Phoenix Wealth Advisors Purchases and Sells in Q4 2024

Phoenix Wealth Advisors

$229 Million
Q4 2024

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	195K + 33.42%	$50.37 - $50.6 $9.82M - $9.87M	779K $39.2M
PULS	77.5K + 1846.59%	$49.51 - $49.79 $3.84M - $3.86M	81.7K $4.05M
RSP	13.7K + 129.78%	$174.22 - $187.62 $2.38M - $2.56M	24.2K $4.24M
AAPL	2.28K + 7.44%	$221.69 - $259.02 $506K - $591K	32.9K $8.25M
VOTE	12.3K + 24.22%	$66.37 - $71.58 $815K - $879K	63K $4.33M
SPEM	17.1K + 36.34%	$38.37 - $42.82 $658K - $734K	64.3K $2.47M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISCF	249K New	$31.83 - $34.97 $7.93M - $8.71M	249K $8.04M
RY	2.17K New	$119.72 - $128.02 $259K - $277K	2.17K $261K
PM	1.9K New	$118.38 - $133.06 $225K - $253K	1.9K $228K
AEP	2.32K New	$90.91 - $102.21 $211K - $237K	2.32K $214K
BLACKROCK INC	434 New	N/A	434 $0

Top Sells

Reduced Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMCSA	-39.4K - 63.17%	$37.39 - $45.14 $1.47M - $1.78M	23K $861K
UNH	-2.63K - 61.42%	$485.52 - $625.25 $1.28M - $1.64M	1.65K $835K
ADI	-6.72K - 64.79%	$206.35 - $236.48 $1.39M - $1.59M	3.65K $775K
MSFT	-1.32K - 6.21%	$406.35 - $454.46 $536K - $600K	20K $8.41M
GOVT	-19.3K - 9.61%	$22.39 - $23.45 $432K - $452K	182K $4.17M
JNJ	-970 - 4.5%	$143.34 - $165.86 $139K - $161K	20.6K $2.98M

Activity Summary All Purchases 43 New Holdings 5 Increased Positions 38 All Sells 68 Reductions 68 Sold out 0 Calls 0 Puts 0

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