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 151–200 of 2,027
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | 6K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| AVGE | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 492 | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 10K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 853 | $100K–$500K | SH |
| SOXX | ISHARES TR | 836 | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 802 | $100K–$500K | SH |
| T | AT&T INC | 10K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 1K | $100K–$500K | SH |
| HUN | HUNTSMAN CORP | 24K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 4K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 29K | $100K–$500K | SH |
| WPC | WP CAREY INC | 4K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| PFE | PFIZER INC | 10K | $100K–$500K | SH |
| FTEC | FIDELITY COVINGTON TRUST | 1K | $100K–$500K | SH |
| IBTI | ISHARES TR | 10K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 358 | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 806 | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 2K | $100K–$500K | SH |
| PSF | COHEN & STEERS SELECT PFD & | 11K | $100K–$500K | SH |
| TRP | TC ENERGY CORP | 4K | $100K–$500K | SH |
| INTU | INTUIT | 336 | $100K–$500K | SH |
| IBDT | ISHARES TR | 9K | $100K–$500K | SH |
| BOXX | EA SERIES TRUST | 2K | $100K–$500K | SH |
| RGLD | ROYAL GOLD INC | 972 | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 4K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 8K | $100K–$500K | SH |
| LOW | LOWES COS INC | 869 | $100K–$500K | SH |
| ICF | ISHARES TR | 3K | $100K–$500K | SH |
| INTC | INTEL CORP | 6K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 2K | $100K–$500K | SH |
| UFEB | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 229 | $100K–$500K | SH |
| PYLD | PIMCO ETF TR | 8K | $100K–$500K | SH |