Phoenix Wealth Advisors - Q42025 Holdings

Phoenix Wealth Advisors holds 127 stocks with a total portfolio value of $ 259.98M as of Q42025. In Q42025, Phoenix Wealth Advisors added 4 new positions, increased stakes in 38 stocks, reduced 64 holdings, and fully exited 8 positions. The largest holding is J P Morgan Exchange Traded F (JPST), representing 12.58% of the total portfolio.