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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 741 | JKHY | HENRY JACK & ASSOC INC | Technology | 116.0 | $16K | 0.00% | NEW | — | $137.74 | +23.8% |
| 742 | CFG | CITIZENS FINL GROUP INC | Financial Services | 228.0 | $16K | 0.00% | NEW | — | $70.07 | +0.2% |
| 743 | FNCL | FIDELITY COVINGTON TRUST | — | 208.0 | $16K | 0.00% | NEW | — | $76.65 | +8.0% |
| 744 | CNO | CNO FINL GROUP INC | Financial Services | 312.0 | $16K | 0.00% | NEW | — | $50.98 | +6.4% |
| 745 | ARGX | ARGENX SE | Healthcare | 17.0 | $16K | 0.00% | NEW | — | $927.82 | +9.0% |
| 746 | STT | STATE STR CORP | Financial Services | 93.0 | $16K | 0.00% | NEW | — | $169.60 | +12.6% |
| 747 | HACK | AMPLIFY ETF TR | — | 150.0 | $16K | 0.00% | NEW | — | $104.93 | +4.4% |
| 748 | CVNA | CARVANA CO | Consumer Cyclical | 239.0 | $16K | 0.00% | NEW | — | $65.82 | +9.9% |
| 749 | BST | BLACKROCK SCIENCE & TECHNOLO | Financial Services | 307.0 | $16K | 0.00% | NEW | — | $50.71 | -3.4% |
| 750 | DGT | SPDR SERIES TRUST | — | 84.0 | $16K | 0.00% | NEW | — | $184.80 | +3.7% |
| 751 | LUV | SOUTHWEST AIRLS CO | Industrials | 301.0 | $15K | 0.00% | NEW | — | $51.42 | -20.8% |
| 752 | MDB | MONGODB INC | Technology | 46.0 | $15K | 0.00% | NEW | — | $335.91 | +19.9% |
| 753 | EWY | ISHARES INC | — | 76.0 | $15K | 0.00% | NEW | — | $201.91 | -14.0% |
| 754 | EQR | EQUITY RESIDENTIAL | Real Estate | 225.0 | $15K | 0.00% | NEW | — | $67.93 | -6.3% |
| 755 | BBBY | BED BATH & BEYOND INC | Consumer Cyclical | 2,631.0 | $15K | 0.00% | NEW | — | $5.79 | -26.1% |
| 756 | PTEN | PATTERSON-UTI ENERGY INC | Energy | 1,659.0 | $15K | 0.00% | NEW | — | $9.18 | +29.2% |
| 757 | FERG | FERGUSON ENTERPRISES INC | Industrials | 64.0 | $15K | 0.00% | NEW | — | $237.34 | -0.4% |
| 758 | GH | GUARDANT HEALTH INC | Healthcare | 101.0 | $15K | 0.00% | NEW | — | $150.04 | +8.8% |
| 759 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 33.0 | $15K | 0.00% | NEW | — | $459.15 | +17.1% |
| 760 | KB | KB FINL GROUP INC | Financial Services | 144.0 | $15K | 0.00% | NEW | — | $104.97 | +13.1% |
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
40.6%
Financial Services
18.2%
Healthcare
9.6%
Consumer Cyclical
7.5%
Industrials
6.2%
Communication Services
4.5%
Consumer Defensive
4.3%
Real Estate
2.7%
Energy
2.7%
Utilities
2.2%