$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $4,809,000 | – | 179,558 | +100.0% | 1.38% | – |
| IXG | New | ISHARES TRglobal finls etf | $3,625,000 | – | 47,578 | +100.0% | 1.04% | – |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $2,665,000 | – | 77,713 | +100.0% | 0.76% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $420,000 | – | 2,981 | +100.0% | 0.12% | – |
| SPTI | New | SPDR SER TRportfli intrmdit | $236,000 | – | 7,207 | +100.0% | 0.07% | – |
| ARKF | New | ARK ETF TRfintech innova | $228,000 | – | 4,280 | +100.0% | 0.06% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $220,000 | – | 2,549 | +100.0% | 0.06% | – |
| LLY | New | LILLY ELI & CO | $213,000 | – | 895 | +100.0% | 0.06% | – |
| CPRT | New | COPART INC | $205,000 | – | 1,408 | +100.0% | 0.06% | – |
| VTR | New | VENTAS INC | $204,000 | – | 3,395 | +100.0% | 0.06% | – |
| 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% | – |
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.