Physician Wealth Advisors, Inc. holdings history

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234 is the total number of securities Physician Wealth Advisors, Inc. has owned. The longest Physician Wealth Advisors, Inc. has owned a single stock is 17 quarters.

Physician Wealth Advisors, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR171716.34%18.64%24.69%Q3 2019Q3 202317
ITOT ISHARES TR17174.70%5.58%7.20%Q3 2019Q3 202317
IEFA ISHARES TR17173.00%5.23%7.56%Q3 2019Q3 202317
AAPL APPLE INC17171.56%3.00%3.85%Q3 2019Q3 202317
DGRO ISHARES TR17171.59%2.20%2.78%Q3 2019Q3 202317
IJR ISHARES TR17171.03%1.95%3.38%Q3 2019Q3 202317
EEMV ISHARES INC17170.55%1.94%3.25%Q3 2019Q3 202317
EFAV ISHARES TR17170.93%1.92%3.34%Q3 2019Q3 202317
IEMG ISHARES INC17170.80%1.87%3.24%Q3 2019Q3 202317
IXUS ISHARES TR17171.45%1.70%2.16%Q3 2019Q3 202317
IJH ISHARES TR17170.66%1.59%2.25%Q3 2019Q3 202317
FREL FIDELITY COVINGTON TRUST17171.17%1.46%2.05%Q3 2019Q3 202317
HQY HEALTHEQUITY INC17170.78%1.42%2.75%Q3 2019Q3 202317
USMV ISHARES TR17170.43%1.36%2.50%Q3 2019Q3 202317
MSFT MICROSOFT CORP17170.90%1.10%1.18%Q3 2019Q3 202317
MGC VANGUARD WORLD FD17170.44%0.83%1.20%Q3 2019Q3 202317
IJS ISHARES TR17170.38%0.82%1.28%Q3 2019Q3 202317
VGT VANGUARD WORLD FDS17170.31%0.74%1.61%Q3 2019Q3 202317
SCZ ISHARES TR17170.36%0.73%1.20%Q3 2019Q3 202317
VNQ VANGUARD INDEX FDS17170.59%0.68%0.82%Q3 2019Q3 202317
IWC ISHARES TR17170.32%0.64%1.06%Q3 2019Q3 202317
MTUM ISHARES TR17170.29%0.57%1.34%Q3 2019Q3 202317
IGSB ISHARES TR17170.11%0.56%1.52%Q3 2019Q3 202317
SCHA SCHWAB STRATEGIC TR17170.07%0.56%1.36%Q3 2019Q3 202317
VOO VANGUARD INDEX FDS17170.34%0.55%1.04%Q3 2019Q3 202317
ICSH ISHARES TR17170.16%0.55%1.08%Q3 2019Q3 202317
AGG ISHARES TR17170.24%0.48%1.42%Q3 2019Q3 202317
AMZN AMAZON COM INC17170.31%0.47%0.60%Q3 2019Q3 202317
UNP UNION PACIFIC CORP17170.34%0.44%0.65%Q3 2019Q3 202317
MUB ISHARES TR17170.30%0.41%0.58%Q3 2019Q3 202317
PEP PEPSICO INC17170.28%0.38%0.62%Q3 2019Q3 202317
EFA ISHARES TR17170.20%0.38%0.73%Q3 2019Q3 202317
SUB ISHARES TR17170.30%0.36%0.45%Q3 2019Q3 202317
SCHX SCHWAB STRATEGIC TR17170.15%0.36%0.96%Q3 2019Q3 202317
BRKB BERKSHIRE HATHAWAY INC...17170.27%0.32%0.45%Q3 2019Q3 202317
VBR VANGUARD INDEX FDS17170.20%0.29%0.59%Q3 2019Q3 202317
