UMA Financial Services
Latest statistics and disclosures from Physician Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPLG, IVW, QUAL, DFAI, and represent 32.78% of Physician Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPMO (+$5.7M), VCRM, EFG, DFAI, GLDM, EFV, DFAW, EMXC, DFUS, CI.
- Started 966 new stock positions in RMBS, GLOF, CBOE, WPM, BA, UBS, ANSS, BIIB, TT, DOV.
- Reduced shares in these 10 stocks: IVV, HQY, ITOT, FBND, IVW, IEFA, IJR, EFAV, , IYW.
- Sold out of its position in BlackRock.
- Physician Wealth Advisors was a net buyer of stock by $41M.
- Physician Wealth Advisors has $592M in assets under management (AUM), dropping by 6.78%.
- Central Index Key (CIK): 0001795173
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Portfolio Holdings for Physician Wealth Advisors
Physician Wealth Advisors holds 1148 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Physician Wealth Advisors has 1148 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Physician Wealth Advisors Dec. 31, 2024 positions
- Download the Physician Wealth Advisors December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 13.4 | $80M | -2% | 135k | 588.68 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 8.5 | $50M | 726k | 68.94 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.7 | $22M | -2% | 214k | 101.53 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.6 | $22M | +2% | 121k | 178.08 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 3.6 | $21M | +10% | 727k | 29.20 |
|
| Apple (AAPL) | 3.2 | $19M | 76k | 250.42 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.2 | $19M | 366k | 51.25 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.1 | $19M | -6% | 145k | 128.62 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 2.9 | $17M | +20% | 178k | 96.83 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.8 | $16M | +9% | 313k | 52.47 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 2.6 | $16M | +3% | 386k | 40.49 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.0 | $12M | 472k | 25.37 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.9 | $11M | +3% | 58k | 190.88 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.8 | $11M | -8% | 234k | 44.87 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.7 | $10M | -4% | 147k | 70.28 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $10M | +2% | 160k | 62.31 |
|
| Dimensional Etf Trust World Equity Etf (DFAW) | 1.5 | $8.8M | +14% | 141k | 62.46 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.4 | $8.1M | +10% | 146k | 55.45 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.3 | $7.7M | 126k | 61.34 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 1.2 | $7.3M | -4% | 46k | 159.52 |
|
| Vanguard World Mega Cap Index (MGC) | 1.2 | $7.1M | +2% | 34k | 212.66 |
|
| Ishares Tr Core Msci Total (IXUS) | 1.2 | $6.9M | -3% | 105k | 66.14 |
|
| Microsoft Corporation (MSFT) | 1.2 | $6.9M | +2% | 16k | 421.50 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $5.8M | 44k | 134.29 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.0 | $5.7M | NEW | 60k | 95.01 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.9 | $5.3M | -3% | 152k | 34.59 |
|
| Ishares Core Msci Emkt (IEMG) | 0.9 | $5.2M | +2% | 100k | 52.22 |
|
| Healthequity (HQY) | 0.9 | $5.1M | -21% | 54k | 95.95 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.9 | $5.1M | -2% | 188k | 27.02 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.8 | $5.0M | -2% | 77k | 65.08 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.7 | $4.3M | -2% | 33k | 128.82 |
|
| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.6 | $3.8M | NEW | 51k | 74.58 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $3.7M | -9% | 32k | 115.22 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $3.5M | +6% | 40k | 89.08 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $3.3M | +9% | 32k | 100.60 |
|
| Amazon (AMZN) | 0.5 | $3.2M | 15k | 219.38 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.5 | $2.9M | -11% | 41k | 70.71 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $2.8M | 102k | 27.32 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.6M | +32% | 4.7k | 538.76 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.4 | $2.4M | +2% | 40k | 60.35 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $2.4M | 3.9k | 621.83 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.4M | 4.6k | 511.26 |
