Phoenix Holdings
Latest statistics and disclosures from Phoenix Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TEVA, TSEM, XLI, IXN, TSM, and represent 29.26% of Phoenix Financial's stock portfolio.
- Added to shares of these 10 stocks: TSM (+$528M), ITA (+$309M), XLI (+$262M), GLBE (+$179M), PANW (+$177M), Corgi Lithography & (+$153M), ONTO (+$152M), IEZ (+$134M), VST (+$123M), NET (+$119M).
- Started 102 new stock positions in SPCX, WST, STM, KJUN, CCL, Corgi Lithography &, KEYS, Unitedhealth Group Inc option, FPS, URNM.
- Reduced shares in these 10 stocks: AMZN (-$138M), IXJ (-$103M), JHX (-$103M), , GOOG (-$85M), URA (-$85M), COF (-$85M), XLV (-$83M), MCHI (-$78M), XRT (-$50M).
- Sold out of its positions in T, WMS, AQN, AMT, AWK, AR, ACHR, ARKO, AVB, BKR.
- Phoenix Financial was a net buyer of stock by $2.6B.
- Phoenix Financial has $15B in assets under management (AUM), dropping by 38.79%.
- Central Index Key (CIK): 0001679543
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Portfolio Holdings for Phoenix Financial
Phoenix Financial holds 522 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Phoenix Financial has 522 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Phoenix Financial June 30, 2026 positions
- Download the Phoenix Financial June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 9.9 | $1.5B | 43M | 33.88 |
|
|
| Tower Semiconductor Shs New (TSEM) | 6.2 | $914M | +3% | 3.5M | 260.61 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 5.4 | $784M | +50% | 4.2M | 185.23 |
|
| Ishares Tr Global Tech Etf (IXN) | 4.0 | $579M | 4.0M | 144.48 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.8 | $554M | +2028% | 1.2M | 478.32 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.4 | $491M | +11% | 2.3M | 212.77 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $461M | +16% | 2.3M | 200.09 |
|
| Amazon (AMZN) | 2.4 | $349M | -28% | 1.5M | 238.34 |
|
| NOVA MEASURING Instruments L (NVMI) | 2.3 | $335M | +7% | 618k | 542.51 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 2.2 | $323M | +28% | 3.0M | 106.31 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 2.1 | $310M | +21978% | 1.3M | 242.42 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $305M | -21% | 862k | 353.36 |
|
| Elbit Sys Ord (ESLT) | 2.0 | $297M | +55% | 390k | 759.43 |
|
| Microsoft Corporation (MSFT) | 2.0 | $296M | +6% | 795k | 373.02 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 1.8 | $264M | -28% | 2.7M | 98.38 |
|
| Palo Alto Networks (PANW) | 1.7 | $256M | +225% | 751k | 341.02 |
|
| Broadcom (AVGO) | 1.7 | $244M | +68% | 646k | 377.80 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 1.6 | $237M | +8% | 1.5M | 156.97 |
|
| Apple (AAPL) | 1.4 | $201M | -10% | 695k | 289.45 |
|
| Cloudflare Cl A Com (NET) | 1.4 | $198M | +150% | 808k | 245.28 |
|
| Emerson Electric (EMR) | 1.3 | $196M | +3% | 1.4M | 143.15 |
|
| Chesapeake Energy Corp (EXE) | 1.3 | $190M | +16% | 2.1M | 91.19 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.3 | $188M | +5% | 988k | 190.52 |
|
| Global E Online SHS (GLBE) | 1.3 | $187M | +2212% | 5.4M | 34.73 |
|
| Ishares Msci Brazil Etf (EWZ) | 1.2 | $172M | +54% | 5.0M | 34.50 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 1.1 | $159M | -34% | 1.0M | 158.66 |
|
| Corgi Etf Tr I Lithography Semi | 1.0 | $153M | NEW | 4.8M | 31.98 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 1.0 | $153M | 1.2M | 127.51 |
|
|
| Onto Innovation (ONTO) | 1.0 | $152M | NEW | 402k | 378.45 |
|
| Ishares Tr Us Oil Eq&sv Etf (IEZ) | 0.9 | $134M | NEW | 5.0M | 26.90 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.9 | $133M | +326% | 2.9M | 45.34 |
|
| Vistra Energy (VST) | 0.8 | $124M | +7545% | 784k | 158.63 |
|
| Applied Materials (AMAT) | 0.8 | $124M | 172k | 723.00 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $123M | +78% | 165k | 747.48 |
|
| Ishares Tr Expanded Tech (IGV) | 0.8 | $119M | 1.3M | 90.60 |
|
|
