StockDriftsStockDriftsTop 50 Phoenix Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 12.93% | 646.8K | $32.7M | +0.05%(+296) | $50.61(-0.37%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.32% | 210.4K | $13.5M | -0.03%(-68) | $48.59(+45.74%) | 2026-03-31 | |
| ISCF | ISHARES TR | 4.33% | 262.2K | $11.0M | -8.36%(-23.91K) | $34.23(+27.79%) | 2026-03-31 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 4.13% | 205.0K | $10.4M | +9.67%(+18.07K) | $50.86(+0.15%) | 2026-03-31 | |
| GOVT | ISHARES TR | 3.98% | 439.5K | $10.1M | +10.79%(+42.82K) | $22.92(-1.00%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.07% | 30.6K | $7.8M | -8.12%(-2.71K) | $182.96(+68.69%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 2.98% | 168.2K | $7.5M | -7.44%(-13.52K) | $36.63(+26.75%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.89% | 19.8K | $7.3M | -2.33%(-473) | $268.19(+45.60%) | 2026-03-31 | |
| IUSG | ISHARES TR | 2.85% | 46.5K | $7.2M | -0.94%(-443) | $90.13(+105.59%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.22% | 29.3K | $5.6M | +3.33%(+946) | $175.87(+22.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.65% | +39.17% |
| Top 20 Holdings Unweighted | +14.32% | +49.40% |
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