Physician Wealth Advisors, Inc. Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$580.8M
Holdings
1,436
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,436 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TQQQPROSHARES TR | 7,786 | $446K | 0.08% | |
| 102 | USXFISHARES TR | 9,452 | $441K | 0.08% | |
| 103 | PHYS/USPROTT PHYSICAL GOLD TR | 17,939 | $431K | 0.07% | |
| 104 | HDHOME DEPOT INC | 1,101 | $403K | 0.07% | |
| 105 | DFNMDIMENSIONAL ETF TRUST | 8,444 | $401K | 0.07% | |
| 106 | JPSTJ P MORGAN EXCHANGE TRADED F | 7,939 | $401K | 0.07% | |
| 107 | MRKMERCK & CO INC | 4,459 | $400K | 0.07% | |
| 108 | TRMBTRIMBLE INC | 6,000 | $393K | 0.07% | |
| 109 | JPMJPMORGAN CHASE & CO. | 1,605 | $393K | 0.07% | |
| 110 | GQ9SPDR GOLD TR | 1,358 | $391K | 0.07% | |
| 111 | SCHBSCHWAB STRATEGIC TR | 17,927 | $385K | 0.07% | |
| 112 | IBTGISHARES TR | 16,715 | $383K | 0.07% | |
| 113 | VTEBVANGUARD MUN BD FDS | 7,701 | $382K | 0.07% | |
| 114 | AXPAMERICAN EXPRESS CO | 1,413 | $380K | 0.07% | |
| 115 | HUNHUNTSMAN CORP | 23,954 | $378K | 0.07% | |
| 116 | VCSHVANGUARD SCOTTSDALE FDS | 4,717 | $372K | 0.06% | |
| 117 | ISRGINTUITIVE SURGICAL INC | 750 | $371K | 0.06% | |
| 118 | BONDPIMCO ETF TR | 4,017 | $371K | 0.06% | |
| 119 | SYKSTRYKER CORPORATION | 999 | $371K | 0.06% | |
| 120 | ESGVVANGUARD WORLD FD | 3,751 | $367K | 0.06% | |
| 121 | AMATAPPLIED MATLS INC | 2,495 | $362K | 0.06% | |
| 122 | BKNGBOOKING HOLDINGS INC | 78 | $360K | 0.06% | |
| 123 | QCOMQUALCOMM INC | 2,334 | $358K | 0.06% | |
| 124 | DFSIDIMENSIONAL ETF TRUST | 10,260 | $357K | 0.06% | |
| 125 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,143 | $355K | 0.06% | |
| 126 | VEAVANGUARD TAX-MANAGED FDS | 6,923 | $351K | 0.06% | |
| 127 | SILGLOBAL X FDS | 8,700 | $343K | 0.06% | |
| 128 | AEEAMEREN CORP | 3,360 | $337K | 0.06% | |
| 129 | EPDENTERPRISE PRODS PARTNERS L | 9,267 | $316K | 0.05% | |
| 130 | SCHASCHWAB STRATEGIC TR | 13,489 | $316K | 0.05% | |
| 131 | AMDADVANCED MICRO DEVICES INC | 3,060 | $314K | 0.05% | |
| 132 | SYLDCAMBRIA ETF TR | 4,860 | $310K | 0.05% | |
| 133 | IDEVISHARES TR | 4,467 | $307K | 0.05% | |
| 134 | XJPIXNUVEEN PFD SECS & INC OPPTY | 15,539 | $305K | 0.05% | |
| 135 | ESGDISHARES TR | 3,718 | $303K | 0.05% | |
| 136 | RTXRTX CORPORATION | 2,254 | $298K | 0.05% | |
| 137 | COPCONOCOPHILLIPS | 2,831 | $297K | 0.05% | |
| 138 | PSFCOHEN & STEERS SELECT PFD & | 14,833 | $296K | 0.05% | |
| 139 | TMOTHERMO FISHER SCIENTIFIC INC | 591 | $294K | 0.05% | |
| 140 | BACBANK AMERICA CORP | 6,966 | $290K | 0.05% | |
| 141 | UNHUNITEDHEALTH GROUP INC | 553 | $289K | 0.05% | |
| 142 | DFARDIMENSIONAL ETF TRUST | 11,978 | $284K | 0.05% | |
| 143 | SBUXSTARBUCKS CORP | 2,828 | $277K | 0.05% | |
| 144 | VTIPVANGUARD MALVERN FDS | 5,534 | $276K | 0.05% | |
| 145 | NWENORTHWESTERN ENERGY GROUP IN | 4,779 | $276K | 0.05% | |
| 146 | BLKBLACKROCK INC | 289 | $273K | 0.05% | |
