$364 Million is the total value of Physician Wealth Advisors, Inc.'s 157 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 7.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $59,802,000 | +4.1% | 133,582 | +1.7% | 16.44% | -0.1% |
| ESGU | Buy | ISHARES TResg awr msci usa | $22,496,000 | +8.8% | 219,649 | +6.3% | 6.19% | +4.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $20,764,000 | +4.2% | 273,143 | +2.5% | 5.71% | +0.1% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $20,308,000 | +3.7% | 198,724 | +1.3% | 5.58% | -0.4% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $19,189,000 | +13.8% | 365,920 | +11.2% | 5.28% | +9.3% |
| EFG | Buy | ISHARES TReafe grwth etf | $10,705,000 | +40.2% | 98,199 | +39.0% | 2.94% | +34.7% |
| EFV | Buy | ISHARES TReafe value etf | $10,533,000 | +11.0% | 201,623 | +8.6% | 2.90% | +6.6% |
| AAPL | Buy | APPLE INC | $10,069,000 | -0.8% | 69,515 | +0.5% | 2.77% | -4.8% |
| DGRO | Sell | ISHARES TRcore div grwth | $8,901,000 | +1.5% | 170,916 | -0.3% | 2.45% | -2.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $7,026,000 | +6.6% | 62,728 | +2.3% | 1.93% | +2.3% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $7,015,000 | +1.1% | 110,073 | -0.3% | 1.93% | -3.0% |
| SCHJ | Sell | SCHWAB STRATEGIC TR1 5yr corp bd | $6,699,000 | -27.3% | 131,694 | -26.8% | 1.84% | -30.2% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $6,541,000 | -0.4% | 86,121 | +0.2% | 1.80% | -4.4% |
| IXUS | Buy | ISHARES TRcore msci total | $5,853,000 | +2.3% | 80,025 | +1.4% | 1.61% | -1.8% |
| IEMG | Buy | ISHARES INCcore msci emkt | $5,826,000 | +4.8% | 91,396 | +7.0% | 1.60% | +0.6% |
| VLUE | Buy | ISHARES TRmsci usa value | $5,733,000 | +6.9% | 55,142 | +6.1% | 1.58% | +2.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $5,219,000 | +8.8% | 19,043 | +4.9% | 1.44% | +4.4% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $5,149,000 | -20.9% | 133,495 | -16.7% | 1.42% | -24.1% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $4,986,000 | +3.7% | 180,800 | +0.7% | 1.37% | -0.4% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $4,926,000 | +9.7% | 47,720 | +6.2% | 1.36% | +5.4% |
| FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $4,820,000 | +0.9% | 151,482 | -0.6% | 1.32% | -3.2% |
| IYW | New | ISHARES TRu.s. tech etf | $4,494,000 | – | 42,429 | +100.0% | 1.24% | – |
| MSFT | Buy | MICROSOFT CORP | $4,255,000 | +8.7% | 13,988 | +2.3% | 1.17% | +4.4% |
| HQY | HEALTHEQUITY INC | $4,117,000 | -15.1% | 65,188 | 0.0% | 1.13% | -18.5% | |
| IXG | Sell | ISHARES TRglobal finls etf | $3,598,000 | -0.7% | 43,777 | -8.0% | 0.99% | -4.7% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $3,210,000 | +5.4% | 30,927 | +0.4% | 0.88% | +1.3% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $2,974,000 | +11.1% | 51,871 | -5.7% | 0.82% | +6.6% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $2,737,000 | +2.0% | 36,023 | -0.0% | 0.75% | -2.0% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $2,703,000 | +3.3% | 6,437 | +1.0% | 0.74% | -0.8% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $2,674,000 | +10.5% | 16,869 | +8.4% | 0.74% | +6.1% |