| Eli Lilly & Co. (LLY) | 0.8 | $116M | -4% | 97k | 1199.43 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $110M | +25% | 307k | 357.37 |
|
| Globalfoundries Ordinary Shares (GFS) | 0.7 | $108M | +18% | 1.3M | 82.53 |
|
| Wells Fargo & Company (WFC) | 0.7 | $108M | +32% | 1.3M | 82.64 |
|
| Listed Fds Tr Roun Ma Seve Etf (MAGS) | 0.7 | $105M | NEW | 1.6M | 64.28 |
|
| Enlight Renewable Energy SHS (ENLT) | 0.7 | $101M | -8% | 1.1M | 89.00 |
|
| Forgent Power Solutions Com Shs Cl A (FPS) | 0.6 | $93M | NEW | 1.7M | 55.86 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.6 | $91M | -26% | 1.7M | 53.61 |
|
| Cellebrite Di Ordinary Shares (CLBT) | 0.6 | $90M | +47% | 6.2M | 14.60 |
|
| Boston Scientific Corporation (BSX) | 0.6 | $84M | +26% | 2.0M | 42.68 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.5 | $80M | 1.5M | 53.11 |
|
|
| Icl Group SHS (ICL) | 0.5 | $78M | 16M | 4.98 |
|
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.5 | $73M | 681k | 107.13 |
|
|
| Sprott Fds Tr Urani Miner Etf (URNM) | 0.4 | $66M | NEW | 1.3M | 52.59 |
|
| Ishares Tr Msci China Etf (MCHI) | 0.4 | $65M | -54% | 1.3M | 51.02 |
|
| Nice Sponsored Adr (NICE) | 0.4 | $62M | +139% | 679k | 90.85 |
|
| Spdr Series Trust St Str Sp Retail (XRT) | 0.4 | $61M | -45% | 691k | 87.74 |
|
| Ormat Technologies (ORA) | 0.4 | $60M | +423% | 554k | 108.90 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $60M | 881k | 68.41 |
|
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.4 | $57M | 1.0M | 55.33 |
|
|
| Ishares Tr Msci India Etf (INDA) | 0.4 | $54M | -42% | 1.1M | 49.39 |
|
| Firefly Aerospace (FLY) | 0.4 | $53M | +174% | 1.8M | 29.40 |
|
| Gilat Satellite Networks Shs New (GILT) | 0.3 | $51M | -23% | 3.8M | 13.31 |
|
| Global X Fds Global X Copper (COPX) | 0.3 | $48M | -25% | 627k | 77.16 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $48M | +387% | 65k | 736.40 |
|
| Ishares Tr Us Br Del Se Etf (IAI) | 0.3 | $48M | NEW | 273k | 175.33 |
|
| Meta Platforms Cl A (META) | 0.3 | $47M | -6% | 84k | 563.72 |
|
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.3 | $47M | 1.1M | 44.03 |
|
|
| Micron Technology (MU) | 0.3 | $44M | +47% | 38k | 1154.29 |
|
| Ishares Tr Glob Indstrl Etf (EXI) | 0.3 | $43M | 215k | 200.50 |
|
|
| Matthews Intl Corp Cl A (MATW) | 0.3 | $39M | 1.5M | 26.92 |
|
|
| Camtek Ord (CAMT) | 0.3 | $39M | +179% | 238k | 162.51 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.3 | $38M | 451k | 83.07 |
|
|
| Advanced Micro Devices (AMD) | 0.3 | $37M | +6% | 63k | 580.91 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $37M | +36% | 71k | 513.61 |
|
| Oracle Corporation (ORCL) | 0.2 | $32M | +17% | 218k | 146.55 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $31M | NEW | 410k | 75.45 |
|
| Ingersoll Rand (IR) | 0.2 | $31M | +10026% | 373k | 81.99 |
|
| Nayax SHS (NYAX) | 0.2 | $31M | NEW | 465k | 65.51 |
|
| UnitedHealth (UNH) | 0.2 | $26M | +33% | 63k | 415.63 |
|
| Stratasys SHS (SSYS) | 0.2 | $26M | -11% | 3.0M | 8.56 |
|
| Tesla Motors (TSLA) | 0.2 | $26M | +9% | 61k | 420.60 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $20M | +7500% | 27k | 748.89 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $19M | +3% | 138k | 136.72 |
|
| Sinda Common Stock | 0.1 | $19M | NEW | 1.6M | 12.00 |
|
| Visa Com Cl A (V) | 0.1 | $18M | 51k | 343.09 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $17M | +2% | 27k | 655.89 |
|
| Riskified Shs Cl A (RSKD) | 0.1 | $16M | -36% | 3.2M | 5.04 |
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| Sunshine Silver Mng & Refng Common Stock | 0.1 | $16M | NEW | 1.2M | 13.22 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $15M | -17% | 47k | 327.33 |
|
| Tat Technologies Ord New (TATT) | 0.1 | $15M | +26% | 319k | 48.23 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $13M | -10% | 27k | 500.39 |
|
| Kamada SHS (KMDA) | 0.1 | $12M | 1.7M | 7.34 |
|
|
| Abbvie (ABBV) | 0.1 | $12M | +30% | 47k | 252.44 |
|