| 147 | AVGEAMERICAN CENTY ETF TR | 3,779 | $269K | 0.05% | |
| 148 | BDXBECTON DICKINSON & CO | 1,168 | $267K | 0.05% | |
| 149 | VRTXVERTEX PHARMACEUTICALS INC | 538 | $260K | 0.04% | |
| 150 | ORCLORACLE CORP | 1,853 | $259K | 0.04% | |
| 151 | USEPINNOVATOR ETFS TRUST | 7,350 | $252K | 0.04% | |
| 152 | DISDISNEY WALT CO | 2,519 | $248K | 0.04% | |
| 153 | TJXTJX COS INC NEW | 2,002 | $243K | 0.04% | |
| 154 | HWMHOWMET AEROSPACE INC | 1,871 | $242K | 0.04% | |
| 155 | OKEONEOK INC NEW | 2,419 | $240K | 0.04% | |
| 156 | FISVFISERV INC | 1,064 | $234K | 0.04% | |
| 157 | VTVVANGUARD INDEX FDS | 1,336 | $230K | 0.04% | |
| 158 | IBTIISHARES TR | 10,362 | $230K | 0.04% | |
| 159 | WPCWP CAREY INC | 3,659 | $230K | 0.04% | |
| 160 | DFIVDIMENSIONAL ETF TRUST | 5,843 | $229K | 0.04% | |
| 161 | CATCATERPILLAR INC | 692 | $228K | 0.04% | |
| 162 | AQLTISHARES TR | 9,749 | $227K | 0.04% | |
| 163 | DDOMINION ENERGY INC | 3,984 | $223K | 0.04% | |
| 164 | VHTVANGUARD WORLD FD | 835 | $221K | 0.04% | |
| 165 | XSOEWISDOMTREE TR | 7,130 | $220K | 0.04% | |
| 166 | PFEPFIZER INC | 8,623 | $218K | 0.04% | |
| 167 | KMIKINDER MORGAN INC DEL | 7,594 | $216K | 0.04% | |
| 168 | LULULULULEMON ATHLETICA INC | 764 | $216K | 0.04% | |
| 169 | SPGIS&P GLOBAL INC | 425 | $215K | 0.04% | |
| 170 | CPRTCOPART INC | 3,780 | $213K | 0.04% | |
| 171 | IBDQISHARES TR | 8,441 | $212K | 0.04% | |
| 172 | TXNTEXAS INSTRS INC | 1,179 | $211K | 0.04% | |
| 173 | PLDPROLOGIS INC. | 1,889 | $211K | 0.04% | |
| 174 | ADSKAUTODESK INC | 801 | $209K | 0.04% | |
| 175 | PCMPCM FD INC | 32,330 | $208K | 0.04% | |
| 176 | XOMEXXON MOBIL CORP | 1,745 | $207K | 0.04% | |
| 177 | APHAMPHENOL CORP NEW | 3,164 | $207K | 0.04% | |
| 178 | MMM3M CO | 1,385 | $203K | 0.03% | |
| 179 | ICFISHARES TR | 3,300 | $203K | 0.03% | |
| 180 | TAT&T INC | 7,144 | $202K | 0.03% | |
| 181 | BABOEING CO | 1,156 | $197K | 0.03% | |
| 182 | LOWLOWES COS INC | 839 | $195K | 0.03% | |
| 183 | CSCOCISCO SYS INC | 3,148 | $194K | 0.03% | |
| 184 | VCRBVANGUARD MALVERN FDS | 2,483 | $192K | 0.03% | |
| 185 | PAAPLAINS ALL AMERN PIPELINE L | 9,621 | $192K | 0.03% | |
| 186 | TRPTC ENERGY CORP | 4,048 | $191K | 0.03% | |
| 187 | SOXXISHARES TR | 1,014 | $190K | 0.03% | |
| 188 | EUSBISHARES TR | 4,408 | $190K | 0.03% | |
| 189 | ADBEADOBE INC | 488 | $187K | 0.03% | |
| 190 | TRITHOMSON REUTERS CORP | 1,081 | $186K | 0.03% | |
| 191 | INTUINTUIT | 304 | $186K | 0.03% | |
| 192 | NFLXNETFLIX INC | 200 | $186K | 0.03% | |
| 193 | KOCOCA COLA CO | 2,570 | $184K | 0.03% | |
| 194 | DMXFISHARES TR | 2,636 | $177K | 0.03% | |
| 195 | IBDRISHARES TR | 7,060 | $170K | 0.03% | |
| 196 | FTECFIDELITY COVINGTON TRUST | 1,049 | $169K | 0.03% | |
| 197 | MARMARRIOTT INTL INC NEW | 706 | $168K | 0.03% | |
| 198 | DFSEDIMENSIONAL ETF TRUST | 4,971 | $167K | 0.03% | |
| 199 | DALDELTA AIR LINES INC DEL | 3,815 | $166K | 0.03% | |
| 200 | DUKDUKE ENERGY CORP NEW | 1,352 | $164K | 0.03% |