Phoenix Wealth Advisors

RIA/Wealth

Phoenix Wealth Advisors is a RIA/Wealth based in Chapel Hill, NC led by Mark Joseph Rhoades, reporting $551.0M in AUM as of Q3 2025 with 49% ETF concentration.

Managing PartnerMark Joseph Rhoades

Portfolio Value: $259.2M
Positions: 130
Top Holding: JPST at 12.21%
Last Reported: Q3 2025

Address100 Europa Drive, Suite 390, Chapel Hill, NC, 27517, United States

Top Holdings

Largest long holdings in Phoenix Wealth Advisors's portfolio (44.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 JPMorgan Ultra-Short Income JPST	ETF ETF	$31.6M	12.21%	+$8.2M Bought	— 623.9K shares	Q3 2022 Held for 3y 2m
2 Vanguard FTSE Developed Markets VEA	ETF ETF	$12.5M	4.82%	+$1.3M Bought	— 208.4K shares	Q3 2022 Held for 3y 2m
3 iShares International Small Cap Equity Factor ISCF	ETF ETF	$11.5M	4.42%	+$413.9K Bought	— 278.8K shares	Q4 2024 Held for 11 months
4 Microsoft MSFT	Software - Infrastructure Technology	$10.6M	4.07%	+$453.7K Bought	0.00% 20.4K shares	Q4 2020 Held for 4y 11m
5 JPMorgan Ultra-Short Municipal Income JMST	ETF ETF	$9.4M	3.64%	+$104.7K Bought	— 184.7K shares	Q3 2024 Held for 1y 2m
6 iShares U.S. Treasury Bond GOVT	ETF ETF	$8.9M	3.45%	+$406.6K Bought	— 386.9K shares	Q1 2024 Held for 1y 8m
7 Apple AAPL	Consumer Electronics Technology	$8.6M	3.31%	+$644.0K Bought	0.00% 33.7K shares	Q4 2020 Held for 4y 11m
8 Amplify CWP Enhanced Dividend Income DIVO	ETF ETF	$8.2M	3.15%	-$413.6K Sold	— 182.9K shares	Q4 2020 Held for 4y 11m
9 iShares Core S&P U.S. Growth IUSG	ETF ETF	$7.7M	2.96%	-$29.3K Sold	— 46.6K shares	Q2 2022 Held for 3y 5m
10 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$5.3M	2.05%	-$435.2K Sold	— 28.1K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Phoenix Wealth Advisors's latest filing

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Market Value

$259.2M

Prior: $238.8M

Q/Q Change

+8.55%

+$20.4M

Net Flows % of MV

+2.2%

Turnover Ratio

4.6%

New Purchases

2 stocks

$1.0M

Added To

38 stocks

+$13.0M

Sold Out Of

3 stocks

$2.7M

Reduced Holdings

61 stocks

-$5.7M

Increased Positions

Position	Shares Δ	Change
1 Virtus Reaves Utilities UTES	New	0 → 7.2K +$604.7K
2 Innovator U.S. Equity Power Buffer ETF PSEP	New	0 → 9.3K +$399.4K
3 Chevron CVX	+42.33%	1.7K → 2.4K +$111.4K
4 JPMorgan Ultra-Short Income JPST	+35.01%	462.1K → 623.9K +$8.2M
5 American Express AXP	+29.03%	2.1K → 2.8K +$205.6K

Decreased Positions

Position	Shares Δ	Change
1 Best Buy BBY	Sold	19.5K → 0 −$1.3M
2 Ecofin Global Water ESG Fund EBLU	Sold	18.3K → 0 −$967.3K
3 Innovator U.S. Equity Power Buffer ETF PDEC	Sold	9.6K → 0 −$382.5K
4 ALPS Medical Breakthroughs SBIO	-62.07%	26.1K → 9.9K −$629.7K
5 Johnson Controls International JCI	-36.37%	30.4K → 19.4K −$1.2M