|
|
| Tesla Motors (TSLA) | 0.4 | $2.2M | +5% | 5.6k | 403.87 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $2.2M | +5% | 42k | 51.70 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.4 | $2.1M | NEW | 40k | 51.99 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.4 | $2.1M | 45k | 46.29 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.1M | +11% | 4.6k | 453.31 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $2.0M | 81k | 24.86 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $1.8M | +70% | 29k | 63.75 |
|
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.3 | $1.8M | 43k | 41.88 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $1.7M | -2% | 16k | 108.61 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.3 | $1.7M | -10% | 29k | 57.99 |
|
| Extra Space Storage (EXR) | 0.3 | $1.7M | 11k | 149.59 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.7M | 1.8k | 916.10 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $1.6M | 7.9k | 206.93 |
|
|
| Union Pacific Corporation (UNP) | 0.3 | $1.6M | 6.9k | 228.04 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.4M | +42% | 14k | 96.90 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.3M | 7.0k | 189.29 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.3M | 15k | 88.79 |
|
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.2 | $1.3M | 34k | 37.90 |
|
|
| Ishares Tr Micro-cap Etf (IWC) | 0.2 | $1.2M | -11% | 9.3k | 130.37 |
|
| Servicenow (NOW) | 0.2 | $1.2M | -3% | 1.1k | 1060.12 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.1M | +23% | 1.4k | 771.80 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.1M | 5.4k | 198.17 |
|
|
| Pepsi (PEP) | 0.2 | $1.1M | 7.0k | 152.07 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.0M | -2% | 3.9k | 269.73 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.0M | 11k | 90.35 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $1.0M | -7% | 17k | 60.75 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $1.0M | +2% | 9.5k | 105.61 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $887k | -8% | 8.4k | 105.48 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $876k | -18% | 8.2k | 106.55 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $827k | 1.8k | 464.23 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $823k | -2% | 4.3k | 190.43 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $817k | -5% | 1.6k | 526.61 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $789k | +14% | 26k | 30.78 |
|
| Meta Platforms Cl A (META) | 0.1 | $789k | -3% | 1.3k | 585.42 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $767k | +19% | 1.3k | 586.19 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $759k | -4% | 23k | 33.39 |
|
| Procter & Gamble Company (PG) | 0.1 | $746k | 4.5k | 167.66 |
|
|
| Zions Bancorporation (ZION) | 0.1 | $744k | 14k | 54.25 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $731k | -7% | 9.7k | 75.61 |
|
| Cigna Corp (CI) | 0.1 | $730k | NEW | 2.6k | 276.18 |
|
| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.1 | $665k | -11% | 9.2k | 72.37 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $620k | NEW | 2.1k | 289.74 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $613k | 7.8k | 79.13 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $607k | +23% | 2.3k | 264.16 |
|
| Visa Com Cl A (V) | 0.1 | $591k | 1.9k | 316.01 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $552k | +15% | 2.4k | 232.50 |
|
| McDonald's Corporation (MCD) | 0.1 | $549k | 1.9k | 289.86 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $538k | 6.3k | 84.75 |
|
|
| Vanguard Wellington Us Multifactor (VFMF) | 0.1 | $535k | -3% | 4.1k | 130.57 |
|
| Broadcom (AVGO) | 0.1 | $523k | +29% | 2.3k | 231.85 |
|
| Innovator Etfs Trust Equity Defined P (ZSEP) | 0.1 | $523k | 21k | 25.08 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $521k | 23k | 23.18 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $519k | +42% | 2.2k | 240.23 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $514k | 5.7k | 90.42 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $503k | 7.2k | 70.24 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $491k | 2.5k | 195.82 |
|
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $490k | -23% | 9.9k | 49.72 |
|
