- New Purchases: BIDU, ZM, U, DLR, ICLN, AES, AMLP, ACWI, ASAN, TTD, WIX, TEL, UL, ROK, MS, IFF, USB, SXT, AY, MGA, KLAC, ISRG, VNT, GPC, EMN, BAM,
- Added Positions: FITB, TDOC, PKG, SHOP, SPOT, EXAS, AMGN, MINT, DOCU, SQ, JNJ, TWLO, DHR, PEP, T, IOVA, GIS, LMT, CTXS, HON, AXP, FAST, GNTX, PG, SYK, TROW, ULTA, BLK, ECL, ADM, ORCL, MRK, MDT, GOLD, AKAM, SYY, SNA, CHRW, EXC, LHX, VZ, VLO, TSLA, CCI, TWST, ABC, SHW, APAM, CAG, EVRG, PAYX, NTRS, FTV, VIG, SUI, PNC, TGT, ABBV, CB, RSP, VUG, AVGO, SPY, IWD, IAU, GLW, PLD, ADP, TFC, CMCSA, EBAY, DUK, LLY, KMB, MMP, MCD, PFE, UNP, MDLZ, ARKG, DBA, QCOM, KO, CME, PALL, PPLT, BMY, SGOL, RTX, UNH,
- Reduced Positions: IEF, CSCO, TSM, CRSP, ROKU, SPLK, TWOU, NVTA, MTLS, PRLB, MCRB, PINS, ARKK, CGEN, ETN, EDIT, VCYT, JPM, WMT, PD, NTLA, UPS, PSTG, TREE, DISCK, TXN, GRMN, Z, NSTG, SSYS, SIVR, PYPL, IGOV, BRK.B, ABT, PANW, DHS, WORK, SHV, BAX, XMLV, ADBE, WMB, PPG, C, FGEN, ARCT, DNP, YUM, O, IBM, DD, CVX, VYM, AEP, ACWV, ZROZ,
- Sold Out: BDX, STAG, MPWR, WY, BRO, GD, OMC, USMV, SU,
For the details of Phoenix Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/phoenix+wealth+advisors/current-portfolio/portfolio
These are the top 5 holdings of Phoenix Wealth Advisors- Microsoft Corp (MSFT) - 20,750 shares, 4.06% of the total portfolio. Shares reduced by 0.32%
- ARK Innovation ETF (ARKK) - 26,670 shares, 2.60% of the total portfolio. Shares reduced by 7.18%
- Verizon Communications Inc (VZ) - 53,677 shares, 2.52% of the total portfolio. Shares added by 1.04%
- JPMorgan Chase & Co (JPM) - 20,221 shares, 2.51% of the total portfolio. Shares reduced by 5.76%
- Eaton Corp PLC (ETN) - 21,481 shares, 2.42% of the total portfolio. Shares reduced by 8.05%
Phoenix Wealth Advisors initiated holding in Baidu Inc. The purchase prices were between $203.97 and $339.91, with an estimated average price of $261.9. The stock is now traded at around $214.140000. The impact to a portfolio due to this purchase was 0.69%. The holding were 3,873 shares as of 2021-03-31.
New Purchase: Zoom Video Communications Inc (ZM)Phoenix Wealth Advisors initiated holding in Zoom Video Communications Inc. The purchase prices were between $308.39 and $444.51, with an estimated average price of $369.11. The stock is now traded at around $321.510000. The impact to a portfolio due to this purchase was 0.59%. The holding were 2,254 shares as of 2021-03-31.
New Purchase: Unity Software Inc (U)Phoenix Wealth Advisors initiated holding in Unity Software Inc. The purchase prices were between $90.88 and $155.86, with an estimated average price of $123.21. The stock is now traded at around $97.739100. The impact to a portfolio due to this purchase was 0.49%. The holding were 6,048 shares as of 2021-03-31.
New Purchase: Digital Realty Trust Inc (DLR)Phoenix Wealth Advisors initiated holding in Digital Realty Trust Inc. The purchase prices were between $125.66 and $149.17, with an estimated average price of $138.24. The stock is now traded at around $143.520000. The impact to a portfolio due to this purchase was 0.02%. The holding were 180 shares as of 2021-03-31.