| Johnson & Johnson (JNJ) | 0.1 | $12M | -9% | 47k | 253.97 |
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| Uber Technologies (UBER) | 0.1 | $12M | +5% | 163k | 72.16 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.1 | $11M | +5% | 336k | 33.45 |
|
| Sol-gel Technologies Shs New (SLGL) | 0.1 | $11M | -30% | 146k | 74.14 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $11M | NEW | 16k | 686.81 |
|
| Mobileye Global Common Class A (MBLY) | 0.1 | $11M | 1.1M | 9.68 |
|
|
| Cisco Systems (CSCO) | 0.1 | $11M | -13% | 91k | 117.46 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $9.7M | +18% | 182k | 53.14 |
|
| Ge Vernova (GEV) | 0.1 | $8.8M | +44% | 7.5k | 1175.48 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $8.5M | -9% | 9.1k | 936.53 |
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| Citigroup Com New (C) | 0.1 | $8.4M | 60k | 140.71 |
|
|
| Marvell Technology (MRVL) | 0.1 | $8.4M | NEW | 28k | 297.89 |
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| Nike CL B (NKE) | 0.1 | $8.0M | +6% | 193k | 41.44 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $8.0M | +153% | 24k | 334.82 |
|
| Linde SHS (LIN) | 0.1 | $7.9M | -4% | 15k | 518.94 |
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| Caterpillar (CAT) | 0.1 | $7.9M | -4% | 7.4k | 1064.90 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $7.7M | 131k | 58.92 |
|
|
| Odysight Ai Com New (ODYS) | 0.1 | $7.7M | -9% | 1.9M | 4.16 |
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| Pepsi (PEP) | 0.1 | $7.6M | 56k | 135.40 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $7.6M | +54% | 158k | 47.94 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $7.4M | 82k | 89.85 |
|
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| Qualcomm (QCOM) | 0.0 | $7.1M | +118% | 38k | 184.79 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $7.1M | +83% | 19k | 368.38 |
|
| McKesson Corporation (MCK) | 0.0 | $6.9M | +47% | 9.1k | 756.59 |
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| Merck & Co (MRK) | 0.0 | $6.8M | -16% | 53k | 130.26 |
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| Pitney Bowes (PBI) | 0.0 | $6.7M | -5% | 380k | 17.69 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.0 | $6.7M | +16% | 273k | 24.47 |
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| Bristol Myers Squibb (BMY) | 0.0 | $6.6M | 114k | 57.62 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $6.5M | +11% | 82k | 78.98 |
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| Wal-Mart Stores (WMT) | 0.0 | $6.5M | -41% | 57k | 113.26 |
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| Boeing Company (BA) | 0.0 | $6.3M | +18% | 29k | 216.47 |
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| Kla Corp Com New (KLAC) | 0.0 | $6.3M | +887% | 21k | 301.71 |
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| Paypal Holdings (PYPL) | 0.0 | $6.2M | 144k | 43.18 |
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| Trane Technologies SHS (TT) | 0.0 | $6.2M | -79% | 13k | 491.66 |
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| Goldman Sachs (GS) | 0.0 | $6.2M | +7% | 6.1k | 1011.37 |
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| Bank of America Corporation (BAC) | 0.0 | $6.1M | -7% | 105k | 58.22 |
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| Pfizer (PFE) | 0.0 | $6.1M | +56% | 254k | 24.08 |
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| Home Depot (HD) | 0.0 | $6.1M | -34% | 17k | 352.68 |
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| Ellomay Capital SHS (ELLO) | 0.0 | $5.9M | 318k | 18.50 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $5.8M | +6% | 11k | 515.23 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $5.6M | +6% | 94k | 59.69 |
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| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.0 | $5.6M | NEW | 143k | 38.99 |
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| Freeport Mcmoran CL B (FCX) | 0.0 | $5.6M | -22% | 89k | 62.89 |
