Notify me when Phoenix Wealth Advisors files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 127 | $259,981,365 | +$7,795,156 | -$8,767,486 | -$972,330 | JPST, VEA, ISCF, MSFT, JMST | 13F-HR | 22 Jan 2026, 10:25 |
| Q3 2025 | 131 | $260,181,600 | +$16,459,455 | -$8,341,803 | +$8,117,652 | JPST, VEA, ISCF, MSFT, JMST | 13F-HR | 28 Oct 2025, 17:04 |
| Q2 2025 | 125 | $238,785,010 | +$13,701,359 | -$18,796,184 | -$5,094,825 | JPST, VEA, ISCF, MSFT, JMST | 13F-HR | 08 Aug 2025, 13:29 |
| Q1 2025 | 124 | $229,492,861 | +$23,598,435 | -$21,579,844 | +$2,018,591 | JPST, JMST, ISCF, PULS, GOVT | 13F-HR | 14 May 2025, 14:46 |
| Q4 2024 | 120 | $230,562,752 | +$29,954,360 | -$12,503,842 | +$17,450,518 | JPST, JMST, MSFT, AAPL, ISCF | 13F-HR | 17 Jan 2025, 11:46 |
| Q3 2024 | 122 | $215,411,506 | +$50,099,242 | -$45,121,607 | +$4,977,635 | JPST, JMST, MSFT, DIVO, IUSG | 13F-HR | 08 Nov 2024, 09:31 |
| Q2 2024 | 120 | $199,221,655 | +$38,998,677 | -$3,328,843 | +$35,669,834 | AAPL, DIVO, MSFT, BRKB, IUSG | 13F-HR | 17 Jul 2024, 10:35 |
| Q1 2024 | 112 | $164,165,610 | +$22,726,215 | -$13,105,469 | +$9,620,746 | MSFT, DIVO, HDV, IUSG, AAPL | 13F-HR | 26 Apr 2024, 12:19 |
| Q4 2023 | 111 | $143,569,561 | +$12,238,679 | -$51,122,446 | -$38,883,767 | HDV, MSFT, DIVO, IUSG, AAPL | 13F-HR | 30 Jan 2024, 16:49 |
| Q3 2023 | 107 | $170,196,880 | +$6,471,875 | -$1,920,406 | +$4,551,469 | AGG, DIVO, HDV, MSFT, AAPL | 13F-HR | 06 Nov 2023, 17:08 |
| Q2 2023 | 105 | $171,793,156 | +$13,823,386 | -$9,915,311 | +$3,908,075 | AGG, DIVO, AAPL, MSFT, IUSG | 13F-HR | 13 Jul 2023, 15:51 |
| Q1 2023 | 102 | $161,559,942 | +$27,933,200 | -$39,719,649 | -$11,786,449 | AGG, DIVO, AAPL, MSFT, HDV | 13F-HR | 05 May 2023, 15:05 |
| Q4 2022 | 108 | $166,289,373 | +$71,481,855 | -$13,651,488 | +$57,830,367 | AGG, VEA, DIVO, MSFT, IUSG | 13F-HR | 06 Feb 2023, 15:33 |
| Q3 2022 | 106 | $99,931,000 | +$12,947,112 | -$7,338,655 | +$5,608,457 | AAPL, MSFT, JNJ, HD, ETN | 13F-HR | 07 Nov 2022, 15:52 |
| Q2 2022 | 109 | $101,430,000 | +$27,247,018 | -$9,948,774 | +$17,298,244 | AAPL, MSFT, JNJ, PEP, PG | 13F-HR | 01 Aug 2022, 16:44 |
| Q1 2022 | 91 | $96,741,000 | +$17,976,179 | -$46,812,282 | -$28,836,103 | AAPL, MSFT, JNJ, AVGO, BRKB | 13F-HR | 29 Apr 2022, 18:15 |
| Q4 2021 | 121 | $132,432,000 | +$8,702,954 | -$19,002,863 | -$10,299,909 | DIVO, MSFT, HD, ETN, CSCO | 13F-HR | 10 Feb 2022, 18:59 |
| Q3 2021 | 371 | $133,929,000 | +$10,613,379 | -$10,849,720 | -$236,341 | DIVO, MSFT, HD, JPM, GRMN | 13F-HR | 15 Nov 2021, 17:28 |
| Q2 2021 | 370 | $138,608,000 | +$20,321,414 | -$17,969,777 | +$2,351,637 | DIVO, MSFT, ETN, VZ, JPM | 13F-HR | 23 Jul 2021, 14:55 |
| Q1 2021 | 356 | $128,519,000 | +$9,508,069 | -$16,534,884 | -$7,026,815 | MSFT, DIVO, ARKK, VZ, JPM | 13F-HR | 12 Apr 2021, 13:49 |
| Q4 2020 | 340 | $131,648,000 | $0 | $0 | $0 | IEF, DIVO, MSFT, ARKK, CSCO | 13F-HR | 05 Feb 2021, 16:36 |