Phoenix Wealth Advisors Sells in Q4 2024

Phoenix Wealth Advisors

  • $229 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
-39.4K
- 63.17%
$37.39 - $45.14 $1.47M - $1.78M
23K $861K
UNH
Unitedhealth Group Inc

Healthcare
-2.63K
- 61.42%
$485.52 - $625.25 $1.28M - $1.64M
1.65K $835K
ADI
Analog Devices Inc

Technology
-6.72K
- 64.79%
$206.35 - $236.48 $1.39M - $1.59M
3.65K $775K
MSFT
Microsoft Corp

Technology
-1.32K
- 6.21%
$406.35 - $454.46 $536K - $600K
20K $8.41M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-19.3K
- 9.61%
$22.39 - $23.45 $432K - $452K
182K $4.17M
JNJ
Johnson & Johnson

Healthcare
-970
- 4.5%
$143.34 - $165.86 $139K - $161K
20.6K $2.98M
MRK
Merck & Co., Inc.

Healthcare
-931
- 3.4%
$96.31 - $114.76 $89.7K - $107K
26.4K $2.63M
MPC
Marathon Petroleum Corp

Energy
-407
- 2.3%
$131.65 - $174.84 $53.6K - $71.2K
17.3K $2.42M
VZ
Verizon Communications Inc

Communication Services
-2.69K
- 4.14%
$39.6 - $45.21 $106K - $122K
62.3K $2.49M
MDT
Medtronic PLC

Healthcare
-1.27K
- 4.26%
$79.61 - $92.24 $101K - $118K
28.6K $2.28M
BBY
Best Buy CO Inc

Consumer Cyclical
-53
- 0.27%
$85.2 - $101.35 $4.52K - $5.37K
19.3K $1.66M
NEE
Nextera Energy Inc

Utilities
-22
- 0.09%
$69.77 - $85.43 $1.53K - $1.88K
24.2K $1.74M
UNP
Union Pacific Corp

Industrials
-370
- 3.15%
$223.15 - $249.32 $82.6K - $92.2K
11.4K $2.6M
GOLD
Barrick Gold Corp

Basic Materials
-11.2K
- 52.11%
$15.23 - $21.19 $170K - $237K
10.3K $159K
DHR
Danaher Corp

Healthcare
-56
- 1.29%
$226.16 - $274.52 $12.7K - $15.4K
4.29K $984K
FIS
Fidelity National Information Services, Inc.

Technology
-1.06K
- 3.33%
$80.14 - $90.95 $84.9K - $96.4K
30.7K $2.48M
CB
Chubb LTD

Financial Services
-226
- 2.41%
$271.57 - $301.89 $61.4K - $68.2K
9.15K $2.53M
HD
Home Depot, Inc.

Consumer Cyclical
-83
- 0.98%
$385.02 - $431.37 $32K - $35.8K
8.41K $3.27M
AMGN
Amgen Inc

Healthcare
-5
- 0.19%
$258.78 - $328.31 $1.29K - $1.64K
2.68K $698K
APD
Air Products & Chemicals, Inc.

Basic Materials
-296
- 3.06%
$285.5 - $335.62 $84.5K - $99.3K
9.37K $2.72M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.91K
- 1.03%
$50.67 - $50.9 $96.5K - $97K
182K $9.25M
PEG
Public Service Enterprise Group Inc

Utilities
-357
- 1.63%
$81.87 - $94.51 $29.2K - $33.7K
21.6K $1.82M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-145
- 1.57%
$442.29 - $483.08 $64.1K - $70K
9.07K $4.11M
LMT
Lockheed Martin Corp

Industrials
-28
- 2.42%
$479.66 - $614.62 $13.4K - $17.2K
1.13K $548K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
-5
- 0.02%
$33.03 - $42.43 $165 - $212
26.1K $861K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-375
- 2.39%
$40.0 - $52.93 $15K - $19.8K
15.3K $618K
ETN
Eaton Corp PLC

Industrials
-293
- 2.23%
$326.96 - $377.52 $95.8K - $111K
12.8K $4.26M
ADM
Archer Daniels Midland CO

Consumer Defensive
-130
- 1.92%
$49.38 - $59.52 $6.42K - $7.74K
6.65K $335K
PFE
Pfizer Inc

Healthcare
-1.09K
- 10.79%
$24.8 - $30.19 $26.9K - $32.8K
8.98K $238K
JCI
Johnson Controls International PLC

Industrials
-1.24K
- 3.56%
$74.23 - $86.6 $91.9K - $107K
33.5K $2.65M
GIS
General Mills Inc

Consumer Defensive
-80
- 1.78%
$62.78 - $74.62 $5.02K - $5.97K
4.42K $281K
ECL
Ecolab Inc.

Basic Materials
-50
- 2.7%
$234.32 - $261.43 $11.7K - $13.1K
1.8K $421K
LHX
L3 Harris Technologies, Inc.

Industrials
-18
- 1.15%
$208.94 - $264.22 $3.76K - $4.76K
1.55K $326K
VLO
Valero Energy Corp

Energy
-18
- 0.56%
$118.59 - $144.02 $2.13K - $2.59K
3.2K $392K
XOM
Exxon Mobil Corp

Energy
-13
- 0.5%
$105.51 - $125.37 $1.37K - $1.63K
2.59K $278K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-76
- 3.15%
$101.82 - $114.06 $7.74K - $8.67K
2.34K $241K
EXC
Exelon Corp

Utilities
-218
- 3.7%
$36.22 - $40.97 $7.9K - $8.93K
5.67K $213K
FTV
Fortive Corp

Technology
-93
- 2.69%
$71.16 - $79.68 $6.62K - $7.41K
3.36K $252K
SYY
Sysco Corp

Consumer Defensive
-172
- 5.29%
$73.63 - $81.77 $12.7K - $14.1K
3.08K $235K
EVRG
Evergy, Inc.

Utilities
-165
- 4.71%
$59.06 - $65.0 $9.74K - $10.7K
3.34K $205K
GNTX
Gentex Corp

Consumer Cyclical
-76
- 0.76%
$28.6 - $31.34 $2.17K - $2.38K
9.98K $286K
EBAY
Ebay Inc

Consumer Cyclical
-3
- 0.08%
$57.51 - $67.17 $173 - $202
3.55K $219K
NFG
National Fuel Gas CO

Energy
-171
- 1.91%
$58.89 - $64.23 $10.1K - $11K
8.77K $531K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-34
- 0.23%
$100.22 - $100.73 $3.41K - $3.42K
14.9K $1.5M
SYK
Stryker Corp

Healthcare
-6
- 0.43%
$345.14 - $392.15 $2.07K - $2.35K
1.38K $495K
AKAM
Akamai Technologies Inc

Technology
-35
- 1.36%
N/A
2.54K $230K
IAU
Ishares Gold Trust

ETFs
-10
- 0.08%
$48.37 - $52.65 $484 - $527
12.5K $618K
FAST
Fastenal CO

Industrials
-164
- 0.77%
$69.99 - $84.35 $11.5K - $13.8K
21.2K $1.53M
VPN
Global X Fds Data Ctr Reits &

ETFs
-37
- 0.07%
N/A
53.2K $847K
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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