Phoenix Wealth Advisors Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$238.8B
Holdings
125
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (125 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IJUNINNOVATOR ETFS TRUST | 10,964 | $304.1M | 0.13% | |
| 102 | VUGVANGUARD INDEX FDS | 681 | $298.6M | 0.13% | |
| 103 | XOMEXXON MOBIL CORP | 2,769 | $298.5M | 0.13% | |
| 104 | MAMASTERCARD INCORPORATED | 527 | $296.2M | 0.12% | |
| 105 | FLMIFRANKLIN TEMPLETON ETF TR | 12,000 | $291.1M | 0.12% | |
| 106 | ADSKAUTODESK INC | 919 | $284.5M | 0.12% | |
| 107 | RYROYAL BK CDA | 2,121 | $279.0M | 0.12% | |
| 108 | KMBKIMBERLY-CLARK CORP | 2,152 | $277.4M | 0.12% | |
| 109 | EBAEBAY INC. | 3,439 | $256.1M | 0.11% | |
| 110 | PEOEXELON CORP | 5,722 | $248.4M | 0.10% | |
| 111 | SYYSYSCO CORP | 3,272 | $247.8M | 0.10% | |
| 112 | NUENUCOR CORP | 1,895 | $245.5M | 0.10% | |
| 113 | ABTABBOTT LABS | 1,804 | $245.4M | 0.10% | |
| 114 | CVXCHEVRON CORP NEW | 1,694 | $242.6M | 0.10% | |
| 115 | AEPAMERICAN ELEC PWR CO INC | 2,312 | $239.9M | 0.10% | |
| 116 | CHRWC H ROBINSON WORLDWIDE INC | 2,432 | $233.3M | 0.10% | |
| 117 | GISGENERAL MLS INC | 4,457 | $230.9M | 0.10% | |
| 118 | EVRGEVERGY INC | 3,329 | $229.5M | 0.10% | |
| 119 | GNTXGENTEX CORP | 10,241 | $225.2M | 0.09% | |
| 120 | TROWPRICE T ROWE GROUP INC | 2,202 | $212.5M | 0.09% | |
| 121 | HDVISHARES TR | 1,806 | $211.6M | 0.09% | |
| 122 | VIGVANGUARD SPECIALIZED FUNDS | 987 | $202.0M | 0.08% | |
| 123 | OIAINVESCO MUNI INCOME OPP TRST | 11,235 | $64.6M | 0.03% | |
| 124 | KYTXKYVERNA THERAPEUTICS INC | 10,500 | $32.2M | 0.01% | |
| 125 | ALLOALLOGENE THERAPEUTICS INC | 21,000 | $23.7M | 0.01% |
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