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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 881 | ACP | ABRDN INCOME CREDIT STRATEGI | Financial Services | 1,893.0 | $10K | 0.00% | NEW | — | $5.20 | -2.1% |
| 882 | QRVO | QORVO INC | Technology | 105.0 | $10K | 0.00% | NEW | — | $93.28 | +2.4% |
| 883 | CRL | CHARLES RIV LABS INTL INC | Healthcare | 43.0 | $10K | 0.00% | NEW | — | $226.79 | +30.2% |
| 884 | DLTR | DOLLAR TREE INC | Consumer Defensive | 80.0 | $10K | 0.00% | NEW | — | $120.95 | +8.7% |
| 885 | BUD | ANHEUSER BUSCH INBEV SA NV | Consumer Defensive | 117.0 | $10K | 0.00% | NEW | — | $82.40 | -4.2% |
| 886 | BITC | BITWISE FUNDS TRUST | — | 264.0 | $10K | 0.00% | NEW | — | $36.30 | +10.2% |
| 887 | SITE | SITEONE LANDSCAPE SUPPLY INC | Industrials | 83.0 | $9K | 0.00% | NEW | — | $114.42 | -16.2% |
| 888 | DG | DOLLAR GEN CORP | Consumer Defensive | 82.0 | $9K | 0.00% | NEW | — | $115.12 | +7.2% |
| 889 | DTH | WISDOMTREE TR | — | 174.0 | $9K | 0.00% | NEW | — | $54.23 | +8.7% |
| 890 | PODD | INSULET CORP | Healthcare | 61.0 | $9K | 0.00% | NEW | — | $152.26 | -2.7% |
| 891 | — | STRATEGY INC | — | 157.0 | $9K | 0.00% | NEW | — | $58.82 | — |
| 892 | — | HYCROFT MINING HOLDING CORP | — | 393.0 | $9K | 0.00% | NEW | — | $23.40 | — |
| 893 | UNM | UNUM GROUP | Financial Services | 102.0 | $9K | 0.00% | NEW | — | $89.40 | -1.8% |
| 894 | PNW | PINNACLE WEST CAP CORP | Utilities | 85.0 | $9K | 0.00% | NEW | — | $107.00 | -9.0% |
| 895 | FGDL | FRANKLIN TEMPLETON HOLDINGS | Financial Services | 170.0 | $9K | 0.00% | NEW | — | $53.37 | +15.1% |
| 896 | BKH | BLACK HILLS CORP | Utilities | 121.0 | $9K | 0.00% | NEW | — | $74.41 | -3.6% |
| 897 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 36.0 | $9K | 0.00% | NEW | — | $250.00 | -4.2% |
| 898 | DBP | INVESCO DB MULTI-SECTOR COMM | Financial Services | 97.0 | $9K | 0.00% | NEW | — | $92.47 | +15.6% |
| 899 | RDY | DR REDDYS LABS LTD | Healthcare | 617.0 | $9K | 0.00% | NEW | — | $14.49 | -15.9% |
| 900 | BTSG | BRIGHTSPRING HEALTH SVCS INC | Healthcare | 128.0 | $9K | 0.00% | NEW | — | $69.74 | -15.6% |
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%