$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -1,729 | -100.0% | -0.06% | – |
| CPRT | Exit | COPART INC | $0 | – | -1,398 | -100.0% | -0.06% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -890 | -100.0% | -0.06% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -1,040 | -100.0% | -0.06% | – |
| TRI | Exit | THOMSON REUTERS CORP. | $0 | – | -1,798 | -100.0% | -0.06% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -2,808 | -100.0% | -0.06% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -868 | -100.0% | -0.07% | – |
| ARKF | Exit | ARK ETF TRfintech innova | $0 | – | -5,040 | -100.0% | -0.07% | – |
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.