The Analysis of Phoenix Wealth Advisors's Holdings

Currently, Phoenix Wealth Advisors holds 127 types of securities in its portfolio with a total value $260.0M. In the most recent quarter, they have increased their positions in WFC (+19.6K shares, valued at $1.8M), ETR (+16.2K shares, valued at $1.5M), JPST (+22.7K shares, valued at $1.1M); decreased their positions in APD (-7.5K shares, valued at $1.9M), VZ (-12.5K shares, valued at $509.4K), JNJ (-2.0K shares, valued at $424.0K); initiated new positions in ETR (+16.2K shares, valued at $1.5M), PBJ (+5.8K shares, valued at $259.5K), AKAM (+2.4K shares, valued at $208.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPST J P MORGAN EXCHANGE TRADED F646.5K shares3.64%2025-12-312026-01-22

VEA VANGUARD TAX-MANAGED FDS210.4K shares1.00%2025-12-312026-01-22

ISCF ISHARES TR286.1K shares2.61%2025-12-312026-01-22

MSFT MICROSOFT CORP20.3K shares-0.60%2025-12-312026-01-22

JMST J P MORGAN EXCHANGE TRADED F186.9K shares1.19%2025-12-312026-01-22

GOVT ISHARES TR396.7K shares2.53%2025-12-312026-01-22

AAPL APPLE INC33.4K shares-1.11%2025-12-312026-01-22

DIVO AMPLIFY ETF TR181.8K shares-0.64%2025-12-312026-01-22

Sponsored

IUSG ISHARES TR47.0K shares0.83%2025-12-312026-01-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T28.4K shares1.08%2025-12-312026-01-22

SPYV SPDR SERIES TRUST94.8K shares1.02%2025-12-312026-01-22

PULS PGIM ETF TR104.7K shares2.01%2025-12-312026-01-22

SPEM SPDR INDEX SHS FDS108.0K shares0.76%2025-12-312026-01-22

BROADCOM INC BROADCOM INC14.0K shares-0.77%2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.14.3K shares0.72%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.0K shares0.08%2025-12-312026-01-22

