PW

Phoenix Wealth Advisors

13F
Phoenix Wealth Advisors
Last update 2024-07-17 120 Stocks (10 new)
Value $199.00 Mil Turnover 21 %
Countries:
Top Holdings: AAPL(8.89%)DIVO(7.50%)MSFT(4.86%)BRK.B(4.23%)IUSG(3.49%)
Portfolio Report
Summary Stock Picks Current Portfolio
Phoenix Wealth Advisors Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
84,096
17712.300
+160.88%
8.890
+5.48%
0.000
+6.90%
+16.50%
3377630.649
Hardware
DIVO 		Amplify CPW Enhanced Dividend Income ETF
386,334
14951.130
+108.17%
7.500
+3.90%
-
+7.24%
+11.44%
3649.408
 
MSFT 		Microsoft Corp
21,678
9689.160
+0.79%
4.860
+0.04%
0.000
+4.32%
+10.02%
3059156.044
Software
BRK.B 		Berkshire Hathaway Inc
20,724
8430.520
+121.84%
4.230
+2.32%
0.000
+7.58%
+24.79%
959232.641
Insurance
IUSG 		ISHARES TRUST
54,599
6960.250
+5.29%
3.490
+0.18%
-
+14.14%
+28.05%
19908.151
 
HDV 		iShares Core High Dividend ETF
61,661
6702.550
+3.91%
3.360
+0.13%
-
+5.53%
+15.72%
11147.376
 
VEA 		Vanguard FTSE Developed Markets ETF
88,502
4373.780
+9.05%
2.200
+0.18%
-
+6.74%
+6.08%
139217.980
 
ETN 		Eaton Corp PLC
13,648
4279.330
-17.36%
2.150
-0.56%
0.000
+24.19%
+41.87%
133372.096
Industrial Products
GOVT 		iShares U.S. Treasury Bond ETF
181,955
4106.720
+92.30%
2.060
+0.99%
-
-2.46%
-1.11%
28728.573
 
JPM 		JPMorgan Chase & Co
19,393
3922.430
-2.23%
1.970
-0.06%
0.000
+14.34%
+33.32%
623569.750
Banks

Phoenix Wealth Advisors's Historical Top Holdings Breakdowns

Phoenix Wealth Advisors's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2024-06-30Add
+5.48%
●
165 ($186.49) 216.67
$223.45
19.82%
Add 160.88%
84,096
51,860
DIVO 		Amplify CPW Enhanced Dividend Income ETF2024-06-30Add
+3.90%
●
37.5 ($38.45) 39.27
$40.73
5.93%
Add 108.17%
386,334
200,747
BRK.B 		Berkshire Hathaway Inc2024-06-30Add
+2.32%
●
396.73 ($408.62) 420.24
$445.06
8.92%
Add 121.84%
20,724
11,382
VOTE 		TCW Transform 500 ETF2024-06-30New Buy
+1.68%
●
57.88 ($61.21) 64.09
$67.56
10.37%
New holding
52,583
52,583
GOVT 		iShares U.S. Treasury Bond ETF2024-06-30Add
+0.99%
●
22.12 ($22.42) 22.75
$22.79
1.63%
Add 92.3%
181,955
87,337
NEE 		NextEra Energy Inc2024-06-30New Buy
+0.86%
●
61.7 ($70.95) 80.02
$78.65
10.85%
New holding
24,314
24,314
PEG 		Public Service Enterprise Group Inc2024-06-30New Buy
+0.81%
●
64.28 ($71.06) 75.76
$83.78
17.90%
New holding
21,852
21,852
RJF 		Raymond James Financial Inc2024-06-30New Buy
+0.81%
●
115.67 ($123.42) 129.99
$146.45
18.66%
New holding
13,132
13,132
ETN 		Eaton Corp PLC2024-06-30Reduce
-0.56%
●
303.02 ($322.85) 340.89
$337.48
4.53%
Reduce -17.36%
13,648
-2,867
VZ 		Verizon Communications Inc2024-06-30Add
+0.56%
●
38.6 ($40.3) 42.84
$41.26
2.38%
Add 69.24%
65,672
26,868

Phoenix Wealth Advisors Total Holding History ($B)

To

Phoenix Wealth Advisors's Asset Allocation

To

Phoenix Wealth Advisors Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Phoenix Wealth Advisors's Hypothetical Growth since 2024-06-30

Phoenix Wealth Advisors's Yearly Returns

Year Portfolio % % Excess Gain %

Phoenix Wealth Advisors's Holdings Heat Map

Size field:

Phoenix Wealth Advisors's Holdings Bubble Chart

Phoenix Wealth Advisors News

  • 1

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