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 301–350 of 2,027
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLU | SELECT SECTOR SPDR TR | 2K | $50K–$100K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 439 | $50K–$100K | SH |
| CTAS | CINTAS CORP | 432 | $50K–$100K | SH |
| MCO | MOODYS CORP | 158 | $50K–$100K | SH |
| DFEM | DIMENSIONAL ETF TRUST | 2K | $50K–$100K | SH |
| EEM | ISHARES TR | 1K | $50K–$100K | SH |
| EMR | EMERSON ELEC CO | 600 | $50K–$100K | SH |
| KNF | KNIFE RIVER CORP | 1K | $50K–$100K | SH |
| ADI | ANALOG DEVICES INC | 290 | $50K–$100K | SH |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | 3K | $50K–$100K | SH |
| SO | SOUTHERN CO | 881 | $50K–$100K | SH |
| CRM | SALESFORCE INC | 287 | $50K–$100K | SH |
| PYPL | PAYPAL HLDGS INC | 1K | $50K–$100K | SH |
| VSGX | VANGUARD WORLD FD | 1K | $50K–$100K | SH |
| HON | HONEYWELL INTL INC | 379 | $50K–$100K | SH |
| PACS | PACS GROUP INC | 2K | $50K–$100K | SH |
| GSK | GSK PLC | 1K | $50K–$100K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 1K | $50K–$100K | SH |
| CPRT | COPART INC | 2K | $50K–$100K | SH |
| TFC | TRUIST FINL CORP | 1K | $50K–$100K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 206 | $50K–$100K | SH |
| ALV | AUTOLIV INC | 607 | $50K–$100K | SH |
| SHEL | SHELL PLC | 976 | $50K–$100K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 229 | $50K–$100K | SH |
| FDX | FEDEX CORP | 248 | $50K–$100K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 1K | $50K–$100K | SH |
| MTG | MGIC INVT CORP WIS | 2K | $50K–$100K | SH |
| ECL | ECOLAB INC | 267 | $50K–$100K | SH |
| NBIX | NEUROCRINE BIOSCIENCES INC | 487 | $50K–$100K | SH |
| DHI | D R HORTON INC | 475 | $50K–$100K | SH |
| AMGN | AMGEN INC | 208 | $50K–$100K | SH |
| VTEB | VANGUARD MUN BD FDS | 1K | $50K–$100K | SH |
| NEE | NEXTERA ENERGY INC | 841 | $50K–$100K | SH |
| NU | NU HLDGS LTD | 4K | $50K–$100K | SH |
| APP | APPLOVIN CORP | 99 | $50K–$100K | SH |
| SCCO | SOUTHERN COPPER CORP | 464 | $50K–$100K | SH |
| ZTS | ZOETIS INC | 524 | $50K–$100K | SH |
| IGM | ISHARES TR | 506 | $50K–$100K | SH |
| ALB | ALBEMARLE CORP | 462 | $50K–$100K | SH |
| VYM | VANGUARD WHITEHALL FDS | 450 | $50K–$100K | SH |
| TRV | TRAVELERS COMPANIES INC | 221 | $50K–$100K | SH |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | 930 | $50K–$100K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 229 | $50K–$100K | SH |
| VRSN | VERISIGN INC | 262 | $50K–$100K | SH |
| ADBE | ADOBE INC | 176 | $50K–$100K | SH |
| SMMV | ISHARES TR | 1K | $50K–$100K | SH |
| GD | GENERAL DYNAMICS CORP | 180 | $50K–$100K | SH |
| PM | PHILIP MORRIS INTL INC | 377 | $50K–$100K | SH |
| SCHW | SCHWAB CHARLES CORP | 605 | $50K–$100K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 3K | $50K–$100K | SH |