PW

Phoenix Wealth Advisors

13F
Phoenix Wealth Advisors
Last update 2025-05-15 124 Stocks (5 new)
Value $229.00 Mil Turnover 10 %
Countries:
Top Holdings: JPST(10.04%)JMST(4.00%)ISCF(3.80%)PULS(3.70%)GOVT(3.50%)
Summary Stock Picks Current Portfolio
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
+1.07%
+1.83%
30,866.3
 
JMST 		JPMorgan Ultra-Short Municipal Income ETF
180,633
9,185.2
-0.97%
4.000
-0.04%
0.250
+0.64%
+1.18%
3,682.3
 
ISCF 		iShares International Small-Cap Equity Factor ETF
259,113
8,727.1
+4.03%
3.800
+0.15%
2.820
+10.01%
+14.92%
341.3
 
PULS 		PGIM Ultra Short Bond ETF
170,923
8,500.0
+109.26%
3.700
+1.93%
0.080
+1.02%
+1.80%
11,203.3
 
GOVT 		iShares U.S. Treasury Bond ETF
349,690
8,037.6
+92.60%
3.500
+1.68%
0.030
+0.17%
-0.75%
27,069.8
 
DIVO 		Amplify CPW Enhanced Dividend Income ETF
195,061
7,952.7
+0.99%
3.470
+0.03%
0.190
-0.08%
+3.35%
4,302.3
 
VEA 		Vanguard FTSE Developed Markets ETF
153,518
7,803.3
+50.31%
3.400
+1.14%
0.010
+7.72%
+15.42%
145,284.7
 
MSFT 		Microsoft Corp
19,860
7,455.1
-0.45%
3.250
-0.02%
0.000
+11.98%
+8.67%
3,391,321.1
Software
IUSG 		ISHARES TRUST
56,438
7,172.1
+11.71%
3.130
+0.33%
0.040
-0.68%
+1.04%
21,830.2
 
AAPL 		Apple Inc
32,222
7,157.6
-2.17%
3.120
-0.08%
0.000
-17.58%
-19.10%
3,018,679.8
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 ETF2025-03-31Reduce
-7.07%
●
50.39 ($50.51) 50.66
$50.53
0.04%
Reduce -41.58%
454,891
-323,828
PULS 		PGIM Ultra Short Bond ETF2025-03-31Add
+1.93%
●
49.56 ($49.66) 49.78
$49.66
0%
Add 109.26%
170,923
89,244
GOVT 		iShares U.S. Treasury Bond ETF2025-03-31Add
+1.68%
●
22.25 ($22.67) 23
$22.55
-0.55%
Add 92.6%
349,690
168,126
VEA 		Vanguard FTSE Developed Markets ETF2025-03-31Add
+1.14%
●
47.4 ($50.6) 52.99
$54.94
8.58%
Add 50.31%
153,518
51,384
HDV 		iShares Core High Dividend ETF2025-03-31Add
+1.11%
●
110.86 ($116.87) 121.12
$115.15
-1.47%
Add 327.49%
27,402
20,992
CMI 		Cummins Inc2025-03-31New Buy
+0.91%
●
312.92 ($352.28) 386.07
$323.49
-8.17%
New holding
6,650
6,650
ADI 		Analog Devices Inc2025-03-31Add
+0.64%
●
201.56 ($216.11) 243.82
$212.14
-1.84%
Add 198.27%
10,890
7,239
SPYV 		SPDR Portfolio S&P 500 Value ETF2025-03-31Add
+0.50%
●
49.78 ($51.86) 53.19
$50.51
-2.61%
Add 23.68%
118,104
22,614
GAMR 		Amplify Video Game Leaders ETF2025-03-31New Buy
+0.46%
●
64.4 ($68.62) 74.7
$75.41
9.90%
New holding
15,899
15,899
RSP 		Invesco S&P 500 Equal Weight ETF2025-03-31Add
+0.41%
●
169.43 ($177.82) 182.84
$175.61
-1.24%
Add 22.47%
29,643
5,438

Phoenix Wealth Advisors Total Holding History ($B)

To

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

Top Ranked Articles

  • 1

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

Size field:

Phoenix Wealth Advisors's Holdings Bubble Chart

Phoenix Wealth Advisors News

  • 1

Discussions on Phoenix Wealth Advisors

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.