Physician Wealth Advisors, Inc.
Top Portfolio Positions
1,687 positions ·
$115,214,090 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
62,645 | $15,898,674 | 13.80% | |
| NVDA |
Nvidia Corp
Technology
|
54,053 | $9,426,843 | 8.18% | |
| MSFT |
Microsoft Corp
Technology
|
15,846 | $5,865,713 | 5.09% | |
| HQY |
Healthequity, Inc.
Healthcare
|
47,049 | $3,931,884 | 3.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,110 | $3,146,959 | 2.73% | |
| GLDM |
World Gold Trust
|
31,558 | $2,925,111 | 2.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,742 | $2,736,987 | 2.38% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,630 | $2,481,642 | 2.15% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,474 | $2,143,940 | 1.86% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,689 | $2,114,885 | 1.84% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PHI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,491 | 261 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,674 | 261 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $748 | 40 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,374 | 247 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,024 | 184 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,540 | 205 | Shares | Sole | 2025-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||