Phoenix Wealth Advisors - Portfolio Stock Holdings
Phoenix Wealth Advisors disclosed 136 stock positions in a recent SEC 13F filing. $325,505,298 of stock holdings were filed, with the largest holdings including JPST, VEA, and JMST. This filing represented positions held on Sept. 30, 2026, and was filed today.Report Period:
Sept. 30, 2026No. of Stocks:
136Est. Stock Holding Value:
$325,505,298Top Stock Holdings By Sector
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Portfolio Stock Holdings - Phoenix Wealth Advisors
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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