iShares U.S. Treasury Bond ETF | 349,690 | 8,037.6 | +92.60% | 3.500 | +1.68% | 0.030 | +0.34% | +0.69% | 27,437.8 | ||
DIVO |
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
| 195,061 | 7,952.7 | +0.99% | 3.470 | +0.03% | 0.190 | +10.31% | +9.11% | 4,713.0 | ||
VEA | Vanguard FTSE Developed Markets ETF | 153,518 | 7,803.3 | +50.31% | 3.400 | +1.14% | 0.010 | +11.93% | +23.01% | 162,442.1 | ||
MSFT | Microsoft Corp | 19,860 | 7,455.1 | -0.45% | 3.250 | -0.02% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
IUSG | ISHARES TRUST | 56,438 | 7,172.1 | +11.71% | 3.130 | +0.33% | 0.040 | +21.78% | +11.38% | 23,997.8 | ||
AAPL | Apple Inc | 32,222 | 7,157.6 | -2.17% | 3.120 | -0.08% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware |
Phoenix Wealth Advisors's Historical Top Holdings Breakdowns
Phoenix Wealth Advisors's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Reduce Reduce | -7.07% | 50.39 ($50.51) 50.66 | $50.61 | 0.20% | Reduce -41.58% | 454,891 | -323,828 | |
PULS | PGIM Ultra Short Bond ETF | 2025-03-31 | Add Add | +1.93% | 49.56 ($49.66) 49.78 | $49.72 | 0.12% | Add 109.26% | 170,923 | 89,244 | |
GOVT | iShares U.S. Treasury Bond ETF | 2025-03-31 | Add Add | +1.68% | 22.25 ($22.67) 23 | $22.74 | 0.31% | Add 92.6% | 349,690 | 168,126 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +1.14% | 47.4 ($50.6) 52.99 | $58.09 | 14.80% | Add 50.31% | 153,518 | 51,384 | |
HDV | iShares Core High Dividend ETF | 2025-03-31 | Add Add | +1.11% | 110.86 ($116.87) 121.12 | $119.95 | 2.64% | Add 327.49% | 27,402 | 20,992 | |
CMI | Cummins Inc | 2025-03-31 | New Buy New Buy | +0.91% | 312.92 ($352.28) 386.07 | $365.27 | 3.69% | New holding | 6,650 | 6,650 | |
ADI | Analog Devices Inc | 2025-03-31 | Add Add | +0.64% | 201.56 ($216.11) 243.82 | $226.37 | 4.75% | Add 198.27% | 10,890 | 7,239 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-03-31 | Add Add | +0.50% | 49.78 ($51.86) 53.19 | $53.60 | 3.36% | Add 23.68% | 118,104 | 22,614 | |
GAMR | Amplify Video Game Leaders ETF | 2025-03-31 | New Buy New Buy | +0.46% | 64.4 ($68.62) 74.7 | $87.52 | 27.54% | New holding | 15,899 | 15,899 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.41% | 169.43 ($177.82) 182.84 | $186.83 | 5.07% | Add 22.47% | 29,643 | 5,438 |
Phoenix Wealth Advisors Total Holding History ($B)
Phoenix Wealth Advisors's Asset Allocation
Phoenix Wealth Advisors Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Phoenix Wealth Advisors's Hypothetical Growth since 2025-03-31
Phoenix Wealth Advisors's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Phoenix Wealth Advisors's Holdings Heat Map
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Phoenix Wealth Advisors's Holdings Bubble Chart
Phoenix Wealth Advisors News
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