PHYSICIAN WEALTH ADVISORS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 79K | $20.18M |
 | NVDA | 59K | $11.05M |
 | SNFCA | 56K | $486.88K |
 | HQY | 54K | $5.08M |
 | GSBD | 47K | $481.24K |
 | HUN | 24K | $218.42K |
 | MSFT | 18K | $9.25M |
 | AMZN | 16K | $3.45M |
 | WMT | 14K | $1.47M |
 | ZION | 14K | $783.73K |
 | EXR | 11K | $1.53M |
 | PAA | 10K | $165.49K |
 | EPD | 9K | $289.81K |
 | PFE | 9K | $232.05K |
 | F | 9K | $108.78K |
 | BAC | 8K | $412.48K |
 | KMI | 8K | $225.73K |
 | GOOGL | 8K | $1.92M |
 | T | 8K | $212.40K |
 | PEP | 7K | $1.02M |
Apple Inc.
AAPL
Shares Held
79K
Value
$20.18M
NVIDIA Corporation
NVDA
Shares Held
59K
Value
$11.05M
Security National Financial Corporation
SNFCA
Shares Held
56K
Value
$486.88K
HealthEquity, Inc.
HQY
Shares Held
54K
Value
$5.08M
Goldman Sachs BDC, Inc.
GSBD
Shares Held
47K
Value
$481.24K
Huntsman Corporation
HUN
Shares Held
24K
Value
$218.42K
Microsoft Corporation
MSFT
Shares Held
18K
Value
$9.25M
Amazon.com, Inc.
AMZN
Shares Held
16K
Value
$3.45M
Walmart Inc.
WMT
Shares Held
14K
Value
$1.47M
Zions Bancorporation, National Association
ZION
Shares Held
14K
Value
$783.73K
Extra Space Storage Inc.
EXR
Shares Held
11K
Value
$1.53M
Plains All American Pipeline, L.P.
PAA
Shares Held
10K
Value
$165.49K
Enterprise Products Partners L.P.
EPD
Shares Held
9K
Value
$289.81K
Pfizer Inc.
PFE
Shares Held
9K
Value
$232.05K
Ford Motor Company
F
Shares Held
9K
Value
$108.78K
Bank of America Corporation
BAC
Shares Held
8K
Value
$412.48K
Kinder Morgan, Inc.
KMI
Shares Held
8K
Value
$225.73K
Alphabet Inc.
GOOGL
Shares Held
8K
Value
$1.92M
AT&T Inc.
T
Shares Held
8K
Value
$212.40K
PepsiCo, Inc.
PEP
Shares Held
7K
Value
$1.02M