| Johnson & Johnson (JNJ) | 0.1 | $479k | -9% | 3.3k | 144.62 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $461k | 7.9k | 58.35 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $451k | -15% | 8.9k | 50.47 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $450k | +10% | 1.9k | 242.13 |
|
| Merck & Co (MRK) | 0.1 | $439k | 4.4k | 99.48 |
|
|
| Applied Materials (AMAT) | 0.1 | $438k | +4% | 2.7k | 162.63 |
|
| Trimble Navigation (TRMB) | 0.1 | $434k | 6.1k | 70.66 |
|
|
| Huntsman Corporation (HUN) | 0.1 | $429k | 24k | 18.03 |
|
|
| Home Depot (HD) | 0.1 | $428k | 1.1k | 389.11 |
|
|
| American Express Company (AXP) | 0.1 | $419k | 1.4k | 296.79 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $412k | 789.00 | 521.96 |
|
|
| Chevron Corporation (CVX) | 0.1 | $406k | 2.8k | 144.85 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $403k | -3% | 3.8k | 104.88 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $401k | -20% | 18k | 22.70 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $399k | -18% | 2.0k | 197.52 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $392k | +46% | 2.3k | 169.30 |
|
| Advanced Micro Devices (AMD) | 0.1 | $386k | -22% | 3.2k | 120.79 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $386k | +4% | 1.6k | 239.74 |
|
| Booking Holdings (BKNG) | 0.1 | $379k | -12% | 76.00 | 4984.89 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $375k | 7.5k | 50.13 |
|
|
| Security Natl Finl Corp Cl A New (SNFCA) | 0.1 | $370k | -4% | 31k | 12.03 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $368k | NEW | 4.7k | 78.01 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $361k | 18k | 20.14 |
|
|
| Qualcomm (QCOM) | 0.1 | $360k | 2.3k | 153.61 |
|
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| Stryker Corporation (SYK) | 0.1 | $360k | 999.00 | 360.05 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $345k | 13k | 25.86 |
|
|
| UnitedHealth (UNH) | 0.1 | $340k | 672.00 | 505.86 |
|
|
| Dimensional Etf Trust International (DFSI) | 0.1 | $337k | 10k | 32.85 |
|
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.1 | $333k | 4.9k | 68.47 |
|
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $329k | NEW | 14k | 22.81 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $325k | -4% | 6.8k | 47.82 |
|
| Oracle Corporation (ORCL) | 0.1 | $324k | +17% | 1.9k | 166.65 |
|
| Blackrock (BLK) | 0.1 | $321k | NEW | 313.00 | 1026.36 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $321k | -4% | 616.00 | 520.23 |
|
| Bank of America Corporation (BAC) | 0.1 | $306k | -7% | 7.0k | 43.95 |
|
| Nuveen Preferred And equity (JPI) | 0.1 | $305k | 16k | 19.60 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $300k | -2% | 3.9k | 76.13 |
|
| Ameren Corporation (AEE) | 0.1 | $300k | 3.4k | 89.14 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $297k | 5.9k | 50.37 |
|
|
| Cohen & Steers Slt Pfd Incm (PSF) | 0.0 | $293k | 15k | 19.77 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $292k | 763.00 | 382.41 |
|
|
| ConocoPhillips (COP) | 0.0 | $291k | 2.9k | 99.18 |
|
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| Enterprise Products Partners (EPD) | 0.0 | $291k | 9.3k | 31.36 |
|
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| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $284k | -6% | 4.4k | 64.46 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $280k | 606.00 | 462.28 |
|
|
| Global X Fds Global X Silver (SIL) | 0.0 | $276k | 8.7k | 31.77 |
|
|
| Walt Disney Company (DIS) | 0.0 | $276k | -4% | 2.5k | 111.33 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $268k | +9% | 5.5k | 48.42 |
|
| Becton, Dickinson and (BDX) | 0.0 | $266k | 1.2k | 226.87 |
|
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $265k | 11k | 23.27 |
|
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| Raytheon Technologies Corp (RTX) | 0.0 | $260k | 2.2k | 115.72 |
|
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| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.0 | $259k | 7.4k | 35.20 |
|
|
| TJX Companies (TJX) | 0.0 | $258k | +5% | 2.1k | 120.81 |
|
| Starbucks Corporation (SBUX) | 0.0 | $256k | -3% | 2.8k | 91.26 |
|
| Northwestern Energy Group In Com New (NWE) | 0.0 | $256k | 4.8k | 53.46 |
|
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| PCM Fund (PCM) | 0.0 | $249k | 32k | 7.70 |
|
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $249k | 5.9k | 41.82 |