| IWC | Buy | ISHARES TRmicro-cap etf | $2,358,000 | +2.9% | 16,105 | +0.8% | 0.65% | -1.2% |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $2,270,000 | – | 85,529 | +100.0% | 0.62% | – | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $2,154,000 | +0.7% | 20,245 | -0.6% | 0.59% | -3.3% |
| EXR | Buy | EXTRA SPACE STORAGE INC | $2,154,000 | +10.6% | 11,770 | +2.0% | 0.59% | +6.1% |
| ICSH | Sell | ISHARES TRblackrock ultra | $2,110,000 | -19.7% | 41,811 | -19.7% | 0.58% | -23.0% |
| AMZN | Sell | AMAZON COM INC | $1,970,000 | -6.5% | 578 | -0.2% | 0.54% | -10.1% |
| VOO | Buy | VANGUARD INDEX FDS | $1,951,000 | +7.1% | 4,759 | +4.6% | 0.54% | +2.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,909,000 | +15.0% | 24,788 | +12.4% | 0.52% | +10.5% |
| MUB | Buy | ISHARES TRnational mun etf | $1,845,000 | +0.6% | 15,921 | +2.3% | 0.51% | -3.4% |
| USMV | Sell | ISHARES TRmsci usa min vol | $1,561,000 | -16.4% | 20,615 | -16.7% | 0.43% | -19.8% |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $1,539,000 | -42.3% | 40,451 | -47.9% | 0.42% | -44.6% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $1,511,000 | -60.3% | 8,213 | -62.6% | 0.42% | -61.9% |
| UNP | UNION PAC CORP | $1,433,000 | +2.6% | 6,364 | 0.0% | 0.39% | -1.5% | |
| SUB | Buy | ISHARES TRshrt nat mun etf | $1,290,000 | +3.2% | 11,991 | +3.7% | 0.36% | -0.8% |
| TSLA | Buy | TESLA INC | $1,286,000 | +34.0% | 1,526 | +3.2% | 0.35% | +28.7% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,288,000 | -2.4% | 16,100 | -4.0% | 0.35% | -6.3% |
| IGSB | Buy | ISHARES TR | $1,266,000 | +4.2% | 23,270 | +5.1% | 0.35% | 0.0% |
| MMM | 3M CO | $1,233,000 | -8.6% | 6,775 | 0.0% | 0.34% | -12.2% | |
| PEP | Buy | PEPSICO INC | $1,046,000 | +2.3% | 6,589 | +0.0% | 0.29% | -1.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,001,000 | +5.3% | 2,714 | +3.9% | 0.28% | +1.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $996,000 | -3.9% | 3,504 | -6.1% | 0.27% | -7.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $985,000 | +0.1% | 8,597 | +1.6% | 0.27% | -3.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $958,000 | +9.7% | 339 | -0.3% | 0.26% | +5.2% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $944,000 | +5.1% | 5,353 | +0.0% | 0.26% | +1.2% |
| VV | VANGUARD INDEX FDSlarge cap etf | $928,000 | +2.4% | 4,438 | 0.0% | 0.26% | -1.9% | |
| ESGE | Buy | ISHARES INCesg awr msci em | $896,000 | +5.8% | 20,944 | +8.3% | 0.25% | +1.2% |
| AMAT | APPLIED MATLS INC | $855,000 | -4.1% | 6,500 | 0.0% | 0.24% | -7.8% | |
| FB | Buy | FACEBOOK INCcl a | $828,000 | -7.4% | 2,550 | +0.1% | 0.23% | -10.9% |
| VFMF | Buy | VANGUARD WELLINGTON FDus multifactor | $822,000 | +6.2% | 7,958 | +1.1% | 0.23% | +1.8% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $772,000 | +7.4% | 7,301 | +8.1% | 0.21% | +2.9% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $756,000 | +3.4% | 6,866 | +5.0% | 0.21% | -0.5% |
