- New Purchases: ABR, GNRC, NVDA, SNAP, HUBS, AMAT, ALGN, TRMB, BURL, LRCX, PLTR, TXG, PAA, PRNT, RYH, EFV, VB, ATNF, MELI, SCZ, STLD, RBLX, CAMT, EFG, VBK, IWV, OKTA, VBR, VSS, OGN, ASPL, FVRR, CRWD, BHF, ASML, TEAM, FBIO, FDX, AMD,
- Added Positions: O, APAM, FIVN, MA, FITB, ZM, U, NEE, JNJ, PG, PAYX, PEP, D, VZ, MSFT, PKG, MINT, DHR, SUI, GM, VTV, SNA, VUG, TROW, TXN, ULTA, VEA, LMT, BLK, AXP, ECL, AMGN, FAST, HON, VLO, TDOC, CHRW, FTV, TWLO, ADM, CTXS, SYY, BA, ABC, SYK, MDT, INTC, LHX, GNTX, CAG, ORCL, AKAM, EXC, VO, NTRS, MRK, SHOP, WMT, EVRG, WMB, GOLD, EBAY, EXAS, DISCK, EMN, TFC, PLD, AVGO, YUM, CVX, UNH, RTX, UNP, CME, TSM, KO, CMCSA, ROK, PPG, PNC, MDLZ,
- Reduced Positions: ARKK, COR, GIS, SQ, T, IOVA, ROKU, PYPL, NVTA, CRSP, NTLA, TSLA, APD, AEP, V, UPS, QCOM, DOCU, HD, EL, BRK.B, ETN, ADP, SHW, LUV, DNP, SPOT, AAPL, NFLX, SHV, IEF, ARCT, GILD, BABA, TEL, CTVA, VTRS, CB,
- Sold Out: BIDU, PSTG, TWST, PRLB, TWOU, PD, EDIT, TREE, VCYT, IAU, MTLS, SSYS, NSTG, MCRB, CGEN, VOT, GWPH, CTAS, FGEN, WORK, PINS, SPLK,
For the details of Phoenix Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/phoenix+wealth+advisors/current-portfolio/portfolio
These are the top 5 holdings of Phoenix Wealth Advisors- Microsoft Corp (MSFT) - 20,983 shares, 4.45% of the total portfolio. Shares added by 1.12%
- Eaton Corp PLC (ETN) - 21,115 shares, 2.42% of the total portfolio. Shares reduced by 1.7%
- Verizon Communications Inc (VZ) - 55,147 shares, 2.38% of the total portfolio. Shares added by 2.74%
- JPMorgan Chase & Co (JPM) - 20,035 shares, 2.35% of the total portfolio. Shares reduced by 0.92%
- Garmin Ltd (GRMN) - 20,573 shares, 2.31% of the total portfolio. Shares reduced by 1%
Phoenix Wealth Advisors initiated holding in Arbor Realty Trust Inc. The purchase prices were between $15.87 and $19.43, with an estimated average price of $17.55. The stock is now traded at around $17.700000. The impact to a portfolio due to this purchase was 1.59%. The holding were 117,447 shares as of 2021-06-30.
New Purchase: Generac Holdings Inc (GNRC)Phoenix Wealth Advisors initiated holding in Generac Holdings Inc. The purchase prices were between $289.18 and $415.15, with an estimated average price of $335.09. The stock is now traded at around $449.640000. The impact to a portfolio due to this purchase was 0.72%. The holding were 2,189 shares as of 2021-06-30.
New Purchase: NVIDIA Corp (NVDA)Phoenix Wealth Advisors initiated holding in NVIDIA Corp. The purchase prices were between $133.48 and $200.27, with an estimated average price of $159.58. The stock is now traded at around $195.580000. The impact to a portfolio due to this purchase was 0.71%. The holding were 4,460 shares as of 2021-06-30.
New Purchase: Snap Inc (SNAP)Phoenix Wealth Advisors initiated holding in Snap Inc. The purchase prices were between $50.96 and $68.14, with an estimated average price of $59.85. The stock is now traded at around $77.970000. The impact to a portfolio due to this purchase was 0.65%. The holding were 12,249 shares as of 2021-06-30.
