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 |
|---|---|---|---|---|---|
| 201 | MDTMEDTRONIC PLC | 1,836 | $164K | 0.03% | |
| 202 | IBDTISHARES TR | 6,471 | $163K | 0.03% | |
| 203 | VWOVANGUARD INTL EQUITY INDEX F | 3,598 | $162K | 0.03% | |
| 204 | NVSNNOVARTIS AG | 1,456 | $162K | 0.03% | |
| 205 | AQLTISHARES TR | 1,196 | $160K | 0.03% | |
| 206 | IBTKISHARES TR | 7,935 | $156K | 0.03% | |
| 207 | EEMISHARES TR | 3,587 | $156K | 0.03% | |
| 208 | IBMSISHARES TR | 7,164 | $155K | 0.03% | |
| 209 | GEGE AEROSPACE | 778 | $155K | 0.03% | |
| 210 | IBTHISHARES TR | 6,892 | $154K | 0.03% | |
| 211 | UDECINNOVATOR ETFS TRUST | 4,500 | $154K | 0.03% | |
| 212 | AZOAUTOZONE INC | 40 | $152K | 0.03% | |
| 213 | EQREQUITY RESIDENTIAL | 2,134 | $152K | 0.03% | |
| 214 | WPMWHEATON PRECIOUS METALS CORP | 1,962 | $152K | 0.03% | |
| 215 | DFCFDIMENSIONAL ETF TRUST | 3,608 | $151K | 0.03% | |
| 216 | SKYWSKYWEST INC | 1,698 | $148K | 0.03% | |
| 217 | MLB1MERCADOLIBRE INC | 75 | $145K | 0.02% | |
| 218 | EAELECTRONIC ARTS INC | 986 | $142K | 0.02% | |
| 219 | IJJISHARES TR | 1,171 | $140K | 0.02% | |
| 220 | KMBKIMBERLY-CLARK CORP | 987 | $140K | 0.02% | |
| 221 | HONHONEYWELL INTL INC | 661 | $139K | 0.02% | |
| 222 | AZNASTRAZENECA PLC | 1,885 | $138K | 0.02% | |
| 223 | DIHPDIMENSIONAL ETF TRUST | 5,144 | $138K | 0.02% | |
| 224 | HSICHENRY SCHEIN INC | 2,000 | $136K | 0.02% | |
| 225 | PLTRPALANTIR TECHNOLOGIES INC | 1,607 | $135K | 0.02% | |
| 226 | IYRISHARES TR | 1,349 | $129K | 0.02% | |
| 227 | RSPINVESCO EXCHANGE TRADED FD T | 730 | $126K | 0.02% | |
| 228 | PSAPUBLIC STORAGE OPER CO | 421 | $126K | 0.02% | |
| 229 | EDCONSOLIDATED EDISON INC | 1,134 | $125K | 0.02% | |
| 230 | NUVNUVEEN MUN VALUE FD INC | 14,320 | $125K | 0.02% | |
| 231 | BXBLACKSTONE INC | 883 | $123K | 0.02% | |
| 232 | VOEVANGUARD INDEX FDS | 769 | $123K | 0.02% | |
| 233 | IWMISHARES TR | 616 | $122K | 0.02% | |
| 234 | IBITISHARES BITCOIN TRUST ETF | 2,601 | $121K | 0.02% | |
| 235 | SHOPSHOPIFY INC | 1,267 | $120K | 0.02% | |
| 236 | SHWSHERWIN WILLIAMS CO | 343 | $119K | 0.02% | |
| 237 | RGLDROYAL GOLD INC | 720 | $117K | 0.02% | |
| 238 | ARTYISHARES TR | 3,599 | $113K | 0.02% | |
| 239 | ASMLASML HOLDING N V | 170 | $112K | 0.02% | |
| 240 | SSOPROSHARES TR | 1,361 | $112K | 0.02% | |
| 241 | IQLTISHARES TR | 2,800 | $111K | 0.02% | |
| 242 | INTCINTEL CORP | 4,817 | $109K | 0.02% | |
| 243 | BTZBLACKROCK CR ALLOCATION INCO | 10,000 | $107K | 0.02% | |
| 244 | IBMINTERNATIONAL BUSINESS MACHS | 432 | $107K | 0.02% | |
| 245 | ABBVABBVIE INC | 510 | $106K | 0.02% | |
| 246 | SLVISHARES SILVER TR | 3,431 | $106K | 0.02% | |
| 247 | VGKVANGUARD INTL EQUITY INDEX F | 1,481 | $103K | 0.02% | |
| 248 | IBTLISHARES TR | 5,020 | $102K | 0.02% | |
| 249 | IBTPISHARES TR | 4,000 | $102K | 0.02% | |