Sponsored

WMT WALMART INC37.7K shares0.58%2025-12-312026-01-22

EATON CORP PLC EATON CORP PLC12.3K shares-0.67%2025-12-312026-01-22

JNJ JOHNSON & JOHNSON17.4K shares-10.53%2025-12-312026-01-22

ABBV ABBVIE INC13.7K shares-0.59%2025-12-312026-01-22

CMI CUMMINS INC6.0K shares-1.23%2025-12-312026-01-22

ADI ANALOG DEVICES INC10.9K shares-0.73%2025-12-312026-01-22

CME CME GROUP INC10.0K shares-0.71%2025-12-312026-01-22

CB CHUBB LIMITED8.5K shares0.43%2025-12-312026-01-22

Sponsored

SPYD SPDR SERIES TRUST61.0K shares41.91%2025-12-312026-01-22

VOTE TCW ETF TRUST32.7K shares-0.45%2025-12-312026-01-22

MEDTRONIC PLC MEDTRONIC PLC25.9K shares-1.83%2025-12-312026-01-22

MPC MARATHON PETE CORP15.2K shares-1.31%2025-12-312026-01-22

MSI MOTOROLA SOLUTIONS INC6.4K shares0.60%2025-12-312026-01-22

VTWV VANGUARD SCOTTSDALE FDS14.9K shares0.13%2025-12-312026-01-22

HD HOME DEPOT INC6.9K shares-0.51%2025-12-312026-01-22

DRI DARDEN RESTAURANTS INC12.8K shares-0.80%2025-12-312026-01-22

Sponsored

JCI JOHNSON CTLS INTL PLC19.3K shares-0.21%2025-12-312026-01-22

UNP UNION PAC CORP9.9K shares-4.09%2025-12-312026-01-22

WFC WELLS FARGO CO NEW22.5K shares666.25%2025-12-312026-01-22

NEE NEXTERA ENERGY INC23.5K shares-1.41%2025-12-312026-01-22

VZ VERIZON COMMUNICATIONS INC45.2K shares-21.66%2025-12-312026-01-22

FIS FIDELITY NATL INFORMATION SV26.6K shares-5.56%2025-12-312026-01-22

MINT PIMCO ETF TR17.0K shares11.48%2025-12-312026-01-22

CMCSA COMCAST CORP NEW55.0K shares-10.51%2025-12-312026-01-22

Sponsored

ARKW ARK ETF TR11.0K shares-0.29%2025-12-312026-01-22

FAST FASTENAL CO39.8K shares-0.37%2025-12-312026-01-22

ETR ENTERGY CORP NEW16.2K sharesnew addition2025-12-312026-01-22

EMNT PIMCO ETF TR14.6K shares-9.93%2025-12-312026-01-22

GAMR AMPLIFY ETF TR15.8K shares-0.11%2025-12-312026-01-22

NVDA NVIDIA CORPORATION7.2K shares0.29%2025-12-312026-01-22

MU MICRON TECHNOLOGY INC4.4K shares1.28%2025-12-312026-01-22

COST COSTCO WHSL CORP NEW1.3K shares6.41%2025-12-312026-01-22

Sponsored

ARTY ISHARES TR23.4K shares-0.12%2025-12-312026-01-22

DTCR GLOBAL X FDS52.9K shares-0.30%2025-12-312026-01-22

ISCG ISHARES TR19.8K shares0.48%2025-12-312026-01-22

ALPHABET INC ALPHABET INC3.4K shares0.03%2025-12-312026-01-22

FINX GLOBAL X FDS35.2K shares-0.20%2025-12-312026-01-22

CSCO CISCO SYS INC13.3K shares-1.54%2025-12-312026-01-22

AXP AMERICAN EXPRESS CO2.7K shares-1.60%2025-12-312026-01-22

BOTZ GLOBAL X FDS26.5K shares-0.19%2025-12-312026-01-22

Sponsored

BUG GLOBAL X FDS31.1K shares-0.08%2025-12-312026-01-22

TBLU TORTOISE CAPITAL SERIES TRUS18.3K shares-0.19%2025-12-312026-01-22

AMGN AMGEN INC2.8K shares-0.04%2025-12-312026-01-22

DHR DANAHER CORPORATION4.0K shares-2.47%2025-12-312026-01-22

PEP PEPSICO INC6.4K shares-2.78%2025-12-312026-01-22

ISHARES GOLD TR ISHARES GOLD TR10.7K shares-1.04%2025-12-312026-01-22

ORCL ORACLE CORP4.4K shares-0.59%2025-12-312026-01-22

PG PROCTER AND GAMBLE CO5.9K shares-4.16%2025-12-312026-01-22

Sponsored

HON HONEYWELL INTL INC4.3K shares-0.99%2025-12-312026-01-22

NFG NATIONAL FUEL GAS CO8.6K shares-1.58%2025-12-312026-01-22

ULTA ULTA BEAUTY INC1.1K shares-2.88%2025-12-312026-01-22

AMZN AMAZON COM INC2.9K shares0.00%2025-12-312026-01-22

IBM INTERNATIONAL BUSINESS MACHS2.2K shares-0.27%2025-12-312026-01-22

CENCORA INC CENCORA INC1.9K shares-1.13%2025-12-312026-01-22

BARRICK MNG CORP BARRICK MNG CORP14.7K shares1.05%2025-12-312026-01-22

GRMN GARMIN LTD3.0K shares-2.84%2025-12-312026-01-22

Sponsored

LLY ELI LILLY & CO561 shares1.26%2025-12-312026-01-22

MERCK & CO INC MERCK & CO INC5.7K shares-1.65%2025-12-312026-01-22

TSLA TESLA INC1.3K shares1.01%2025-12-312026-01-22

D DOMINION ENERGY INC10.0K shares-0.79%2025-12-312026-01-22

UTES ETFIS SER TR I7.4K shares1.79%2025-12-312026-01-22

WINN HARBOR ETF TRUST18.6K shares0.00%2025-12-312026-01-22

LMT LOCKHEED MARTIN CORP1.1K shares0.00%2025-12-312026-01-22

ALPHABET INC ALPHABET INC1.8K shares0.00%2025-12-312026-01-22

Sponsored

TXN TEXAS INSTRS INC3.1K shares0.03%2025-12-312026-01-22

SBIO ALPS ETF TR9.7K shares-2.48%2025-12-312026-01-22

ECL ECOLAB INC1.8K shares-1.14%2025-12-312026-01-22

ADBE ADOBE INC1.4K shares0.00%2025-12-312026-01-22

VLO VALERO ENERGY CORP2.9K shares-2.62%2025-12-312026-01-22

SYK STRYKER CORPORATION1.3K shares-1.05%2025-12-312026-01-22

SNA SNAP ON INC1.3K shares-1.33%2025-12-312026-01-22

BLACKROCK INC BLACKROCK INC421 shares-2.32%2025-12-312026-01-22

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F6.0K shares0.00%2025-12-312026-01-22

