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CIK: 0001795173
Total reported value
$837.4M
$837.4M
183 檔
23.0%
According to the latest 13F quarterly dataset, Physician Wealth Advisors, Inc. managed an equity portfolio of $837.4M at the end of Q3 2024, spanning 183 distinct U.S. exchange-listed positions.
Physician Wealth Advisors, Inc. executed strategic sector rebalancing during Q3 2024, establishing 6 new positions while fully exiting 5 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.56% | -0.26% | -2.79% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.83% | +4.04% | -5.65% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.86% | -1.68% | +7.61% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.83% | +0.46% | -2.51% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 3.66% | -0.33% | +1.31% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.55% | -0.03% | -6.57% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.38% | +0.16% | +7.06% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.17% | -0.02% | +0.45% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.90% | -1.50% | +175.39% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.78% | — | -2.45% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.71% | -0.06% | -1.01% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.25% | -0.59% | -1.22% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.13% | -0.07% | +12.18% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.10% | -0.15% | -3.90% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.99% | -0.73% | +6.37% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.78% | -0.03% | +0.83% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.45% | -0.13% | -1.18% | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.44% | — | +49.54% | |
| 19 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.41% | -0.22% | +11.17% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.39% | -0.06% | -5.73% | |
| 21 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.33% | — | -4.42% | |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.23% | -0.01% | +0.02% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.14% | +0.69% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | -0.07% | +11.87% | |
| 25 | HQY | Healthequity Inc | Stock-Healthcare | 1.03% | -0.04% | -0.01% | |
| 26 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.01% | -0.04% | -8.70% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.99% | -0.04% | -32.14% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.98% | -0.03% | -17.21% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.93% | — | -5.24% | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.78% | +0.04% | +0.57% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | -0.01% | -8.03% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.65% | -0.02% | +3.58% | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.62% | -0.08% | -10.14% | |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.54% | -0.10% | +0.48% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.52% | -0.04% | +171.21% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | -0.02% | +0.19% | |
| 37 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.42% | — | +0.27% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.41% | +0.12% | +2.00% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.03% | +1.82% | |
| 40 | IFRA | Ishares US Infrastructure | ETF-Other | 0.39% | — | +7.52% | |
| 41 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.38% | -0.03% | -14.15% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.37% | — | +1.72% | |
| 43 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.36% | -0.01% | -9.05% | |
| 44 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.35% | +0.12% | — | |
| 45 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.35% | -0.01% | +3.99% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.10% | +21.25% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | +14.70% | |
| 48 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.31% | -0.01% | -3.24% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.30% | — | -0.91% | |
| 50 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.30% | +0.06% | — |
According to official SEC Form 13F filings, Physician Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $837.4M across 183 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SPYM, QUAL) accounted for 23.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
ZSEP
市值: $519.3K
Top Position Liquidated / Trimmed
HEFA
前期市值: $2.8M
During Q3 2024, Physician Wealth Advisors, Inc.'s top holdings by market value included IVV (14.6%)、SPYM (8.8%)、QUAL (3.9%). The largest single position, IVV, represented 14.6% of total portfolio value.
In Q3 2024, Physician Wealth Advisors, Inc. made 50 total portfolio adjustments, initiating 6 new buys, adding to 18 positions, trimming 21 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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