New Purchase: HubSpot Inc (HUBS)Phoenix Wealth Advisors initiated holding in HubSpot Inc. The purchase prices were between $454.21 and $596.44, with an estimated average price of $519.71. The stock is now traded at around $580.340000. The impact to a portfolio due to this purchase was 0.61%. The holding were 1,326 shares as of 2021-06-30.
New Purchase: Applied Materials Inc (AMAT)Phoenix Wealth Advisors initiated holding in Applied Materials Inc. The purchase prices were between $114.88 and $143.05, with an estimated average price of $134.34. The stock is now traded at around $138.430000. The impact to a portfolio due to this purchase was 0.55%. The holding were 5,244 shares as of 2021-06-30.
Added: Realty Income Corp (O)Phoenix Wealth Advisors added to a holding in Realty Income Corp by 1628.84%. The purchase prices were between $63.5 and $71.08, with an estimated average price of $67.71. The stock is now traded at around $70.480000. The impact to a portfolio due to this purchase was 0.81%. The holding were 16,424 shares as of 2021-06-30.
Added: Artisan Partners Asset Management Inc (APAM)Phoenix Wealth Advisors added to a holding in Artisan Partners Asset Management Inc by 1829.14%. The purchase prices were between $48.56 and $56.66, with an estimated average price of $52.53. The stock is now traded at around $49.170000. The impact to a portfolio due to this purchase was 0.75%. The holding were 20,256 shares as of 2021-06-30.
Added: Five9 Inc (FIVN)Phoenix Wealth Advisors added to a holding in Five9 Inc by 1441.82%. The purchase prices were between $155.97 and $187.97, with an estimated average price of $172.09. The stock is now traded at around $191.200000. The impact to a portfolio due to this purchase was 0.58%. The holding were 4,240 shares as of 2021-06-30.
Added: Mastercard Inc (MA)Phoenix Wealth Advisors added to a holding in Mastercard Inc by 247.32%. The purchase prices were between $356.05 and $395.65, with an estimated average price of $371.26. The stock is now traded at around $393.260000. The impact to a portfolio due to this purchase was 0.51%. The holding were 2,466 shares as of 2021-06-30.
Added: Zoom Video Communications Inc (ZM)Phoenix Wealth Advisors added to a holding in Zoom Video Communications Inc by 34.78%. The purchase prices were between $288.49 and $394.73, with an estimated average price of $332.74. The stock is now traded at around $359.230000. The impact to a portfolio due to this purchase was 0.24%. The holding were 3,038 shares as of 2021-06-30.
Added: Unity Software Inc (U)Phoenix Wealth Advisors added to a holding in Unity Software Inc by 36.64%. The purchase prices were between $80.91 and $113.76, with an estimated average price of $98.27. The stock is now traded at around $105.500000. The impact to a portfolio due to this purchase was 0.18%. The holding were 8,264 shares as of 2021-06-30.
Sold Out: Baidu Inc (BIDU)Phoenix Wealth Advisors sold out a holding in Baidu Inc. The sale prices were between $179.3 and $226.77, with an estimated average price of $200.59.
Sold Out: Pure Storage Inc (PSTG)Phoenix Wealth Advisors sold out a holding in Pure Storage Inc. The sale prices were between $17.03 and $22.1, with an estimated average price of $19.72.
Sold Out: Twist Bioscience Corp (TWST)Phoenix Wealth Advisors sold out a holding in Twist Bioscience Corp. The sale prices were between $88.13 and $142.06, with an estimated average price of $116.32.
Sold Out: Proto Labs Inc (PRLB)Phoenix Wealth Advisors sold out a holding in Proto Labs Inc. The sale prices were between $84.87 and $121.75, with an estimated average price of $99.04.
Sold Out: 2U Inc (TWOU)Phoenix Wealth Advisors sold out a holding in 2U Inc. The sale prices were between $33.92 and $42.69, with an estimated average price of $38.47.
Sold Out: PagerDuty Inc (PD)Phoenix Wealth Advisors sold out a holding in PagerDuty Inc. The sale prices were between $33.7 and $45.61, with an estimated average price of $40.52.
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