Physician Wealth Advisors, Inc.
Follow13F filer, CIK 1795173, MIDVALE, UT
Physician Wealth Advisors, Inc. reported $580,846,093 across 1,436 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-28. Its ten largest share positions make up 47% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001795173-25-000002
- Period
- 2025-03-31
- Reported value
- $581M
- Holdings
- 1,436
- Top 10 weight
- 47%
- New
- 390
- Sold out
- 102
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| XLGnew | +121,001 | $5.57M |
| IVEadded | +27,590 | $5.26M |
| QUALadded | +24,985 | $4.27M |
| HEFAadded | +84,779 | $3.08M |
| IEMGadded | +54,073 | $2.92M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| EFGreduced | -76,090 | -$7.61M |
| SPYMreduced | -60,887 | -$4M |
| EFVreduced | -66,281 | -$3.91M |
| IFRAreduced | -43,298 | -$1.95M |
| IJHreduced | -21,496 | -$1.25M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,436 share positions
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| TFLOISHARES TR | 8,926 | $451K | shares |
| VGITVANGUARD SCOTTSDALE FDS | 3,000 | $174K | shares |
| JAAAJANUS DETROIT STR TR | 2,000 | $101K | shares |
| FNDCSCHWAB STRATEGIC TR | 1,587 | $54.2K | shares |
| USHYISHARES TR | 1,400 | $51.5K | shares |
| IWVISHARES TR | 145 | $48.5K | shares |
| POOLPOOL CORP | 133 | $45.3K | shares |
| EEMSISHARES INC | 717 | $41.7K | shares |
| AMPAMERIPRISE FINL INC | 51 | $27.2K | shares |
| MSCIMSCI INC | 37 | $22.2K | shares |
| EVTCEVERTEC INC | 377 | $13K | shares |
| PBHPRESTIGE CONSMR HEALTHCARE I | 149 | $11.6K | shares |
| SUISUN CMNTYS INC | 79 | $9.71K | shares |
| QIAGEN NVQIAGEN NV | 187 | $8.33K | shares |
| PDSPRECISION DRILLING CORP | 63 | $3.85K | shares |
| LKFTLAKEFRONT BIOTHERAPEUTICS NV | 139 | $3.82K | shares |
| FDISFIDELITY COVINGTON TRUST | 37 | $3.61K | shares |
| BORRBORR DRILLING LTD | 921 | $3.59K | shares |
| GMABGENMAB A/S | 160 | $3.34K | shares |
| RNWRENEW ENERGY GLOBAL PLC | 479 | $3.27K | shares |
| USDPROSHARES TR | 40 | $2.61K | shares |
| CHRDCHORD ENERGY CORPORATION | 17 | $1.99K | shares |
| FSVFIRSTSERVICE CORP NEW | 10 | $1.81K | shares |
| ABCLABCELLERA BIOLOGICS INC | 593 | $1.74K | shares |
| MOMOHELLO GROUP INC | 216 | $1.67K | shares |
| PORPORTLAND GEN ELEC CO | 35 | $1.53K | shares |
| OXYOCCIDENTAL PETE CORP | 29 | $1.43K | shares |
| FIXCOMFORT SYS USA INC | 3 | $1.27K | shares |
| PLYMPLYMOUTH INDUSTRIAL REIT INC | 67 | $1.19K | shares |
| VECOVEECO INSTRS INC DEL | 43 | $1.15K | shares |
| BNBROOKFIELD CORP | 20 | $1.15K | shares |
| FSTAFIDELITY COVINGTON TRUST | 23 | $1.14K | shares |
| CTOCTO RLTY GROWTH INC NEW | 56 | $1.1K | shares |
| DACDANAOS CORPORATION | 13 | $1.04K | shares |
| PLGOPELAGOS INS CAP LTD | 56 | $1.02K | shares |
| SUMMIT MATERIALS INC CLASS ASUMMIT MATERIALS INC CLASS A | 20 | $1.01K | shares |
| FTAIFTAI AVIATION LTD | 7 | $1.01K | shares |
| IQVIQVIA HLDGS INC | 5 | $983 | shares |
| VALVALARIS LTD | 22 | $974 | shares |
| STKLSUNOPTA INC | 123 | $948 | shares |