| NOW | SERVICENOW INC | $753,000 | +15.0% | 1,135 | 0.0% | 0.21% | +10.1% | |
| TDY | TELEDYNE TECHNOLOGIES INC | $748,000 | -2.9% | 1,741 | 0.0% | 0.21% | -6.8% | |
| PYPL | Buy | PAYPAL HLDGS INC | $744,000 | -11.4% | 2,772 | +0.2% | 0.20% | -14.9% |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $724,000 | +1.1% | 13,951 | 0.0% | 0.20% | -2.9% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $720,000 | +10.3% | 254 | +3.7% | 0.20% | +5.9% |
| MA | MASTERCARD INCORPORATEDcl a | $713,000 | -6.8% | 2,002 | 0.0% | 0.20% | -10.5% | |
| COST | Buy | COSTCO WHSL CORP NEW | $711,000 | +13.9% | 1,571 | +5.2% | 0.20% | +9.5% |
| PSF | COHEN & STEERS SELECT PFD & | $691,000 | -10.5% | 24,500 | 0.0% | 0.19% | -14.0% | |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $635,000 | -3.8% | 5,869 | -6.0% | 0.18% | -7.4% |
| NVDA | Buy | NVIDIA CORPORATION | $637,000 | +13.5% | 2,912 | +1.7% | 0.18% | +8.7% |
| INTC | Buy | INTEL CORP | $622,000 | -2.7% | 11,424 | +0.0% | 0.17% | -6.6% |
| JPI | NUVEEN PFD & INCOME TERM FD | $622,000 | -2.0% | 24,500 | 0.0% | 0.17% | -6.0% | |
| IDEV | Buy | ISHARES TRcore msci intl | $620,000 | +3.3% | 9,015 | +1.1% | 0.17% | -1.2% |
| ZION | Buy | ZIONS BANCORPORATION N A | $618,000 | +24.8% | 9,945 | +1.1% | 0.17% | +19.7% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $608,000 | +1.8% | 4,029 | -0.8% | 0.17% | -2.3% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $602,000 | -3.2% | 11,588 | -0.7% | 0.17% | -6.7% |
| HUN | Sell | HUNTSMAN CORP | $604,000 | +24.0% | 18,917 | -0.2% | 0.17% | +19.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $589,000 | -5.0% | 3,650 | +0.1% | 0.16% | -9.0% |
| EXPD | EXPEDITORS INTL WASH INC | $590,000 | -9.5% | 5,081 | 0.0% | 0.16% | -13.4% | |
| V | Sell | VISA INC | $585,000 | -5.6% | 2,534 | -0.3% | 0.16% | -9.6% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $564,000 | +0.7% | 5,226 | -1.7% | 0.16% | -3.1% |
| DIS | Sell | DISNEY WALT CO | $537,000 | +0.6% | 3,043 | -0.3% | 0.15% | -3.3% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $535,000 | -11.4% | 6,275 | -10.0% | 0.15% | -15.0% |
| TRMB | TRIMBLE INC | $521,000 | +3.2% | 6,138 | 0.0% | 0.14% | -1.4% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $502,000 | +7.7% | 1,126 | +5.1% | 0.14% | +3.8% |
| WMT | Buy | WALMART INC | $486,000 | +3.8% | 3,455 | +4.3% | 0.13% | 0.0% |
| PFE | Buy | PFIZER INC | $485,000 | +4.5% | 11,679 | +4.5% | 0.13% | 0.0% |
| NVG | NUVEEN AMT FREE MUN CR INC F | $466,000 | 0.0% | 26,822 | 0.0% | 0.13% | -3.8% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $431,000 | +2.6% | 2,981 | 0.0% | 0.12% | -0.8% | |
| USIG | Buy | ISHARES TRusd inv grde etf | $424,000 | +0.5% | 7,048 | +2.1% | 0.12% | -3.3% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $427,000 | -16.1% | 6,777 | -17.7% | 0.12% | -19.9% |
| New | DIMENSIONAL ETF TRUSTinternatnal val | $420,000 | – | 12,332 | +100.0% | 0.12% | – | |
