Phoenix Wealth Advisors Q4 2025 Filing
Filed January 22, 2026
Portfolio Value
$260.0B
Holdings
127
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (127 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ADMARCHER DANIELS MIDLAND CO | 6,144 | $353.0M | 0.14% | |
| 102 | VVISA INC | 951 | $333.0M | 0.13% | |
| 103 | VUGVANGUARD INDEX FDS | 681 | $332.0M | 0.13% | |
| 104 | IJUNINNOVATOR ETFS TRUST | 10,964 | $320.0M | 0.12% | |
| 105 | NUENUCOR CORP | 1,895 | $309.0M | 0.12% | |
| 106 | MAMASTERCARD INCORPORATED | 527 | $300.0M | 0.12% | |
| 107 | FLMIFRANKLIN TEMPLETON ETF TR | 12,000 | $298.0M | 0.11% | |
| 108 | APDAIR PRODS & CHEMS INC | 1,174 | $290.0M | 0.11% | |
| 109 | EBAEBAY INC. | 3,328 | $289.0M | 0.11% | |
| 110 | AEPAMERICAN ELEC PWR CO INC | 2,488 | $286.0M | 0.11% | |
| 111 | ADSKAUTODESK INC | 919 | $272.0M | 0.10% | |
| 112 | LOWLOWES COS INC | 1,084 | $261.0M | 0.10% | |
| 113 | PBJINVESCO EXCHANGE TRADED FD T | 5,792 | $259.0M | 0.10% | |
| 114 | PEOEXELON CORP | 5,773 | $251.0M | 0.10% | |
| 115 | SYYSYSCO CORP | 3,190 | $235.0M | 0.09% | |
| 116 | DUKDUKE ENERGY CORP NEW | 1,958 | $229.0M | 0.09% | |
| 117 | EVRGEVERGY INC | 3,150 | $228.0M | 0.09% | |
| 118 | ABTABBOTT LABS | 1,804 | $226.0M | 0.09% | |
| 119 | QCOMQUALCOMM INC | 1,285 | $219.0M | 0.08% | |
| 120 | GNTXGENTEX CORP | 9,283 | $216.0M | 0.08% | |
| 121 | VIGVANGUARD SPECIALIZED FUNDS | 987 | $216.0M | 0.08% | |
| 122 | AKAMAKAMAI TECHNOLOGIES INC | 2,386 | $208.0M | 0.08% | |
| 123 | TROWPRICE T ROWE GROUP INC | 1,994 | $204.0M | 0.08% | |
| 124 | ZNOVINNOVATOR ETFS TRUST | 7,540 | $201.0M | 0.08% | |
| 125 | KYTXKYVERNA THERAPEUTICS INC | 12,300 | $115.0M | 0.04% | |
| 126 | OIAINVESCO MUNI INCOME OPP TRST | 11,235 | $67.0M | 0.03% | |
| 127 | ALLOALLOGENE THERAPEUTICS INC | 21,000 | $28.0M | 0.01% |
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