Phoenix Wealth Advisors

Phoenix Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Phoenix Wealth Advisors

Phoenix Wealth Advisors holds 127 positions in its portfolio as reported in the December 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) 12.6 $33M 647k 50.59
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.1 $13M 210k 62.47
Ishares Tr International Sl (ISCF) 4.6 $12M 286k 41.48
Microsoft Corporation (MSFT) 3.8 $9.8M 20k 483.61
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 3.7 $9.5M 187k 50.94
Ishares Tr Us Treas Bd Etf (GOVT) 3.5 $9.1M 397k 23.02
Apple (AAPL) 3.5 $9.1M 33k 271.86
Amplify Etf Tr Cwp Enhanced Div (DIVO) 3.1 $8.1M 182k 44.50
Ishares Tr Core S&p Us Gwt (IUSG) 3.0 $7.9M 47k 167.94
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.1 $5.4M 28k 191.56
Spdr Series Trust State Street Spd (SPYV) 2.1 $5.4M 95k 56.81
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 2.0 $5.2M 105k 49.59
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.9 $5.1M 108k 46.81
Broadcom (AVGO) 1.9 $4.9M 14k 346.09
JPMorgan Chase & Co. (JPM) 1.8 $4.6M 14k 322.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $4.5M 9.0k 502.65
Wal-Mart Stores (WMT) 1.6 $4.2M 38k 111.41
Eaton Corp SHS (ETN) 1.5 $3.9M 12k 318.51
Johnson & Johnson (JNJ) 1.4 $3.6M 17k 206.95
Abbvie (ABBV) 1.2 $3.1M 14k 228.48
Cummins (CMI) 1.2 $3.1M 6.0k 510.47
Analog Devices (ADI) 1.1 $2.9M 11k 271.21
Cme (CME) 1.1 $2.7M 10k 273.09
Chubb (CB) 1.0 $2.6M 8.5k 312.11
Spdr Series Trust State Street Spd (SPYD) 1.0 $2.6M 61k 43.25
Tcw Etf Trust Transfrm 500 Etf (VOTE) 1.0 $2.6M 33k 80.22
Medtronic SHS (MDT) 1.0 $2.5M 26k 96.06
Marathon Petroleum Corp (MPC) 1.0 $2.5M 15k 162.64
Motorola Solutions Com New (MSI) 0.9 $2.4M 6.4k 383.35
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.9 $2.4M 15k 159.93
Home Depot (HD) 0.9 $2.4M 6.9k 344.11
Darden Restaurants (DRI) 0.9 $2.4M 13k 184.02
Johnson Ctls Intl SHS (JCI) 0.9 $2.3M 19k 119.75
Union Pacific Corporation (UNP) 0.9 $2.3M 9.9k 231.32
Wells Fargo & Company (WFC) 0.8 $2.1M 23k 93.20
Nextera Energy (NEE) 0.7 $1.9M 24k 80.28
Verizon Communications (VZ) 0.7 $1.8M 45k 40.73
Fidelity National Information Services (FIS) 0.7 $1.8M 27k 66.46
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $1.7M 17k 100.34
Comcast Corp Cl A (CMCSA) 0.6 $1.6M 55k 29.89
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.6 $1.6M 11k 147.73
Fastenal Company (FAST) 0.6 $1.6M 40k 40.13
Entergy Corporation (ETR) 0.6 $1.5M 16k 92.43
Pimco Etf Tr Enhancd Short (EMNT) 0.6 $1.4M 15k 98.58
Amplify Etf Tr Video Game Leade (GAMR) 0.6 $1.4M 16k 90.63
NVIDIA Corporation (NVDA) 0.5 $1.4M 7.2k 186.50
Micron Technology (MU) 0.5 $1.2M 4.4k 285.41
Costco Wholesale Corporation (COST) 0.4 $1.1M 1.3k 862.34
Ishares Tr Future Ai & Tech (ARTY) 0.4 $1.1M 23k 48.18
Global X Fds Data Ctr & Digit (DTCR) 0.4 $1.1M 53k 21.10
Ishares Tr MRGSTR SM CP GR (ISCG) 0.4 $1.1M 20k 55.46
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.1M 3.4k 312.96
Global X Fds Fintech Etf (FINX) 0.4 $1.0M 35k 29.43
Cisco Systems (CSCO) 0.4 $1.0M 13k 77.03
American Express Company (AXP) 0.4 $1.0M 2.7k 369.88
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.4 $961k 27k 36.23
Global X Fds Cybrscurty Etf (BUG) 0.4 $946k 31k 30.46
Tortoise Capital Series Trus Global Water Fd (TBLU) 0.4 $930k 18k 50.81
Amgen (AMGN) 0.4 $922k 2.8k 327.31
Danaher Corporation (DHR) 0.4 $921k 4.0k 228.92
