Portfolio (Quarterly)
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Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 521 | TIP | ISHARES TR | — | 321.0 | $35K | 0.00% | NEW | — | $109.34 | -2.0% |
| 522 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 129.0 | $35K | 0.00% | NEW | — | $271.95 | -15.2% |
| 523 | ACN | ACCENTURE PLC IRELAND | Technology | 282.0 | $35K | 0.00% | NEW | — | $124.24 | +49.1% |
| 524 | USB | US BANCORP | Financial Services | 578.0 | $35K | 0.00% | NEW | — | $60.40 | +2.7% |
| 525 | — | FEDEX FGHT HLDG CO INC | — | 231.0 | $35K | 0.00% | NEW | — | $151.00 | — |
| 526 | KVUE | KENVUE INC | Consumer Defensive | 1,808.0 | $35K | 0.00% | NEW | — | $19.11 | -0.3% |
| 527 | GPK | GRAPHIC PACKAGING HLDG CO | Consumer Cyclical | 3,209.0 | $34K | 0.00% | NEW | — | $10.57 | +13.1% |
| 528 | IXJ | ISHARES TR | — | 341.0 | $34K | 0.00% | NEW | — | $98.38 | +8.6% |
| 529 | XHB | SPDR SERIES TRUST | — | 290.0 | $34K | 0.00% | NEW | — | $115.56 | -7.8% |
| 530 | XLP | SELECT SECTOR SPDR TR | — | 401.0 | $33K | 0.00% | NEW | — | $82.98 | +3.6% |
| 531 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 453.0 | $33K | 0.00% | NEW | — | $73.35 | -17.7% |
| 532 | ARKQ | ARK ETF TR | — | 251.0 | $33K | 0.00% | NEW | — | $132.22 | -5.0% |
| 533 | DVN | DEVON ENERGY CORP NEW | Energy | 802.0 | $33K | 0.00% | NEW | — | $41.32 | +18.8% |
| 534 | HSBC | HSBC HLDGS PLC | Financial Services | 346.0 | $33K | 0.00% | NEW | — | $95.09 | +9.5% |
| 535 | BND | VANGUARD BD INDEX FDS | — | 448.0 | $33K | 0.00% | NEW | — | $73.40 | -1.6% |
| 536 | ESML | ISHARES TR | — | 584.0 | $33K | 0.00% | NEW | — | $55.93 | -0.2% |
| 537 | CBRE | CBRE GROUP INC | Real Estate | 241.0 | $32K | 0.00% | NEW | — | $134.69 | +12.9% |
| 538 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 1,454.0 | $32K | 0.00% | NEW | — | $22.28 | +7.5% |
| 539 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 355.0 | $32K | 0.00% | NEW | — | $91.20 | -16.6% |
| 540 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 752.0 | $32K | 0.00% | NEW | — | $42.68 | +18.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
40.6%
Financial Services
18.2%
Healthcare
9.6%
Consumer Cyclical
7.5%
Industrials
6.2%
Communication Services
4.5%
Consumer Defensive
4.3%
Real Estate
2.7%
Energy
2.7%
Utilities
2.2%