|
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| Caterpillar (CAT) | 0.0 | $248k | 683.00 | 362.76 |
|
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| Adobe Systems Incorporated (ADBE) | 0.0 | $239k | -4% | 537.00 | 444.68 |
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| Oneok (OKE) | 0.0 | $238k | 2.4k | 100.40 |
|
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $237k | -22% | 3.9k | 60.51 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $232k | +5% | 1.1k | 215.53 |
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| Pfizer (PFE) | 0.0 | $230k | -2% | 8.7k | 26.53 |
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| Autodesk (ADSK) | 0.0 | $228k | -9% | 770.00 | 295.57 |
|
| Fiserv (FI) | 0.0 | $223k | -23% | 1.1k | 205.42 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $221k | 6.2k | 35.48 |
|
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| S&p Global (SPGI) | 0.0 | $221k | -6% | 443.00 | 498.03 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $221k | 1.2k | 187.51 |
|
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $217k | 7.1k | 30.48 |
|
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| Lowe's Companies (LOW) | 0.0 | $214k | -14% | 868.00 | 246.72 |
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| Dominion Resources (D) | 0.0 | $214k | 4.0k | 53.86 |
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| Copart (CPRT) | 0.0 | $213k | -17% | 3.7k | 57.39 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.0 | $213k | -58% | 4.4k | 47.77 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $212k | +35% | 18k | 12.10 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $211k | -42% | 5.1k | 41.27 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $209k | +3% | 823.00 | 253.62 |
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| Kinder Morgan (KMI) | 0.0 | $208k | NEW | 7.6k | 27.40 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $205k | -6% | 2.9k | 69.45 |
|
| Boeing Company (BA) | 0.0 | $205k | NEW | 1.2k | 177.06 |
|
| Howmet Aerospace (HWM) | 0.0 | $205k | NEW | 1.9k | 109.39 |
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| Intuit (INTU) | 0.0 | $203k | NEW | 323.00 | 628.50 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $202k | 3.4k | 60.26 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $201k | -6% | 498.00 | 402.70 |
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| Prologis (PLD) | 0.0 | $200k | 1.9k | 105.70 |
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| Wp Carey (WPC) | 0.0 | $199k | 3.7k | 54.48 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $199k | -2% | 1.8k | 107.54 |
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| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.0 | $198k | 4.7k | 42.48 |
|
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| Marriott Intl Cl A (MAR) | 0.0 | $197k | NEW | 704.00 | 279.10 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $194k | NEW | 1.0k | 184.87 |
|
| Tc Energy Corp (TRP) | 0.0 | $188k | NEW | 4.0k | 46.53 |
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| Electronic Arts (EA) | 0.0 | $182k | -13% | 1.2k | 146.35 |
|
| Cisco Systems (CSCO) | 0.0 | $181k | NEW | 3.1k | 59.21 |
|
| 3M Company (MMM) | 0.0 | $179k | NEW | 1.4k | 129.09 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $177k | -33% | 2.7k | 64.61 |
|
| Netflix (NFLX) | 0.0 | $177k | NEW | 198.00 | 891.32 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $174k | NEW | 3.0k | 58.00 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.0 | $174k | NEW | 2.3k | 75.81 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $173k | NEW | 1.1k | 160.38 |
|
| SkyWest (SKYW) | 0.0 | $170k | NEW | 1.7k | 100.13 |
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.0 | $165k | NEW | 5.0k | 33.13 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $163k | NEW | 9.6k | 17.08 |
|
| At&t (T) | 0.0 | $161k | NEW | 7.1k | 22.77 |
|
| Coca-Cola Company (KO) | 0.0 | $160k | -14% | 2.6k | 62.26 |
|
