$389 Million is the total value of Physician Wealth Advisors, Inc.'s 148 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 9.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $63,512,162 | -4.4% | 146,271 | -1.7% | 16.34% | -0.9% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $45,712,787 | +16.8% | 899,504 | +20.0% | 11.76% | +21.0% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $18,328,095 | -4.7% | 192,826 | -1.7% | 4.72% | -1.2% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $14,486,980 | -2.1% | 559,775 | +3.5% | 3.73% | +1.5% |
| AAPL | Sell | APPLE INC | $13,769,207 | -11.3% | 76,927 | -4.6% | 3.54% | -8.0% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $12,963,744 | -25.0% | 96,442 | -24.9% | 3.34% | -22.3% |
| IEFA | Sell | ISHARES TRcore msci eafe | $11,652,519 | -5.9% | 182,699 | -0.4% | 3.00% | -2.5% |
| EFV | Buy | ISHARES TReafe value etf | $11,602,829 | +40.4% | 240,125 | +42.8% | 2.98% | +45.5% |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $10,454,190 | +10.9% | 346,395 | +14.0% | 2.69% | +15.0% |
| EFG | Sell | ISHARES TReafe grwth etf | $9,990,349 | -26.7% | 116,126 | -19.1% | 2.57% | -24.0% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $9,324,750 | -2.5% | 417,588 | +3.6% | 2.40% | +1.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $8,747,693 | +16.5% | 35,459 | +23.8% | 2.25% | +20.7% |
| IXUS | Sell | ISHARES TRcore msci total | $7,411,419 | -6.2% | 124,771 | -0.8% | 1.91% | -2.8% |
| ESGU | Sell | ISHARES TResg awr msci usa | $7,188,465 | -29.7% | 75,788 | -27.6% | 1.85% | -27.1% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $6,460,882 | +7.0% | 148,697 | +11.5% | 1.66% | +10.9% |
| IEMG | Sell | ISHARES INCcore msci emkt | $6,358,581 | -34.5% | 134,773 | -30.8% | 1.64% | -32.1% |
| DGRO | Sell | ISHARES TRcore div grwth | $6,289,730 | -6.3% | 127,374 | -2.1% | 1.62% | -2.9% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $5,043,317 | -3.4% | 191,834 | -0.1% | 1.30% | +0.1% |
| HQY | Buy | HEALTHEQUITY INC | $5,034,791 | +24.1% | 67,845 | +4.3% | 1.30% | +28.6% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $4,987,841 | -6.4% | 220,799 | +5.0% | 1.28% | -3.0% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $4,672,712 | +0.6% | 30,340 | +2.3% | 1.20% | +4.2% |
| MSFT | Sell | MICROSOFT CORP | $4,560,365 | -2.5% | 13,827 | -0.1% | 1.17% | +1.0% |
| USMV | Sell | ISHARES TRmsci usa min vol | $4,303,048 | -20.7% | 59,083 | -19.2% | 1.11% | -17.8% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $4,003,336 | -12.0% | 43,079 | -5.1% | 1.03% | -8.8% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $4,001,883 | -4.9% | 77,108 | +0.9% | 1.03% | -1.4% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $3,601,255 | -8.9% | 55,412 | -5.7% | 0.93% | -5.7% |
| IYW | Sell | ISHARES TRu.s. tech etf | $3,106,997 | -53.3% | 28,617 | -53.2% | 0.80% | -51.6% |
