PHOENIX WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMCSA | 61K | $1.93M |
 | VZ | 58K | $2.54M |
 | FAST | 40K | $1.96M |
 | WMT | 37K | $3.86M |
 | AAPL | 34K | $8.59M |
 | FIS | 28K | $1.86M |
 | MDT | 26K | $2.51M |
 | NEE | 24K | $1.80M |
 | PEG | 22K | $1.80M |
 | ALLO | 21K | $26.04K |
 | MSFT | 20K | $10.56M |
 | JNJ | 19K | $3.61M |
 | JCI | 19K | $2.13M |
 | MPC | 15K | $2.98M |
 | B | 15K | $475.46K |
 | JPM | 14K | $4.48M |
 | AVGO | 14K | $4.66M |
 | ABBV | 14K | $3.18M |
 | CSCO | 14K | $923.96K |
 | DRI | 13K | $2.45M |
Comcast Corporation
CMCSA
Shares Held
61K
Value
$1.93M
Verizon Communications Inc.
VZ
Shares Held
58K
Value
$2.54M
Fastenal Company
FAST
Shares Held
40K
Value
$1.96M
Walmart Inc.
WMT
Shares Held
37K
Value
$3.86M
Apple Inc.
AAPL
Shares Held
34K
Value
$8.59M
Fidelity National Information Services, Inc.
FIS
Shares Held
28K
Value
$1.86M
Medtronic plc
MDT
Shares Held
26K
Value
$2.51M
NextEra Energy, Inc.
NEE
Shares Held
24K
Value
$1.80M
Public Service Enterprise Group Incorporated
PEG
Shares Held
22K
Value
$1.80M
Allogene Therapeutics, Inc.
ALLO
Shares Held
21K
Value
$26.04K
Microsoft Corporation
MSFT
Shares Held
20K
Value
$10.56M
Johnson & Johnson
JNJ
Shares Held
19K
Value
$3.61M
Johnson Controls International plc
JCI
Shares Held
19K
Value
$2.13M
Marathon Petroleum Corporation
MPC
Shares Held
15K
Value
$2.98M
Barrick Mining Corporation
B
Shares Held
15K
Value
$475.46K
JPMorgan Chase & Co.
JPM
Shares Held
14K
Value
$4.48M
Broadcom Inc.
AVGO
Shares Held
14K
Value
$4.66M
AbbVie Inc.
ABBV
Shares Held
14K
Value
$3.18M
Cisco Systems, Inc.
CSCO
Shares Held
14K
Value
$923.96K
Darden Restaurants, Inc.
DRI
Shares Held
13K
Value
$2.45M