| LMATLEMAITRE VASCULAR INC | 10 | $922 | shares |
| GKOSGLAUKOS CORP | 6 | $900 | shares |
| CMRECOSTAMARE INC | 70 | $900 | shares |
| PAXPATRIA INVESTMENTS LIMITED | 77 | $896 | shares |
| CTSCTS CORP | 16 | $844 | shares |
| TVGRUPO TELEVISA S A B | 500 | $840 | shares |
| RCIROGERS COMMUNICATIONS INC | 27 | $830 | shares |
| STLASTELLANTIS N.V | 62 | $810 | shares |
| NBRNABORS INDUSTRIES LTD | 14 | $801 | shares |
| KHCKRAFT HEINZ CO | 26 | $799 | shares |
| IDYAIDEAYA BIOSCIENCES INC | 31 | $797 | shares |
| AVTAVNET INC | 15 | $785 | shares |
| RMRRMR GROUP INC | 38 | $785 | shares |
| WYNNWYNN RESORTS LTD | 9 | $776 | shares |
| NV5 HOLDINGS, INCNV5 HOLDINGS, INC | 41 | $773 | shares |
| JOEST JOE CO | 17 | $764 | shares |
| WORWORTHINGTON ENTERPRISES INC | 19 | $763 | shares |
| BIPCBROOKFIELD INFRASTRUCTURE CO | 19 | $761 | shares |
| KURAKURA ONCOLOGY INC | 87 | $758 | shares |
| FLRFLUOR CORP | 15 | $740 | shares |
| PSNPARSONS CORP DEL | 8 | $738 | shares |
| CNCCENTENE CORP DEL | 12 | $727 | shares |
| FLGTFULGENT GENETICS INC | 39 | $721 | shares |
| PATTERSON COS INCPATTERSON COS INC | 23 | $710 | shares |
| LZMLIFEZONE METALS LIMITED | 102 | $709 | shares |
| ADMARCHER DANIELS MIDLAND CO | 14 | $708 | shares |
| BAKBRASKEM SA | 182 | $703 | shares |
| WHDCACTUS INC | 12 | $701 | shares |
| NSPINSPERITY INC | 9 | $698 | shares |
| CECELANESE CORP DEL | 10 | $693 | shares |
| KELYAKELLY SVCS INC | 49 | $684 | shares |
| ANNXANNEXON INC | 133 | $683 | shares |
| Y-mAbs Therapeutics IncY-mAbs Therapeutics Inc | 87 | $682 | shares |
| MRVIMARAVAI LIFESCIENCES HLDGS I | 124 | $676 | shares |
| ELLAUDER ESTEE COS INC | 9 | $675 | shares |
| ANSYS INCANSYS INC | 2 | $675 | shares |
| MYEMYERS INDS INC | 61 | $674 | shares |
| PGNYPROGYNY INC | 39 | $673 | shares |
| AAGILENT TECHNOLOGIES INC | 5 | $672 | shares |
| MMSMAXIMUS INC | 9 | $672 | shares |
| NGNENEUROGENE INC | 29 | $663 | shares |
| KWKENNEDY-WILSON HOLDINGS INC | 65 | $650 | shares |
| COTYCOTY INC | 93 | $648 | shares |
| AESAES CORP | 50 | $644 | shares |
| COHUCOHU INC | 24 | $641 | shares |
| PREMIER INCPREMIER INC | 30 | $636 | shares |
| IRINGERSOLL RAND INC | 7 | $634 | shares |
| PWRQUANTA SVCS INC | 2 | $633 | shares |
| CCOICOGENT COMM HOLDINGS INC | 8 | $617 | shares |
| RTORENTOKIL INITIAL PLC | 24 | $608 | shares |
| MGPIMGP INGREDIENTS INC NEW | 15 | $591 | shares |
| ATKRATKORE INC | 7 | $585 | shares |
| MODMODINE MFG CO | 5 | $580 | shares |
| CYTKCYTOKINETICS INC | 12 | $565 | shares |
| EVHEVOLENT HEALTH INC | 49 | $552 | shares |
| WDAYWORKDAY INC | 2 | $517 | shares |
| IONQIONQ INC | 11 | $460 | shares |
| MATTERPORT INCMATTERPORT INC | 60 | $285 | shares |
| BAMBROOKFIELD ASSET MANAGMT LTD | 5 | $271 | shares |
| PFFISHARES TR | 7 | $221 | shares |
| NULLNULL | 28 | $42 | shares |
| NKLAQNIKOLA CORP | 8 | $10 | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001795173-25-000002 | base | 2025-04-28 | acceptance time not in the bulk data set |