| IVW | New | ISHARES TRs&p 500 grwt etf | $3,038,908 | – | 43,544 | +100.0% | 0.78% | – |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $2,746,644 | -3.0% | 39,015 | +0.7% | 0.71% | +0.6% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $2,568,778 | -1.4% | 26,521 | -1.1% | 0.66% | +2.2% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $2,400,218 | -7.8% | 31,948 | +3.6% | 0.62% | -4.5% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $2,123,334 | -8.1% | 40,123 | -4.2% | 0.55% | -4.9% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $1,977,841 | -5.0% | 88,932 | +0.2% | 0.51% | -1.5% | |
| AMZN | Buy | AMAZON COM INC | $1,799,644 | +2.8% | 14,031 | +4.4% | 0.46% | +6.4% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,769,535 | -0.7% | 12,893 | +3.2% | 0.46% | +2.7% |
| IGSB | Buy | ISHARES TR | $1,732,333 | +4.0% | 34,765 | +4.3% | 0.45% | +8.0% |
| TNA | New | DIREXION SHS ETF TRdly smcap bull3x | $1,577,316 | – | 57,756 | +100.0% | 0.41% | – |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $1,484,583 | -7.5% | 17,041 | +1.6% | 0.38% | -4.3% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $1,400,536 | -6.5% | 25,363 | -0.1% | 0.36% | -3.2% |
| UNP | Buy | UNION PAC CORP | $1,373,305 | -0.4% | 6,722 | +0.5% | 0.35% | +3.2% |
| TSLA | Sell | TESLA INC | $1,341,661 | -11.2% | 5,167 | -4.4% | 0.34% | -8.0% |
| VOO | Buy | VANGUARD INDEX FDS | $1,336,341 | -2.5% | 3,364 | +0.1% | 0.34% | +1.2% |
| NVDA | Buy | NVIDIA CORPORATION | $1,336,202 | +14.0% | 2,951 | +6.8% | 0.34% | +18.2% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,317,497 | -9.3% | 3,092 | -6.0% | 0.34% | -6.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,314,126 | +9.6% | 3,585 | +10.7% | 0.34% | +13.4% |
| EXR | Buy | EXTRA SPACE STORAGE INC | $1,289,622 | -19.4% | 10,687 | +0.4% | 0.33% | -16.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,268,259 | +1.3% | 3,671 | +0.3% | 0.33% | +4.8% |
| IFRA | Buy | ISHARES TRus infrastruc | $1,232,858 | -7.3% | 33,991 | +0.3% | 0.32% | -3.9% |
| IWC | Sell | ISHARES TRmicro-cap etf | $1,229,297 | -12.3% | 12,521 | -1.4% | 0.32% | -9.2% |
| MUB | Buy | ISHARES TRnational mun etf | $1,226,131 | -3.8% | 11,996 | +0.3% | 0.32% | -0.3% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $1,168,439 | -2.1% | 11,351 | -1.2% | 0.30% | +1.7% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $1,135,781 | -1.7% | 8,036 | +0.0% | 0.29% | +1.7% |
| Buy | AMERICAN CENTY ETF TRavantis all eqt | $1,076,589 | +27.2% | 18,381 | +30.8% | 0.28% | +31.9% | |
| PEP | Buy | PEPSICO INC | $1,075,076 | -13.0% | 6,663 | +0.1% | 0.28% | -9.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,052,546 | +18.0% | 7,604 | +2.2% | 0.27% | +22.6% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,040,153 | -1.5% | 11,100 | +2.6% | 0.27% | +2.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $983,269 | +7.5% | 1,759 | +4.1% | 0.25% | +11.5% |
| ESGE | Sell | ISHARES INCesg awr msci em | $854,017 | -7.2% | 28,439 | -1.2% | 0.22% | -3.5% |
| VV | VANGUARD INDEX FDSlarge cap etf | $840,653 | -2.5% | 4,243 | 0.0% | 0.22% | +0.9% | |
| VLUE | Buy | ISHARES TRmsci usa value | $793,459 | -4.4% | 8,803 | +0.2% | 0.20% | -1.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $794,326 | -2.8% | 5,010 | +0.1% | 0.20% | +0.5% |
