Phoenix Wealth Advisors - Q32026 Holdings

Phoenix Wealth Advisors holds 131 stocks with a total portfolio value of $ 325.51M as of Q32026. In Q32026, Phoenix Wealth Advisors added 131 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is J P Morgan Exchange Traded F (JPST), representing 23.99% of the total portfolio.