Physician Wealth Advisors, Inc. Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$636.8M
Holdings
1,800
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,800 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | JNJJOHNSON & JOHNSON | 3,042 | $464K | 0.07% | |
| 102 | AMATAPPLIED MATLS INC | 2,526 | $462K | 0.07% | |
| 103 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,024 | $458K | 0.07% | |
| 104 | TRMBTRIMBLE INC | 6,000 | $455K | 0.07% | |
| 105 | PHYS/USPROTT PHYSICAL GOLD TR | 17,939 | $454K | 0.07% | |
| 106 | AXPAMERICAN EXPRESS CO | 1,405 | $448K | 0.07% | |
| 107 | AMDADVANCED MICRO DEVICES INC | 3,125 | $443K | 0.07% | |
| 108 | ISRGINTUITIVE SURGICAL INC | 804 | $436K | 0.07% | |
| 109 | SCHBSCHWAB STRATEGIC TR | 18,102 | $431K | 0.07% | |
| 110 | IHIISHARES TR | 6,804 | $426K | 0.07% | |
| 111 | SILGLOBAL X FDS | 8,700 | $418K | 0.07% | |
| 112 | ESGVVANGUARD WORLD FD | 3,808 | $417K | 0.07% | |
| 113 | GQ9SPDR GOLD TR | 1,358 | $413K | 0.06% | |
| 114 | HDHOME DEPOT INC | 1,117 | $409K | 0.06% | |
| 115 | BKNGBOOKING HOLDINGS INC | 69 | $401K | 0.06% | |
| 116 | SYKSTRYKER CORPORATION | 1,013 | $400K | 0.06% | |
| 117 | DFNMDIMENSIONAL ETF TRUST | 8,444 | $400K | 0.06% | |
| 118 | ORCLORACLE CORP | 1,826 | $399K | 0.06% | |
| 119 | VEAVANGUARD TAX-MANAGED FDS | 6,952 | $396K | 0.06% | |
| 120 | CVXCHEVRON CORP NEW | 2,761 | $395K | 0.06% | |
| 121 | IBTGISHARES TR | 16,715 | $383K | 0.06% | |
| 122 | QCOMQUALCOMM INC | 2,377 | $378K | 0.06% | |
| 123 | VCSHVANGUARD SCOTTSDALE FDS | 4,709 | $374K | 0.06% | |
| 124 | BONDPIMCO ETF TR | 4,017 | $370K | 0.06% | |
| 125 | IBDQISHARES TR | 14,552 | $366K | 0.06% | |
| 126 | DFSIDIMENSIONAL ETF TRUST | 9,239 | $364K | 0.06% | |
| 127 | MRKMERCK & CO INC | 4,587 | $363K | 0.06% | |
| 128 | HWMHOWMET AEROSPACE INC | 1,897 | $353K | 0.06% | |
| 129 | BACBANK AMERICA CORP | 7,414 | $350K | 0.05% | |
| 130 | RTXRTX CORPORATION | 2,347 | $342K | 0.05% | |
| 131 | SCHASCHWAB STRATEGIC TR | 13,517 | $341K | 0.05% | |
| 132 | DISDISNEY WALT CO | 2,606 | $323K | 0.05% | |
| 133 | JPSTJ P MORGAN EXCHANGE TRADED F | 6,385 | $323K | 0.05% | |
| 134 | XJPIXNUVEEN PFD SECS & INC OPPTY | 15,539 | $323K | 0.05% | |
| 135 | AEEAMEREN CORP | 3,360 | $322K | 0.05% | |
| 136 | ESGDISHARES TR | 3,574 | $318K | 0.05% | |
| 137 | BLKBLACKROCK INC | 295 | $309K | 0.05% | |
| 138 | SYLDCAMBRIA ETF TR | 4,673 | $303K | 0.05% | |
| 139 | PSFCOHEN & STEERS SELECT PFD & | 14,833 | $298K | 0.05% | |
| 140 | NFLXNETFLIX INC | 222 | $297K | 0.05% | |
| 141 | EPDENTERPRISE PRODS PARTNERS L | 9,268 | $287K | 0.05% | |
| 142 | CATCATERPILLAR INC | 733 | $284K | 0.04% | |
| 143 | PLTRPALANTIR TECHNOLOGIES INC | 2,077 | $283K | 0.04% | |
| 144 | VTIPVANGUARD MALVERN FDS | 5,534 | $278K | 0.04% | |
| 145 | AVGEAMERICAN CENTY ETF TR | 3,599 | $278K | 0.04% | |
| 146 | IDEVISHARES TR | 3,620 | $275K | 0.04% | |
| 147 | DFARDIMENSIONAL ETF TRUST | 11,720 | $274K | 0.04% | |