| FB | META PLATFORMS INCcl a | $775,525 | +11.3% | 2,436 | 0.0% | 0.20% | +15.0% | |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $768,952 | -5.5% | 4,887 | -0.1% | 0.20% | -2.0% |
| EFA | ISHARES TRmsci eafe etf | $761,094 | -5.5% | 11,124 | 0.0% | 0.20% | -2.0% | |
| TDY | TELEDYNE TECHNOLOGIES INC | $743,986 | +0.0% | 1,812 | 0.0% | 0.19% | +3.2% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $736,935 | -1.8% | 1,867 | -2.0% | 0.19% | +2.2% |
| NOW | SERVICENOW INC | $698,200 | +0.3% | 1,237 | 0.0% | 0.18% | +4.0% | |
| BOND | Buy | PIMCO ETF TRactive bd etf | $695,522 | +1.8% | 7,978 | +6.4% | 0.18% | +5.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $650,037 | -6.1% | 4,534 | -0.1% | 0.17% | -2.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $626,495 | +17.8% | 4,491 | +1.8% | 0.16% | +22.0% |
| ICSH | Sell | ISHARES TRblackrock ultra | $610,824 | -40.4% | 12,156 | -40.5% | 0.16% | -38.2% |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $584,939 | -2.6% | 11,438 | 0.0% | 0.15% | +0.7% | |
| WMT | Buy | WALMART INC | $556,242 | -1.5% | 3,569 | +0.0% | 0.14% | +2.1% |
| Buy | DIMENSIONAL ETF TRUSTus small cap val | $545,831 | +1.3% | 21,939 | +5.5% | 0.14% | +4.5% | |
| VFMF | Sell | VANGUARD WELLINGTON FDus multifactor | $543,538 | -12.6% | 5,284 | -11.4% | 0.14% | -9.1% |
| LLY | ELI LILLY & CO | $511,725 | +23.9% | 895 | 0.0% | 0.13% | +28.2% | |
| V | Sell | VISA INC | $494,799 | -3.7% | 2,111 | -2.2% | 0.13% | -0.8% |
| IDEV | Sell | ISHARES TRcore msci intl | $487,783 | -7.9% | 8,445 | -2.6% | 0.12% | -5.3% |
| CVX | Buy | CHEVRON CORP NEW | $486,942 | +7.6% | 2,921 | +1.5% | 0.12% | +11.6% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $479,582 | +1.0% | 10,031 | +5.8% | 0.12% | +4.2% |
| MRK | Buy | MERCK & CO INC | $455,257 | -8.2% | 4,357 | +0.4% | 0.12% | -4.9% |
| ZION | Sell | ZIONS BANCORPORATION N A | $452,116 | +12.6% | 13,309 | -6.8% | 0.12% | +16.0% |
| HUN | Buy | HUNTSMAN CORP | $431,143 | -15.2% | 18,464 | +0.2% | 0.11% | -11.9% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $431,272 | +17.3% | 9,176 | +20.3% | 0.11% | +22.0% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $426,391 | -10.9% | 8,907 | +3.7% | 0.11% | -7.6% |
| USXF | Sell | ISHARES TResg msci usa etf | $420,182 | -5.3% | 11,981 | -2.8% | 0.11% | -1.8% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $414,697 | +10.7% | 9,571 | +18.2% | 0.11% | +15.1% |
| AMAT | Sell | APPLIED MATLS INC | $413,443 | -19.7% | 2,950 | -16.6% | 0.11% | -17.2% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $408,652 | -4.3% | 2,620 | -0.4% | 0.10% | -0.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $405,435 | -6.9% | 938 | -4.4% | 0.10% | -3.7% |
| MCD | Buy | MCDONALDS CORP | $405,236 | -15.0% | 1,621 | +0.2% | 0.10% | -11.9% |
| IXN | Buy | ISHARES TRglobal tech etf | $398,633 | -4.0% | 6,709 | +0.5% | 0.10% | 0.0% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $396,357 | -7.4% | 7,883 | -4.5% | 0.10% | -3.8% |
