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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 581 | MSI | MOTOROLA SOLUTIONS INC | Technology | 64.0 | $27K | 0.00% | NEW | — | $415.70 | +15.6% |
| 582 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 413.0 | $26K | 0.00% | NEW | — | $64.01 | +16.9% |
| 583 | SAP | SAP SE | Technology | 171.0 | $26K | 0.00% | NEW | — | $154.11 | +41.9% |
| 584 | BK | BANK OF NY MELLON CORP | Financial Services | 182.0 | $26K | 0.00% | NEW | — | $144.62 | -1.9% |
| 585 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 274.0 | $26K | 0.00% | NEW | — | $95.86 | +24.5% |
| 586 | FBIN | FORTUNE BRANDS INNOVATIONS I | Industrials | 477.0 | $26K | 0.00% | NEW | — | $54.87 | -18.8% |
| 587 | VXF | VANGUARD INDEX FDS | — | 106.0 | $26K | 0.00% | NEW | — | $246.75 | -0.5% |
| 588 | HDB | HDFC BANK LTD | Financial Services | 1,012.0 | $26K | 0.00% | NEW | — | $25.83 | -8.6% |
| 589 | EIX | EDISON INTL | Utilities | 351.0 | $26K | 0.00% | NEW | — | $74.45 | -3.8% |
| 590 | VCEB | VANGUARD WORLD FD | — | 416.0 | $26K | 0.00% | NEW | — | $62.76 | -2.2% |
| 591 | CEF | SPROTT ASSET MANAGEMENT LP | Financial Services | 649.0 | $26K | 0.00% | NEW | — | $40.20 | +17.5% |
| 592 | HPQ | HP INC | Technology | 1,180.0 | $26K | 0.00% | NEW | — | $21.94 | +35.4% |
| 593 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 65.0 | $26K | 0.00% | NEW | — | $397.69 | -4.7% |
| 594 | GWW | WW GRAINGER INC | Industrials | 19.0 | $26K | 0.00% | NEW | — | $1360.42 | -3.5% |
| 595 | HUM | HUMANA INC | Healthcare | 65.0 | $26K | 0.00% | NEW | — | $397.23 | -4.6% |
| 596 | FIX | COMFORT SYS USA INC | Industrials | 13.0 | $26K | 0.00% | NEW | — | $1982.00 | -16.5% |
| 597 | PYPL | PAYPAL HLDGS INC | Financial Services | 591.0 | $26K | 0.00% | NEW | — | $43.18 | +42.5% |
| 598 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 114.0 | $25K | 0.00% | NEW | — | $223.66 | -2.4% |
| 599 | — | SOUTH BOW CORP | — | 715.0 | $25K | 0.00% | NEW | — | $35.24 | — |
| 600 | CME | CME GROUP INC | Financial Services | 114.0 | $25K | 0.00% | NEW | — | $220.83 | +24.5% |
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%