| 148 | USEPINNOVATOR ETFS TRUST | 7,350 | $270K | 0.04% | |
| 149 | SBUXSTARBUCKS CORP | 2,883 | $264K | 0.04% | |
| 150 | COPCONOCOPHILLIPS | 2,891 | $259K | 0.04% | |
| 151 | BABOEING CO | 1,215 | $254K | 0.04% | |
| 152 | TXNTEXAS INSTRS INC | 1,223 | $253K | 0.04% | |
| 153 | ADSKAUTODESK INC | 814 | $251K | 0.04% | |
| 154 | HUNHUNTSMAN CORP | 24,148 | $251K | 0.04% | |
| 155 | XSOEWISDOMTREE TR | 7,215 | $248K | 0.04% | |
| 156 | NWENORTHWESTERN ENERGY GROUP IN | 4,779 | $245K | 0.04% | |
| 157 | APHAMPHENOL CORP NEW | 2,477 | $244K | 0.04% | |
| 158 | INTUINTUIT | 306 | $241K | 0.04% | |
| 159 | VRTXVERTEX PHARMACEUTICALS INC | 541 | $240K | 0.04% | |
| 160 | SPGIS&P GLOBAL INC | 453 | $238K | 0.04% | |
| 161 | DFIVDIMENSIONAL ETF TRUST | 5,452 | $233K | 0.04% | |
| 162 | IBTIISHARES TR | 10,396 | $232K | 0.04% | |
| 163 | WPCWP CAREY INC | 3,676 | $229K | 0.04% | |
| 164 | AQLTISHARES TR | 9,783 | $228K | 0.04% | |
| 165 | DDOMINION ENERGY INC | 4,027 | $227K | 0.04% | |
| 166 | KMIKINDER MORGAN INC DEL | 7,664 | $225K | 0.04% | |
| 167 | VTVVANGUARD INDEX FDS | 1,262 | $223K | 0.04% | |
| 168 | CSCOCISCO SYS INC | 3,204 | $222K | 0.03% | |
| 169 | TMOTHERMO FISHER SCIENTIFIC INC | 547 | $221K | 0.03% | |
| 170 | MMM3M CO | 1,446 | $220K | 0.03% | |
| 171 | TRITHOMSON REUTERS CORP | 1,084 | $218K | 0.03% | |
| 172 | PFEPFIZER INC | 8,986 | $217K | 0.03% | |
| 173 | IBDTISHARES TR | 8,556 | $217K | 0.03% | |
| 174 | TAT&T INC | 7,476 | $216K | 0.03% | |
| 175 | BOXXEA SERIES TRUST | 1,917 | $216K | 0.03% | |
| 176 | GEGE AEROSPACE | 831 | $213K | 0.03% | |
| 177 | XOMEXXON MOBIL CORP | 1,943 | $209K | 0.03% | |
| 178 | FTECFIDELITY COVINGTON TRUST | 1,051 | $207K | 0.03% | |
| 179 | VHTVANGUARD WORLD FD | 836 | $207K | 0.03% | |
| 180 | BDXBECTON DICKINSON & CO | 1,201 | $206K | 0.03% | |
| 181 | FISVFISERV INC | 1,192 | $205K | 0.03% | |
| 182 | PCMPCM FD INC | 32,330 | $204K | 0.03% | |
| 183 | ICFISHARES TR | 3,315 | $202K | 0.03% | |
| 184 | PLDPROLOGIS INC. | 1,919 | $201K | 0.03% | |
| 185 | SOXXISHARES TR | 837 | $199K | 0.03% | |
| 186 | TRPTC ENERGY CORP | 4,048 | $197K | 0.03% | |
| 187 | MARMARRIOTT INTL INC NEW | 717 | $195K | 0.03% | |
| 188 | OKEONEOK INC NEW | 2,399 | $195K | 0.03% | |
| 189 | DALDELTA AIR LINES INC DEL | 3,959 | $194K | 0.03% | |
| 190 | DMXFISHARES TR | 2,613 | $194K | 0.03% | |
| 191 | EUSBISHARES TR | 4,431 | $192K | 0.03% | |
| 192 | LOWLOWES COS INC | 869 | $192K | 0.03% | |
| 193 | VCRBVANGUARD MALVERN FDS | 2,483 | $192K | 0.03% | |
| 194 | UFEBINNOVATOR ETFS TRUST | 5,575 | $191K | 0.03% | |
| 195 | EEMISHARES TR | 3,908 | $188K | 0.03% | |
| 196 | KOCOCA COLA CO | 2,670 | $188K | 0.03% | |
| 197 | NVSNNOVARTIS AG | 1,541 | $186K | 0.03% | |
| 198 | RGLDROYAL GOLD INC | 1,026 | $182K | 0.03% | |
| 199 | DFSEDIMENSIONAL ETF TRUST | 4,808 | $182K | 0.03% | |
| 200 | IBITISHARES BITCOIN TRUST ETF | 2,981 | $182K | 0.03% |