CIK 1795173
Physician Wealth Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
2,027
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 551–600 of 2,027
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FROG | JFROG LTD | 366 | $15K–$50K | SH |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 946 | $15K–$50K | SH |
| PWR | QUANTA SVCS INC | 54 | $15K–$50K | SH |
| NUV | NUVEEN MUN VALUE FD INC | 3K | $15K–$50K | SH |
| DSI | ISHARES TR | 176 | $15K–$50K | SH |
| EXPD | EXPEDITORS INTL WASH INC | 152 | $15K–$50K | SH |
| SAN | BANCO SANTANDER SA | 2K | $15K–$50K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 194 | $15K–$50K | SH |
| ETR | ENTERGY CORP NEW | 242 | $15K–$50K | SH |
| EXC | EXELON CORP | 511 | $15K–$50K | SH |
| HSBC | HSBC HLDGS PLC | 283 | $15K–$50K | SH |
| CHT | CHUNGHWA TELECOM CO LTD | 533 | $15K–$50K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 270 | $15K–$50K | SH |
| VXF | VANGUARD INDEX FDS | 106 | $15K–$50K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 481 | $15K–$50K | SH |
| WDAY | WORKDAY INC | 102 | $15K–$50K | SH |
| VCTR | VICTORY CAP HLDGS INC | 347 | $15K–$50K | SH |
| ROP | ROPER TECHNOLOGIES INC | 49 | $15K–$50K | SH |
| AMT | AMERICAN TOWER CORP NEW | 124 | $15K–$50K | SH |
| GRMN | GARMIN LTD | 107 | $15K–$50K | SH |
| APA | APA CORPORATION | 886 | $15K–$50K | SH |
| COR | CENCORA INC | 64 | $15K–$50K | SH |
| JKHY | HENRY JACK & ASSOC INC | 117 | $15K–$50K | SH |
| WCN | WASTE CONNECTIONS INC | 119 | $15K–$50K | SH |
| FAF | FIRST AMERN FINL CORP | 337 | $15K–$50K | SH |
| CVNA | CARVANA CO | 49 | $15K–$50K | SH |
| PRI | PRIMERICA INC | 80 | $15K–$50K | SH |
| RLI | RLI CORP | 322 | $15K–$50K | SH |
| TD | TORONTO DOMINION BK ONT | 217 | $15K–$50K | SH |
| GLW | CORNING INC | 233 | $15K–$50K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 320 | $15K–$50K | SH |
| LMT | LOCKHEED MARTIN CORP | 42 | $15K–$50K | SH |
| MDB | MONGODB INC | 48 | $15K–$50K | SH |
| SUSB | ISHARES TR | 795 | $15K–$50K | SH |
| HUBS | HUBSPOT INC | 50 | $15K–$50K | SH |
| TDG | TRANSDIGM GROUP INC | 15 | $15K–$50K | SH |
| WSO | WATSCO INC | 59 | $15K–$50K | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 375 | $15K–$50K | SH |
| ASTS | AST SPACEMOBILE INC | 272 | $15K–$50K | SH |
| APG | API GROUP CORP | 510 | $15K–$50K | SH |
| TTE | TOTALENERGIES SE | 297 | $15K–$50K | SH |
| FMX | FOMENTO ECONOMICO MEXICANO S | 192 | $15K–$50K | SH |
| ULTA | ULTA BEAUTY INC | 32 | $15K–$50K | SH |
| OTIS | OTIS WORLDWIDE CORP | 221 | $15K–$50K | SH |
| FNDE | SCHWAB STRATEGIC TR | 535 | $15K–$50K | SH |
| CFG | CITIZENS FINL GROUP INC | 330 | $15K–$50K | SH |
| SOBO | SOUTH BOW CORP | 700 | $15K–$50K | SH |
| NICE | NICE LTD | 170 | $15K–$50K | SH |
| EOS | EATON VANCE ENHANCED EQUITY | 820 | $15K–$50K | SH |
| WTRG | ESSENTIAL UTILS INC | 500 | $15K–$50K | SH |