QQQ INVESCO QQQ TR17170.16%0.24%0.34%Q3 2019Q3 202317
BOND PIMCO ETF TR17170.17%0.24%0.43%Q3 2019Q3 202317
VV VANGUARD INDEX FDS17170.21%0.24%0.28%Q3 2019Q3 202317
GOOGL ALPHABET INC17170.18%0.23%0.27%Q3 2019Q3 202317
MA MASTERCARD INCORPORATED17170.18%0.23%0.31%Q3 2019Q3 202317
VFMF VANGUARD WELLINGTON FD17170.14%0.23%0.30%Q3 2019Q3 202317
FB META PLATFORMS INC17170.09%0.22%0.31%Q3 2019Q3 202317
JNJ JOHNSON & JOHNSON17170.16%0.19%0.28%Q3 2019Q3 202317
IXN ISHARES TR17170.08%0.19%0.86%Q3 2019Q3 202317
VEA VANGUARD TAX-MANAGED I...17170.09%0.19%0.30%Q3 2019Q3 202317
NOW SERVICENOW INC17170.15%0.18%0.23%Q3 2019Q3 202317
EEM ISHARES TR17170.09%0.18%0.36%Q3 2019Q3 202317
SCHB SCHWAB STRATEGIC TR17170.09%0.18%0.50%Q3 2019Q3 202317
V VISA INC17170.13%0.17%0.23%Q3 2019Q3 202317
SPY SPDR S&P 500 ETF TR17170.10%0.17%0.34%Q3 2019Q3 202317
GOOG ALPHABET INC17170.11%0.16%0.20%Q3 2019Q3 202317
WMT WALMART INC17170.13%0.15%0.20%Q3 2019Q3 202317
EXPD EXPEDITORS INTL WASH INC17170.08%0.15%0.19%Q3 2019Q3 202317
IVE ISHARES TR17170.05%0.15%0.26%Q3 2019Q3 202317
PG PROCTER & GAMBLE CO17170.11%0.14%0.17%Q3 2019Q3 202317
PFE PFIZER INC17170.09%0.13%0.18%Q3 2019Q3 202317
WPC WP CAREY INC17170.07%0.13%0.19%Q3 2019Q3 202317
DIS DISNEY WALT CO17170.08%0.13%0.16%Q3 2019Q3 202317
SCHE SCHWAB STRATEGIC TR17170.06%0.13%0.32%Q3 2019Q3 202317
MRK MERCK & CO. INC17170.09%0.12%0.18%Q3 2019Q3 202317
SCHV SCHWAB STRATEGIC TR17170.07%0.11%0.16%Q3 2019Q3 202317
VWO VANGUARD INTL EQUITY I...17170.07%0.11%0.15%Q3 2019Q3 202317
NVS NOVARTIS AG17170.05%0.10%0.18%Q3 2019Q3 202317
BKNG BOOKING HOLDINGS INC17170.07%0.10%0.20%Q3 2019Q3 202317
LULU LULULEMON ATHLETICA INC17170.06%0.10%0.17%Q3 2019Q3 202317
AEE AMEREN CORP17170.06%0.09%0.13%Q3 2019Q3 202317
SBUX STARBUCKS CORP17170.06%0.09%0.11%Q3 2019Q3 202317
VO VANGUARD INDEX FDS17170.06%0.09%0.10%Q3 2019Q3 202317
IYR ISHARES TR17170.05%0.09%0.14%Q3 2019Q3 202317
EXR EXTRA SPACE STORAGE INC16160.17%0.47%0.64%Q4 2019Q3 202316
COST COSTCO WHSL CORP NEW16160.17%0.22%0.26%Q4 2019Q3 202316
TDY TELEDYNE TECHNOLOGIES INC16160.18%0.22%0.28%Q4 2019Q3 202316
NVG NUVEEN AMT FREE MUN CR...16160.08%0.14%0.21%Q3 2019Q2 202316
MCD MCDONALDS CORP16160.10%0.12%0.15%Q4 2019Q3 202316
