Physician Wealth Advisors, Inc. Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$580.8M
Holdings
1,436
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,436 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 133,494 | $75.0M | 12.91% | |
| 2 | SPYMSPDR SER TR | 664,678 | $43.7M | 7.53% | |
| 3 | QUALISHARES TR | 145,741 | $24.9M | 4.29% | |
| 4 | DFAIDIMENSIONAL ETF TRUST | 747,931 | $23.4M | 4.02% | |
| 5 | IVWISHARES TR | 225,523 | $20.9M | 3.60% | |
| 6 | DYNFBLACKROCK ETF TRUST | 386,683 | $18.9M | 3.25% | |
| 7 | ITOTISHARES TR | 144,589 | $17.6M | 3.04% | |
| 8 | AAPLAPPLE INC | 76,375 | $17.0M | 2.92% | |
| 9 | IVEISHARES TR | 85,176 | $16.2M | 2.79% | |
| 10 | DFAUDIMENSIONAL ETF TRUST | 400,697 | $15.4M | 2.65% | |
| 11 | EFVISHARES TR | 246,959 | $14.6M | 2.51% | |
| 12 | DFAEDIMENSIONAL ETF TRUST | 457,024 | $11.8M | 2.04% | |
| 13 | AQLTISHARES TR | 148,670 | $11.2M | 1.94% | |
| 14 | FBNDFIDELITY MERRIMACK STR TR | 244,503 | $11.2M | 1.92% | |
| 15 | EFGISHARES TR | 102,030 | $10.2M | 1.76% | |
| 16 | DFAWDIMENSIONAL ETF TRUST | 146,218 | $9.0M | 1.54% | |
| 17 | IEMGISHARES INC | 154,206 | $8.3M | 1.43% | |
| 18 | IJHISHARES TR | 138,413 | $8.1M | 1.39% | |
| 19 | MGCVANGUARD WORLD FD | 37,879 | $7.6M | 1.31% | |
| 20 | DGROISHARES TR | 122,940 | $7.6M | 1.31% | |
| 21 | IXUSISHARES TR | 105,007 | $7.3M | 1.26% | |
| 22 | IYWISHARES TR | 49,062 | $6.9M | 1.19% | |
| 23 | EMXCISHARES INC | 123,983 | $6.8M | 1.18% | |
| 24 | MSFTMICROSOFT CORP | 16,249 | $6.1M | 1.05% | |
| 25 | KLMNINVESCO EXCH TRADED FD TR II | 62,083 | $5.7M | 0.99% | |
| 26 | XLGINVESCO EXCHANGE TRADED FD T | 121,001 | $5.6M | 0.96% | |
| 27 | GLDMWORLD GOLD TR | 83,168 | $5.1M | 0.89% | |
| 28 | FRELFIDELITY COVINGTON TRUST | 184,133 | $5.1M | 0.87% | |
| 29 | DFACDIMENSIONAL ETF TRUST | 151,949 | $5.0M | 0.86% | |
| 30 | NVDANVIDIA CORPORATION | 45,914 | $5.0M | 0.86% | |
| 31 | HQYHEALTHEQUITY INC | 53,556 | $4.7M | 0.81% | |
| 32 | VCRMVANGUARD MUN BD FDS | 56,040 | $4.2M | 0.72% | |
| 33 | ESGUISHARES TR | 32,490 | $4.0M | 0.68% | |
| 34 | DFASDIMENSIONAL ETF TRUST | 62,576 | $3.7M | 0.64% | |
| 35 | STIPISHARES TR | 32,587 | $3.4M | 0.58% | |
| 36 | VNQVANGUARD INDEX FDS | 36,920 | $3.3M | 0.58% | |
| 37 | IJRISHARES TR | 30,333 | $3.2M | 0.55% | |
| 38 | HEFAISHARES TR | 85,152 | $3.1M | 0.53% | |
| 39 | EFAVISHARES TR | 38,835 | $3.0M | 0.52% | |
| 40 | SCHDSCHWAB STRATEGIC TR | 101,942 | $2.9M | 0.49% | |
| 41 | AMZNAMAZON COM INC | 14,553 | $2.8M | 0.48% | |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,764 | $2.5M | 0.44% | |
| 43 | VOOVANGUARD INDEX FDS | 4,854 | $2.5M | 0.43% | |
| 44 | LRGFISHARES TR | 38,324 | $2.2M | 0.38% | |
| 45 | NDQINVESCO QQQ TR | 4,691 | $2.2M | 0.38% | |
| 46 | VGTVANGUARD WORLD FD | 4,051 | $2.2M | 0.38% | |
| 47 | DFAXDIMENSIONAL ETF TRUST | 81,176 | $2.1M | 0.37% | |
| 48 | DFUSDIMENSIONAL ETF TRUST | 33,101 | $2.0M | 0.34% | |
