$349 Million is the total value of Physician Wealth Advisors, Inc.'s 151 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 12.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $57,449,000 | +8.1% | 131,326 | +0.8% | 16.46% | -4.8% |
| ESGU | Buy | ISHARES TResg awr msci usa | $20,680,000 | +23.9% | 206,555 | +15.3% | 5.92% | +9.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $19,925,000 | +2.7% | 266,514 | +1.8% | 5.71% | -9.6% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $19,579,000 | +7.2% | 196,105 | +0.8% | 5.61% | -5.6% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $16,858,000 | +21.3% | 329,200 | +13.2% | 4.83% | +6.8% |
| AAPL | Buy | APPLE INC | $10,153,000 | +17.6% | 69,165 | +0.8% | 2.91% | +3.5% |
| EFV | Buy | ISHARES TReafe value etf | $9,486,000 | +29.5% | 185,636 | +32.1% | 2.72% | +14.0% |
| SCHJ | Buy | SCHWAB STRATEGIC TR1 5yr corp bd | $9,215,000 | +173.4% | 179,794 | +171.7% | 2.64% | +140.8% |
| DGRO | Sell | ISHARES TRcore div grwth | $8,768,000 | +2.7% | 171,489 | -1.3% | 2.51% | -9.6% |
| EFG | Buy | ISHARES TReafe grwth etf | $7,633,000 | +13.9% | 70,645 | +9.4% | 2.19% | +0.2% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $6,940,000 | -4.1% | 110,371 | -3.3% | 1.99% | -15.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $6,591,000 | -1.7% | 61,301 | +1.1% | 1.89% | -13.5% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $6,567,000 | -0.8% | 85,922 | -3.8% | 1.88% | -12.6% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $6,513,000 | +17.1% | 160,253 | +19.0% | 1.87% | +3.1% |
| IXUS | Buy | ISHARES TRcore msci total | $5,720,000 | +27.7% | 78,901 | +26.7% | 1.64% | +12.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $5,561,000 | +5.9% | 85,417 | +6.1% | 1.59% | -6.8% |
| VLUE | Buy | ISHARES TRmsci usa value | $5,361,000 | +13.3% | 51,974 | +15.2% | 1.54% | -0.2% |
| HQY | HEALTHEQUITY INC | $4,851,000 | +11.4% | 65,188 | 0.0% | 1.39% | -2.0% | |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $4,809,000 | – | 179,558 | +100.0% | 1.38% | – |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $4,797,000 | +1.4% | 18,146 | +1.9% | 1.37% | -10.8% |
| FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $4,778,000 | +7.3% | 152,347 | -4.0% | 1.37% | -5.5% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $4,491,000 | +11.2% | 44,947 | +13.0% | 1.29% | -2.1% |
| MSFT | Buy | MICROSOFT CORP | $3,913,000 | +15.1% | 13,676 | +0.2% | 1.12% | +1.4% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $3,802,000 | +11.5% | 21,946 | +6.7% | 1.09% | -1.8% |
| IXG | New | ISHARES TRglobal finls etf | $3,625,000 | – | 47,578 | +100.0% | 1.04% | – |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $3,045,000 | -4.9% | 30,809 | -1.7% | 0.87% | -16.2% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $2,683,000 | -0.9% | 36,024 | -1.4% | 0.77% | -12.8% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $2,678,000 | +62.9% | 54,993 | +64.3% | 0.77% | +43.4% |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $2,665,000 | – | 77,713 | +100.0% | 0.76% | – |
| ICSH | Sell | ISHARES TRblackrock ultra | $2,629,000 | -8.5% | 52,046 | -8.5% | 0.75% | -19.4% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $2,616,000 | +13.2% | 6,371 | +2.7% | 0.75% | -0.4% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $2,419,000 | +14.6% | 15,557 | +6.0% | 0.69% | +0.9% |
| IWC | Sell | ISHARES TRmicro-cap etf | $2,292,000 | -5.6% | 15,977 | -1.5% | 0.66% | -17.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $2,138,000 | +12.2% | 20,365 | +0.3% | 0.61% | -1.3% |
| AMZN | Buy | AMAZON COM INC | $2,106,000 | +23.4% | 579 | +9.5% | 0.60% | +8.6% |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $2,022,000 | -35.9% | 16,666 | -41.8% | 0.58% | -43.6% |
