Phoenix Wealth Advisors

Phoenix Wealth Advisors as of March 31, 2026

Portfolio Holdings for Phoenix Wealth Advisors

Phoenix Wealth Advisors holds 126 positions in its portfolio as reported in the March 2026 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) 12.9 $33M 647k 50.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.3 $14M 210k 64.08
Ishares Tr International Sl (ISCF) 4.3 $11M 262k 41.79
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 4.1 $10M 205k 50.98
Ishares Tr Us Treas Bd Etf (GOVT) 4.0 $10M 440k 22.91
Apple (AAPL) 3.1 $7.8M 31k 253.79
Amplify Etf Tr Cwp Enhanced Div (DIVO) 3.0 $7.5M 168k 44.85
Microsoft Corporation (MSFT) 2.9 $7.3M 20k 370.17
Ishares Tr Core S&p Us Gwt (IUSG) 2.9 $7.2M 47k 155.11
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.2 $5.6M 29k 191.92
Spdr Series Trust State Street Spd (SPYV) 2.1 $5.4M 96k 56.58
Spdr Index Shs Fds State Street Spd (SPEM) 2.1 $5.2M 111k 46.91
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 2.0 $5.2M 104k 49.50
Wal-Mart Stores (WMT) 1.8 $4.5M 36k 124.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $4.3M 9.0k 479.20
Eaton Corp SHS (ETN) 1.7 $4.2M 12k 357.67
Broadcom (AVGO) 1.6 $4.1M 13k 309.51
Johnson & Johnson (JNJ) 1.6 $4.1M 17k 244.44
JPMorgan Chase & Co. (JPM) 1.6 $4.1M 14k 294.17
Marathon Petroleum Corp (MPC) 1.4 $3.6M 15k 244.18
Analog Devices (ADI) 1.2 $3.0M 9.4k 318.13
Abbvie (ABBV) 1.1 $2.8M 13k 217.48
Cme (CME) 1.1 $2.8M 9.4k 295.36
Spdr Series Trust State Street Spd (SPYD) 1.1 $2.7M 59k 45.52
Motorola Solutions Com New (MSI) 1.0 $2.7M 6.1k 433.94
Chubb (CB) 1.0 $2.6M 7.9k 325.92
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.0 $2.4M 15k 167.22
Johnson Controls Internation SHS (JCI) 0.9 $2.4M 18k 130.95
Darden Restaurants (DRI) 0.9 $2.3M 12k 196.04
Verizon Communications (VZ) 0.9 $2.2M 44k 50.20
Union Pacific Corporation (UNP) 0.9 $2.2M 9.1k 242.62
Home Depot (HD) 0.9 $2.2M 6.6k 328.91
Nextera Energy (NEE) 0.8 $2.1M 23k 92.88
Cummins (CMI) 0.8 $2.1M 3.9k 538.07
Air Products & Chemicals (APD) 0.8 $2.0M 7.0k 290.51
Entergy Corporation (ETR) 0.7 $1.8M 16k 112.36
Wells Fargo & Company (WFC) 0.7 $1.7M 22k 79.61
Fastenal Company (FAST) 0.7 $1.7M 37k 46.40
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $1.7M 16k 100.57
Comcast Corp Cl A (CMCSA) 0.6 $1.6M 54k 28.71
Zoetis Cl A (ZTS) 0.6 $1.4M 12k 118.21
Pimco Etf Tr Enhancd Short (EMNT) 0.5 $1.4M 14k 98.92
Costco Wholesale Corporation (COST) 0.5 $1.3M 1.3k 996.43
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.5 $1.3M 11k 120.61
Global X Fds Data Ctr & Digit (DTCR) 0.5 $1.3M 53k 23.96
Tcw Etf Trust Transfrm 500 Etf (VOTE) 0.5 $1.2M 16k 76.30
NVIDIA Corporation (NVDA) 0.5 $1.2M 7.1k 174.40
Fidelity National Information Services (FIS) 0.5 $1.2M 25k 46.91
Amplify Etf Tr Video Game Leade (GAMR) 0.5 $1.2M 15k 75.08
Ishares Tr MRGSTR SM CP GR (ISCG) 0.4 $1.1M 20k 54.80
Ishares Tr Future Ai & Tech (ARTY) 0.4 $1.1M 23k 46.53
Pepsi (PEP) 0.4 $983k 6.3k 155.29
Amgen (AMGN) 0.4 $973k 2.8k 351.85
Honeywell International (HON) 0.4 $953k 4.2k 226.01
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.4 $941k 15k 63.94
Ishares Gold Tr Ishares New (IAU) 0.4 $911k 10k 88.16
Tortoise Capital Series Trus Global Water Etf (TBLU) 0.4 $892k 18k 50.42
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.4 $891k 27k 33.22
Alphabet Cap Stk Cl A (GOOGL) 0.3 $886k 3.1k 287.55
Cisco Systems (CSCO) 0.3 $837k 11k 77.59
