Portfolio (Quarterly)
Guide ↗
Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | HUN | HUNTSMAN CORP | Basic Materials | 24,588.0 | $261K | 0.03% | NEW | — | $10.62 | -2.9% |
| 182 | D | DOMINION ENERGY INC | Utilities | 3,804.0 | $260K | 0.03% | NEW | — | $68.30 | +0.7% |
| 183 | KO | COCA COLA CO | Consumer Defensive | 3,169.0 | $258K | 0.03% | NEW | — | $81.28 | +7.0% |
| 184 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 4,558.0 | $257K | 0.03% | NEW | — | $56.48 | +2.3% |
| 185 | KMI | KINDER MORGAN INC DEL | Energy | 8,035.0 | $257K | 0.03% | NEW | — | $31.97 | +1.1% |
| 186 | MMM | 3M CO | Industrials | 1,569.0 | $254K | 0.03% | NEW | — | $161.91 | +11.3% |
| 187 | DUK | DUKE ENERGY CORP NEW | Utilities | 1,995.0 | $253K | 0.03% | NEW | — | $126.58 | -2.4% |
| 188 | NVS | NOVARTIS AG | Healthcare | 1,603.0 | $251K | 0.03% | NEW | — | $156.72 | -3.0% |
| 189 | UPRO | PROSHARES TR | — | 1,771.0 | $251K | 0.03% | NEW | — | $141.83 | +8.9% |
| 190 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,652.0 | $250K | 0.03% | NEW | — | $151.50 | -0.4% |
| 191 | PFE | PFIZER INC | Healthcare | 10,105.0 | $243K | 0.03% | NEW | — | $24.08 | +11.6% |
| 192 | EME | EMCOR GROUP INC | Industrials | 290.0 | $241K | 0.03% | NEW | — | $829.88 | +3.9% |
| 193 | OKE | ONEOK INC NEW | Energy | 2,745.0 | $239K | 0.03% | NEW | — | $86.94 | +9.6% |
| 194 | GPIX | GOLDMAN SACHS ETF TR | — | 4,234.0 | $235K | 0.03% | NEW | — | $55.57 | +1.5% |
| 195 | JPC | NUVEEN PFD & INCOME OPPORTUN | Financial Services | 29,367.0 | $231K | 0.03% | NEW | — | $7.88 | -2.8% |
| 196 | VHT | VANGUARD WORLD FD | — | 773.0 | $231K | 0.03% | NEW | — | $299.10 | +5.1% |
| 197 | SSO | PROSHARES TR | — | 3,406.0 | $229K | 0.03% | NEW | — | $67.38 | +6.1% |
| 198 | AVGE | AMERICAN CENTY ETF TR | — | 2,307.0 | $229K | 0.03% | NEW | — | $99.09 | +3.2% |
| 199 | VGK | VANGUARD INTL EQUITY INDEX F | — | 2,581.0 | $229K | 0.03% | NEW | — | $88.54 | +4.0% |
| 200 | DFEM | DIMENSIONAL ETF TRUST | — | 5,561.0 | $226K | 0.03% | NEW | — | $40.64 | -1.2% |
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%