| EXR | EXTRA SPACE STORAGE INC | $1,948,000 | +25.0% | 11,543 | 0.0% | 0.56% | +10.1% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $1,867,000 | -25.3% | 24,740 | -30.2% | 0.54% | -34.3% |
| MUB | Buy | ISHARES TRnational mun etf | $1,834,000 | +4.8% | 15,569 | +3.1% | 0.52% | -7.7% |
| VOO | Sell | VANGUARD INDEX FDS | $1,821,000 | +5.7% | 4,549 | -1.3% | 0.52% | -6.8% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,660,000 | +47.4% | 22,063 | +45.5% | 0.48% | +29.8% |
| UNP | UNION PAC CORP | $1,397,000 | -1.8% | 6,364 | 0.0% | 0.40% | -13.6% | |
| MMM | 3M CO | $1,349,000 | +2.1% | 6,775 | 0.0% | 0.39% | -10.2% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,319,000 | +0.2% | 16,764 | -0.7% | 0.38% | -11.7% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $1,250,000 | +10.7% | 11,568 | +10.3% | 0.36% | -2.5% |
| IGSB | Buy | ISHARES TR | $1,215,000 | +7.7% | 22,138 | +7.1% | 0.35% | -5.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,036,000 | -0.3% | 3,731 | -5.7% | 0.30% | -12.1% |
| PEP | Buy | PEPSICO INC | $1,022,000 | +9.1% | 6,588 | +0.7% | 0.29% | -3.9% |
| AGG | Sell | ISHARES TRcore us aggbd et | $984,000 | -5.0% | 8,458 | -7.1% | 0.28% | -16.3% |
| TSLA | Buy | TESLA INC | $960,000 | +11.9% | 1,478 | +19.1% | 0.28% | -1.4% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $951,000 | +9.8% | 2,613 | -0.1% | 0.27% | -3.5% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $906,000 | +7.5% | 4,438 | +0.0% | 0.26% | -5.1% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $898,000 | -1.0% | 5,352 | -0.7% | 0.26% | -12.9% |
| FB | Sell | FACEBOOK INCcl a | $894,000 | +8.5% | 2,547 | -4.6% | 0.26% | -4.5% |
| AMAT | APPLIED MATLS INC | $892,000 | -4.1% | 6,500 | 0.0% | 0.26% | -15.8% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $873,000 | +12.1% | 340 | -3.1% | 0.25% | -1.2% |
| ESGE | Buy | ISHARES INCesg awr msci em | $847,000 | +22.2% | 19,346 | +22.7% | 0.24% | +8.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $840,000 | +39.5% | 2,766 | +15.3% | 0.24% | +23.0% |
| VFMF | Buy | VANGUARD WELLINGTON FDus multifactor | $774,000 | +1.6% | 7,869 | +2.3% | 0.22% | -10.5% |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC | $770,000 | +7.5% | 1,741 | +2.3% | 0.22% | -5.2% |
| PSF | COHEN & STEERS SELECT PFD & | $772,000 | +11.9% | 24,500 | 0.0% | 0.22% | -1.3% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $765,000 | -1.0% | 2,002 | -4.7% | 0.22% | -13.1% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $731,000 | +8.9% | 6,536 | +6.8% | 0.21% | -4.1% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $719,000 | +48.6% | 6,754 | +47.0% | 0.21% | +31.2% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $716,000 | +1.1% | 13,951 | -0.5% | 0.20% | -10.9% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $660,000 | -45.7% | 6,243 | -49.4% | 0.19% | -52.2% |
| NOW | SERVICENOW INC | $655,000 | +12.3% | 1,135 | 0.0% | 0.19% | -1.1% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $653,000 | +22.7% | 245 | +2.5% | 0.19% | +8.1% |
| EXPD | EXPEDITORS INTL WASH INC | $652,000 | +16.0% | 5,081 | 0.0% | 0.19% | +2.2% | |
| INTC | Sell | INTEL CORP | $639,000 | -16.1% | 11,422 | -0.2% | 0.18% | -26.2% |
| JPI | NUVEEN PFD & INCOME TERM FD | $635,000 | +3.6% | 24,500 | 0.0% | 0.18% | -8.5% | |
| COST | Buy | COSTCO WHSL CORP NEW | $624,000 | +16.4% | 1,493 | +0.5% | 0.18% | +2.9% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $622,000 | -1.1% | 11,667 | +0.3% | 0.18% | -13.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $620,000 | +3.9% | 3,646 | -0.1% | 0.18% | -8.2% |