Procter & Gamble Company (PG) 0.3 $830k 5.7k 144.44
Global X Fds Fintech Etf (FINX) 0.3 $789k 34k 23.10
National Fuel Gas (NFG) 0.3 $782k 8.3k 93.96
Global X Fds Cybrscurty Etf (BUG) 0.3 $758k 30k 25.11
Danaher Corporation (DHR) 0.3 $745k 3.9k 189.60
American Express Company (AXP) 0.3 $745k 2.5k 302.44
Lockheed Martin Corporation (LMT) 0.3 $694k 1.1k 604.15
Valero Energy Corporation (VLO) 0.3 $679k 2.7k 247.08
Merck & Co (MRK) 0.3 $678k 5.6k 120.29
Garmin SHS (GRMN) 0.3 $671k 2.9k 232.01
Oracle Corporation (ORCL) 0.2 $624k 4.2k 147.11
Texas Instruments Incorporated (TXN) 0.2 $610k 3.1k 194.11
Amazon (AMZN) 0.2 $597k 2.9k 208.27
Etfis Ser Tr I Virtus Reaves Ut (UTES) 0.2 $589k 7.4k 79.90
AmerisourceBergen (COR) 0.2 $585k 1.9k 314.14
Barrick Mng Corp Com Shs (B) 0.2 $561k 14k 40.79
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $560k 1.1k 522.71
International Business Machines (IBM) 0.2 $540k 2.2k 242.43
Dominion Resources (D) 0.2 $518k 8.4k 61.82
Eli Lilly & Co. (LLY) 0.2 $516k 561.00 919.77
Alphabet Cap Stk Cl C (GOOG) 0.2 $505k 1.8k 286.86
Harbor Etf Trust Long Term Grower (WINN) 0.2 $504k 18k 27.73
Chevron Corporation (CVX) 0.2 $499k 2.4k 206.92
L3harris Technologies (LHX) 0.2 $491k 1.4k 345.15
Micron Technology (MU) 0.2 $489k 1.4k 337.84
Snap-on Incorporated (SNA) 0.2 $468k 1.3k 363.22
Tesla Motors (TSLA) 0.2 $467k 1.3k 371.75
Ecolab (ECL) 0.2 $465k 1.7k 266.02
Caterpillar (CAT) 0.2 $459k 648.00 708.46
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.2 $454k 6.0k 75.74
Ishares Tr Core High Dv Etf (HDV) 0.2 $449k 3.3k 135.72
Philip Morris International (PM) 0.2 $443k 2.7k 165.37
Alps Etf Tr Med Breakthgh (SBIO) 0.2 $441k 8.4k 52.34
Archer Daniels Midland Company (ADM) 0.2 $432k 5.9k 72.69
Stryker Corporation (SYK) 0.2 $415k 1.3k 328.59
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $392k 4.0k 97.23
Blackrock (BLK) 0.2 $388k 403.00 961.71
C H Robinson Worldwide In Com New (CHRW) 0.1 $378k 2.3k 166.07
McDonald's Corporation (MCD) 0.1 $360k 1.2k 310.79
Palo Alto Networks (PANW) 0.1 $351k 2.2k 160.32
Rbc Cad (RY) 0.1 $343k 2.1k 161.74
American Electric Power Company (AEP) 0.1 $326k 2.5k 131.06
Innovator Etfs Trust Innovator Intl D (IJUN) 0.1 $323k 11k 29.42
Nucor Corporation (NUE) 0.1 $320k 1.9k 169.10
Paychex (PAYX) 0.1 $303k 3.3k 92.12
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $298k 12k 24.79
eBay (EBAY) 0.1 $291k 3.2k 91.02
Invesco Exchange Traded Fd T Food & Beverage (PBJ) 0.1 $276k 5.6k 48.96
Exelon Corporation (EXC) 0.1 $274k 5.6k 49.02
Exxon Mobil Corporation (XOM) 0.1 $271k 1.6k 169.61
Vanguard Index Fds Growth Etf (VUG) 0.1 $266k 608.00 436.79
Akamai Technologies (AKAM) 0.1 $265k 2.3k 114.85
Duke Energy Corp Com New (DUK) 0.1 $264k 2.0k 130.94
Visa Com Cl A (V) 0.1 $264k 872.00 302.33
Mastercard Incorporated Cl A (MA) 0.1 $263k 527.00 499.77
Lowe's Companies (LOW) 0.1 $256k 1.1k 236.20
Evergy (EVRG) 0.1 $246k 3.0k 81.92
Autodesk (ADSK) 0.1 $220k 919.00 239.40
SYSCO Corporation (SYY) 0.1 $220k 3.1k 71.33
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $212k 987.00 215.06
Adobe Systems Incorporated (ADBE) 0.1 $210k 864.00 243.08
Vanguard Index Fds Value Etf (VTV) 0.1 $206k 1.1k 196.20
Innovator Etfs Trust Equity Defined P (ZNOV) 0.1 $200k 7.5k 26.55
Kyverna Therapeutics (KYTX) 0.1 $171k 20k 8.63
Invesco Municipal Income Opp Trust (OIA) 0.0 $120k 20k 6.14
Allogene Therapeutics (ALLO) 0.0 $51k 21k 2.44