MDT MEDTRONIC PLC1330.05%0.10%0.18%Q3 2019Q3 202316
T AT&T INC1150.05%0.10%0.17%Q3 2019Q3 202316
SIL GLOBAL X FDS16160.05%0.09%0.13%Q4 2019Q3 202316
ESGU ISHARES TR15151.85%4.94%7.34%Q1 2020Q3 202315
EFG ISHARES TR15151.72%2.53%3.52%Q1 2020Q3 202315
VLUE ISHARES TR15150.20%0.85%1.58%Q1 2020Q3 202315
ESGE ISHARES INC15150.22%0.56%1.88%Q1 2020Q3 202315
MMM 3M CO15150.19%0.39%0.66%Q3 2019Q1 202315
IHI ISHARES TR15150.11%0.31%0.78%Q1 2020Q3 202315
BND VANGUARD BD INDEX FDS15150.13%0.18%0.27%Q3 2019Q1 202315
NVDA NVIDIA CORPORATION1410.08%0.16%0.34%Q4 2019Q3 202315
HUN HUNTSMAN CORP15150.11%0.16%0.19%Q1 2020Q3 202315
PYPL PAYPAL HLDGS INC15150.06%0.15%0.25%Q3 2019Q1 202315
ZION ZIONS BANCORPORATION N A1410.10%0.14%0.18%Q4 2019Q3 202315
TRMB TRIMBLE INC1410.08%0.12%0.17%Q4 2019Q3 202315
TMO THERMO FISHER SCIENTIF...15150.07%0.09%0.12%Q1 2020Q3 202315
SLYV SPDR SER TR1320.05%0.09%0.15%Q3 2019Q2 202315
UL UNILEVER PLC1230.05%0.08%0.13%Q3 2019Q2 202315
SCHD SCHWAB STRATEGIC TR1220.21%0.52%0.71%Q3 2019Q3 202314
TSLA TESLA INC14140.10%0.30%0.42%Q2 2020Q3 202314
IDEV ISHARES TR14140.12%0.20%0.34%Q2 2020Q3 202314
AMAT APPLIED MATLS INC14140.08%0.17%0.30%Q2 2020Q3 202314
PSF COHEN & STEERS SELECT ...14140.07%0.15%0.27%Q2 2020Q3 202314
JPI NUVEEN PFD & INCOME TE...14140.06%0.14%0.22%Q2 2020Q3 202314
CVX CHEVRON CORP NEW14140.08%0.11%0.15%Q2 2020Q3 202314
PCM PCM FD INC14140.07%0.10%0.14%Q2 2020Q3 202314
NWE NORTHWESTERN CORP14140.06%0.09%0.13%Q2 2020Q3 202314
SYK STRYKER CORPORATION14140.06%0.09%0.11%Q2 2020Q3 202314
EPD ENTERPRISE PRODS PARTN...14140.06%0.07%0.08%Q2 2020Q3 202314
BTZ BLACKROCK CR ALLOCATIO...14140.04%0.06%0.09%Q2 2020Q3 202314
GSBD GOLDMAN SACHS BDC INC950.04%0.06%0.07%Q1 2020Q3 202314
INTC INTEL CORP13130.08%0.16%0.25%Q3 2019Q3 202213
QCOM QUALCOMM INC13130.06%0.08%0.10%Q3 2020Q3 202313
SPLG SPDR SER TR12124.20%7.53%11.76%Q4 2020Q3 202312
EFV ISHARES TR12121.73%2.49%3.07%Q4 2020Q3 202312
STIP ISHARES TR12120.08%0.31%0.66%Q4 2020Q3 202312
D DOMINION ENERGY INC12120.05%0.11%0.17%Q2 2020Q1 202312
COP CONOCOPHILLIPS12120.07%0.09%0.11%Q4 2020Q3 202312
HD HOME DEPOT INC12120.08%0.09%0.10%Q4 2020Q3 202312
XLK SELECT SECTOR SPDR TR12120.06%0.07%0.09%Q4 2020Q3 202312
QUAL ISHARES TR830.08%1.47%4.29%Q3 2019Q3 202311