| V | Sell | VISA INC | $620,000 | +10.9% | 2,541 | -0.4% | 0.18% | -2.2% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $604,000 | +9.4% | 6,970 | +6.8% | 0.17% | -3.9% |
| IDEV | Sell | ISHARES TRcore msci intl | $600,000 | -40.3% | 8,917 | -41.0% | 0.17% | -47.4% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $597,000 | +5.3% | 4,063 | +2.8% | 0.17% | -7.1% |
| NVDA | Buy | NVIDIA CORPORATION | $561,000 | +41.7% | 2,864 | +305.1% | 0.16% | +24.8% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $560,000 | +6.3% | 5,318 | 0.0% | 0.16% | -6.4% | |
| DIS | Buy | DISNEY WALT CO | $534,000 | +8.5% | 3,052 | +17.0% | 0.15% | -4.4% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $509,000 | -73.5% | 8,239 | +43.8% | 0.15% | -76.6% |
| TRMB | TRIMBLE INC | $505,000 | -1.8% | 6,138 | 0.0% | 0.14% | -13.2% | |
| ZION | Buy | ZIONS BANCORPORATION N A | $495,000 | -9.0% | 9,839 | +0.1% | 0.14% | -19.8% |
| HUN | Buy | HUNTSMAN CORP | $487,000 | -11.5% | 18,946 | +0.3% | 0.14% | -22.3% |
| WMT | Buy | WALMART INC | $468,000 | +1.5% | 3,314 | +0.2% | 0.13% | -10.7% |
| PFE | Sell | PFIZER INC | $464,000 | +6.7% | 11,179 | -6.7% | 0.13% | -6.3% |
| SPY | SPDR S&P 500 ETF TRtr unit | $466,000 | +7.1% | 1,071 | 0.0% | 0.13% | -6.3% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $466,000 | +2.6% | 26,822 | 0.0% | 0.13% | -10.1% | |
| USIG | Sell | ISHARES TRusd inv grde etf | $422,000 | -38.2% | 6,902 | -40.3% | 0.12% | -45.5% |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $420,000 | – | 2,981 | +100.0% | 0.12% | – |
| JPIN | Sell | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $413,000 | -0.5% | 6,623 | -0.7% | 0.12% | -12.6% |
| PCM | PCM FD INC | $399,000 | -1.0% | 34,500 | 0.0% | 0.11% | -13.0% | |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $389,000 | -3.0% | 12,202 | -2.1% | 0.11% | -14.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $383,000 | +1.9% | 7,256 | +1.5% | 0.11% | -9.8% |
| WPC | Buy | WP CAREY INC | $380,000 | +11.4% | 4,831 | +2.1% | 0.11% | -1.8% |
| D | Sell | DOMINION ENERGY INC | $374,000 | -3.4% | 5,027 | -0.7% | 0.11% | -15.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $374,000 | +0.3% | 2,711 | -0.9% | 0.11% | -11.6% |
| T | Buy | AT&T INC | $369,000 | +21.4% | 13,158 | +33.0% | 0.11% | +7.1% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $369,000 | -16.9% | 6,934 | -25.0% | 0.11% | -26.4% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $366,000 | -1.3% | 5,353 | -4.4% | 0.10% | -13.2% |
| NVS | Sell | NOVARTIS AGsponsored adr | $368,000 | +4.2% | 4,041 | -0.2% | 0.10% | -8.7% |
| MCD | Sell | MCDONALDS CORP | $364,000 | +3.7% | 1,523 | -0.7% | 0.10% | -8.8% |
| SIL | Sell | GLOBAL X FDSglobal x silver | $352,000 | -12.2% | 8,700 | -10.3% | 0.10% | -22.3% |
| DHR | DANAHER CORPORATION | $351,000 | +27.6% | 1,216 | 0.0% | 0.10% | +13.5% | |
| CODX | Buy | CO-DIAGNOSTICS INC | $352,000 | +16.2% | 33,375 | +3.7% | 0.10% | +2.0% |
| MDT | Buy | MEDTRONIC PLC | $345,000 | +5.8% | 2,717 | +0.2% | 0.10% | -6.6% |
| SBUX | Sell | STARBUCKS CORP | $342,000 | +8.9% | 2,786 | -1.6% | 0.10% | -3.9% |
| SYK | STRYKER CORPORATION | $337,000 | +4.3% | 1,300 | 0.0% | 0.10% | -7.6% | |
| NWE | NORTHWESTERN CORP | $338,000 | -6.9% | 5,500 | 0.0% | 0.10% | -17.8% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $334,000 | +5.7% | 1,407 | +0.5% | 0.10% | -6.8% |
| MRK | Sell | MERCK & CO INC | $326,000 | -0.9% | 4,266 | -0.1% | 0.09% | -13.1% |
| TMO | THERMO FISHER SCIENTIFIC INC | $316,000 | +12.9% | 602 | 0.0% | 0.09% | 0.0% | |
| HD | Buy | HOME DEPOT INC | $311,000 | +8.0% | 952 | +4.3% | 0.09% | -5.3% |
| LULU | Sell | LULULEMON ATHLETICA INC | $311,000 | +3.3% | 786 | -21.9% | 0.09% | -9.2% |