Pepsi (PEP) 0.4 $919k 6.4k 143.51
Ishares Gold Tr Ishares New (IAU) 0.3 $867k 11k 81.17
Oracle Corporation (ORCL) 0.3 $855k 4.4k 194.89
Procter & Gamble Company (PG) 0.3 $849k 5.9k 143.30
Honeywell International (HON) 0.3 $836k 4.3k 195.10
National Fuel Gas (NFG) 0.3 $686k 8.6k 80.06
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $672k 1.1k 605.01
Amazon (AMZN) 0.3 $661k 2.9k 230.82
International Business Machines (IBM) 0.3 $659k 2.2k 296.20
AmerisourceBergen (COR) 0.2 $648k 1.9k 337.75
Barrick Mng Corp Com Shs (B) 0.2 $639k 15k 43.55
Garmin SHS (GRMN) 0.2 $618k 3.0k 202.85
Eli Lilly & Co. (LLY) 0.2 $603k 561.00 1074.68
Merck & Co (MRK) 0.2 $603k 5.7k 105.26
Tesla Motors (TSLA) 0.2 $587k 1.3k 449.72
Dominion Resources (D) 0.2 $583k 10k 58.59
Etfis Ser Tr I Virtus Reaves Ut (UTES) 0.2 $582k 7.4k 78.95
Harbor Etf Trust Long Term Grower (WINN) 0.2 $579k 19k 31.10
Lockheed Martin Corporation (LMT) 0.2 $555k 1.1k 483.86
Alphabet Cap Stk Cl C (GOOG) 0.2 $552k 1.8k 313.80
Texas Instruments Incorporated (TXN) 0.2 $545k 3.1k 173.49
Alps Etf Tr Med Breakthgh (SBIO) 0.2 $495k 9.7k 51.22
Ecolab (ECL) 0.2 $477k 1.8k 262.52
Adobe Systems Incorporated (ADBE) 0.2 $474k 1.4k 349.99
Valero Energy Corporation (VLO) 0.2 $465k 2.9k 162.79
Stryker Corporation (SYK) 0.2 $462k 1.3k 351.47
Snap-on Incorporated (SNA) 0.2 $460k 1.3k 344.60
Blackrock (BLK) 0.2 $451k 421.00 1070.34
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.2 $449k 6.0k 74.88
L3harris Technologies (LHX) 0.2 $432k 1.5k 293.57
Philip Morris International (PM) 0.2 $430k 2.7k 160.43
Palo Alto Networks (PANW) 0.2 $422k 2.3k 184.20
Ishares Tr Core High Dv Etf (HDV) 0.2 $416k 3.4k 121.61
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $385k 4.0k 96.27
Paychex (PAYX) 0.1 $382k 3.4k 112.18
C H Robinson Worldwide Com New (CHRW) 0.1 $378k 2.4k 160.76
Caterpillar (CAT) 0.1 $371k 648.00 572.87
Chevron Corporation (CVX) 0.1 $368k 2.4k 152.40
Rbc Cad (RY) 0.1 $362k 2.1k 170.45
McDonald's Corporation (MCD) 0.1 $354k 1.2k 305.63
Archer Daniels Midland Company (ADM) 0.1 $353k 6.1k 57.49
Visa Com Cl A (V) 0.1 $333k 951.00 350.62
Vanguard Index Fds Growth Etf (VUG) 0.1 $332k 681.00 487.86
Innovator Etfs Trust Innovator Intl D (IJUN) 0.1 $320k 11k 29.22
Nucor Corporation (NUE) 0.1 $309k 1.9k 163.11
Mastercard Incorporated Cl A (MA) 0.1 $301k 527.00 570.98
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $298k 12k 24.87
Air Products & Chemicals (APD) 0.1 $290k 1.2k 247.04
eBay (EBAY) 0.1 $290k 3.3k 87.10
American Electric Power Company (AEP) 0.1 $287k 2.5k 115.30
Autodesk (ADSK) 0.1 $272k 919.00 296.01
Lowe's Companies (LOW) 0.1 $261k 1.1k 241.05
Invesco Exchange Traded Fd T Food & Beverage (PBJ) 0.1 $260k 5.8k 44.80
Exelon Corporation (EXC) 0.1 $252k 5.8k 43.59
SYSCO Corporation (SYY) 0.1 $235k 3.2k 73.69
Duke Energy Corp Com New (DUK) 0.1 $230k 2.0k 117.21
Evergy (EVRG) 0.1 $228k 3.2k 72.49
Abbott Laboratories (ABT) 0.1 $226k 1.8k 125.29
Qualcomm (QCOM) 0.1 $220k 1.3k 171.05
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $217k 987.00 219.78
Gentex Corporation (GNTX) 0.1 $216k 9.3k 23.27
Akamai Technologies (AKAM) 0.1 $208k 2.4k 87.25
T. Rowe Price (TROW) 0.1 $204k 2.0k 102.38
Innovator Etfs Trust Equity Defined P (ZNOV) 0.1 $201k 7.5k 26.67
Kyverna Therapeutics (KYTX) 0.0 $116k 12k 9.40
Invesco Municipal Income Opp Trust (OIA) 0.0 $68k 11k 6.01
Allogene Therapeutics (ALLO) 0.0 $29k 21k 1.37