Phoenix Wealth Advisors Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$229.5B
Holdings
124
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (124 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MAMASTERCARD INCORPORATED | 527 | $288.9M | 0.13% | |
| 102 | CVXCHEVRON CORP NEW | 1,693 | $283.3M | 0.12% | |
| 103 | GOOGALPHABET INC | 1,760 | $275.0M | 0.12% | |
| 104 | PEOEXELON CORP | 5,671 | $261.3M | 0.11% | |
| 105 | GISGENERAL MLS INC | 4,344 | $259.7M | 0.11% | |
| 106 | AEPAMERICAN ELEC PWR CO INC | 2,312 | $252.6M | 0.11% | |
| 107 | VUGVANGUARD INDEX FDS | 681 | $252.5M | 0.11% | |
| 108 | FTVFORTIVE CORP | 3,410 | $249.5M | 0.11% | |
| 109 | CHRWC H ROBINSON WORLDWIDE INC | 2,411 | $246.9M | 0.11% | |
| 110 | RYROYAL BK CDA | 2,166 | $244.1M | 0.11% | |
| 111 | SYYSYSCO CORP | 3,247 | $243.7M | 0.11% | |
| 112 | ADSKAUTODESK INC | 919 | $240.6M | 0.10% | |
| 113 | GNTXGENTEX CORP | 10,288 | $239.7M | 0.10% | |
| 114 | ABTABBOTT LABS | 1,804 | $239.3M | 0.10% | |
| 115 | EBAEBAY INC. | 3,489 | $236.3M | 0.10% | |
| 116 | NUENUCOR CORP | 1,895 | $228.0M | 0.10% | |
| 117 | EVRGEVERGY INC | 3,301 | $227.6M | 0.10% | |
| 118 | PFEPFIZER INC | 8,958 | $227.0M | 0.10% | |
| 119 | CAGCONAGRA BRANDS INC | 7,944 | $211.9M | 0.09% | |
| 120 | DUKDUKE ENERGY CORP NEW | 1,702 | $207.6M | 0.09% | |
| 121 | TROWPRICE T ROWE GROUP INC | 2,199 | $202.0M | 0.09% | |
| 122 | AKAMAKAMAI TECHNOLOGIES INC | 2,487 | $200.2M | 0.09% | |
| 123 | OIAINVESCO MUNI INCOME OPP TRST | 11,235 | $67.6M | 0.03% | |
| 124 | ALLOALLOGENE THERAPEUTICS INC | 21,000 | $30.7M | 0.01% |
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