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Phoenix Wealth Advisors

13F
Phoenix Wealth Advisors
Last update 2025-05-15 124 Stocks (5 new)
Value $229.00 Mil Turnover 10 %
Countries:
Phoenix Wealth Advisors Top Holdings of 2025-03-31 View Full List
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
+32.27%
+21.78%
3,800,482.7
Software
IUSG
ISHARES TRUST
56,438
7,172.1
+11.71%
3.130
+0.33%
0.040
+21.85%
+11.44%
24,011.7
 
AAPL
Apple Inc
32,222
7,157.6
-2.17%
3.120
-0.08%
0.000
+2.88%
-14.30%
3,197,760.3
Hardware

Phoenix Wealth Advisors's Historical Top Holdings Breakdowns

Phoenix Wealth Advisors's Top Stock Picks View Full List
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
$365.82
3.84%
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
$86.98
26.76%
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)

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Phoenix Wealth Advisors's Asset Allocation

To

Phoenix Wealth Advisors Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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

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