Phoenix Wealth Advisors Portfolio Holdings
Phoenix Wealth Advisors
- $229 Million
- Q4 2024
Phoenix Wealth Advisors has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $229 Million distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $39.2M, Jp Morgan Ultra Short Mun Inco with a value of $9.25M, Microsoft Corp with a value of $8.41M, Apple Inc. with a value of $8.25M, and Ishares Msci Intl Small Cap Mu with a value of $8.04M.
Examining the 13F form we can see an increase of $14.8M in the current position value, from $215M to 229M.
Below you can find more details about Phoenix Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$229 Million
ETFs: $118 Million
Technology: $33.8 Million
Financial Services: $15.6 Million
Industrials: $14.1 Million
Healthcare: $12.4 Million
Consumer Cyclical: $10.4 Million
Consumer Defensive: $8.91 Million
Utilities: $4.73 Million
Other: $11.7 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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