| JPIN | Buy | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $416,000 | +0.7% | 6,778 | +2.3% | 0.11% | -3.4% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $408,000 | +4.9% | 12,895 | +5.7% | 0.11% | +0.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $398,000 | +6.4% | 2,754 | +1.6% | 0.11% | +1.9% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $390,000 | +1.8% | 7,527 | +3.7% | 0.11% | -2.7% |
| PCM | PCM FD INC | $387,000 | -3.0% | 34,500 | 0.0% | 0.11% | -7.0% | |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $376,000 | +2.7% | 5,363 | +0.2% | 0.10% | -1.9% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $373,000 | +1.1% | 6,959 | +0.4% | 0.10% | -2.8% |
| WPC | WP CAREY INC | $372,000 | -2.1% | 4,831 | 0.0% | 0.10% | -6.4% | |
| D | Buy | DOMINION ENERGY INC | $368,000 | -1.6% | 5,029 | +0.0% | 0.10% | -5.6% |
| MCD | Buy | MCDONALDS CORP | $369,000 | +1.4% | 1,525 | +0.1% | 0.10% | -2.9% |
| MDT | Buy | MEDTRONIC PLC | $352,000 | +2.0% | 2,758 | +1.5% | 0.10% | -2.0% |
| COP | Sell | CONOCOPHILLIPS | $351,000 | +30.5% | 4,732 | -0.3% | 0.10% | +26.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $349,000 | +10.4% | 600 | -0.3% | 0.10% | +5.5% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $349,000 | +4.5% | 1,409 | +0.1% | 0.10% | 0.0% |
| SYK | STRYKER CORPORATION | $346,000 | +2.7% | 1,300 | 0.0% | 0.10% | -2.1% | |
| MRK | Buy | MERCK & CO INC | $335,000 | +2.8% | 4,275 | +0.2% | 0.09% | -1.1% |
| DHR | Sell | DANAHER CORPORATION | $336,000 | -4.3% | 1,116 | -8.2% | 0.09% | -8.9% |
| T | Sell | AT&T INC | $335,000 | -9.2% | 13,035 | -0.9% | 0.09% | -13.2% |
| SIL | GLOBAL X FDSglobal x silver | $336,000 | -4.5% | 8,700 | 0.0% | 0.09% | -8.9% | |
| HD | Buy | HOME DEPOT INC | $334,000 | +7.4% | 954 | +0.2% | 0.09% | +3.4% |
| BKNG | BOOKING HOLDINGS INC | $327,000 | +15.5% | 129 | 0.0% | 0.09% | +11.1% | |
| IXN | Buy | ISHARES TRglobal tech etf | $320,000 | +2.6% | 5,445 | +1.1% | 0.09% | -1.1% |
| LULU | LULULEMON ATHLETICA INC | $317,000 | +1.9% | 786 | 0.0% | 0.09% | -2.2% | |
| NWE | NORTHWESTERN CORP | $314,000 | -7.1% | 5,500 | 0.0% | 0.09% | -11.3% | |
| SBUX | STARBUCKS CORP | $310,000 | -9.4% | 2,786 | 0.0% | 0.08% | -13.3% | |
| NVS | Sell | NOVARTIS AGsponsored adr | $305,000 | -17.1% | 3,655 | -9.6% | 0.08% | -20.0% |
| CVX | Buy | CHEVRON CORP NEW | $298,000 | +12.9% | 2,718 | +1.8% | 0.08% | +7.9% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $299,000 | +5.7% | 3,533 | +0.3% | 0.08% | +1.2% |
| IYR | Buy | ISHARES TRu.s. real es etf | $297,000 | +1.7% | 2,773 | +0.1% | 0.08% | -2.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $295,000 | +14.3% | 5,649 | +22.6% | 0.08% | +9.5% |
| PNFP | PINNACLE FINL PARTNERS INC | $282,000 | +14.6% | 2,826 | 0.0% | 0.08% | +11.4% | |
| AEE | AMEREN CORP | $279,000 | +1.1% | 3,350 | 0.0% | 0.08% | -2.5% | |
| ARKQ | Buy | ARK ETF TRautnmus technlgy | $278,000 | +6.5% | 3,454 | +7.2% | 0.08% | +1.3% |
