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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1861 | KEX | KIRBY CORP | Industrials | 7.0 | $952.0 | — | NEW | — | $136.00 | +2.4% |
| 1862 | PHG | KONINKLIJKE PHILIPS N V | Healthcare | 35.0 | $952.0 | — | NEW | — | $27.20 | +1.2% |
| 1863 | BTQ | BTQ TECHNOLOGIES CORP | Technology | 176.0 | $949.0 | — | NEW | — | $5.39 | -35.5% |
| 1864 | INGR | INGREDION INC | Consumer Defensive | 10.0 | $948.0 | — | NEW | — | $94.80 | +12.9% |
| 1865 | GLNG | GOLAR LNG LTD | Energy | 19.0 | $947.0 | — | NEW | — | $49.84 | +4.6% |
| 1866 | LXEO | LEXEO THERAPEUTICS INC | Healthcare | 203.0 | $945.0 | — | NEW | — | $4.66 | +8.7% |
| 1867 | VIPS | VIPSHOP HLDGS LTD | Consumer Cyclical | 71.0 | $942.0 | — | NEW | — | $13.27 | +7.9% |
| 1868 | FLY | FIREFLY AEROSPACE INC | Industrials | 32.0 | $941.0 | — | NEW | — | $29.41 | -19.6% |
| 1869 | TV | GRUPO TELEVISA S A B | Communication Services | 346.0 | $938.0 | — | NEW | — | $2.71 | -0.4% |
| 1870 | ALLO | ALLOGENE THERAPEUTICS INC | Healthcare | 450.0 | $936.0 | — | NEW | — | $2.08 | +1.0% |
| 1871 | GTY | GETTY RLTY CORP NEW | Real Estate | 28.0 | $935.0 | — | NEW | — | $33.39 | -0.1% |
| 1872 | TROX | TRONOX HOLDINGS PLC | Basic Materials | 147.0 | $927.0 | — | NEW | — | $6.31 | -11.2% |
| 1873 | B | BARRICK MNG CORP | Basic Materials | 25.0 | $919.0 | — | NEW | — | $36.76 | +25.9% |
| 1874 | HRTG | HERITAGE INSURANCE HLDGS INC | Financial Services | 35.0 | $913.0 | — | NEW | — | $26.09 | +28.8% |
| 1875 | PBF | PBF ENERGY INC | Energy | 20.0 | $911.0 | — | NEW | — | $45.55 | +52.7% |
| 1876 | YSS | YORK SPACE SYSTEMS INC | Technology | 37.0 | $911.0 | — | NEW | — | $24.62 | -62.7% |
| 1877 | — | ARMOUR RESIDENTIAL REIT INC | — | 52.0 | $908.0 | — | NEW | — | $17.46 | — |
| 1878 | MPB | MID PENN BANCORP INC | Financial Services | 26.0 | $906.0 | — | NEW | — | $34.85 | +6.8% |
| 1879 | PLXS | PLEXUS CORP | Technology | 3.0 | $903.0 | — | NEW | — | $301.00 | -19.6% |
| 1880 | NWPX | NWPX INFRASTRUCTURE INC | Industrials | 6.0 | $900.0 | — | NEW | — | $150.00 | -26.8% |
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%