Phoenix Wealth Advisors
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| J P MORGAN EXCHANGE TRADED F | $32.71M | 12.6% |
| VANGUARD TAX-MANAGED FDS | $13.15M | 5.1% |
| ISHARES TR | $11.87M | 4.6% |
| MICROSOFT CORP | $9.80M | 3.8% |
| J P MORGAN EXCHANGE TRADED F | $9.52M | 3.7% |
| iShares MSCI UAE ETF | $9.13M | 3.5% |
| Apple Inc. | $9.07M | 3.5% |
| AMPLIFY ETF TR | $8.09M | 3.1% |
| ISHARES TR | $7.89M | 3.0% |
| INVESCO EXCHANGE TRADED FD T | $5.44M | 2.1% |
| SPDR SERIES TRUST | $5.38M | 2.1% |
| PGIM ETF TR | $5.19M | 2.0% |
| SPDR INDEX SHS FDS | $5.05M | 1.9% |
| Broadcom Inc. | $4.86M | 1.9% |
| JPMORGAN CHASE & CO | $4.61M | 1.8% |
| Warren E. Buffett | $4.55M | 1.7% |
| Walmart Inc. | $4.20M | 1.6% |
| Eaton Corp plc | $3.90M | 1.5% |
| JOHNSON & JOHNSON | $3.60M | 1.4% |
| AbbVie Inc. | $3.12M | 1.2% |
| CUMMINS INC | $3.07M | 1.2% |
| ANALOG DEVICES INC | $2.95M | 1.1% |
| CME Group Inc | $2.74M | 1.1% |
| Chubb Ltd | $2.64M | 1.0% |
| SPDR SERIES TRUST | $2.64M | 1.0% |
| TCW ETF TRUST | $2.62M | 1.0% |
| Medtronic plc | $2.48M | 1.0% |
| Marathon Petroleum Corp | $2.48M | 1.0% |
| Motorola Solutions, Inc. | $2.44M | 0.9% |
| VANGUARD SCOTTSDALE FDS | $2.38M | 0.9% |
| HOME DEPOT, INC. | $2.37M | 0.9% |
| DARDEN RESTAURANTS INC | $2.35M | 0.9% |
| Johnson Controls International plc | $2.31M | 0.9% |
| Union Pacific Corp | $2.28M | 0.9% |
| WELLS FARGO & COMPANY/MN | $2.10M | 0.8% |
| NEXTERA ENERGY INC | $1.89M | 0.7% |
| VERIZON COMMUNICATIONS INC | $1.84M | 0.7% |
| Fidelity National Information Services Inc | $1.77M | 0.7% |
| PIMCO ETF TR | $1.71M | 0.7% |
| Comcast Corp. | $1.64M | 0.6% |
| ARK ETF TR | $1.62M | 0.6% |
| Fastenal Co | $1.60M | 0.6% |
| ENTERGY CORP /DE | $1.50M | 0.6% |
| PIMCO ETF TR | $1.44M | 0.6% |
| AMPLIFY ETF TR | $1.43M | 0.6% |
| NVIDIA Corp | $1.35M | 0.5% |
| MICRON TECHNOLOGY INC | $1.24M | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $1.13M | 0.4% |
| ISHARES TR | $1.13M | 0.4% |
| GLOBAL X FDS | $1.12M | 0.4% |