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Portfolio (Quarterly) Guide ↗

Physician Wealth Advisors, Inc.

· CIK 0001795173
13F Portfolio $837M AUM 12,601 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2334 New
Page 32 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SNOW SNOWFLAKE INC Technology 90.0 $23K 0.00% NEW $254.50 +27.7%
622 NUE NUCOR CORP Basic Materials 102.0 $23K 0.00% NEW $222.75 +11.7%
623 PBW INVESCO EXCHANGE TRADED FD T 582.0 $23K 0.00% NEW $39.01 -14.0%
624 TSCO TRACTOR SUPPLY CO Consumer Cyclical 715.0 $23K 0.00% NEW $31.62 +12.1%
625 TOTALENERGIES SE 289.0 $22K 0.00% NEW $77.76
626 WDAY WORKDAY INC Technology 183.0 $22K 0.00% NEW $122.42 +62.1%
627 IGSB ISHARES TR 427.0 $22K 0.00% NEW $52.41 -0.4%
628 AWK AMERICAN WTR WKS CO INC NEW Utilities 170.0 $22K 0.00% NEW $131.58 +5.4%
629 PCAR PACCAR INC Industrials 186.0 $22K 0.00% NEW $120.12 +6.1%
630 RACE FERRARI N V Consumer Cyclical 60.0 $22K 0.00% NEW $372.30 +14.2%
631 SNPS SYNOPSYS INC Technology 50.0 $22K 0.00% NEW $446.08 -10.1%
632 APG API GROUP CORP Industrials 523.0 $22K 0.00% NEW $42.35 +0.4%
633 JBT MAREL CORPORATION 152.0 $22K 0.00% NEW $145.00
634 DASH DOORDASH INC Communication Services 119.0 $22K 0.00% NEW $184.54 +19.3%
635 RKLB ROCKET LAB CORP Industrials 216.0 $22K 0.00% NEW $101.65 -25.4%
636 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 178.0 $22K 0.00% NEW $123.11 +27.7%
637 AVB AVALONBAY CMNTYS INC Real Estate 116.0 $22K 0.00% NEW $188.70 -2.5%
638 COIN COINBASE GLOBAL INC Financial Services 149.0 $22K 0.00% NEW $146.19 +9.6%
639 SHY ISHARES TR 265.0 $22K 0.00% NEW $82.06 -0.0%
640 HEICO CORP NEW 84.0 $22K 0.00% NEW $257.92
Page 32 of 117  ·  2,334 positions

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%