Phoenix Wealth Advisors Incresed Positions in Q4 2024

Phoenix Wealth Advisors

  • $229 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
195K
+ 33.42%
$50.37 - $50.6 $9.82M - $9.87M
779K $39.2M
PULS
Pgim ETF Tr

ETFs
77.5K
+ 1846.59%
$49.51 - $49.79 $3.84M - $3.86M
81.7K $4.05M
RSP
Invesco S&P 500 Equal Weight E

ETFs
13.7K
+ 129.78%
$174.22 - $187.62 $2.38M - $2.56M
24.2K $4.24M
AAPL
Apple Inc.

Technology
2.28K
+ 7.44%
$221.69 - $259.02 $506K - $591K
32.9K $8.25M
VOTE
Engine No 1 ETF Tr

ETFs
12.3K
+ 24.22%
$66.37 - $71.58 $815K - $879K
63K $4.33M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.1K
+ 36.34%
$38.37 - $42.82 $658K - $734K
64.3K $2.47M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12K
+ 14.32%
$51.09 - $55.27 $611K - $661K
95.5K $4.88M
HDV
Ishares Core High Dividend ETF

ETFs
4.17K
+ 186.67%
$110.82 - $121.28 $463K - $506K
6.41K $719K
ISCG
Ishares Morningstar Small Cap

ETFs
6.02K
+ 20.62%
$48.22 - $54.03 $290K - $325K
35.2K $1.74M
VTWV
Vanguard Russell 2000 Value Et

ETFs
1.95K
+ 10.41%
$143.69 - $159.92 $280K - $312K
20.7K $2.99M
NVDA
Nvidia Corp

Technology
394
+ 3.97%
$117.0 - $148.88 $46.1K - $58.7K
10.3K $1.38M
AMZN
Amazon Com Inc

Consumer Cyclical
122
+ 4.01%
$180.88 - $232.93 $22.1K - $28.4K
3.16K $693K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
14
+ 1.22%
$338.38 - $446.21 $4.74K - $6.25K
1.16K $503K
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 1.73%
$873.59 - $994.69 $18.3K - $20.9K
1.24K $1.13M
GOOG
Alphabet Inc.

Communication Services
40
+ 2.33%
$163.08 - $198.16 $6.52K - $7.93K
1.76K $335K
V
Visa Inc.

Financial Services
32
+ 3.43%
$273.87 - $320.91 $8.76K - $10.3K
964 $304K
IBM
International Business Machines Corp

Technology
195
+ 9.86%
$204.9 - $238.04 $40K - $46.4K
2.17K $477K
PANW
Palo Alto Networks Inc

Technology
1.23K
+ 100.0%
$181.96 - $405.9 $223K - $497K
2.45K $445K
MA
Mastercard Inc

Financial Services
16
+ 3.09%
$491.3 - $536.15 $7.86K - $8.58K
533 $280K
TXN
Texas Instruments Inc

Technology
15
+ 0.44%
N/A
3.4K $660K
ABT
Abbott Laboratories

Healthcare
38
+ 2.04%
$111.93 - $119.39 $4.25K - $4.54K
1.9K $215K
IRBO
Ishares Robotics & Artificial

ETFs
20
+ 0.09%
N/A
23.4K $750K
ABC
Amerisourcebergen Corp

Healthcare
1
+ 0.05%
N/A
2K $371K
ALLO
Allogene Therapeutics, Inc.

Healthcare
3K
+ 23.08%
$1.84 - $3.22 $5.52K - $9.66K
16K $34K
BOTZ
Global X Fds

ETFs
63
+ 0.24%
$31.11 - $34.18 $1.96K - $2.15K
26.4K $844K
CVX
Chevron Corp

Energy
2
+ 0.12%
$141.15 - $162.53 $282 - $325
1.7K $245K
ORCL
Oracle Corp

Technology
21
+ 0.47%
$165.41 - $192.43 $3.47K - $4.04K
4.48K $745K
KMB
Kimberly Clark Corp

Consumer Defensive
8
+ 0.37%
$130.37 - $146.09 $1.04K - $1.17K
2.16K $283K
PG
Procter & Gamble CO

Consumer Defensive
55
+ 0.81%
$161.05 - $179.7 $8.86K - $9.88K
6.81K $1.14M
D
Dominion Energy, Inc

Utilities
120
+ 1.2%
$52.63 - $60.92 $6.32K - $7.31K
10.1K $543K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.44K
+ 1.28%
$40.26 - $42.88 $98.3K - $105K
193K $7.82M
EBLU
Ecofin Global Water Esg Fund

ETFs
5
+ 0.03%
$48.14 - $50.45 $241 - $252
18.2K $877K
LLY
Eli Lilly & CO

Healthcare
4
+ 0.92%
$727.2 - $932.06 $2.91K - $3.73K
440 $339K
ADBE
Adobe Inc.

Technology
8
+ 0.59%
$437.39 - $552.96 $3.5K - $4.42K
1.37K $608K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
41
+ 0.27%
$54.2 - $60.92 $2.22K - $2.5K
15.2K $825K
PEP
Pepsico Inc

Consumer Defensive
103
+ 1.44%
$151.29 - $176.1 $15.6K - $18.1K
7.26K $1.1M
VEA
Vanguard Ftse Developed Market

ETFs
6.13K
+ 6.39%
$47.57 - $52.44 $292K - $322K
102K $4.88M
Activity Summary
Buys All Purchases 43 New Holdings 5 Increased Positions 38 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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