LHX L3HARRIS TECHNOLOGIES INC1.5K shares0.20%2025-12-312026-01-22

PM PHILIP MORRIS INTL INC2.7K shares44.73%2025-12-312026-01-22

PANW PALO ALTO NETWORKS INC2.3K shares0.00%2025-12-312026-01-22

HDV ISHARES TR3.4K shares77.78%2025-12-312026-01-22

IWR ISHARES TR4.0K shares0.00%2025-12-312026-01-22

PAYX PAYCHEX INC3.4K shares-4.03%2025-12-312026-01-22

CHRW C H ROBINSON WORLDWIDE INC2.4K shares-1.38%2025-12-312026-01-22

Sponsored

CAT CATERPILLAR INC648 shares0.78%2025-12-312026-01-22

CVX CHEVRON CORP NEW2.4K shares0.04%2025-12-312026-01-22

RY ROYAL BK CDA2.1K shares0.00%2025-12-312026-01-22

MCD MCDONALDS CORP1.2K shares-0.17%2025-12-312026-01-22

ADM ARCHER DANIELS MIDLAND CO6.1K shares-6.26%2025-12-312026-01-22

V VISA INC951 shares0.00%2025-12-312026-01-22

VUG VANGUARD INDEX FDS681 shares0.00%2025-12-312026-01-22

IJUN INNOVATOR ETFS TRUST11.0K shares0.00%2025-12-312026-01-22

Sponsored

NUE NUCOR CORP1.9K shares0.00%2025-12-312026-01-22

MA MASTERCARD INCORPORATED527 shares0.00%2025-12-312026-01-22

FLMI FRANKLIN TEMPLETON ETF TR12.0K shares0.00%2025-12-312026-01-22

APD AIR PRODS & CHEMS INC1.2K shares-86.48%2025-12-312026-01-22

EBAY EBAY INC.3.3K shares-1.39%2025-12-312026-01-22

AEP AMERICAN ELEC PWR CO INC2.5K shares7.61%2025-12-312026-01-22

ADSK AUTODESK INC919 shares0.00%2025-12-312026-01-22

LOW LOWES COS INC1.1K shares0.09%2025-12-312026-01-22

Sponsored

PBJ INVESCO EXCHANGE TRADED FD T5.8K sharesnew addition2025-12-312026-01-22

EXC EXELON CORP5.8K shares-1.15%2025-12-312026-01-22

SYY SYSCO CORP3.2K shares-0.44%2025-12-312026-01-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K shares19.98%2025-12-312026-01-22

EVRG EVERGY INC3.1K shares-3.49%2025-12-312026-01-22

ABT ABBOTT LABS1.8K shares0.00%2025-12-312026-01-22

QCOM QUALCOMM INC1.3K shares0.00%2025-12-312026-01-22

VIG VANGUARD SPECIALIZED FUNDS987 shares0.00%2025-12-312026-01-22

Sponsored

GNTX GENTEX CORP9.3K shares-7.63%2025-12-312026-01-22

AKAM AKAMAI TECHNOLOGIES INC2.4K sharesnew addition2025-12-312026-01-22

TROW PRICE T ROWE GROUP INC2.0K shares-7.69%2025-12-312026-01-22

ZNOV INNOVATOR ETFS TRUST7.5K sharesnew addition2025-12-312026-01-22

KYTX KYVERNA THERAPEUTICS INC12.3K shares17.14%2025-12-312026-01-22

OIA INVESCO MUNI INCOME OPP TRST11.2K shares0.00%2025-12-312026-01-22

ALLO ALLOGENE THERAPEUTICS INC21.0K shares0.00%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available