PHOENIX WEALTH ADVISORS
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMCSA | 55K | $1.64M |
 | VZ | 45K | $1.84M |
 | FAST | 40K | $1.60M |
 | WMT | 38K | $4.20M |
 | AAPL | 33K | $9.07M |
 | FIS | 27K | $1.77M |
 | MDT | 26K | $2.48M |
 | NEE | 24K | $1.89M |
 | WFC | 23K | $2.10M |
 | ALLO | 21K | $28.77K |
 | MSFT | 20K | $9.80M |
 | JCI | 19K | $2.31M |
 | JNJ | 17K | $3.60M |
 | ETR | 16K | $1.50M |
 | MPC | 15K | $2.48M |
 | B | 15K | $638.53K |
 | JPM | 14K | $4.61M |
 | AVGO | 14K | $4.86M |
 | ABBV | 14K | $3.12M |
 | CSCO | 13K | $1.02M |
Comcast Corporation
CMCSA
Shares Held
55K
Value
$1.64M
Verizon Communications Inc.
VZ
Shares Held
45K
Value
$1.84M
Fastenal Company
FAST
Shares Held
40K
Value
$1.60M
Walmart Inc.
WMT
Shares Held
38K
Value
$4.20M
Apple Inc.
AAPL
Shares Held
33K
Value
$9.07M
Fidelity National Information Services, Inc.
FIS
Shares Held
27K
Value
$1.77M
Medtronic plc
MDT
Shares Held
26K
Value
$2.48M
NextEra Energy, Inc.
NEE
Shares Held
24K
Value
$1.89M
Wells Fargo & Company
WFC
Shares Held
23K
Value
$2.10M
Allogene Therapeutics, Inc.
ALLO
Shares Held
21K
Value
$28.77K
Microsoft Corporation
MSFT
Shares Held
20K
Value
$9.80M
Johnson Controls International plc
JCI
Shares Held
19K
Value
$2.31M
Johnson & Johnson
JNJ
Shares Held
17K
Value
$3.60M
Entergy Corporation
ETR
Shares Held
16K
Value
$1.50M
Marathon Petroleum Corporation
MPC
Shares Held
15K
Value
$2.48M
Barrick Mining Corporation
B
Shares Held
15K
Value
$638.53K
JPMorgan Chase & Co.
JPM
Shares Held
14K
Value
$4.61M
Broadcom Inc.
AVGO
Shares Held
14K
Value
$4.86M
AbbVie Inc.
ABBV
Shares Held
14K
Value
$3.12M
Cisco Systems, Inc.
CSCO
Shares Held
13K
Value
$1.02M