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Portfolio (Quarterly) Guide ↗

Physician Wealth Advisors, Inc.

· CIK 0001795173
13F Portfolio $837M AUM 12,601 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2334 New
Page 32 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SNOW SNOWFLAKE INC Technology 90.0 $23K 0.00% NEW $254.50 +30.8%
622 NUE NUCOR CORP Basic Materials 102.0 $23K 0.00% NEW $222.75 +9.4%
623 PBW INVESCO EXCHANGE TRADED FD T 582.0 $23K 0.00% NEW $39.01 -14.7%
624 TSCO TRACTOR SUPPLY CO Consumer Cyclical 715.0 $23K 0.00% NEW $31.62 +10.6%
625 TOTALENERGIES SE 289.0 $22K 0.00% NEW $77.76
626 WDAY WORKDAY INC Technology 183.0 $22K 0.00% NEW $122.42 +63.4%
627 IGSB ISHARES TR 427.0 $22K 0.00% NEW $52.41 -0.6%
628 AWK AMERICAN WTR WKS CO INC NEW Utilities 170.0 $22K 0.00% NEW $131.58 +2.9%
629 PCAR PACCAR INC Industrials 186.0 $22K 0.00% NEW $120.12 +9.1%
630 RACE FERRARI N V Consumer Cyclical 60.0 $22K 0.00% NEW $372.30 +17.3%
631 SNPS SYNOPSYS INC Technology 50.0 $22K 0.00% NEW $446.08 -10.8%
632 APG API GROUP CORP Industrials 523.0 $22K 0.00% NEW $42.35 -2.8%
633 JBT MAREL CORPORATION 152.0 $22K 0.00% NEW $145.00
634 DASH DOORDASH INC Communication Services 119.0 $22K 0.00% NEW $184.54 +21.1%
635 RKLB ROCKET LAB CORP Industrials 216.0 $22K 0.00% NEW $101.65 -28.6%
636 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 178.0 $22K 0.00% NEW $123.11 +31.0%
637 AVB AVALONBAY CMNTYS INC Real Estate 116.0 $22K 0.00% NEW $188.70 -2.5%
638 COIN COINBASE GLOBAL INC Financial Services 149.0 $22K 0.00% NEW $146.19 +27.6%
639 SHY ISHARES TR 265.0 $22K 0.00% NEW $82.06 -0.1%
640 HEICO CORP NEW 84.0 $22K 0.00% NEW $257.92
Page 32 of 117  ·  2,334 positions

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%