| Sell | BLACKSTONE SECD LENDING FD | $382,460 | -2.8% | 14,471 | -0.4% | 0.10% | 0.0% | |
| EEM | ISHARES TRmsci emg mkt etf | $359,134 | -5.9% | 9,539 | 0.0% | 0.09% | -3.2% | |
| COP | Buy | CONOCOPHILLIPS | $343,969 | +17.0% | 2,824 | +0.1% | 0.09% | +20.5% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $339,208 | -2.4% | 2,006 | +0.1% | 0.09% | +1.2% |
| BKNG | BOOKING HOLDINGS INC | $334,079 | +10.6% | 111 | 0.0% | 0.09% | +14.7% | |
| EXPD | EXPEDITORS INTL WASH INC | $332,745 | -4.0% | 2,849 | 0.0% | 0.09% | 0.0% | |
| PFE | Buy | PFIZER INC | $334,058 | -4.3% | 10,062 | +5.7% | 0.09% | -1.1% |
| Buy | DIMENSIONAL ETF TRUST | $328,210 | +0.5% | 8,120 | +3.5% | 0.08% | +3.7% | |
| TRMB | TRIMBLE INC | $318,071 | -0.7% | 6,138 | 0.0% | 0.08% | +3.8% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $314,572 | -4.9% | 8,095 | +0.6% | 0.08% | -1.2% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $314,874 | -9.3% | 4,587 | -3.7% | 0.08% | -5.8% |
| DIS | Sell | DISNEY WALT CO | $309,227 | -18.5% | 3,651 | -13.0% | 0.08% | -14.9% |
| HD | Buy | HOME DEPOT INC | $298,910 | -4.5% | 1,012 | +0.2% | 0.08% | -1.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $288,481 | -7.4% | 7,079 | +0.0% | 0.07% | -3.9% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $282,794 | -0.2% | 570 | +4.4% | 0.07% | +4.3% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $285,503 | -7.8% | 2,669 | -0.2% | 0.07% | -5.2% |
| LULU | LULULEMON ATHLETICA INC | $283,579 | -1.8% | 761 | 0.0% | 0.07% | +1.4% | |
| PCM | PCM FD INC | $278,685 | -13.5% | 32,330 | 0.0% | 0.07% | -10.0% | |
| SBUX | STARBUCKS CORP | $273,958 | -6.5% | 2,956 | 0.0% | 0.07% | -4.1% | |
| SNFCA | Buy | SECURITY NATL FINL CORPcl a new | $272,327 | -7.9% | 34,780 | +5.0% | 0.07% | -4.1% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $270,526 | +6.0% | 1,300 | +12.6% | 0.07% | +11.1% |
| WFC | Sell | WELLS FARGO CO NEW | $268,782 | -9.7% | 6,770 | -1.2% | 0.07% | -6.8% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $266,115 | -4.6% | 4,160 | +0.4% | 0.07% | -1.4% |
| QCOM | Buy | QUALCOMM INC | $263,184 | -6.5% | 2,354 | +0.4% | 0.07% | -2.9% |
| SYLD | New | CAMBRIA ETF TR | $265,882 | – | 4,358 | +100.0% | 0.07% | – |
| SYK | STRYKER CORPORATION | $266,000 | -10.5% | 997 | 0.0% | 0.07% | -8.1% | |
| ADBE | Sell | ADOBE INC | $266,233 | -1.1% | 503 | -9.4% | 0.07% | +1.5% |
| WPC | Sell | WP CAREY INC | $261,768 | -52.1% | 4,881 | -38.8% | 0.07% | -50.7% |
| BDX | BECTON DICKINSON & CO | $258,623 | +1.5% | 973 | 0.0% | 0.07% | +6.3% | |
| PSF | COHEN & STEERS SELECT PFD & | $260,319 | -3.8% | 14,833 | 0.0% | 0.07% | 0.0% | |
| JPI | NUVEEN PFD & INCOME TERM FD | $257,326 | -2.2% | 15,539 | 0.0% | 0.07% | +1.5% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $258,322 | -3.9% | 17,939 | 0.0% | 0.07% | -1.5% | |
| AEE | AMEREN CORP | $251,451 | -9.4% | 3,350 | 0.0% | 0.06% | -5.8% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $246,916 | -4.6% | 10,414 | 0.0% | 0.06% | 0.0% | |
| EA | Buy | ELECTRONIC ARTS INC | $247,922 | -4.7% | 1,990 | +0.1% | 0.06% | -1.5% |
