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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1241 | THG | HANOVER INS GROUP INC | Financial Services | 17.0 | $4K | — | NEW | — | $214.18 | +4.2% |
| 1242 | POWI | POWER INTEGRATIONS INC | Technology | 43.0 | $4K | — | NEW | — | $84.63 | -34.8% |
| 1243 | AQN | ALGONQUIN POWER & UTILITIES | Utilities | 619.0 | $4K | — | NEW | — | $5.86 | -2.7% |
| 1244 | INCY | INCYTE CORP | Healthcare | 32.0 | $4K | — | NEW | — | $113.38 | +12.7% |
| 1245 | HIW | HIGHWOODS PPTYS INC | Real Estate | 120.0 | $4K | — | NEW | — | $30.17 | +4.1% |
| 1246 | PTY | PIMCO CORPORATE & INCOME OPP | Financial Services | 300.0 | $4K | — | NEW | — | $12.03 | -2.3% |
| 1247 | LUMN | LUMEN TECHNOLOGIES INC | Communication Services | 469.0 | $4K | — | NEW | — | $7.69 | -22.7% |
| 1248 | AOSL | ALPHA & OMEGA SEMICONDUCTOR | Technology | 76.0 | $4K | — | NEW | — | $47.34 | -44.3% |
| 1249 | TW | TRADEWEB MKTS INC | Financial Services | 36.0 | $4K | — | NEW | — | $99.67 | +7.4% |
| 1250 | PDD | PDD HOLDINGS INC | Consumer Cyclical | 47.0 | $4K | — | NEW | — | $76.30 | +15.8% |
| 1251 | TXT | TEXTRON INC | Industrials | 39.0 | $4K | — | NEW | — | $91.74 | -9.6% |
| 1252 | — | FLUTTER ENTMT PLC | — | 35.0 | $4K | — | NEW | — | $102.17 | — |
| 1253 | DK | DELEK US HLDGS INC NEW | Energy | 70.0 | $4K | — | NEW | — | $50.81 | +40.6% |
| 1254 | TSN | TYSON FOODS INC | Consumer Defensive | 62.0 | $4K | — | NEW | — | $57.26 | +2.1% |
| 1255 | HTHT | H WORLD GROUP LTD | Consumer Cyclical | 85.0 | $4K | — | NEW | — | $41.73 | +17.8% |
| 1256 | TIGO | MILLICOM INTL CELLULAR S A | Communication Services | 39.0 | $4K | — | NEW | — | $90.77 | +3.2% |
| 1257 | CPNG | COUPANG INC | Consumer Cyclical | 203.0 | $4K | — | NEW | — | $17.37 | -5.3% |
| 1258 | — | INGERSOLL RAND INC | — | 43.0 | $4K | — | NEW | — | $82.00 | — |
| 1259 | ACHC | ACADIA HEALTHCARE COMPANY IN | Healthcare | 119.0 | $4K | — | NEW | — | $29.54 | -5.8% |
| 1260 | SMBC | SOUTHERN MO BANCORP INC | Financial Services | 46.0 | $4K | — | NEW | — | $76.22 | -2.4% |
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%