Phoenix Wealth Advisors

Phoenix Wealth Advisors as of June 30, 2025

Portfolio Holdings for Phoenix Wealth Advisors

Phoenix Wealth Advisors holds 125 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 9.8 $23M 462k 50.68
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.4 $11M 186k 57.01
Ishares Tr International Sl (ISCF) 4.4 $10M 269k 38.77
Microsoft Corporation (MSFT) 4.1 $9.7M 20k 497.41
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 3.9 $9.3M 183k 50.92
Ishares Tr Us Treas Bd Etf (GOVT) 3.6 $8.5M 369k 22.98
Amplify Etf Tr Cwp Enhanced Div (DIVO) 3.4 $8.2M 192k 42.55
Ishares Tr Core S&p Us Gwt (IUSG) 2.9 $7.0M 47k 150.40
Apple (AAPL) 2.7 $6.4M 31k 205.17
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.3 $5.5M 30k 181.74
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 2.3 $5.5M 105k 52.34
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 2.2 $5.3M 106k 49.76
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.9 $4.5M 106k 42.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $4.4M 9.0k 485.77
Eaton Corp SHS (ETN) 1.8 $4.3M 12k 357.00
JPMorgan Chase & Co. (JPM) 1.7 $4.1M 14k 289.90
Wal-Mart Stores (WMT) 1.6 $3.7M 38k 97.78
Broadcom (AVGO) 1.5 $3.6M 13k 275.64
Johnson Ctls Intl SHS (JCI) 1.3 $3.2M 30k 105.62
Johnson & Johnson (JNJ) 1.3 $3.0M 20k 152.75
Darden Restaurants (DRI) 1.2 $2.9M 13k 217.96
Home Depot (HD) 1.2 $2.9M 7.9k 366.62
Cme (CME) 1.2 $2.9M 10k 275.62
Motorola Solutions Com New (MSI) 1.1 $2.7M 6.4k 420.47
Marathon Petroleum Corp (MPC) 1.1 $2.6M 16k 166.11
Verizon Communications (VZ) 1.1 $2.6M 61k 43.27
Abbvie (ABBV) 1.1 $2.6M 14k 185.62
Analog Devices (ADI) 1.1 $2.5M 11k 238.01
Air Products & Chemicals (APD) 1.0 $2.5M 8.9k 282.06
Chubb (CB) 1.0 $2.5M 8.6k 289.73
Union Pacific Corporation (UNP) 1.0 $2.5M 11k 230.07
Tcw Etf Trust Transfrm 500 Etf (VOTE) 1.0 $2.5M 34k 72.74
Fidelity National Information Services (FIS) 1.0 $2.4M 29k 81.41
Medtronic SHS (MDT) 1.0 $2.4M 27k 87.17
Comcast Corp Cl A (CMCSA) 0.9 $2.2M 63k 35.69
Cummins (CMI) 0.9 $2.1M 6.5k 327.49
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.9 $2.1M 15k 139.09
Public Service Enterprise (PEG) 0.8 $1.9M 22k 84.18
Fastenal Company (FAST) 0.7 $1.7M 41k 42.00
Nextera Energy (NEE) 0.7 $1.7M 24k 69.42
Pimco Etf Tr Enhancd Short (EMNT) 0.7 $1.6M 16k 98.77
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.7 $1.6M 11k 147.62
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $1.5M 15k 100.53
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.6 $1.4M 34k 42.44
Amplify Etf Tr Video Game Leade (GAMR) 0.6 $1.3M 16k 85.04
Best Buy (BBY) 0.5 $1.3M 20k 67.13
Costco Wholesale Corporation (COST) 0.5 $1.2M 1.2k 989.94
Global X Fds Fintech Etf (FINX) 0.5 $1.2M 35k 34.22
Global X Fds Cybrscurty Etf (BUG) 0.5 $1.1M 31k 37.10
NVIDIA Corporation (NVDA) 0.5 $1.1M 7.1k 157.99
Honeywell International (HON) 0.4 $1.0M 4.4k 232.86
Ishares Tr MRGSTR SM CP GR (ISCG) 0.4 $1.0M 20k 49.76
Procter & Gamble Company (PG) 0.4 $989k 6.2k 159.31
Global X Fds Data Ctr & Digit (DTCR) 0.4 $988k 53k 18.64
Oracle Corporation (ORCL) 0.4 $974k 4.5k 218.62
Managed Portfolio Series Tortoise Global 0.4 $967k 18k 52.91
Ishares Tr Future Ai & Tech (ARTY) 0.4 $959k 23k 41.00
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.4 $950k 15k 62.50
Cisco Systems (CSCO) 0.4 $923k 13k 69.38
