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Physician Wealth Advisors Inc. Info
Size ($ in 1000's)
At 03/31/2024: $476,397
At 12/31/2023: $447,249

Physician Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Physician Wealth Advisors Inc. 13F filings. Link to 13F filings: SEC filings

Physician Wealth Advisors Inc. Top Holdings
As of  03/31/2024, below is a summary of the Physician Wealth Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Physician Wealth Advisors Inc.. In the Physician Wealth Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Physician Wealth Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Physician Wealth Advisors Inc. top holding position size for that row.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
ISHARES TR (IVV) 143,056 -1,798 $72,383
     IVV143,056-1,798$72,383
SPDR SER TR (SPLG) 855,793 -187,913 $50,680
     SPLG855,793-187,913$50,680
ISHARES TR (ITOT) 170,127 -12,649 $18,804
     ITOT170,127-12,649$18,804
DIMENSIONAL ETF TRUST (DFAI) 620,074 +19,279 $17,957
     DFAI620,074+19,279$17,957
ISHARES TR (QUAL) 106,460 +4,468 $16,855
     QUAL106,460+4,468$16,855
BLACKROCK ETF TRUST (DYNF) 334,276 +334,276 $14,421
     DYNF334,276+334,276$14,421
DIMENSIONAL ETF TRUST (DFAU) 375,196 +14,192 $13,139
     DFAU375,196+14,192$13,139
APPLE INC 75,648 +407 $12,813
     AAPL75,648+407$12,813
ISHARES TR (IEFA) 160,613 -16,029 $11,389
     IEFA160,613-16,029$11,389
ISHARES TR (IVW) 135,352 +87,828 $11,152
     IVW135,352+87,828$11,152
DIMENSIONAL ETF TRUST (DFAE) 454,567 +10,505 $10,923
     DFAE454,567+10,505$10,923
ISHARES TR (EFG) 94,366 +12,043 $9,282
     EFG94,366+12,043$9,282
FIDELITY MERRIMACK STR TR 209,933 +37,225 $9,250
     FBND209,933+37,225$9,250
ISHARES TR (EFV) 165,122 -61,433 $8,642
     EFV165,122-61,433$8,642
ISHARES TR (IVE) 48,819 +47,456 $8,626
     IVE48,819+47,456$8,626
ISHARES TR (IJH) 149,060 +119,813 $8,498
     IJH149,060+119,813$8,498
ISHARES TR (IXUS) 117,681 -1,515 $7,665
     IXUS117,681-1,515$7,665
ISHARES TR (DGRO) 127,697 -440 $7,053
     DGRO127,697-440$7,053
MICROSOFT CORP 15,687 +467 $6,503
     MSFT15,687+467$6,503
ISHARES TR (IYW) 49,396 +6,152 $6,490
     IYW49,396+6,152$6,490
DIMENSIONAL ETF TRUST (DFAC) 190,813 -98 $5,803
     DFAC190,813-98$5,803
VANGUARD WORLD FD (MGC) 31,258 +530 $5,647
     MGC31,258+530$5,647
HEALTHEQUITY INC 67,853 -21 $5,447
     HQY67,853-21$5,447
FIDELITY COVINGTON TRUST 220,307 +1,577 $5,263
     FREL220,307+1,577$5,263
DIMENSIONAL ETF TRUST (DFAS) 80,416 +1,928 $4,663
     DFAS80,416+1,928$4,663
ISHARES INC (EMXC) 82,423 +49,004 $4,573
     EMXC82,423+49,004$4,573
DIMENSIONAL ETF TRUST (DFAW) 80,226 +42,658 $4,532
     DFAW80,226+42,658$4,532
ISHARES TR (HEFA) 122,048 +122,048 $4,140
     HEFA122,048+122,048$4,140
ISHARES TR (IJR) 39,985 -1,526 $4,118
     IJR39,985-1,526$4,118
ISHARES INC (IEMG) 77,892 -64,526 $3,898
     IEMG77,892-64,526$3,898
ISHARES TR (ESGU) 33,811 -45,509 $3,735
     ESGU33,811-45,509$3,735
ISHARES TR (EFAV) 52,999 -1,605 $3,596
     EFAV52,999-1,605$3,596
NVIDIA CORPORATION 3,427 +424 $2,996
     NVDA3,427+424$2,996
SCHWAB STRATEGIC TR 38,041 -138 $2,888
     SCHD38,041-138$2,888
ISHARES TR (STIP) 28,631 +1,043 $2,838
     STIP28,631+1,043$2,838
VANGUARD INDEX FDS (VNQ) 35,033 +1,288 $2,774
     VNQ35,033+1,288$2,774
AMAZON COM INC 14,895 +631 $2,731
     AMZN14,895+631$2,731
DIMENSIONAL ETF TRUST (DFAX) 88,996 -21 $2,187
     DFAX88,996-21$2,187
ISHARES INC (EEMV) 37,219 -2,251 $2,053
     EEMV37,219-2,251$2,053
DIREXION SHS ETF TR (TNA) 45,922 -2,407 $1,971
     TNA45,922-2,407$1,971
INVESCO QQQ TR 4,560 +151 $1,966
     QQQ4,560+151$1,966
ISHARES TR (IXC) 44,903 +7,593 $1,942
     IXC44,903+7,593$1,942
ISHARES TR (LRGF) 36,878 +1,035 $1,901
     LRGF36,878+1,035$1,901
ISHARES TR (IGSB) 37,452 +2,075 $1,897
     IGSB37,452+2,075$1,897
VANGUARD WORLD FD (VGT) 3,373 +138 $1,704
     VGT3,373+138$1,704
ISHARES TR (IFRA) 40,900 +1,770 $1,686
     IFRA40,900+1,770$1,686
UNION PAC CORP 6,877 +101 $1,590
     UNP6,877+101$1,590
ISHARES TR (IJS) 16,566 -385 $1,568
     IJS16,566-385$1,568
EXTRA SPACE STORAGE INC 10,766 +41 $1,462
     EXR10,766+41$1,462
ISHARES TR (MTUM) 7,927 +60 $1,440
     MTUM7,927+60$1,440

See Full List: All Stocks Held By Physician Wealth Advisors Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Physician Wealth Advisors Inc.

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