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 351–400 of 2,027
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | 1K | $50K–$100K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 371 | $50K–$100K | SH |
| MCK | MCKESSON CORP | 72 | $50K–$100K | SH |
| ISCG | ISHARES TR | 1K | $50K–$100K | SH |
| PSX | PHILLIPS 66 | 455 | $50K–$100K | SH |
| SYY | SYSCO CORP | 791 | $50K–$100K | SH |
| CBRE | CBRE GROUP INC | 361 | $50K–$100K | SH |
| CVS | CVS HEALTH CORP | 728 | $50K–$100K | SH |
| MMCA | NEW YORK LIFE INVTS ACTIVE E | 3K | $50K–$100K | SH |
| TEL | TE CONNECTIVITY PLC | 251 | $50K–$100K | SH |
| CSX | CSX CORP | 2K | $50K–$100K | SH |
| PNC | PNC FINL SVCS GROUP INC | 272 | $50K–$100K | SH |
| CLH | CLEAN HARBORS INC | 241 | $50K–$100K | SH |
| CATY | CATHAY GEN BANCORP | 1K | $50K–$100K | SH |
| SCHP | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| GDX | VANECK ETF TRUST | 645 | $50K–$100K | SH |
| DDFN | INNOVATOR ETFS TRUST | 3K | $50K–$100K | SH |
| DFEV | DIMENSIONAL ETF TRUST | 2K | $50K–$100K | SH |
| LIN | LINDE PLC | 129 | $50K–$100K | SH |
| ZMAR | INNOVATOR ETFS TRUST | 2K | $50K–$100K | SH |
| ALL | ALLSTATE CORP | 263 | $50K–$100K | SH |
| KLAC | KLA CORP | 45 | $50K–$100K | SH |
| IBDV | ISHARES TR | 2K | $50K–$100K | SH |
| CEG | CONSTELLATION ENERGY CORP | 154 | $50K–$100K | SH |
| GDDY | GODADDY INC | 436 | $50K–$100K | SH |
| GILD | GILEAD SCIENCES INC | 439 | $50K–$100K | SH |
| IBDU | ISHARES TR | 2K | $50K–$100K | SH |
| ACWI | ISHARES TR | 378 | $50K–$100K | SH |
| RSG | REPUBLIC SVCS INC | 251 | $50K–$100K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 193 | $50K–$100K | SH |
| ALC | ALCON AG | 670 | $50K–$100K | SH |
| IBDS | ISHARES TR | 2K | $50K–$100K | SH |
| MFC | MANULIFE FINL CORP | 1K | $50K–$100K | SH |
| DFGP | DIMENSIONAL ETF TRUST | 970 | $50K–$100K | SH |
| PRU | PRUDENTIAL FINL INC | 464 | $50K–$100K | SH |
| TGT | TARGET CORP | 535 | $50K–$100K | SH |
| KIM | KIMCO RLTY CORP | 3K | $50K–$100K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 590 | $50K–$100K | SH |
| BSEP | INNOVATOR ETFS TRUST | 1K | $50K–$100K | SH |
| VRT | VERTIV HOLDINGS CO | 313 | $50K–$100K | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 1K | $50K–$100K | SH |
| IGV | ISHARES TR | 473 | $50K–$100K | SH |
| IRM | IRON MTN INC DEL | 597 | $15K–$50K | SH |
| REGN | REGENERON PHARMACEUTICALS | 64 | $15K–$50K | SH |
| MAGX | ROUNDHILL ETF TRUST | 863 | $15K–$50K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 646 | $15K–$50K | SH |
| CMS | CMS ENERGY CORP | 703 | $15K–$50K | SH |
| IYG | ISHARES TR | 530 | $15K–$50K | SH |
| WBD | WARNER BROS DISCOVERY INC | 2K | $15K–$50K | SH |
| ARTY | ISHARES TR | 1K | $15K–$50K | SH |