NEAR ISHARES US ETF TR11110.05%0.50%1.82%Q3 2019Q1 202211
VZ VERIZON COMMUNICATIONS...11110.05%0.09%0.12%Q3 2019Q1 202211
BA BOEING CO510.06%0.08%0.11%Q2 2020Q3 202311
CODX CO-DIAGNOSTICS INC11110.01%0.05%0.10%Q1 2021Q3 202311
DFAC DIMENSIONAL ETF TRUST10101.22%1.30%1.38%Q2 2021Q3 202310
USIG ISHARES TR10100.10%0.17%0.27%Q2 2020Q3 202210
RWO SPDR INDEX SHS FDS10100.10%0.16%0.29%Q3 2019Q4 202110
IBM INTERNATIONAL BUSINESS...510.06%0.16%0.35%Q3 2019Q4 202210
JPIN JP MORGAN EXCHANGE TRA...10100.10%0.15%0.27%Q3 2019Q4 202110
LLY LILLY ELI & CO10100.06%0.08%0.13%Q2 2021Q3 202310
RTX RAYTHEON TECHNOLOGIES ...10100.06%0.07%0.07%Q1 2021Q2 202310
DIMENSIONAL ETF TRUST990.51%0.55%0.62%Q3 2021Q3 20239
TIP ISHARES TR720.07%0.10%0.16%Q3 2019Q4 20219
PNFP PINNACLE FINL PARTNERS...990.06%0.08%0.10%Q4 2020Q4 20229
GLD SPDR GOLD TR810.06%0.06%0.08%Q2 2020Q2 20239
XSOE WISDOMTREE TR880.10%1.17%1.87%Q4 2020Q3 20228
USXF ISHARES TR880.11%0.11%0.13%Q4 2021Q3 20238
DHR DANAHER CORPORATION880.08%0.09%0.11%Q2 2020Q1 20228
ESGD ISHARES TR880.08%0.09%0.11%Q4 2021Q3 20238
DFAI DIMENSIONAL ETF TRUST771.92%3.19%3.94%Q1 2022Q3 20237
DFAU DIMENSIONAL ETF TRUST770.52%1.79%2.69%Q1 2022Q3 20237
DFAE DIMENSIONAL ETF TRUST770.86%1.74%2.41%Q1 2022Q3 20237
IYW ISHARES TR430.60%1.09%1.65%Q3 2021Q3 20237
DFAS DIMENSIONAL ETF TRUST770.44%0.94%1.13%Q1 2022Q3 20237
XLE SELECT SECTOR SPDR TR770.12%0.59%0.95%Q1 2021Q3 20227
VTV VANGUARD INDEX FDS770.37%0.43%0.47%Q1 2022Q3 20237
VIG VANGUARD SPECIALIZED F...770.06%0.09%0.11%Q1 2022Q3 20237
SPTI SPDR SER TR410.06%0.09%0.16%Q3 2019Q1 20227
VB VANGUARD INDEX FDS610.06%0.08%0.10%Q4 2019Q3 20217
DIMENSIONAL ETF TRUST430.05%0.08%0.12%Q3 2021Q3 20237
WFC WELLS FARGO CO NEW770.06%0.08%0.09%Q1 2022Q3 20237
PSA PUBLIC STORAGE770.06%0.07%0.08%Q3 2021Q1 20237
DAL DELTA AIR LINES INC DEL610.06%0.07%0.09%Q4 2020Q2 20237
SNFCA SECURITY NATL FINL CORP770.06%0.07%0.08%Q1 2022Q3 20237
COMT ISHARES U S ETF TR660.36%0.51%0.76%Q2 2021Q3 20226
IFRA ISHARES TR660.30%0.32%0.33%Q2 2022Q3 20236
VTEB VANGUARD MUN BD FDS660.12%0.13%0.14%Q2 2022Q3 20236
VMBS VANGUARD SCOTTSDALE FDS210.05%0.12%0.24%Q3 2019Q4 20216
EA ELECTRONIC ARTS INC310.06%0.07%0.09%Q2 2020Q3 20236
VFMO VANGUARD WELLINGTON FD660.06%0.07%0.08%Q4 2020Q1 20226
