Portfolio (Quarterly)
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Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | HSIC | SCHEIN HENRY INC | Healthcare | 2,012.0 | $168K | 0.02% | NEW | — | $83.52 | +7.5% |
| 242 | ETN | EATON CORP PLC | Industrials | 394.0 | $168K | 0.02% | NEW | — | $426.12 | -0.2% |
| 243 | — | NEBIUS GROUP N.V. | — | 593.0 | $164K | 0.02% | NEW | — | $276.17 | — |
| 244 | SPGI | S&P GLOBAL INC | Financial Services | 399.0 | $163K | 0.02% | NEW | — | $407.27 | +5.5% |
| 245 | URI | UNITED RENTALS INC | Industrials | 141.0 | $160K | 0.02% | NEW | — | $1135.69 | -1.1% |
| 246 | GLW | CORNING INC | Technology | 621.0 | $159K | 0.02% | NEW | — | $255.43 | -40.5% |
| 247 | FXL | FIRST TR EXCHANGE-TRADED FD | — | 729.0 | $158K | 0.02% | NEW | — | $217.22 | -1.1% |
| 248 | KLAC | KLA CORP | Technology | 522.0 | $157K | 0.02% | NEW | — | $301.71 | -37.9% |
| 249 | VOOV | VANGUARD ADMIRAL FDS INC | — | 713.0 | $156K | 0.02% | NEW | — | $219.30 | +5.1% |
| 250 | MRVL | MARVELL TECHNOLOGY INC | Technology | 521.0 | $155K | 0.02% | NEW | — | $297.90 | -21.8% |
| 251 | IDEV | ISHARES TR | — | 1,735.0 | $154K | 0.02% | NEW | — | $89.01 | +4.0% |
| 252 | LOW | LOWES COS INC | Consumer Cyclical | 698.0 | $154K | 0.02% | NEW | — | $220.57 | +0.2% |
| 253 | PCM | PCM FD INC | Financial Services | 27,330.0 | $153K | 0.02% | NEW | — | $5.58 | -1.6% |
| 254 | SLV | ISHARES SILVER TR | Financial Services | 2,847.0 | $152K | 0.02% | NEW | — | $53.47 | +11.0% |
| 255 | VOE | VANGUARD INDEX FDS | — | 769.0 | $152K | 0.02% | NEW | — | $197.60 | +6.1% |
| 256 | DMXF | ISHARES TR | — | 1,785.0 | $151K | 0.02% | NEW | — | $84.58 | +2.0% |
| 257 | ED | CONSOLIDATED EDISON INC | Utilities | 1,350.0 | $149K | 0.02% | NEW | — | $110.60 | -2.1% |
| 258 | BIV | VANGUARD BD INDEX FDS | — | 1,946.0 | $149K | 0.02% | NEW | — | $76.68 | -1.4% |
| 259 | DLR | DIGITAL RLTY TR INC | Real Estate | 818.0 | $147K | 0.02% | NEW | — | $179.54 | +5.5% |
| 260 | — | ISHARES TR | — | 2,950.0 | $146K | 0.02% | NEW | — | $49.54 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
40.0%
Financial Services
17.9%
Healthcare
9.5%
Consumer Cyclical
7.4%
Industrials
6.1%
Communication Services
5.8%
Consumer Defensive
4.2%
Energy
3.0%
Real Estate
2.6%
Utilities
2.1%