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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | T | AT&T INC | Communication Services | 10,904.0 | $226K | 0.03% | NEW | — | $20.70 | +19.3% |
| 202 | PSF | COHEN & STEERS SELECT PFD & | Financial Services | 11,140.0 | $224K | 0.03% | NEW | — | $20.13 | -3.2% |
| 203 | VTEB | VANGUARD MUN BD FDS | — | 4,428.0 | $224K | 0.03% | NEW | — | $50.58 | -1.9% |
| 204 | WPM | WHEATON PRECIOUS METALS CORP | Basic Materials | 1,976.0 | $222K | 0.03% | NEW | — | $112.32 | +21.6% |
| 205 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 775.0 | $218K | 0.03% | NEW | — | $281.09 | -18.6% |
| 206 | NFLX | NETFLIX INC. | Communication Services | 3,049.0 | $218K | 0.03% | NEW | — | $71.40 | +6.5% |
| 207 | PAA | PLAINS ALL AMERN PIPELINE L | Energy | 9,700.0 | $216K | 0.03% | NEW | — | $22.26 | +6.7% |
| 208 | DFIV | DIMENSIONAL ETF TRUST | — | 3,971.0 | $215K | 0.03% | NEW | — | $54.02 | +7.5% |
| 209 | VBCA | VANGUARD WELLESLEY INCOME FD | — | 2,785.0 | $211K | 0.03% | NEW | — | $75.67 | -0.1% |
| 210 | IWM | ISHARES TR | — | 701.0 | $210K | 0.03% | NEW | — | $300.28 | +1.3% |
| 211 | DFSE | DIMENSIONAL ETF TRUST | — | 4,228.0 | $207K | 0.03% | NEW | — | $48.88 | +0.2% |
| 212 | AXON | AXON ENTERPRISE INC | Industrials | 364.0 | $204K | 0.02% | NEW | — | $560.71 | +7.8% |
| 213 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 6,080.0 | $202K | 0.02% | NEW | — | $33.29 | +9.4% |
| 214 | VGLT | VANGUARD SCOTTSDALE FDS | — | 3,660.0 | $202K | 0.02% | NEW | — | $55.18 | -5.1% |
| 215 | EA | ELECTRONIC ARTS INC | Communication Services | 983.0 | $202K | 0.02% | NEW | — | $205.01 | +2.3% |
| 216 | RTX | RTX CORPORATION | Industrials | 1,049.0 | $199K | 0.02% | NEW | — | $189.74 | +16.8% |
| 217 | WELL | WELLTOWER INC | Real Estate | 865.0 | $196K | 0.02% | NEW | — | $226.95 | +3.7% |
| 218 | BDX | BECTON DICKINSON & CO | Healthcare | 1,280.0 | $194K | 0.02% | NEW | — | $151.33 | +20.3% |
| 219 | — | BLACKROCK ETF TRUST | — | 2,416.0 | $194K | 0.02% | NEW | — | $80.17 | — |
| 220 | UDEC | INNOVATOR ETFS TRUST | — | 4,550.0 | $190K | 0.02% | NEW | — | $41.68 | +2.1% |
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
40.0%
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%