| IXN | Buy | ISHARES TRglobal tech etf | $312,000 | +16.9% | 5,387 | +546.7% | 0.09% | +2.3% |
| IYR | Buy | ISHARES TRu.s. real es etf | $292,000 | +12.3% | 2,770 | +0.2% | 0.08% | -1.2% |
| BA | Sell | BOEING CO | $282,000 | -15.3% | 1,278 | -0.4% | 0.08% | -25.0% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $283,000 | -7.5% | 3,523 | -4.3% | 0.08% | -19.0% |
| BKNG | BOOKING HOLDINGS INC | $283,000 | -9.0% | 129 | 0.0% | 0.08% | -19.8% | |
| AEE | AMEREN CORP | $276,000 | +1.1% | 3,350 | 0.0% | 0.08% | -11.2% | |
| UL | Buy | UNILEVER PLCspon adr new | $274,000 | -1.4% | 4,936 | +0.1% | 0.08% | -13.3% |
| COP | Sell | CONOCOPHILLIPS | $269,000 | -5.9% | 4,744 | -13.3% | 0.08% | -17.2% |
| CVX | Buy | CHEVRON CORP NEW | $264,000 | -5.4% | 2,671 | +0.1% | 0.08% | -16.5% |
| TIP | Sell | ISHARES TRtips bd etf | $265,000 | +1.1% | 2,055 | -1.6% | 0.08% | -10.6% |
| ARKQ | Buy | ARK ETF TRautnmus technlgy | $261,000 | +29.9% | 3,221 | +37.9% | 0.08% | +15.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $258,000 | 0.0% | 4,606 | +5.3% | 0.07% | -11.9% |
| BTZ | BLACKROCK CR ALLOCATION INCO | $247,000 | +7.9% | 15,611 | 0.0% | 0.07% | -5.3% | |
| QCOM | Buy | QUALCOMM INC | $248,000 | +2.1% | 1,740 | +0.4% | 0.07% | -10.1% |
| EPD | ENTERPRISE PRODS PARTNERS L | $245,000 | +5.6% | 10,400 | 0.0% | 0.07% | -6.7% | |
| PNFP | PINNACLE FINL PARTNERS INC | $246,000 | -3.1% | 2,826 | 0.0% | 0.07% | -15.7% | |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $245,000 | -4.3% | 1,119 | -4.6% | 0.07% | -15.7% |
| SPTI | New | SPDR SER TRportfli intrmdit | $236,000 | – | 7,207 | +100.0% | 0.07% | – |
| VFMO | Buy | VANGUARD WELLINGTON FDus momentum | $235,000 | +5.4% | 1,835 | +4.1% | 0.07% | -8.2% |
| DAL | Sell | DELTA AIR LINES INC DEL | $228,000 | -19.4% | 5,553 | -1.4% | 0.06% | -29.3% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $228,000 | +8.6% | 4,557 | +9.0% | 0.06% | -4.4% |
| ARKF | New | ARK ETF TRfintech innova | $228,000 | – | 4,280 | +100.0% | 0.06% | – |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $228,000 | +10.7% | 1,492 | +0.1% | 0.06% | -3.0% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $225,000 | +9.2% | 2,623 | -0.6% | 0.06% | -4.5% |
| TRP | TC ENERGY CORP | $221,000 | +3.3% | 4,550 | 0.0% | 0.06% | -10.0% | |
| ARKG | New | ARK ETF TRgenomic rev etf | $220,000 | – | 2,549 | +100.0% | 0.06% | – |
| GSBD | GOLDMAN SACHS BDC INC | $215,000 | -3.6% | 11,287 | 0.0% | 0.06% | -15.1% | |
| BAC | BK OF AMERICA CORP | $217,000 | -4.4% | 5,711 | 0.0% | 0.06% | -16.2% | |
| LLY | New | LILLY ELI & CO | $213,000 | – | 895 | +100.0% | 0.06% | – |
| XLNX | XILINX INC | $210,000 | +4.0% | 1,542 | 0.0% | 0.06% | -9.1% | |
| CPRT | New | COPART INC | $205,000 | – | 1,408 | +100.0% | 0.06% | – |
| VTR | New | VENTAS INC | $204,000 | – | 3,395 | +100.0% | 0.06% | – |
| EA | Buy | ELECTRONIC ARTS INC | $202,000 | +0.5% | 1,418 | +0.1% | 0.06% | -10.8% |
| SPGI | New | S&P GLOBAL INC | $200,000 | – | 478 | +100.0% | 0.06% | – |
| ARKK | New | ARK ETF TRinnovation etf | $200,000 | – | 1,645 | +100.0% | 0.06% | – |
| KMI | New | KINDER MORGAN INC DEL | $192,000 | – | 10,980 | +100.0% | 0.06% | – |
| ALC | Exit | ALCON AG | $0 | – | -2,841 | -100.0% | -0.07% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -967 | -100.0% | -0.07% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -1,059 | -100.0% | -0.07% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmortg-back sec | $0 | – | -4,015 | -100.0% | -0.07% | – |
| CTRE | Exit | CARETRUST REIT INC | $0 | – | -11,721 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-23
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.