New Purchase: Wix.com Ltd (WIX)Phoenix Wealth Advisors initiated holding in Wix.com Ltd. The purchase prices were between $241.28 and $353.09, with an estimated average price of $285.7. The stock is now traded at around $288.200000. The impact to a portfolio due to this purchase was 0.01%. The holding were 40 shares as of 2021-03-31.
New Purchase: Asana Inc (ASAN)Phoenix Wealth Advisors initiated holding in Asana Inc. The purchase prices were between $26.16 and $41.49, with an estimated average price of $34.64. The stock is now traded at around $33.830000. The impact to a portfolio due to this purchase was 0.01%. The holding were 335 shares as of 2021-03-31.
Added: Fifth Third Bancorp (FITB)Phoenix Wealth Advisors added to a holding in Fifth Third Bancorp by 63.15%. The purchase prices were between $27.23 and $39.09, with an estimated average price of $33.89. The stock is now traded at around $38.850000. The impact to a portfolio due to this purchase was 0.72%. The holding were 61,162 shares as of 2021-03-31.
Added: Packaging Corp of America (PKG)Phoenix Wealth Advisors added to a holding in Packaging Corp of America by 56.59%. The purchase prices were between $128.93 and $147.23, with an estimated average price of $136.26. The stock is now traded at around $139.120000. The impact to a portfolio due to this purchase was 0.59%. The holding were 14,871 shares as of 2021-03-31.
Added: Teladoc Health Inc (TDOC)Phoenix Wealth Advisors added to a holding in Teladoc Health Inc by 76.97%. The purchase prices were between $171.3 and $294.54, with an estimated average price of $232.94. The stock is now traded at around $182.010000. The impact to a portfolio due to this purchase was 0.59%. The holding were 9,146 shares as of 2021-03-31.
Added: Shopify Inc (SHOP)Phoenix Wealth Advisors added to a holding in Shopify Inc by 86.82%. The purchase prices were between $1039.91 and $1474, with an estimated average price of $1212.21. The stock is now traded at around $1202.000000. The impact to a portfolio due to this purchase was 0.33%. The holding were 751 shares as of 2021-03-31.
Added: Spotify Technology SA (SPOT)Phoenix Wealth Advisors added to a holding in Spotify Technology SA by 32.59%. The purchase prices were between $252.59 and $364.59, with an estimated average price of $312.17. The stock is now traded at around $276.910000. The impact to a portfolio due to this purchase was 0.26%. The holding were 4,715 shares as of 2021-03-31.
Added: Exact Sciences Corp (EXAS)Phoenix Wealth Advisors added to a holding in Exact Sciences Corp by 32.83%. The purchase prices were between $116.57 and $155.01, with an estimated average price of $137.18. The stock is now traded at around $124.940000. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,932 shares as of 2021-03-31.
Sold Out: Becton, Dickinson and Co (BDX)Phoenix Wealth Advisors sold out a holding in Becton, Dickinson and Co. The sale prices were between $237.89 and $263.3, with an estimated average price of $250.52.
Sold Out: Stag Industrial Inc (STAG)Phoenix Wealth Advisors sold out a holding in Stag Industrial Inc. The sale prices were between $29.77 and $34.46, with an estimated average price of $31.93.
Sold Out: Monolithic Power Systems Inc (MPWR)Phoenix Wealth Advisors sold out a holding in Monolithic Power Systems Inc. The sale prices were between $302.05 and $403.18, with an estimated average price of $364.55.
Sold Out: Weyerhaeuser Co (WY)Phoenix Wealth Advisors sold out a holding in Weyerhaeuser Co. The sale prices were between $31.19 and $36.15, with an estimated average price of $34.06.
Sold Out: General Dynamics Corp (GD)Phoenix Wealth Advisors sold out a holding in General Dynamics Corp. The sale prices were between $145.94 and $183.3, with an estimated average price of $163.4.
Sold Out: Brown & Brown Inc (BRO)Phoenix Wealth Advisors sold out a holding in Brown & Brown Inc. The sale prices were between $42.96 and $48.02, with an estimated average price of $45.88.
Here is the complete portfolio of Phoenix Wealth Advisors. Also check out:
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