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 251–300 of 2,027
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC | 1K | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 134 | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 145 | $100K–$500K | SH |
| IYR | ISHARES TR | 1K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 374 | $100K–$500K | SH |
| SYF | SYNCHRONY FINANCIAL | 1K | $100K–$500K | SH |
| UPRO | PROSHARES TR | 945 | $100K–$500K | SH |
| ABT | ABBOTT LABS | 866 | $100K–$500K | SH |
| BTZ | BLACKROCK CR ALLOCATION INCO | 10K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 607 | $100K–$500K | SH |
| C | CITIGROUP INC | 914 | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 373 | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 1K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 1K | $100K–$500K | SH |
| UL | UNILEVER PLC | 2K | $100K–$500K | SH |
| IBTP | ISHARES TR | 4K | $100K–$500K | SH |
| IBTM | ISHARES TR | 4K | $100K–$500K | SH |
| IBTL | ISHARES TR | 5K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 1K | $100K–$500K | SH |
| IBTO | ISHARES TR | 4K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 348 | $100K–$500K | SH |
| IBTQ | ISHARES TR | 4K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 653 | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 1K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 178 | $100K–$500K | SH |
| EMXC | ISHARES INC | 1K | $50K–$100K | SH |
| FNV | FRANCO NEV CORP | 480 | $50K–$100K | SH |
| YUM | YUM BRANDS INC | 647 | $50K–$100K | SH |
| ETN | EATON CORP PLC | 307 | $50K–$100K | SH |
| WM | WASTE MGMT INC DEL | 440 | $50K–$100K | SH |
| ECG | EVERUS CONSTR GROUP | 1K | $50K–$100K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 2K | $50K–$100K | SH |
| AEM | AGNICO EAGLE MINES LTD | 562 | $50K–$100K | SH |
| WMB | WILLIAMS COS INC | 2K | $50K–$100K | SH |
| PGR | PROGRESSIVE CORP | 413 | $50K–$100K | SH |
| COF | CAPITAL ONE FINL CORP | 388 | $50K–$100K | SH |
| MDU | MDU RES GROUP INC | 5K | $50K–$100K | SH |
| ACN | ACCENTURE PLC IRELAND | 339 | $50K–$100K | SH |
| SCHF | SCHWAB STRATEGIC TR | 4K | $50K–$100K | SH |
| SLB | SLB LIMITED | 2K | $50K–$100K | SH |
| DHR | DANAHER CORPORATION | 390 | $50K–$100K | SH |
| OEF | ISHARES TR | 259 | $50K–$100K | SH |
| SA | SEABRIDGE GOLD INC | 3K | $50K–$100K | SH |
| DDFL | INNOVATOR ETFS TRUST | 4K | $50K–$100K | SH |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | 1K | $50K–$100K | SH |
| DFSD | DIMENSIONAL ETF TRUST | 2K | $50K–$100K | SH |
| VTV | VANGUARD INDEX FDS | 445 | $50K–$100K | SH |
| SR | SPIRE INC | 1K | $50K–$100K | SH |
| MGK | VANGUARD WORLD FD | 201 | $50K–$100K | SH |