PHYS SPROTT PHYSICAL GOLD TR660.06%0.07%0.07%Q2 2022Q3 20236
ISRG INTUITIVE SURGICAL INC420.06%0.07%0.07%Q3 2021Q3 20236
TRP TC ENERGY CORP660.06%0.06%0.07%Q1 2021Q2 20226
SYBX SYNLOGIC INC660.00%0.00%0.01%Q1 2022Q2 20236
GOVT ISHARES TR551.84%2.11%2.51%Q3 2019Q3 20205
SCHJ SCHWAB STRATEGIC TR551.01%1.60%2.64%Q4 2020Q4 20215
FBND FIDELITY MERRIMACK STR TR550.10%1.25%1.66%Q3 2022Q3 20235
FTEC FIDELITY COVINGTON TRUST320.06%0.54%1.03%Q4 2020Q2 20225
TLT ISHARES TR550.17%0.23%0.30%Q3 2019Q3 20205
DIMENSIONAL ETF TRUST550.09%0.13%0.15%Q3 2022Q3 20235
TFI SPDR SER TR210.05%0.09%0.11%Q3 2019Q1 20225
AMD ADVANCED MICRO DEVICES...320.06%0.07%0.08%Q1 2022Q3 20235
XLNX XILINX INC550.06%0.07%0.08%Q4 2020Q4 20215
BAC BK OF AMERICA CORP550.06%0.07%0.07%Q1 2021Q1 20225
LQD ISHARES TR440.11%1.80%2.49%Q4 2019Q3 20204
AMERICAN CENTY ETF TR440.21%0.23%0.28%Q4 2022Q3 20234
SHM SPDR SER TR310.08%0.11%0.13%Q1 2020Q1 20224
EUSB ISHARES TR440.10%0.11%0.12%Q4 2021Q3 20224
DFUS DIMENSIONAL ETF TRUST440.09%0.10%0.11%Q4 2022Q3 20234
BLACKSTONE SECD LENDIN...440.08%0.09%0.10%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.07%0.08%0.09%Q4 2022Q3 20234
ARKQ ARK ETF TR440.06%0.07%0.08%Q1 2021Q4 20214
BDX BECTON DICKINSON & CO440.06%0.07%0.07%Q4 2022Q3 20234
TSM TAIWAN SEMICONDUCTOR M...440.06%0.06%0.07%Q4 2022Q3 20234
KMI KINDER MORGAN INC DEL310.05%0.06%0.06%Q4 2020Q4 20214
IXG ISHARES TR330.77%0.93%1.04%Q2 2021Q4 20213
MBB ISHARES TR210.76%0.80%0.84%Q3 2019Q3 20203
SHYG ISHARES TR330.68%0.73%0.78%Q1 2020Q3 20203
HYG ISHARES TR210.10%0.10%0.11%Q4 2019Q3 20203
MFD MACQUARIE FT TR GB INF...330.09%0.10%0.11%Q3 2019Q1 20203
BABA ALIBABA GROUP HLDG LTD330.07%0.09%0.11%Q2 2020Q4 20203
VTR VENTAS INC210.06%0.08%0.10%Q3 2019Q2 20213
ADBE ADOBE SYSTEMS INCORPOR...330.06%0.06%0.07%Q1 2023Q3 20233
TWO TWO HBRS INVT CORP330.03%0.06%0.08%Q3 2019Q1 20203
SPGI S&P GLOBAL INC330.06%0.06%0.06%Q2 2021Q4 20213
VTIP VANGUARD MALVERN FDS330.05%0.06%0.06%Q1 2023Q3 20233
NLY ANNALY CAP MGMT INC330.04%0.05%0.06%Q3 2019Q1 20203
PLD PROLOGIS INC.330.05%0.05%0.06%Q4 2022Q2 20233
FAM FIRST TR ABERDEEN GLBL...330.04%0.05%0.05%Q3 2019Q1 20203
AWP ABERDEEN GLOBAL PREMIE...330.02%0.03%0.03%Q3 2019Q1 20203
EELV INVESCO EXCH TRADED FD...221.43%1.43%1.44%Q2 2022Q3 20222
