Physician Wealth Advisors, Inc. Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$592K
Holdings
1,148
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,148 positions)
| Stock | Value |
|---|---|
SPYMSPDR SER TR | $50.0M |
IVWISHARES TR | $21.7M |
QUALISHARES TR | $21.5M |
DFAIDIMENSIONAL ETF TRUST | $21.2M |
AAPLAPPLE INC | $19.1M |
DYNFBLACKROCK ETF TRUST | $18.8M |
ITOTISHARES TR | $18.6M |
EFGISHARES TR | $17.2M |
EFVISHARES TR | $16.4M |
DFAUDIMENSIONAL ETF TRUST | $15.6M |
DFAEDIMENSIONAL ETF TRUST | $12.0M |
IVEISHARES TR | $11.0M |
FBNDFIDELITY MERRIMACK STR TR | $10.5M |
AQLTISHARES TR | $10.3M |
IJHISHARES TR | $10.0M |
DFAWDIMENSIONAL ETF TRUST | $8.8M |
EMXCISHARES INC | $8.1M |
DGROISHARES TR | $7.7M |
IYWISHARES TR | $7.3M |
MGCVANGUARD WORLD FD | $7.1M |
IXUSISHARES TR | $6.9M |
MSFTMICROSOFT CORP | $6.9M |
NVDANVIDIA CORPORATION | $5.8M |
KLMNINVESCO EXCH TRADED FD TR II | $5.7M |
DFACDIMENSIONAL ETF TRUST | $5.3M |
IEMGISHARES INC | $5.2M |
HQYHEALTHEQUITY INC | $5.1M |
FRELFIDELITY COVINGTON TRUST | $5.1M |
DFASDIMENSIONAL ETF TRUST | $5.0M |
ESGUISHARES TR | $4.3M |
VCRMVANGUARD MUN BD FDS | $3.8M |
IJRISHARES TR | $3.7M |
VNQVANGUARD INDEX FDS | $3.5M |
STIPISHARES TR | $3.3M |
AMZNAMAZON COM INC | $3.2M |
EFAVISHARES TR | $2.9M |
SCHDSCHWAB STRATEGIC TR | $2.8M |
LRGFISHARES TR | $2.4M |
TSLATESLA INC | $2.2M |
IGSBISHARES TR | $2.2M |
GLDMWORLD GOLD TR | $2.1M |
IFRAISHARES TR | $2.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.1M |
DFAXDIMENSIONAL ETF TRUST | $2.0M |
DFUSDIMENSIONAL ETF TRUST | $1.8M |
TNADIREXION SHS ETF TR | $1.8M |
IJSISHARES TR | $1.7M |
EEMVISHARES INC | $1.7M |
EXREXTRA SPACE STORAGE INC | $1.7M |
MTUMISHARES TR | $1.6M |
UNPUNION PAC CORP | $1.6M |
AGGISHARES TR | $1.4M |
GOOGLALPHABET INC | $1.3M |
USMVISHARES TR | $1.3M |
DFSUDIMENSIONAL ETF TRUST | $1.3M |
IWCISHARES TR | $1.2M |
VBRVANGUARD INDEX FDS | $1.1M |
PEPPEPSICO INC | $1.1M |
VVVANGUARD INDEX FDS | $1.0M |
WMTWALMART INC | $1.0M |
SCZISHARES TR | $1.0M |
VLUEISHARES TR | $1.0M |
SUBISHARES TR | $887K |
MUBISHARES TR | $875K |
TDYTELEDYNE TECHNOLOGIES INC | $827K |
GOOGALPHABET INC | $823K |
DFSVDIMENSIONAL ETF TRUST | $789K |
ESGEISHARES INC | $759K |
PGPROCTER AND GAMBLE CO | $746K |
ZIONZIONS BANCORPORATION N A | $744K |
EFAISHARES TR | $731K |
CITHE CIGNA GROUP | $730K |
AVGEAMERICAN CENTY ETF TR | $664K |
VTIVANGUARD INDEX FDS | $620K |
TQQQPROSHARES TR | $613K |
VOVANGUARD INDEX FDS | $606K |
VVISA INC | $590K |
XLKSELECT SECTOR SPDR TR | $551K |
MCDMCDONALDS CORP | $548K |
IXNISHARES TR | $537K |
VFMFVANGUARD WELLINGTON FD | $535K |
AVGOBROADCOM INC | $523K |
ZSEPINNOVATOR ETFS TRUST | $522K |
SCHXSCHWAB STRATEGIC TR | $521K |
VBVANGUARD INDEX FDS | $518K |
BONDPIMCO ETF TR | $513K |
WFCWELLS FARGO CO NEW | $503K |
VIGVANGUARD SPECIALIZED FUNDS | $490K |
USXFISHARES TR | $489K |
JNJJOHNSON & JOHNSON | $479K |
IHIISHARES TR | $460K |
TFLOISHARES TR | $450K |
GQ9SPDR GOLD TR | $449K |
MRKMERCK & CO INC | $439K |
AMATAPPLIED MATLS INC | $438K |
TRMBTRIMBLE INC | $433K |
HUNHUNTSMAN CORP | $429K |
HDHOME DEPOT INC | $428K |
AXPAMERICAN EXPRESS CO | $419K |
CVXCHEVRON CORP NEW | $405K |
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