| 250 | IBMSISHARES TR | 4,470 | $102K | 0.02% | |
| 251 | BOXXEA SERIES TRUST | 917 | $102K | 0.02% | |
| 252 | EMEEMCOR GROUP INC | 277 | $102K | 0.02% | |
| 253 | IBTOISHARES TR | 4,173 | $101K | 0.02% | |
| 254 | KNFKNIFE RIVER CORP | 1,125 | $101K | 0.02% | |
| 255 | ZTSZOETIS INC | 610 | $100K | 0.02% | |
| 256 | NVONOVO-NORDISK A S | 1,430 | $99K | 0.02% | |
| 257 | ULUNILEVER PLC | 1,632 | $97K | 0.02% | |
| 258 | FXLFIRST TR EXCHANGE TRADED FD | 729 | $96K | 0.02% | |
| 259 | PEJINVESCO EXCHANGE TRADED FD T | 1,966 | $95K | 0.02% | |
| 260 | VUGVANGUARD INDEX FDS | 258 | $95K | 0.02% | |
| 261 | URIUNITED RENTALS INC | 151 | $94K | 0.02% | |
| 262 | WELLWELLTOWER INC | 615 | $94K | 0.02% | |
| 263 | PYPLPAYPAL HLDGS INC | 1,450 | $94K | 0.02% | |
| 264 | SLBSCHLUMBERGER LTD | 2,252 | $94K | 0.02% | |
| 265 | CMCSACOMCAST CORP NEW | 2,529 | $93K | 0.02% | |
| 266 | SLYVSPDR SER TR | 1,176 | $92K | 0.02% | |
| 267 | ORLYOREILLY AUTOMOTIVE INC | 63 | $90K | 0.02% | |
| 268 | CBCHUBB LIMITED | 296 | $89K | 0.02% | |
| 269 | XLVSELECT SECTOR SPDR TR | 613 | $89K | 0.02% | |
| 270 | WMWASTE MGMT INC DEL | 388 | $89K | 0.02% | |
| 271 | YUMYUM BRANDS INC | 552 | $86K | 0.01% | |
| 272 | GSGOLDMAN SACHS GROUP INC | 153 | $83K | 0.01% | |
| 273 | FFORD MTR CO | 8,288 | $83K | 0.01% | |
| 274 | WMBWILLIAMS COS INC | 1,345 | $80K | 0.01% | |
| 275 | SCHFSCHWAB STRATEGIC TR | 4,059 | $80K | 0.01% | |
| 276 | FQIDIGITAL RLTY TR INC | 562 | $80K | 0.01% | |
| 277 | SRSPIRE INC | 1,000 | $78K | 0.01% | |
| 278 | DHRDANAHER CORPORATION | 380 | $77K | 0.01% | |
| 279 | CITCINTAS CORP | 376 | $77K | 0.01% | |
| 280 | XLUSELECT SECTOR SPDR TR | 965 | $76K | 0.01% | |
| 281 | ABTABBOTT LABS | 574 | $76K | 0.01% | |
| 282 | MDUMDU RES GROUP INC | 4,500 | $76K | 0.01% | |
| 283 | BSXBOSTON SCIENTIFIC CORP | 749 | $75K | 0.01% | |
| 284 | DFICDIMENSIONAL ETF TRUST | 2,720 | $75K | 0.01% | |
| 285 | HCAHCA HEALTHCARE INC | 217 | $74K | 0.01% | |
| 286 | ETNEATON CORP PLC | 270 | $73K | 0.01% | |
| 287 | LHXL3HARRIS TECHNOLOGIES INC | 352 | $73K | 0.01% | |
| 288 | CRMSALESFORCE INC | 268 | $71K | 0.01% | |
| 289 | MMINNEW YORK LIFE INVTS ACTIVE E | 3,020 | $71K | 0.01% | |
| 290 | BNDXVANGUARD CHARLOTTE FDS | 1,462 | $71K | 0.01% | |
| 291 | DEHPDIMENSIONAL ETF TRUST | 2,751 | $69K | 0.01% | |
| 292 | CRWDCROWDSTRIKE HLDGS INC | 198 | $69K | 0.01% | |
| 293 | GDDYGODADDY INC | 388 | $69K | 0.01% | |
| 294 | IFRAISHARES TR | 1,543 | $69K | 0.01% | |
| 295 | NEARISHARES U S ETF TR | 1,339 | $68K | 0.01% | |
| 296 | GEVGE VERNOVA INC | 221 | $67K | 0.01% | |
| 297 | FNVFRANCO NEV CORP | 418 | $65K | 0.01% | |
| 298 | PGRPROGRESSIVE CORP | 231 | $65K | 0.01% | |
| 299 | SHELSHELL PLC | 875 | $64K | 0.01% | |
| 300 | MRSHMARSH & MCLENNAN COS INC | 265 | $64K | 0.01% |