Phoenix Wealth Advisors - Q12026 Holdings

Phoenix Wealth Advisors holds 126 stocks with a total portfolio value of $ 253.17M as of Q12026. In Q12026, Phoenix Wealth Advisors added 4 new positions, increased stakes in 16 stocks, reduced 85 holdings, and fully exited 5 positions. The largest holding is J P Morgan Exchange Traded F (JPST), representing 12.93% of the total portfolio.