HDV ISHARES TR220.72%0.72%0.72%Q2 2022Q3 20222
IGIB ISHARES TR220.66%0.70%0.75%Q3 2019Q4 20192
SIZE ISHARES TR220.42%0.59%0.75%Q3 2019Q4 20192
UTX UNITED TECHNOLOGIES CORP220.18%0.18%0.19%Q3 2019Q4 20192
BRKA BERKSHIRE HATHAWAY INC...220.15%0.16%0.16%Q3 2019Q4 20192
IEF ISHARES TR220.14%0.15%0.15%Q2 2020Q3 20202
BSV VANGUARD BD INDEX FD INC220.13%0.13%0.13%Q3 2019Q4 20192
PBP INVESCO EXCHANGE TRADE...220.10%0.13%0.15%Q3 2019Q4 20192
SPTS SPDR SERIES TRUST220.11%0.11%0.12%Q3 2019Q4 20192
EMB ISHARES TR220.09%0.11%0.12%Q4 2019Q1 20202
CTRE CARETRUST REIT INC220.07%0.08%0.09%Q4 2020Q1 20212
TCP TC PIPELINES LP110.07%0.08%0.09%Q2 2020Q4 20202
ARKF ARK ETF TR220.06%0.07%0.07%Q2 2021Q3 20212
ALC ALCON AG220.07%0.07%0.07%Q4 2020Q1 20212
TXN TEXAS INSTRS INC110.06%0.06%0.07%Q1 2021Q3 20212
VRTX VERTEX PHARMACEUTICALS...110.05%0.06%0.07%Q1 2021Q4 20212
ARKG ARK ETF TR220.06%0.06%0.06%Q2 2021Q3 20212
LOW LOWES COS INC220.05%0.06%0.06%Q4 2021Q1 20222
DRE DUKE REALTY CORP110.06%0.06%0.06%Q4 2021Q2 20222
CPRT COPART INC220.06%0.06%0.06%Q2 2021Q3 20212
ARKK ARK ETF TR220.06%0.06%0.06%Q2 2021Q3 20212
SCHF SCHWAB STRATEGIC TR220.05%0.05%0.05%Q2 2023Q3 20232
ABEV AMBEV SA220.02%0.03%0.03%Q3 2019Q4 20192
IVW ISHARES TR110.78%0.78%0.78%Q3 2023Q3 20231
IYG ISHARES TR110.48%0.48%0.48%Q2 2020Q2 20201
TNA DIREXION SHS ETF TR110.41%0.41%0.41%Q3 2023Q3 20231
IWD ISHARES TR110.10%0.10%0.10%Q4 2020Q4 20201
JPST J P MORGAN EXCHANGE-TR...110.09%0.09%0.09%Q4 2020Q4 20201
CRM SALESFORCE COM INC110.07%0.07%0.07%Q3 2021Q3 20211
SYLD CAMBRIA ETF TR110.07%0.07%0.07%Q3 2023Q3 20231
TQQQ PROSHARES TR110.06%0.06%0.06%Q3 2023Q3 20231
DMXF ISHARES TR110.06%0.06%0.06%Q4 2021Q4 20211
TRI THOMSON REUTERS CORP.110.06%0.06%0.06%Q3 2021Q3 20211
KO COCA COLA CO110.05%0.05%0.05%Q3 2023Q3 20231
UNH UNITEDHEALTH GROUP INC110.05%0.05%0.05%Q3 2023Q3 20231
SMFG SUMITOMO MITSUI FINL G...110.04%0.04%0.04%Q4 2019Q4 20191
NOK NOKIA CORP110.02%0.02%0.02%Q3 2020Q3 20201
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Physician Wealth Advisors, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Physician Wealth Advisors, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Physician Wealth Advisors, Inc. owns currently or has owned in the past.