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 | Value |
|---|---|
TQQQPROSHARES TR | $446K |
USXFISHARES TR | $441K |
PHYS/USPROTT PHYSICAL GOLD TR | $431K |
HDHOME DEPOT INC | $403K |
DFNMDIMENSIONAL ETF TRUST | $401K |
JPSTJ P MORGAN EXCHANGE TRADED F | $401K |
MRKMERCK & CO INC | $400K |
TRMBTRIMBLE INC | $393K |
JPMJPMORGAN CHASE & CO. | $393K |
GQ9SPDR GOLD TR | $391K |
SCHBSCHWAB STRATEGIC TR | $385K |
IBTGISHARES TR | $383K |
VTEBVANGUARD MUN BD FDS | $382K |
AXPAMERICAN EXPRESS CO | $380K |
HUNHUNTSMAN CORP | $378K |
VCSHVANGUARD SCOTTSDALE FDS | $372K |
BONDPIMCO ETF TR | $371K |
ISRGINTUITIVE SURGICAL INC | $371K |
SYKSTRYKER CORPORATION | $371K |
ESGVVANGUARD WORLD FD | $367K |
AMATAPPLIED MATLS INC | $362K |
BKNGBOOKING HOLDINGS INC | $360K |
QCOMQUALCOMM INC | $358K |
DFSIDIMENSIONAL ETF TRUST | $357K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $355K |
VEAVANGUARD TAX-MANAGED FDS | $351K |
SILGLOBAL X FDS | $343K |
AEEAMEREN CORP | $337K |
SCHASCHWAB STRATEGIC TR | $316K |
EPDENTERPRISE PRODS PARTNERS L | $316K |
AMDADVANCED MICRO DEVICES INC | $314K |
SYLDCAMBRIA ETF TR | $310K |
IDEVISHARES TR | $307K |
XJPIXNUVEEN PFD SECS & INC OPPTY | $305K |
ESGDISHARES TR | $303K |
RTXRTX CORPORATION | $298K |
COPCONOCOPHILLIPS | $297K |
PSFCOHEN & STEERS SELECT PFD & | $296K |
TMOTHERMO FISHER SCIENTIFIC INC | $294K |
BACBANK AMERICA CORP | $290K |
UNHUNITEDHEALTH GROUP INC | $289K |
DFARDIMENSIONAL ETF TRUST | $284K |
SBUXSTARBUCKS CORP | $277K |
NWENORTHWESTERN ENERGY GROUP IN | $276K |
VTIPVANGUARD MALVERN FDS | $276K |
BLKBLACKROCK INC | $273K |
AVGEAMERICAN CENTY ETF TR | $269K |
BDXBECTON DICKINSON & CO | $267K |
VRTXVERTEX PHARMACEUTICALS INC | $260K |
ORCLORACLE CORP | $259K |
USEPINNOVATOR ETFS TRUST | $252K |
DISDISNEY WALT CO | $248K |
TJXTJX COS INC NEW | $243K |
HWMHOWMET AEROSPACE INC | $242K |
OKEONEOK INC NEW | $240K |
FISVFISERV INC | $234K |
VTVVANGUARD INDEX FDS | $230K |
IBTIISHARES TR | $230K |
WPCWP CAREY INC | $230K |
DFIVDIMENSIONAL ETF TRUST | $229K |
CATCATERPILLAR INC | $228K |
AQLTISHARES TR | $227K |
DDOMINION ENERGY INC | $223K |
VHTVANGUARD WORLD FD | $221K |
XSOEWISDOMTREE TR | $220K |
PFEPFIZER INC | $218K |
KMIKINDER MORGAN INC DEL | $216K |
LULULULULEMON ATHLETICA INC | $216K |
SPGIS&P GLOBAL INC | $215K |
CPRTCOPART INC | $213K |
IBDQISHARES TR | $212K |
PLDPROLOGIS INC. | $211K |
TXNTEXAS INSTRS INC | $211K |
ADSKAUTODESK INC | $209K |
PCMPCM FD INC | $208K |
APHAMPHENOL CORP NEW | $207K |
XOMEXXON MOBIL CORP | $207K |
ICFISHARES TR | $203K |
MMM3M CO | $203K |
TAT&T INC | $202K |
BABOEING CO | $197K |
LOWLOWES COS INC | $195K |
CSCOCISCO SYS INC | $194K |
VCRBVANGUARD MALVERN FDS | $192K |
PAAPLAINS ALL AMERN PIPELINE L | $192K |
TRPTC ENERGY CORP | $191K |
EUSBISHARES TR | $190K |
SOXXISHARES TR | $190K |
ADBEADOBE INC | $187K |
INTUINTUIT | $186K |
TRITHOMSON REUTERS CORP | $186K |
NFLXNETFLIX INC | $186K |
KOCOCA COLA CO | $184K |
DMXFISHARES TR | $177K |
IBDRISHARES TR | $170K |
FTECFIDELITY COVINGTON TRUST | $169K |
MARMARRIOTT INTL INC NEW | $168K |
DFSEDIMENSIONAL ETF TRUST | $167K |
DALDELTA AIR LINES INC DEL | $166K |
MDTMEDTRONIC PLC | $164K |