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| Intel Corporation (INTC) | 0.0 | $5.5M | NEW | 40k | 139.63 |
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| Dollar General (DG) | 0.0 | $5.3M | +40% | 46k | 115.11 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $5.3M | 11k | 501.90 |
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| McDonald's Corporation (MCD) | 0.0 | $5.3M | 19k | 270.31 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $5.1M | +47% | 83k | 61.76 |
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| Netflix (NFLX) | 0.0 | $5.1M | -19% | 71k | 71.40 |
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| TJX Companies (TJX) | 0.0 | $5.1M | -12% | 33k | 152.54 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $5.1M | +29% | 17k | 298.07 |
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| Procter & Gamble Company (PG) | 0.0 | $5.0M | -9% | 34k | 146.64 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $4.9M | -11% | 83k | 59.85 |
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| Arm Holdings Sponsored Ads (ARM) | 0.0 | $4.7M | NEW | 10k | 468.98 |
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| Tim S A Sponsored Adr (TIMB) | 0.0 | $4.6M | NEW | 6.7k | 681.76 |
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| Sandisk Corp (SNDK) | 0.0 | $4.5M | +13% | 2.0k | 2273.73 |
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| Nextera Energy (NEE) | 0.0 | $4.5M | -20% | 51k | 87.77 |
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| Global X Fds Global X Uranium (URA) | 0.0 | $4.4M | -95% | 100k | 43.70 |
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| International Business Machines (IBM) | 0.0 | $4.2M | +106% | 15k | 281.21 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $4.1M | -51% | 179k | 22.76 |
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| Solaredge Technologies (SEDG) | 0.0 | $3.9M | +1025% | 67k | 58.44 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $3.9M | -11% | 9.7k | 397.68 |
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| Union Pacific Corporation (UNP) | 0.0 | $3.8M | 14k | 272.00 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $3.7M | NEW | 22k | 170.86 |
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| Astrazeneca Ord (AZN) | 0.0 | $3.6M | -86% | 19k | 188.27 |
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| CSX Corporation (CSX) | 0.0 | $3.4M | 71k | 47.53 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $3.4M | +34% | 3.5k | 965.64 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $3.4M | +76% | 7.7k | 433.33 |
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| Cadence Design Systems (CDNS) | 0.0 | $3.3M | +7% | 8.8k | 375.32 |
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| Booking Holdings (BKNG) | 0.0 | $3.2M | +11689% | 18k | 178.24 |
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| Walt Disney Company (DIS) | 0.0 | $3.2M | -35% | 28k | 113.92 |
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| Gilead Sciences (GILD) | 0.0 | $3.1M | +19% | 24k | 126.34 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $3.0M | +24% | 6.0k | 496.73 |
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| Quanta Services (PWR) | 0.0 | $3.0M | -24% | 4.1k | 720.05 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $2.9M | -12% | 1.5k | 1989.44 |
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| Philip Morris International (PM) | 0.0 | $2.9M | -34% | 16k | 181.98 |
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| Stryker Corporation (SYK) | 0.0 | $2.9M | -37% | 9.1k | 315.45 |
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| Rockwell Automation (ROK) | 0.0 | $2.8M | 5.7k | 495.08 |
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| Delta Air Lines Com New (DAL) | 0.0 | $2.7M | -14% | 29k | 93.66 |
