$405 Billion is the total value of Physician Wealth Advisors, Inc.'s 158 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USXF | New | ISHARES TResg msci usa etf | $489,000 | – | 12,916 | +100.0% | 0.13% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $421,000 | – | 5,290 | +100.0% | 0.11% | – |
| EUSB | New | ISHARES TResg adv ttl usd | $397,000 | – | 8,157 | +100.0% | 0.10% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $315,000 | – | 2,244 | +100.0% | 0.08% | – |
| LOW | New | LOWES COS INC | $245,000 | – | 974 | +100.0% | 0.06% | – |
| DMXF | New | ISHARES TResg eafe etf | $221,000 | – | 3,248 | +100.0% | 0.06% | – |
| DRE | New | DUKE REALTY CORP | $211,000 | – | 3,500 | +100.0% | 0.06% | – |
| VMBS | New | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $205,000 | – | 3,917 | +100.0% | 0.05% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $206,000 | – | 929 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-11
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.