Physician Wealth Advisors, Inc. Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$591.8M

Holdings

1,148

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,148 positions)

#StockSharesValue% PortfolioType
201
TAT&T INC
7,064$160K0.03%
202
KOCOCA COLA CO
2,570$160K0.03%
203
HONHONEYWELL INTL INC
708$159K0.03%
204
VWOVANGUARD INTL EQUITY INDEX F
3,598$158K0.03%
205
AQLTISHARES TR
1,196$157K0.03%
206
BXBLACKSTONE INC
882$152K0.03%
207
EQREQUITY RESIDENTIAL
2,120$152K0.03%
208
SCHPSCHWAB STRATEGIC TR
5,860$151K0.03%
209
ASMLASML HOLDING N V
217$150K0.03%
210
IJJISHARES TR
1,171$146K0.02%
211
DUKDUKE ENERGY CORP NEW
1,346$145K0.02%
212
IBDQISHARES TR
5,804$145K0.02%
213
GEGE AEROSPACE
864$144K0.02%
214
AZNASTRAZENECA PLC
2,194$143K0.02%
215
MDTMEDTRONIC PLC
1,795$143K0.02%
216
CRMSALESFORCE INC
423$141K0.02%
217
NVSNNOVARTIS AG
1,441$140K0.02%
218
HSICHENRY SCHEIN INC
2,000$138K0.02%
219
DIHPDIMENSIONAL ETF TRUST
5,454$137K0.02%
220
AQLTISHARES TR
5,847$136K0.02%
221
IBTIISHARES TR
6,230$136K0.02%
222
IWMISHARES TR
615$135K0.02%
223
SHWSHERWIN WILLIAMS CO
399$135K0.02%
224
ARTYISHARES TR
3,600$133K0.02%
225
SHOPSHOPIFY INC
1,233$131K0.02%
226
KMBKIMBERLY-CLARK CORP
987$129K0.02%
227
RSPINVESCO EXCHANGE TRADED FD T
730$127K0.02%
228
EMEEMCOR GROUP INC
277$125K0.02%
229
PSAPUBLIC STORAGE OPER CO
418$125K0.02%
230
IYRISHARES TR
1,348$125K0.02%
231
IBITISHARES BITCOIN TRUST ETF
2,352$124K0.02%
232
VOEVANGUARD INDEX FDS
769$124K0.02%
233
SSOPROSHARES TR
1,326$122K0.02%
234
PYPLPAYPAL HLDGS INC
1,433$122K0.02%
235
AZOAUTOZONE INC
38$121K0.02%
236
NUVNUVEEN MUN VALUE FD INC
14,055$120K0.02%
237
IBDRISHARES TR
4,890$117K0.02%
238
KNFKNIFE RIVER CORP
1,125$114K0.02%
239
MLB1MERCADOLIBRE INC
68$114K0.02%
240
EXPDEXPEDITORS INTL WASH INC
1,016$112K0.02%
241
URIUNITED RENTALS INC
157$110K0.02%
242
WPMWHEATON PRECIOUS METALS CORP
1,962$110K0.02%
243
FXLFIRST TR EXCHANGE TRADED FD
729$108K0.02%
244
VUGVANGUARD INDEX FDS
258$105K0.02%
245
BTZBLACKROCK CR ALLOCATION INCO
10,000$104K0.02%
246
IQLTISHARES TR
2,800$103K0.02%
247
BOXXEA SERIES TRUST
935$103K0.02%
248
NEARISHARES U S ETF TR
2,038$102K0.02%
249
PEJINVESCO EXCHANGE TRADED FD T
1,966$102K0.02%
250
JAAAJANUS DETROIT STR TR
2,000$101K0.02%
251
FQIDIGITAL RLTY TR INC
571$101K0.02%
252
IBMSISHARES TR
4,694$100K0.02%
253
EDCONSOLIDATED EDISON INC
1,124$100K0.02%
254
IBTHISHARES TR
4,542$100K0.02%
255
IBTKISHARES TR
5,210$99K0.02%
256
IBTPISHARES TR
4,000$99K0.02%
257
IBMSISHARES TR
4,470$99K0.02%
258
IBTLISHARES TR
5,020$99K0.02%
259
GSGOLDMAN SACHS GROUP INC
171$98K0.02%
260
IBTOISHARES TR
4,173$98K0.02%
261
ZTSZOETIS INC
598$97K0.02%
262
SLYVSPDR SER TR
1,096$95K0.02%
263
ORLYOREILLY AUTOMOTIVE INC
80$94K0.02%
264
RGLDROYAL GOLD INC
720$94K0.02%
265
VGKVANGUARD INTL EQUITY INDEX F
1,481$94K0.02%
266
ULUNILEVER PLC
1,627$92K0.02%
267
CMCSACOMCAST CORP NEW
2,465$92K0.02%
268
INTCINTEL CORP
4,632$92K0.02%
269
SLVISHARES SILVER TR
3,431$90K0.02%
270
BSXBOSTON SCIENTIFIC CORP
998$89K0.02%
271
IBMINTERNATIONAL BUSINESS MACHS
409$89K0.02%
272
ETNEATON CORP PLC
266$88K0.01%
273
FFORD MTR CO
8,916$88K0.01%
274
SLBSCHLUMBERGER LTD
2,252$86K0.01%
275
ABBVABBVIE INC
479$85K0.01%
276
SCHESCHWAB STRATEGIC TR
3,172$84K0.01%
277
XLVSELECT SECTOR SPDR TR
613$84K0.01%
278
LHXL3HARRIS TECHNOLOGIES INC
391$82K0.01%
279
DHRDANAHER CORPORATION
356$81K0.01%
280
PGRPROGRESSIVE CORP
342$81K0.01%
281
CBCHUBB LIMITED
296$81K0.01%
282
MDUMDU RES GROUP INC
4,500$81K0.01%
283
CSXCSX CORP
2,499$80K0.01%
284
PHPARKER-HANNIFIN CORP
126$80K0.01%
285
HDBHDFC BANK LTD
1,213$77K0.01%
286
WELLWELLTOWER INC
615$77K0.01%
287
SHELSHELL PLC
1,221$76K0.01%
288
SCHFSCHWAB STRATEGIC TR
4,059$75K0.01%
289
ABTABBOTT LABS
655$74K0.01%
290
PLTRPALANTIR TECHNOLOGIES INC
972$73K0.01%
291
YUMYUM BRANDS INC
547$73K0.01%
292
ECGEVERUS CONSTR GROUP
1,125$73K0.01%
293
MMINNEW YORK LIFE INVTS ACTIVE E
3,078$73K0.01%
294
XLUSELECT SECTOR SPDR TR
965$73K0.01%
295
WMBWILLIAMS COS INC
1,345$72K0.01%
296
MGKVANGUARD WORLD FD
208$71K0.01%
297
BNDXVANGUARD CHARLOTTE FDS
1,462$71K0.01%
298
GEVGE VERNOVA INC
214$70K0.01%
299
ROBOEXCHANGE TRADED CONCEPTS TRU
1,250$70K0.01%
300
DFICDIMENSIONAL ETF TRUST
2,720$70K0.01%
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