| ISRG | INTUITIVE SURGICAL INC | $250,611 | -12.4% | 851 | 0.0% | 0.06% | -9.9% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $243,295 | +2.1% | 8,981 | 0.0% | 0.06% | +6.8% | |
| BA | Sell | BOEING CO | $238,701 | -10.8% | 1,266 | -0.2% | 0.06% | -7.6% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $235,423 | -15.7% | 2,645 | -2.3% | 0.06% | -11.6% |
| NWE | NORTHWESTERN CORP | $236,232 | -13.7% | 4,783 | 0.0% | 0.06% | -10.3% | |
| TQQQ | New | PROSHARES TRultrapro qqq | $232,680 | – | 6,139 | +100.0% | 0.06% | – |
| MDT | Sell | MEDTRONIC PLC | $219,800 | -16.8% | 2,926 | -3.5% | 0.06% | -13.6% |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $218,834 | -0.2% | 4,660 | 0.0% | 0.06% | +3.7% | |
| IVE | Sell | ISHARES TRs&p 500 val etf | $209,843 | -21.7% | 1,362 | -18.0% | 0.05% | -19.4% |
| NVS | NOVARTIS AGsponsored adr | $208,257 | -1.2% | 2,134 | 0.0% | 0.05% | +3.8% | |
| KO | New | COCA COLA CO | $207,072 | – | 3,916 | +100.0% | 0.05% | – |
| SIL | GLOBAL X FDSglobal x silver | $206,451 | -10.0% | 8,700 | 0.0% | 0.05% | -7.0% | |
| IYR | Sell | ISHARES TRu.s. real es etf | $207,608 | -11.3% | 2,670 | -0.4% | 0.05% | -8.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $206,020 | -5.3% | 6,113 | +0.3% | 0.05% | -1.9% |
| UNH | New | UNITEDHEALTH GROUP INC | $206,918 | – | 393 | +100.0% | 0.05% | – |
| DIMENSIONAL ETF TRUSTinternatnal val | $207,303 | -2.6% | 6,444 | 0.0% | 0.05% | 0.0% | ||
| T | Sell | AT&T INC | $196,000 | -10.0% | 13,306 | -1.5% | 0.05% | -7.4% |
| GSBD | Buy | GOLDMAN SACHS BDC INC | $161,309 | +4.6% | 11,448 | +3.1% | 0.04% | +7.9% |
| BTZ | BLACKROCK CR ALLOCATION INCO | $141,554 | -5.2% | 14,684 | 0.0% | 0.04% | -2.7% | |
| CODX | CO-DIAGNOSTICS INC | $40,950 | -8.8% | 39,375 | 0.0% | 0.01% | 0.0% | |
| SYBX | Exit | SYNLOGIC INC | $0 | – | -17,302 | -100.0% | -0.00% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -1,662 | -100.0% | -0.05% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -4,012 | -100.0% | -0.05% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -2,790 | -100.0% | -0.05% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -4,989 | -100.0% | -0.06% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -1,330 | -100.0% | -0.06% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -2,598 | -100.0% | -0.06% | – |
| NVG | Exit | NUVEEN AMT FREE MUN CR INC F | $0 | – | -26,822 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 17 | Q3 2023 | 24.7% |
| ISHARES TR | 17 | Q3 2023 | 7.2% |
| ISHARES TR | 17 | Q3 2023 | 7.6% |
| APPLE INC | 17 | Q3 2023 | 3.9% |
| ISHARES TR | 17 | Q3 2023 | 2.8% |
| ISHARES TR | 17 | Q3 2023 | 3.4% |
| ISHARES INC | 17 | Q3 2023 | 3.3% |
| ISHARES TR | 17 | Q3 2023 | 3.3% |
| ISHARES INC | 17 | Q3 2023 | 3.2% |
| ISHARES TR | 17 | Q3 2023 | 2.2% |
View Physician Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-05 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-06 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-01-11 |
View Physician Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.