| TIP | Buy | ISHARES TRtips bd etf | $277,000 | +4.5% | 2,153 | +4.8% | 0.08% | 0.0% |
| BA | BOEING CO | $277,000 | -1.8% | 1,278 | 0.0% | 0.08% | -6.2% | |
| BAC | BK OF AMERICA CORP | $265,000 | +22.1% | 5,711 | 0.0% | 0.07% | +17.7% | |
| ARKF | Buy | ARK ETF TRfintech innova | $267,000 | +17.1% | 5,040 | +17.8% | 0.07% | +12.3% |
| UL | Buy | UNILEVER PLCspon adr new | $262,000 | -4.4% | 4,942 | +0.1% | 0.07% | -7.7% |
| XLNX | XILINX INC | $258,000 | +22.9% | 1,542 | 0.0% | 0.07% | +18.3% | |
| PSA | New | PUBLIC STORAGE | $259,000 | – | 812 | +100.0% | 0.07% | – |
| CODX | Sell | CO-DIAGNOSTICS INC | $255,000 | -27.6% | 30,375 | -9.0% | 0.07% | -30.7% |
| CRM | New | SALESFORCE COM INC | $253,000 | – | 868 | +100.0% | 0.07% | – |
| EPD | ENTERPRISE PRODS PARTNERS L | $252,000 | +2.9% | 10,400 | 0.0% | 0.07% | -1.4% | |
| DAL | Buy | DELTA AIR LINES INC DEL | $249,000 | +9.2% | 6,080 | +9.5% | 0.07% | +4.6% |
| VFMO | VANGUARD WELLINGTON FDus momentum | $244,000 | +3.8% | 1,835 | 0.0% | 0.07% | 0.0% | |
| TRP | TC ENERGY CORP | $244,000 | +10.4% | 4,550 | 0.0% | 0.07% | +6.3% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $238,000 | +5.8% | 2,623 | 0.0% | 0.06% | +1.6% | |
| GSBD | Buy | GOLDMAN SACHS BDC INC | $236,000 | +9.8% | 12,452 | +10.3% | 0.06% | +4.8% |
| BTZ | BLACKROCK CR ALLOCATION INCO | $235,000 | -4.9% | 15,611 | 0.0% | 0.06% | -8.5% | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $233,000 | +2.2% | 1,494 | +0.1% | 0.06% | -1.5% |
| SPTI | SPDR SER TRportfli intrmdit | $232,000 | -1.7% | 7,207 | 0.0% | 0.06% | -5.9% | |
| ISRG | New | INTUITIVE SURGICAL INC | $230,000 | – | 695 | +100.0% | 0.06% | – |
| QCOM | Buy | QUALCOMM INC | $228,000 | -8.1% | 1,747 | +0.4% | 0.06% | -11.3% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $221,000 | -3.1% | 4,418 | -3.1% | 0.06% | -6.2% |
| GLD | New | SPDR GOLD TR | $221,000 | – | 1,336 | +100.0% | 0.06% | – |
| LLY | LILLY ELI & CO | $213,000 | 0.0% | 895 | 0.0% | 0.06% | -3.3% | |
| SPGI | Sell | S&P GLOBAL INC | $210,000 | +5.0% | 474 | -0.8% | 0.06% | +1.8% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $211,000 | -4.1% | 2,808 | +10.2% | 0.06% | -7.9% |
| TRI | New | THOMSON REUTERS CORP. | $209,000 | – | 1,798 | +100.0% | 0.06% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $208,000 | +8.3% | 11,280 | +2.7% | 0.06% | +3.6% |
| CPRT | Sell | COPART INC | $203,000 | -1.0% | 1,398 | -0.7% | 0.06% | -5.1% |
| TXN | New | TEXAS INSTRS INC | $202,000 | – | 1,040 | +100.0% | 0.06% | – |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $202,000 | -17.6% | 890 | -20.5% | 0.06% | -20.0% |
| ARKK | Buy | ARK ETF TRinnovation etf | $200,000 | 0.0% | 1,729 | +5.1% | 0.06% | -3.5% |
| VTR | Exit | VENTAS INC | $0 | – | -3,395 | -100.0% | -0.06% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -1,418 | -100.0% | -0.06% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -16,666 | -100.0% | -0.58% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-19
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.