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Physician Wealth Advisors, Inc.

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13F filer, CIK 1795173, MIDVALE, UT

Physician Wealth Advisors, Inc. reported $636,784,038 across 1,800 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-14. Its ten largest share positions make up 44.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001795173-25-000003

Period
2025-06-30
Reported value
$637M
Holdings
1,800
Top 10 weight
44.96%
New
586
Sold out
222

Largest buys vs the previous quarter

SecurityShares changeApprox. value
THROnew+268,198$9.54M
EFVadded+137,106$8.7M
IEMGadded+132,361$7.95M
BAIadded+135,093$3.9M
XLGadded+64,499$3.36M

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

SecurityShares changeApprox. value
SPYMreduced-282,361-$20.5M
EMXCreduced-121,620-$7.68M
IVWreduced-34,025-$3.75M
HEFAreduced-84,797-$3.22M
GLDMreduced-23,864-$1.56M

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 1,800 share positions

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
RSPINVESCO EXCHANGE TRADED FD T730$126Kshares
KNSLKINSALE CAP GROUP INC105$51.1Kshares
FNDXSCHWAB STRATEGIC TR2,079$49.1Kshares
GLOBGLOBANT S A265$31.2Kshares
MEARISHARES U S ETF TR487$24.5Kshares
H&E EQUIPMENT SERVICES INCH&E EQUIPMENT SERVICES INC233$22.1Kshares
ALBALBEMARLE CORP305$22Kshares
DISCOVER FINL SVCSDISCOVER FINL SVCS120$20.5Kshares
HLMNHILLMAN SOLUTIONS CORP1,794$15.8Kshares
BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INC198$13.8Kshares
SPHYSPDR SERIES TRUST500$11.7Kshares
VFVAVANGUARD WELLINGTON FD89$10.1Kshares
DBMFIM GLOBAL PARTNER FUNDS300$7.58Kshares
NZFNUVEEN MUN CR INCOME FD600$7.34Kshares
TRGPTARGA RES CORP27$5.41Kshares
BCEBCE INC231$5.3Kshares
SWSMURFIT WESTROCK PLC110$4.96Kshares
AREALEXANDRIA REAL ESTATE EQ IN50$4.63Kshares
WBWEIBO CORP484$4.58Kshares
VFMOVANGUARD WELLINGTON FD28$4.25Kshares
BANCOLOMBIA S ABANCOLOMBIA S A92$3.7Kshares
AKAMAKAMAI TECHNOLOGIES INC44$3.54Kshares
NWNNORTHWEST NAT HLDG CO75$3.2Kshares
ECONCOLUMBIA ETF TR II126$2.75Kshares
GAPGAP INC123$2.54Kshares
TROWPRICE T ROWE GROUP INC27$2.48Kshares
SEISOLARIS ENERGY INFRAS INC103$2.24Kshares
IQIQIYI INC978$2.21Kshares
PRPERMIAN RESOURCES CORP152$2.11Kshares
CUBECUBESMART48$2.05Kshares
MGAMAGNA INTL INC60$2.04Kshares
TWLOTWILIO INC19$1.86Kshares
OCOWENS CORNING NEW13$1.86Kshares
SMGSCOTTS MIRACLE-GRO CO33$1.81Kshares
DOCHEALTHPEAK PROPERTIES INC88$1.78Kshares
CPTCAMDEN PPTY TR14$1.71Kshares
YELPYELP INC46$1.7Kshares
AVALGRUPO AVAL ACCIONES Y VALORE613$1.67Kshares
GGENPACT LIMITED33$1.66Kshares
BARRICK GOLD CORPBARRICK GOLD CORP83$1.61Kshares
ALGNALIGN TECHNOLOGY INC10$1.59Kshares
ONDSONDAS INC1,428$1.53Kshares
BILLBILL HOLDINGS INC33$1.51Kshares
TALOTALOS ENERGY INC155$1.51Kshares
JBGSJBG SMITH PPTYS91$1.47Kshares
GTLBGITLAB INC28$1.32Kshares
LITELUMENTUM HLDGS INC21$1.31Kshares
RCSPIMCO STRATEGIC INCOME FD208$1.3Kshares
BHEBENCHMARK ELECTRS INC34$1.29Kshares
XRAYDENTSPLY SIRONA INC86$1.28Kshares
BYBYLINE BANCORP INC49$1.28Kshares
APOGAPOGEE ENTERPRISES INC27$1.25Kshares
SOFISOFI TECHNOLOGIES INC107$1.25Kshares
CHECHEMED CORP NEW2$1.23Kshares