| Honeywell International (HON) | 0.0 | $160k | NEW | 708.00 | 225.86 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $159k | NEW | 3.6k | 44.04 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $157k | NEW | 1.2k | 131.28 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $152k | NEW | 2.1k | 71.76 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $152k | NEW | 882.00 | 172.44 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $151k | NEW | 5.9k | 25.83 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $150k | NEW | 217.00 | 693.11 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $146k | NEW | 1.2k | 124.99 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $145k | NEW | 5.8k | 25.05 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $145k | NEW | 1.3k | 107.74 |
|
| Ge Aerospace Com New (GE) | 0.0 | $144k | NEW | 864.00 | 166.80 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $144k | -28% | 2.2k | 65.53 |
|
| Medtronic SHS (MDT) | 0.0 | $143k | NEW | 1.8k | 79.86 |
|
| salesforce (CRM) | 0.0 | $141k | NEW | 423.00 | 334.33 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $140k | NEW | 1.4k | 97.31 |
|
| Henry Schein (HSIC) | 0.0 | $138k | NEW | 2.0k | 69.20 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $138k | NEW | 5.5k | 25.23 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.0 | $137k | NEW | 6.2k | 21.90 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $136k | NEW | 5.8k | 23.32 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $136k | NEW | 615.00 | 221.00 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $136k | NEW | 399.00 | 339.93 |
|
| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $133k | NEW | 3.6k | 37.07 |
|
| Shopify Cl A (SHOP) | 0.0 | $131k | NEW | 1.2k | 106.33 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $129k | NEW | 987.00 | 131.06 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $128k | NEW | 730.00 | 175.23 |
|
| Emcor (EME) | 0.0 | $126k | NEW | 277.00 | 453.90 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $126k | NEW | 1.3k | 93.06 |
|
| Public Storage (PSA) | 0.0 | $125k | NEW | 418.00 | 299.44 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $125k | NEW | 2.4k | 53.05 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $124k | NEW | 769.00 | 161.77 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $123k | NEW | 1.3k | 92.51 |
|
| Paypal Holdings (PYPL) | 0.0 | $122k | NEW | 1.4k | 85.35 |
|
| AutoZone (AZO) | 0.0 | $122k | NEW | 38.00 | 3202.00 |
|
| Nuveen Muni Value Fund (NUV) | 0.0 | $121k | NEW | 14k | 8.59 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $118k | NEW | 4.9k | 24.07 |
|
| MercadoLibre (MELI) | 0.0 | $115k | NEW | 68.00 | 1687.94 |
|
| Knife River Corp Common Stock (KNF) | 0.0 | $114k | NEW | 1.1k | 101.64 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $113k | -47% | 1.0k | 110.79 |
|
| United Rentals (URI) | 0.0 | $111k | NEW | 157.00 | 705.83 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $110k | NEW | 2.0k | 56.24 |
|
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.0 | $108k | NEW | 729.00 | 148.55 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $106k | NEW | 258.00 | 409.95 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $105k | -15% | 10k | 10.46 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $104k | NEW | 2.8k | 37.12 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $103k | NEW | 935.00 | 110.28 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $103k | NEW | 2.0k | 50.50 |
|
| Invesco Exchange Traded Fd T Leisure And Ente (PEJ) | 0.0 | $103k | NEW | 2.0k | 52.19 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $101k | NEW | 2.0k | 50.71 |
|
Past Filings by Physician Wealth Advisors
SEC 13F filings are viewable for Physician Wealth Advisors going back to 2019
- Physician Wealth Advisors 2024 Q4 filed Feb. 12, 2025
- Physician Wealth Advisors 2024 Q3 filed Oct. 16, 2024
- Physician Wealth Advisors 2024 Q2 filed July 17, 2024
- Physician Wealth Advisors 2024 Q1 filed April 17, 2024
- Physician Wealth Advisors 2023 Q4 filed Jan. 23, 2024
- Physician Wealth Advisors 2023 Q3 filed Oct. 10, 2023
- Physician Wealth Advisors 2023 Q2 filed July 5, 2023
- Physician Wealth Advisors 2023 Q1 filed April 20, 2023
- UMA Financial Services 2022 Q4 filed Jan. 25, 2023
- UMA Financial Services 2022 Q3 filed Oct. 6, 2022
- UMA Financial Services 2022 Q2 filed Aug. 2, 2022
- UMA Financial Services 2022 Q1 filed May 5, 2022
- UMA Financial Services 2021 Q4 filed Jan. 11, 2022
- UMA Financial Services 2021 Q3 filed Oct. 19, 2021
- UMA Financial Services 2021 Q2 filed July 23, 2021
- UMA Financial Services 2021 Q1 filed April 6, 2021