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| Teradyne (TER) | 0.0 | $2.7M | +16% | 5.6k | 483.84 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $2.7M | NEW | 25k | 109.07 |
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| Williams Companies (WMB) | 0.0 | $2.7M | -11% | 36k | 74.34 |
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| Zoom Communications Cl A (ZM) | 0.0 | $2.7M | +24% | 31k | 86.31 |
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| Diageo Spon Adr New (DEO) | 0.0 | $2.6M | +2% | 33k | 80.38 |
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| Johnson Controls Internation SHS (JCI) | 0.0 | $2.6M | -4% | 18k | 146.23 |
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| Turning Pt Brands (TPB) | 0.0 | $2.6M | +148% | 31k | 84.56 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $2.6M | 3.4k | 763.14 |
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| Sea Sponsord Ads (SE) | 0.0 | $2.6M | +80% | 27k | 95.83 |
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| Innoviz Technologies SHS (INVZ) | 0.0 | $2.6M | 3.4M | 0.76 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $2.6M | +246% | 5.6k | 459.13 |
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| Fifth Third Ban (FITB) | 0.0 | $2.5M | -14% | 44k | 56.77 |
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| salesforce (CRM) | 0.0 | $2.5M | -5% | 16k | 157.02 |
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| Analog Devices (ADI) | 0.0 | $2.5M | +16% | 6.2k | 397.17 |
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| Live Nation Entertainment (LYV) | 0.0 | $2.5M | -14% | 13k | 183.11 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $2.4M | +5% | 3.8k | 640.65 |
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| Dell Technologies CL C (DELL) | 0.0 | $2.4M | -40% | 5.5k | 431.46 |
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| Travelers Companies (TRV) | 0.0 | $2.4M | +14% | 7.2k | 330.12 |
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| Citizens Financial (CFG) | 0.0 | $2.3M | +54% | 33k | 70.71 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $2.3M | NEW | 90k | 25.83 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $2.3M | -10% | 17k | 132.84 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $2.3M | -6% | 2.3k | 978.12 |
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| BP Sponsored Adr (BP) | 0.0 | $2.2M | +20% | 60k | 36.95 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $2.2M | -14% | 6.6k | 330.46 |
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| CRH Ord (CRH) | 0.0 | $2.1M | +9% | 20k | 107.34 |
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| D.R. Horton (DHI) | 0.0 | $2.1M | -55% | 13k | 163.33 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $2.1M | 18k | 117.28 |
|
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| Spdr Index Shs Fds St Str Eu 50 Etf (FEZ) | 0.0 | $2.1M | -52% | 30k | 68.68 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $1.9M | -25% | 17k | 116.67 |
|
| United Rentals (URI) | 0.0 | $1.9M | +42% | 1.7k | 1132.89 |
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| Shell Spon Ads (SHEL) | 0.0 | $1.9M | 25k | 77.10 |
|
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| Capital One Financial (COF) | 0.0 | $1.9M | -97% | 9.3k | 200.62 |
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| Edwards Lifesciences (EW) | 0.0 | $1.8M | -15% | 20k | 90.46 |
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| Valero Energy Corporation (VLO) | 0.0 | $1.8M | +28% | 6.9k | 260.44 |
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| Abbott Laboratories (ABT) | 0.0 | $1.8M | -43% | 20k | 90.89 |
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $1.8M | 16k | 109.35 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $1.7M | -38% | 8.4k | 209.04 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $1.7M | -14% | 10k | 167.93 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $1.7M | -17% | 18k | 93.40 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.7M | +26% | 8.4k | 205.02 |