CRAICRA INTL INC7$1.21Kshares
RIOTRIOT PLATFORMS INC166$1.18Kshares
TCBKTRICO BANCSHARES28$1.12Kshares
SCHLSCHOLASTIC CORP59$1.11Kshares
FIRST BANCSHARES INC MISSFIRST BANCSHARES INC MISS32$1.08Kshares
ADTNADTRAN HOLDINGS INC123$1.07Kshares
FULFULLER H B CO19$1.07Kshares
FFIVF5 INC4$1.07Kshares
VSATVIASAT INC102$1.06Kshares
DOCUDOCUSIGN INC13$1.06Kshares
AYIACUITY INC4$1.05Kshares
TREXTREX INC18$1.05Kshares
AIGAMERICAN INTL GROUP INC12$1.04Kshares
URGUR-ENERGY INC1,546$1.04Kshares
MANHMANHATTAN ASSOCIATES INC6$1.04Kshares
AXAXOS FINANCIAL INC16$1.03Kshares
RYNRAYONIER INC37$1.03Kshares
LNTALLIANT ENERGY CORP16$1.03Kshares
AMNAMN HEALTHCARE SVCS INC42$1.03Kshares
MHKMOHAWK INDS INC9$1.03Kshares
CSGSCSG SYS INTL INC17$1.03Kshares
MGEEMGE ENERGY INC11$1.02Kshares
CRKCOMSTOCK RES INC50$1.02Kshares
MWAMUELLER WTR PRODS INC40$1.02Kshares
SUPNSUPERNUS PHARMACEUTICALS31$1.02Kshares
LPXLOUISIANA PAC CORP11$1.01Kshares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC90$1.01Kshares
TACTRANSALTA CORP107$1Kshares
TXRHTEXAS ROADHOUSE INC6$1Kshares
BTSGBRIGHTSPRING HEALTH SVCS INC55$995shares
JLLJONES LANG LASALLE INC4$992shares
REPXRILEY EXPLORATION PERMIAN IN34$992shares
ABUSARBUTUS BIOPHARMA CORP283$988shares
LOBLIVE OAK BANCSHARES INC37$987shares
KLXEKLX ENERGY SERVICES HOLDINGS281$984shares
CRICARTERS INC24$982shares
PACSPACS GROUP INC87$978shares
SAPIENS INTERNATIONAL CORPSAPIENS INTERNATIONAL CORP36$976shares
BIOBIO RAD LABS INC4$975shares
CARSCARS COM INC86$970shares
ROCKET LAB USA INCROCKET LAB USA INC54$966shares
CLNECLEAN ENERGY FUELS CORP622$965shares
DLBDOLBY LABORATORIES INC12$964shares
UFPIUFP INDUSTRIES INC9$964shares
NRDSNERDWALLET INC106$960shares
AMXAMERICA MOVIL SAB DE CV67$953shares
NPKINPK INTERNATIONAL INC164$953shares
CLFDCLEARFIELD INC32$952shares
TRNOTERRENO RLTY CORP15$949shares
PSOPEARSON PLC59$945shares
CORZCORE SCIENTIFIC INC NEW130$942shares
FELEFRANKLIN ELEC INC10$939shares
ZETAZETA GLOBAL HOLDINGS CORP69$936shares
ALGTALLEGIANT TRAVEL CO18$930shares
BROSDUTCH BROS INC15$927shares
GGGGRACO INC11$919shares
STZCONSTELLATION BRANDS INC5$918shares
TEMTEMPUS AI INC19$917shares
CVKDCADRENAL THERAPEUTICS INC52$917shares
MEDPMEDPACE HLDGS INC3$915shares
DOXAMDOCS LTD10$915shares
RBRKRUBRIK INC.15$915shares
HOUSANYWHERE REAL ESTATE INC274$913shares
NOVAQSUNNOVA ENERGY INTERNATIONAL I2,439$908shares
HUTHUT 8 CORP78$907shares
QTRXQUANTERIX CORP139$905shares
APAMARTISAN PARTNERS ASSET MGMT23$900shares
RIGLRIGEL PHARMACEUTICALS INC50$900shares
PINSPINTEREST INC29$899shares
FIVNFIVE9 INC33$896shares
NOVTNOVANTA INC7$896shares
OPRAOPERA LTD56$893shares
ZZILLOW GROUP INC13$892shares
VGVENTURE GLOBAL INC86$886shares
RLRALPH LAUREN CORP4$883shares
AIRSAIRSCULPT TECHNOLOGIES INC378$883shares
CRBUCARIBOU BIOSCIENCES INC962$879shares
ROGROGERS CORP13$878shares
LEUCENTRUS ENERGY CORP14$871shares
HIMXHIMAX TECHNOLOGIES INC118$868shares
AMTXAEMETIS INC498$867shares
ARWRARROWHEAD PHARMACEUTICALS IN68$867shares
VRTSVIRTUS INVT PARTNERS INC5$862shares
HDLSUPER HI INTL HLDG LTD39$859shares
VMIVALMONT INDS INC3$857shares
TRCTEJON RANCH CO54$856shares
WULFTERAWULF INC312$852shares
