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 | Value |
|---|---|
JPSTJ P MORGAN EXCHANGE TRADED F | $32.7B |
VEAVANGUARD TAX-MANAGED FDS | $13.1B |
ISCFISHARES TR | $11.9B |
MSFTMICROSOFT CORP | $9.8B |
JMSTJ P MORGAN EXCHANGE TRADED F | $9.5B |
AQLTISHARES TR | $9.1B |
AAPLAPPLE INC | $9.1B |
DIVOAMPLIFY ETF TR | $8.1B |
IUSGISHARES TR | $7.9B |
RSPINVESCO EXCHANGE TRADED FD T | $5.4B |
SPYVSPDR SERIES TRUST | $5.4B |
PULSPGIM ETF TR | $5.2B |
SPEMSPDR INDEX SHS FDS | $5.1B |
AVGOBROADCOM INC | $4.9B |
JPMJPMORGAN CHASE & CO. | $4.6B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.5B |
WMTWALMART INC | $4.2B |
ETNEATON CORP PLC | $3.9B |
JNJJOHNSON & JOHNSON | $3.6B |
ABBVABBVIE INC | $3.1B |
CMICUMMINS INC | $3.1B |
ADIANALOG DEVICES INC | $2.9B |
CMECME GROUP INC | $2.7B |
CBCHUBB LIMITED | $2.6B |
SPYDSPDR SERIES TRUST | $2.6B |
VOTETCW ETF TRUST | $2.6B |
MDTMEDTRONIC PLC | $2.5B |
MPCMARATHON PETE CORP | $2.5B |
MSIMOTOROLA SOLUTIONS INC | $2.4B |
VTWVVANGUARD SCOTTSDALE FDS | $2.4B |
HDHOME DEPOT INC | $2.4B |
DRIDARDEN RESTAURANTS INC | $2.4B |
JCIJOHNSON CTLS INTL PLC | $2.3B |
UNPUNION PAC CORP | $2.3B |
WFCWELLS FARGO CO NEW | $2.1B |
NEENEXTERA ENERGY INC | $1.9B |
BACVERIZON COMMUNICATIONS INC | $1.8B |
FISFIDELITY NATL INFORMATION SV | $1.8B |
MINTPIMCO ETF TR | $1.7B |
CMCSACOMCAST CORP NEW | $1.6B |
ARKTARK ETF TR | $1.6B |
FASTFASTENAL CO | $1.6B |
ETRENTERGY CORP NEW | $1.5B |
EMNTPIMCO ETF TR | $1.4B |
GAMRAMPLIFY ETF TR | $1.4B |
NVDANVIDIA CORPORATION | $1.4B |
MUMICRON TECHNOLOGY INC | $1.2B |
COSTCOSTCO WHSL CORP NEW | $1.1B |
ARTYISHARES TR | $1.1B |
DTCRGLOBAL X FDS | $1.1B |
ISCGISHARES TR | $1.1B |
GOOGLALPHABET INC | $1.1B |
FINXGLOBAL X FDS | $1.0B |
CSCOCISCO SYS INC | $1.0B |
AXPAMERICAN EXPRESS CO | $1.0B |
BOTZGLOBAL X FDS | $960.0M |
BUGGLOBAL X FDS | $945.0M |
TBLUTORTOISE CAPITAL SERIES TRUS | $930.0M |
AMGNAMGEN INC | $922.0M |
DHRDANAHER CORPORATION | $921.0M |
PEPPEPSICO INC | $918.0M |
IAU*ISHARES GOLD TR | $866.0M |
ORCLORACLE CORP | $855.0M |
PGPROCTER AND GAMBLE CO | $849.0M |
HONHONEYWELL INTL INC | $836.0M |
NFGNATIONAL FUEL GAS CO | $686.0M |
ULTAULTA BEAUTY INC | $672.0M |
AMZNAMAZON COM INC | $661.0M |
IBMINTERNATIONAL BUSINESS MACHS | $659.0M |
ABGCENCORA INC | $647.0M |
BBARRICK MNG CORP | $638.0M |
GRMNGARMIN LTD | $617.0M |
MRKMERCK & CO INC | $602.0M |
LLYELI LILLY & CO | $602.0M |
TSLATESLA INC | $586.0M |
DDOMINION ENERGY INC | $583.0M |
UTESETFIS SER TR I | $582.0M |
WINNHARBOR ETF TRUST | $579.0M |
LMTLOCKHEED MARTIN CORP | $554.0M |
GOOGALPHABET INC | $552.0M |
TXNTEXAS INSTRS INC | $544.0M |
SBIOALPS ETF TR | $494.0M |
ECLECOLAB INC | $476.0M |
ADBEADOBE INC | $473.0M |
VLOVALERO ENERGY CORP | $465.0M |
SYKSTRYKER CORPORATION | $461.0M |
SNASNAP ON INC | $459.0M |
BLKBLACKROCK INC | $450.0M |
JIREJ P MORGAN EXCHANGE TRADED F | $448.0M |
LHXL3HARRIS TECHNOLOGIES INC | $432.0M |
4I1PHILIP MORRIS INTL INC | $429.0M |
PANWPALO ALTO NETWORKS INC | $421.0M |
HDVISHARES TR | $416.0M |
IWRISHARES TR | $385.0M |
PAYXPAYCHEX INC | $381.0M |
CHRWC H ROBINSON WORLDWIDE INC | $378.0M |
CATCATERPILLAR INC | $371.0M |
CVXCHEVRON CORP NEW | $367.0M |
RYROYAL BK CDA | $361.0M |
MCDMCDONALDS CORP | $353.0M |
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