|
| Corning Incorporated (GLW) | 0.0 | $1.7M | -18% | 6.6k | 255.43 |
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.0 | $1.7M | 33k | 50.83 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $1.7M | -30% | 9.8k | 169.88 |
|
| ConocoPhillips (COP) | 0.0 | $1.7M | +9% | 16k | 103.96 |
|
| Prologis (PLD) | 0.0 | $1.6M | -9% | 12k | 135.47 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $1.6M | -30% | 7.2k | 226.97 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.6M | NEW | 14k | 117.67 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $1.6M | +191% | 20k | 78.95 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $1.6M | +53% | 17k | 95.69 |
|
| Servicenow (NOW) | 0.0 | $1.6M | -31% | 16k | 99.28 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.0 | $1.6M | -21% | 38k | 41.21 |
|
| Jabil Circuit (JBL) | 0.0 | $1.5M | +11% | 3.9k | 385.48 |
|
| Cenovus Energy (CVE) | 0.0 | $1.5M | -23% | 61k | 24.81 |
|
| Ishares Tr Msci Jp Value (EWJV) | 0.0 | $1.5M | NEW | 34k | 43.94 |
|
| Tango Therapeutics (TNGX) | 0.0 | $1.5M | NEW | 47k | 31.26 |
|
| Progressive Corporation (PGR) | 0.0 | $1.5M | -58% | 6.8k | 218.45 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $1.5M | +60% | 5.7k | 260.36 |
|
| Kraneshares Trust Bose Msc Chi Etf (KBA) | 0.0 | $1.4M | 41k | 34.41 |
|
|
| Constellation Energy (CEG) | 0.0 | $1.4M | +81% | 5.6k | 248.37 |
|
| Lowe's Companies (LOW) | 0.0 | $1.3M | +11% | 6.1k | 220.49 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.3M | +90% | 4.7k | 281.77 |
|
| Hldgs (UAL) | 0.0 | $1.3M | +58% | 9.7k | 135.99 |
|
| AutoZone (AZO) | 0.0 | $1.3M | NEW | 412.00 | 3195.94 |
|
| Danaher Corporation (DHR) | 0.0 | $1.3M | +11% | 6.9k | 190.80 |
|
| Ge Aerospace Com New (GE) | 0.0 | $1.3M | -32% | 3.5k | 373.73 |
|
| Targa Res Corp (TRGP) | 0.0 | $1.3M | -14% | 4.8k | 269.60 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $1.3M | -13% | 16k | 78.82 |
|
| Equinix (EQIX) | 0.0 | $1.3M | +11% | 1.2k | 1042.39 |
|
| Chevron Corporation (CVX) | 0.0 | $1.3M | -48% | 7.7k | 165.76 |
|
| Innovator Etfs Trust Grow 100 Pwr Buf (NMAY) | 0.0 | $1.3M | -22% | 43k | 29.39 |
|
| Starbucks Corporation (SBUX) | 0.0 | $1.3M | NEW | 12k | 102.19 |
|
| Air Products & Chemicals (APD) | 0.0 | $1.2M | +15% | 4.2k | 293.60 |
|
| Ross Stores (ROST) | 0.0 | $1.2M | +64% | 5.8k | 212.85 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.0 | $1.2M | 28k | 42.79 |
|
|
| Verizon Communications (VZ) | 0.0 | $1.2M | +52% | 28k | 42.34 |
|
| Coca-Cola Company (KO) | 0.0 | $1.2M | -46% | 15k | 81.66 |
|
| Medtronic SHS (MDT) | 0.0 | $1.2M | +15% | 15k | 78.79 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $1.2M | 6.7k | 173.52 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.0 | $1.2M | +208% | 27k | 43.23 |
|
| Talen Energy Corp (TLN) | 0.0 | $1.1M | NEW | 2.8k | 384.26 |
|
| Fortinet (FTNT) | 0.0 | $1.1M | +14% | 7.1k | 153.62 |
|
| Innovator Etfs Trust Innovator Gw 100 (NJUN) | 0.0 | $1.1M | +110% | 33k | 32.85 |
|
Past Filings by Phoenix Financial
SEC 13F filings are viewable for Phoenix Financial going back to 2019
- Phoenix Financial 2026 Q2 filed Aug. 11, 2026
- Phoenix Financial 2026 Q1 filed May 11, 2026
- Phoenix Financial 2025 Q4 filed Feb. 5, 2026
- Phoenix Financial 2025 Q3 restated filed Nov. 13, 2025
- Phoenix Financial 2025 Q3 amended filed Nov. 13, 2025
- Phoenix Financial 2025 Q3 filed Nov. 3, 2025
- Phoenix Financial 2025 Q2 filed July 30, 2025
- Phoenix Financial 2025 Q1 filed May 7, 2025
- Phoenix Financial 2024 Q4 filed Feb. 13, 2025
- Phoenix Financial 2024 Q3 filed Nov. 5, 2024
- Phoenix Holdings 2024 Q2 filed Aug. 12, 2024
- Phoenix Holdings 2024 Q1 filed May 15, 2024
- Phoenix Holdings 2023 Q4 filed Feb. 14, 2024
- Phoenix Holdings 2023 Q3 restated filed Dec. 4, 2023
- Phoenix Holdings 2023 Q3 amended filed Dec. 4, 2023
- Phoenix Holdings 2023 Q3 filed Nov. 13, 2023