PW

Physician Wealth Advisors, Inc.

13F
Physician Wealth Advisors, Inc.
Last update 2025-04-28 1436 Stocks (388 new)
Value $581.00 Mil Turnover 6 %
Countries:
Top Holdings: IVV(12.91%)SPLG(7.53%)QUAL(4.29%)DFAI(4.02%)IVW(3.60%)
Summary Stock Picks Current Portfolio
Physician Wealth Advisors, Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
133,494
75,010.2
-1.14%
12.910
-0.15%
0.010
+17.02%
+7.08%
622,054.4
 
SPLG
SPDR Portfolio S&P 500 ETF
664,678
43,709.2
-8.39%
7.530
-0.71%
0.070
+17.15%
+7.06%
72,502.2
 
QUAL
iShares MSCI USA Quality Factor ETF
145,741
24,905.7
+20.69%
4.290
+0.74%
0.050
+12.73%
+3.71%
53,264.3
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
747,931
23,357.9
+2.91%
4.020
+0.11%
0.260
+15.39%
+20.07%
10,481.1
 
IVW
iShares S&P 500 Growth ETF
225,523
20,935.3
+5.33%
3.600
+0.18%
0.040
+22.61%
+9.28%
60,970.9
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
386,683
18,854.7
+5.67%
3.250
+0.17%
0.120
+17.88%
+7.74%
19,221.7
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
144,589
17,641.3
-0.02%
3.040
0%
0.030
+17.94%
+6.66%
70,941.5
 
AAPL
Apple Inc
76,375
16,965.2
+0.25%
2.920
+0.01%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
IVE
iShares S&P 500 Value ETF
85,176
16,232.8
+47.91%
2.790
+0.90%
0.040
+11.45%
+4.52%
39,588.8
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
400,697
15,402.8
+3.76%
2.650
+0.10%
0.210
+17.63%
+6.37%
8,522.9
 

Physician Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

Physician Wealth Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EFG
iShares MSCI EAFE Growth ETF
2025-03-31
Reduce
Reduce
-1.24%
●
96.1 ($101.94) 106.32
$110.58
8.47%
Reduce -42.72%
102,030
-76,090
XLG
Invesco S&P 500 Top 50 ETF
2025-03-31
New Buy
New Buy
+0.96%
●
45.72 ($49.35) 51.73
$52.55
6.48%
New holding
121,001
121,001
IVE
iShares S&P 500 Value ETF
2025-03-31
Add
Add
+0.90%
●
185.78 ($193.5) 198.58
$197.89
2.27%
Add 47.91%
85,176
27,590
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+0.74%
●
168.16 ($179.03) 186.21
$183.86
2.70%
Add 20.69%
145,741
24,985
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.71%
●
64.88 ($69.16) 72.1
$73.35
6.06%
Reduce -8.39%
664,678
-60,887
EFV
iShares MSCI EAFE Value ETF
2025-03-31
Reduce
Reduce
-0.59%
●
51.88 ($56.57) 60.73
$63.64
12.50%
Reduce -21.16%
246,959
-66,281
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
2025-03-31
Add
Add
+0.53%
●
34.83 ($36.45) 37.46
$37.58
3.10%
Add 22728.95%
85,152
84,779
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Add
Add
+0.50%
●
50.83 ($53.83) 55.94
$60.06
11.57%
Add 54%
154,206
54,073
GLDM
SPDR Gold MiniShares Trust
2025-03-31
Add
Add
+0.46%
●
52.19 ($56.8) 61.89
$66.48
17.04%
Add 107.86%
83,168
43,156
IFRA
iShares U.S. Infrastructure ETF
2025-03-31
Reduce
Reduce
-0.34%
●
44.8 ($46.64) 49.25
$50.67
8.64%
Reduce -96.56%
1,543
-43,298

Physician Wealth Advisors, Inc. Total Holding History ($B)

To

Physician Wealth Advisors, Inc.'s Asset Allocation

To

Physician Wealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Physician Wealth Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Physician Wealth Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Physician Wealth Advisors, Inc.'s Holdings Heat Map

Size field:

Physician Wealth Advisors, Inc.'s Holdings Bubble Chart

Physician Wealth Advisors, Inc. News

  • 1

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