| 49 | IGSBISHARES TR | 35,795 | $1.9M | 0.32% | |
| 50 | COSTCOSTCO WHSL CORP NEW | 1,826 | $1.7M | 0.30% | |
| 51 | EXREXTRA SPACE STORAGE INC | 11,060 | $1.6M | 0.28% | |
| 52 | EEMVISHARES INC | 27,977 | $1.6M | 0.28% | |
| 53 | MTUMISHARES TR | 7,938 | $1.6M | 0.28% | |
| 54 | UNPUNION PAC CORP | 6,764 | $1.6M | 0.27% | |
| 55 | IJSISHARES TR | 15,873 | $1.5M | 0.27% | |
| 56 | TSLATESLA INC | 5,500 | $1.4M | 0.25% | |
| 57 | USMVISHARES TR | 14,494 | $1.4M | 0.23% | |
| 58 | TNADIREXION SHS ETF TR | 42,581 | $1.2M | 0.21% | |
| 59 | DFSUDIMENSIONAL ETF TRUST | 33,157 | $1.2M | 0.20% | |
| 60 | LLYELI LILLY & CO | 1,396 | $1.2M | 0.20% | |
| 61 | PEPPEPSICO INC | 7,012 | $1.1M | 0.18% | |
| 62 | WMTWALMART INC | 11,971 | $1.1M | 0.18% | |
| 63 | VLUEISHARES TR | 9,653 | $1.0M | 0.18% | |
| 64 | SCZISHARES TR | 15,963 | $1.0M | 0.17% | |
| 65 | VVVANGUARD INDEX FDS | 3,868 | $994K | 0.17% | |
| 66 | GOOGLALPHABET INC | 6,383 | $987K | 0.17% | |
| 67 | IWCISHARES TR | 8,856 | $982K | 0.17% | |
| 68 | AGGISHARES TR | 9,722 | $961K | 0.17% | |
| 69 | SUBISHARES TR | 8,818 | $931K | 0.16% | |
| 70 | VBRVANGUARD INDEX FDS | 4,922 | $916K | 0.16% | |
| 71 | NOWSERVICENOW INC | 1,145 | $911K | 0.16% | |
| 72 | TDYTELEDYNE TECHNOLOGIES INC | 1,782 | $887K | 0.15% | |
| 73 | CITHE CIGNA GROUP | 2,655 | $873K | 0.15% | |
| 74 | MAMASTERCARD INCORPORATED | 1,492 | $817K | 0.14% | |
| 75 | METAMETA PLATFORMS INC | 1,393 | $802K | 0.14% | |
| 76 | ESGEISHARES INC | 22,584 | $789K | 0.14% | |
| 77 | MUBISHARES TR | 7,233 | $762K | 0.13% | |
| 78 | PGPROCTER AND GAMBLE CO | 4,445 | $757K | 0.13% | |
| 79 | EFAISHARES TR | 8,464 | $691K | 0.12% | |
| 80 | GOOGALPHABET INC | 4,407 | $688K | 0.12% | |
| 81 | ZIONZIONS BANCORPORATION N A | 13,759 | $686K | 0.12% | |
| 82 | SPYSPDR S&P 500 ETF TR | 1,204 | $673K | 0.12% | |
| 83 | DFSVDIMENSIONAL ETF TRUST | 23,124 | $650K | 0.11% | |
| 84 | SNFCASECURITY NATL FINL CORP | 53,483 | $647K | 0.11% | |
| 85 | ICSHISHARES TR | 12,553 | $636K | 0.11% | |
| 86 | VOVANGUARD INDEX FDS | 2,393 | $618K | 0.11% | |
| 87 | MCDMCDONALDS CORP | 1,899 | $593K | 0.10% | |
| 88 | VVISA INC | 1,646 | $576K | 0.10% | |
| 89 | JNJJOHNSON & JOHNSON | 3,320 | $550K | 0.09% | |
| 90 | ZSEPINNOVATOR ETFS TRUST | 20,850 | $519K | 0.09% | |
| 91 | VFMFVANGUARD WELLINGTON FD | 4,104 | $518K | 0.09% | |
| 92 | WFCWELLS FARGO CO NEW | 7,111 | $510K | 0.09% | |
| 93 | SCHXSCHWAB STRATEGIC TR | 22,482 | $496K | 0.09% | |
| 94 | XLKSELECT SECTOR SPDR TR | 2,375 | $490K | 0.08% | |
| 95 | IXNISHARES TR | 6,367 | $482K | 0.08% | |
| 96 | AVGOBROADCOM INC | 2,856 | $478K | 0.08% | |
| 97 | VBVANGUARD INDEX FDS | 2,159 | $478K | 0.08% | |
| 98 | IHIISHARES TR | 7,834 | $471K | 0.08% | |
| 99 | CVXCHEVRON CORP NEW | 2,814 | $470K | 0.08% | |
| 100 | VIGVANGUARD SPECIALIZED FUNDS | 2,386 | $462K | 0.08% |
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