PHYSICIAN WEALTH ADVISORS, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 62K | $16.94M |
 | NVDA | 53K | $9.98M |
 | SNFCA | 52K | $471.90K |
 | GSBD | 47K | $440.14K |
 | HQY | 47K | $4.31M |
 | HUN | 24K | $244.06K |
 | AMZN | 15K | $3.42M |
 | MSFT | 14K | $6.90M |
 | WMT | 14K | $1.59M |
 | ZION | 14K | $805.93K |
 | EXR | 11K | $1.42M |
 | T | 10K | $248.26K |
 | PAA | 10K | $174.22K |
 | PFE | 10K | $237.17K |
 | EPD | 9K | $297.13K |
 | F | 9K | $121.56K |
 | GOOGL | 8K | $2.64M |
 | BAC | 8K | $454.04K |
 | KMI | 8K | $213.75K |
 | TRMB | 6K | $472.06K |
Apple Inc.
AAPL
Shares Held
62K
Value
$16.94M
NVIDIA Corporation
NVDA
Shares Held
53K
Value
$9.98M
Security National Financial Corporation
SNFCA
Shares Held
52K
Value
$471.90K
Goldman Sachs BDC, Inc.
GSBD
Shares Held
47K
Value
$440.14K
HealthEquity, Inc.
HQY
Shares Held
47K
Value
$4.31M
Huntsman Corporation
HUN
Shares Held
24K
Value
$244.06K
Amazon.com, Inc.
AMZN
Shares Held
15K
Value
$3.42M
Microsoft Corporation
MSFT
Shares Held
14K
Value
$6.90M
Walmart Inc.
WMT
Shares Held
14K
Value
$1.59M
Zions Bancorporation, National Association
ZION
Shares Held
14K
Value
$805.93K
Extra Space Storage Inc.
EXR
Shares Held
11K
Value
$1.42M
AT&T Inc.
T
Shares Held
10K
Value
$248.26K
Plains All American Pipeline, L.P.
PAA
Shares Held
10K
Value
$174.22K
Pfizer Inc.
PFE
Shares Held
10K
Value
$237.17K
Enterprise Products Partners L.P.
EPD
Shares Held
9K
Value
$297.13K
Ford Motor Company
F
Shares Held
9K
Value
$121.56K
Alphabet Inc.
GOOGL
Shares Held
8K
Value
$2.64M
Bank of America Corporation
BAC
Shares Held
8K
Value
$454.04K
Kinder Morgan, Inc.
KMI
Shares Held
8K
Value
$213.75K
Trimble Inc.
TRMB
Shares Held
6K
Value
$472.06K