OPENOPENDOOR TECHNOLOGIES INC833$850shares
UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW20$846shares
COOCOOPER COS INC10$844shares
LTBRLIGHTBRIDGE CORP112$836shares
ZNTLZENTALIS PHARMACEUTICALS INC524$834shares
CMCCOMMERCIAL METALS CO18$829shares
CHGGCHEGG INC1,296$829shares
GOOSCANADA GOOSE HLDGS INC104$827shares
KLICKULICKE & SOFFA INDS INC25$825shares
QSIQUANTUM SI INC687$825shares
VERVE THERAPEUTICS INCVERVE THERAPEUTICS INC180$823shares
ANROALTO NEUROSCIENCE INC377$815shares
EXPOEXPONENT INC10$811shares
KYTXKYVERNA THERAPEUTICS INC420$811shares
NDSNNORDSON CORP4$807shares
SPSCSPS COMM INC6$797shares
NTLAINTELLIA THERAPEUTICS INC111$790shares
CIFRCIPHER DIGITAL INC342$787shares
SMBCSOUTHERN MO BANCORP INC15$781shares
TNGXTANGO THERAPEUTICS INC568$779shares
MNSOMINISO GROUP HLDG LTD42$777shares
MIRMMIRUM PHARMACEUTICALS INC17$766shares
IIPRINNOVATIVE INDL PPTYS INC14$758shares
CCCCC4 THERAPEUTICS INC472$756shares
AAOIAPPLIED OPTOELECTRONICS INC49$753shares
OSBCOLD SECOND BANCORP INC DEL45$749shares
NFENEW FORTRESS ENERGY INC90$748shares
BF-BBROWN FORMAN CORP22$747shares
TERTERADYNE INC9$744shares
ITICINVESTORS TITLE CO NC3$724shares
STELSTELLAR BANCORP INC26$720shares
VRAVERA BRADLEY INC313$705shares
NMRNOMURA HLDGS INC112$689shares
GOLDEN OCEAN GROUP LTDGOLDEN OCEAN GROUP LTD86$687shares
WDWALKER & DUNLOP INC8$683shares
GUARANTY BANCSHARES INCGUARANTY BANCSHARES INC17$681shares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS25$679shares
CHIMERIX INC COMCHIMERIX INC COM79$673shares
TENBTENABLE HLDGS INC19$665shares
MDGLMADRIGAL PHARMACEUTICALS INC2$663shares
GRFSGRIFOLS S A93$662shares
ORRFORRSTOWN FINL SVCS INC22$661shares
MMIMARCUS & MILLICHAP INC19$655shares
HTTHIGH TEMPLAR TECHNOLOGY LTD243$654shares
PDFSPDF SOLUTIONS INC34$650shares
CACCAMDEN NATL CORP16$648shares
SWXSOUTHWEST GAS HLDGS INC9$647shares
PRAXPRAXIS PRECISION MEDICINES I17$644shares
LUVSOUTHWEST AIRLS CO19$639shares
MGNXMACROGENICS INC501$637shares
VSHVISHAY INTERTECHNOLOGY INC40$636shares
UDRUDR INC14$633shares
AMSFAMERISAFE INC12$631shares
BCALCALIFORNIA BANCORP44$631shares
SVMSILVERCORP METALS INC163$631shares
ALXALEXANDERS INC3$628shares
PFISPEOPLES FINL SVCS CORP14$623shares
PTCPTC INC4$620shares
KOSKOSMOS ENERGY LTD268$612shares
VRNSVARONIS SYS INC15$607shares
SDSANDRIDGE ENERGY INC53$606shares
JACKJACK IN THE BOX INC22$599shares
TDWTIDEWATER INC NEW14$592shares
ASLEAERSALE CORPORATION79$592shares
VSTMVERASTEM INC95$573shares
EFOREVERFORTH INC9$568shares
MXCTMAXCYTE INC202$552shares
BRKRBRUKER CORP13$543shares
IBPINSTALLED BLDG PRODS INC3$515shares
QUREUNIQURE NV47$499shares
BRSLBRIGHTSTAR LOTTERY PLC30$488shares
LVSLAS VEGAS SANDS CORP12$464shares
IPARINTERPARFUMS INC4$456shares
CADLCANDEL THERAPEUTICS INC76$430shares
UPBUPSTREAM BIO INC69$423shares
ABSIABSCI CORPORATION100$251shares
AIC3 AI INC10$211shares
CEL-SCI CORPCEL-SCI CORP100$23shares
IMVTIMMUNOVANT INC1$18shares
TAOPING INCTAOPING INC10$3shares
AZUL S AAZUL S A1$2shares

How Q2 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001795173-25-000003 base2025-07-14acceptance time not in the bulk data set