Pepsi (PEP) 0.4 $881k 6.7k 132.04
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.4 $865k 27k 32.65
Danaher Corporation (DHR) 0.3 $831k 4.2k 197.54
Amgen (AMGN) 0.3 $792k 2.8k 279.21
Alps Etf Tr Med Breakthgh (SBIO) 0.3 $785k 26k 30.07
National Fuel Gas (NFG) 0.3 $745k 8.8k 84.71
Ishares Gold Tr Ishares New (IAU) 0.3 $685k 11k 62.36
American Express Company (AXP) 0.3 $680k 2.1k 319.02
Texas Instruments Incorporated (TXN) 0.3 $674k 3.2k 207.65
Garmin SHS (GRMN) 0.3 $670k 3.2k 208.72
International Business Machines (IBM) 0.3 $658k 2.2k 294.84
Amazon (AMZN) 0.3 $625k 2.8k 219.39
Alphabet Cap Stk Cl A (GOOGL) 0.2 $594k 3.4k 176.25
AmerisourceBergen (COR) 0.2 $590k 2.0k 299.85
Dominion Resources (D) 0.2 $573k 10k 56.52
Lockheed Martin Corporation (LMT) 0.2 $561k 1.2k 463.23
Harbor Etf Trust Long Term Grower (WINN) 0.2 $543k 19k 29.12
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $541k 1.2k 467.82
Stryker Corporation (SYK) 0.2 $532k 1.3k 395.63
Adobe Systems Incorporated (ADBE) 0.2 $523k 1.4k 386.88
Micron Technology (MU) 0.2 $522k 4.2k 123.25
Paychex (PAYX) 0.2 $521k 3.6k 145.46
Ecolab (ECL) 0.2 $502k 1.9k 269.44
Palo Alto Networks (PANW) 0.2 $501k 2.5k 204.64
Merck & Co (MRK) 0.2 $478k 6.0k 79.16
Blackrock (BLK) 0.2 $465k 443.00 1049.25
Eli Lilly & Co. (LLY) 0.2 $432k 554.00 779.53
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.2 $424k 6.0k 70.77
Snap-on Incorporated (SNA) 0.2 $423k 1.4k 311.18
Tesla Motors (TSLA) 0.2 $410k 1.3k 317.66
Valero Energy Corporation (VLO) 0.2 $404k 3.0k 134.42
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.2 $383k 9.6k 40.01
L3harris Technologies (LHX) 0.2 $375k 1.5k 250.84
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $368k 4.0k 91.97
Archer Daniels Midland Company (ADM) 0.1 $352k 6.7k 52.78
McDonald's Corporation (MCD) 0.1 $339k 1.2k 292.17
Visa Com Cl A (V) 0.1 $337k 950.00 355.18
Philip Morris International (PM) 0.1 $337k 1.9k 182.18
Paypal Holdings (PYPL) 0.1 $336k 4.5k 74.32
Barrick Mng Corp Com Shs (B) 0.1 $314k 15k 20.82
Alphabet Cap Stk Cl C (GOOG) 0.1 $312k 1.8k 177.39
Innovator Etfs Trust Innovator Intl D (IJUN) 0.1 $304k 11k 27.74
Vanguard Index Fds Growth Etf (VUG) 0.1 $299k 681.00 438.40
Exxon Mobil Corporation (XOM) 0.1 $299k 2.8k 107.80
Mastercard Incorporated Cl A (MA) 0.1 $296k 527.00 561.99
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $291k 12k 24.26
Autodesk (ADSK) 0.1 $285k 919.00 309.57
Rbc Cad (RY) 0.1 $279k 2.1k 131.52
Kimberly-Clark Corporation (KMB) 0.1 $277k 2.2k 128.92
eBay (EBAY) 0.1 $256k 3.4k 74.46
Exelon Corporation (EXC) 0.1 $248k 5.7k 43.42
SYSCO Corporation (SYY) 0.1 $248k 3.3k 75.74
Nucor Corporation (NUE) 0.1 $246k 1.9k 129.54
Abbott Laboratories (ABT) 0.1 $245k 1.8k 136.01
Chevron Corporation (CVX) 0.1 $243k 1.7k 143.18
American Electric Power Company (AEP) 0.1 $240k 2.3k 103.75
C H Robinson Worldwide Com New (CHRW) 0.1 $233k 2.4k 95.95
General Mills (GIS) 0.1 $231k 4.5k 51.81
Evergy (EVRG) 0.1 $230k 3.3k 68.93
Gentex Corporation (GNTX) 0.1 $225k 10k 21.99
T. Rowe Price (TROW) 0.1 $213k 2.2k 96.50
Ishares Tr Core High Dv Etf (HDV) 0.1 $212k 1.8k 117.17
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $202k 987.00 204.67
Invesco Municipal Income Opp Trust (OIA) 0.0 $65k 11k 5.75
Kyverna Therapeutics (KYTX) 0.0 $32k 11k 3.07
Allogene Therapeutics (ALLO) 0.0 $24k 21k 1.13