Portfolio (Quarterly)
Guide ↗
Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | MS | MORGAN STANLEY | Financial Services | 698.0 | $146K | 0.02% | NEW | — | $208.92 | +3.5% |
| 262 | CB | CHUBB LIMITED | Financial Services | 425.0 | $145K | 0.02% | NEW | — | $340.74 | +1.8% |
| 263 | C | CITIGROUP INC | Financial Services | 1,032.0 | $144K | 0.02% | NEW | — | $139.98 | -2.0% |
| 264 | LIN | LINDE PLC | Basic Materials | 277.0 | $144K | 0.02% | NEW | — | $519.37 | -7.7% |
| 265 | SLYV | SPDR SERIES TRUST | — | 1,303.0 | $142K | 0.02% | NEW | — | $109.07 | +1.4% |
| 266 | AVDV | AMERICAN CENTY ETF TR | — | 1,373.0 | $141K | 0.02% | NEW | — | $103.05 | +6.6% |
| 267 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 1,258.0 | $138K | 0.02% | NEW | — | $109.76 | -0.5% |
| 268 | PH | PARKER-HANNIFIN CORP | Industrials | 141.0 | $138K | 0.02% | NEW | — | $978.12 | +5.8% |
| 269 | FAF | FIRST AMERN FINL CORP | Financial Services | 1,976.0 | $136K | 0.02% | NEW | — | $68.59 | +7.1% |
| 270 | VUG | VANGUARD INDEX FDS | — | 1,556.0 | $134K | 0.02% | NEW | — | $86.15 | +2.1% |
| 271 | PANW | PALO ALTO NETWORKS INC | Technology | 392.0 | $134K | 0.02% | NEW | — | $341.02 | +8.5% |
| 272 | BX | BLACKSTONE INC | Financial Services | 1,127.0 | $133K | 0.02% | NEW | — | $117.65 | +19.4% |
| 273 | F | FORD MTR CO | Consumer Cyclical | 9,448.0 | $131K | 0.02% | NEW | — | $13.90 | -0.0% |
| 274 | — | INNOVATOR ETFS TRUST | — | 5,723.0 | $131K | 0.02% | NEW | — | $22.94 | — |
| 275 | PEJ | INVESCO EXCHANGE TRADED FD T | — | 1,966.0 | $131K | 0.02% | NEW | — | $66.55 | +2.9% |
| 276 | UJAN | INNOVATOR ETFS TRUST | — | 2,886.0 | $131K | 0.02% | NEW | — | $45.33 | +1.7% |
| 277 | DSI | ISHARES TR | — | 918.0 | $131K | 0.02% | NEW | — | $142.42 | +2.7% |
| 278 | WMB | WILLIAMS COS INC | Energy | 1,748.0 | $130K | 0.02% | NEW | — | $74.34 | +0.9% |
| 279 | IBMO | ISHARES TR | — | 5,000.0 | $128K | 0.01% | NEW | — | $25.64 | -0.0% |
| 280 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 3,019.0 | $128K | 0.01% | NEW | — | $42.34 | +15.1% |
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%