$345 Million is the total value of Physician Wealth Advisors, Inc.'s 149 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 13.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $61,771,000 | -5.2% | 149,584 | -1.1% | 17.89% | +3.4% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $30,490,000 | -0.2% | 631,140 | +4.2% | 8.83% | +8.9% |
| ESGU | Sell | ISHARES TResg awr msci usa | $24,377,000 | -11.8% | 265,980 | -7.8% | 7.06% | -3.8% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $17,793,000 | -14.8% | 194,885 | -10.7% | 5.15% | -7.0% |
| IEFA | Sell | ISHARES TRcore msci eafe | $15,041,000 | -13.0% | 242,132 | -7.4% | 4.36% | -5.1% |
| AAPL | Buy | APPLE INC | $12,141,000 | -2.4% | 75,170 | +0.3% | 3.52% | +6.5% |
| EFG | Buy | ISHARES TReafe grwth etf | $8,676,000 | +34.0% | 99,475 | +38.0% | 2.51% | +46.1% |
| DGRO | Sell | ISHARES TRcore div grwth | $7,879,000 | -6.9% | 155,707 | -3.6% | 2.28% | +1.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $7,810,000 | +27.3% | 76,645 | +29.7% | 2.26% | +38.9% |
| EFV | Sell | ISHARES TReafe value etf | $7,771,000 | -24.0% | 175,145 | -16.4% | 2.25% | -17.1% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $7,770,000 | +7.7% | 306,276 | +14.5% | 2.25% | +17.5% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $7,007,000 | -1.8% | 27,932 | +1.9% | 2.03% | +7.2% |
| IXUS | Buy | ISHARES TRcore msci total | $5,713,000 | -6.8% | 96,664 | +0.2% | 1.66% | +1.7% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $5,318,000 | -16.9% | 95,558 | -11.5% | 1.54% | -9.4% |
| EELV | New | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $4,938,000 | – | 211,036 | +100.0% | 1.43% | – |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $4,742,000 | -17.8% | 71,940 | -13.6% | 1.37% | -10.3% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $4,385,000 | -4.5% | 172,976 | -0.1% | 1.27% | +4.2% |
| FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $4,029,000 | -13.4% | 137,558 | -8.3% | 1.17% | -5.6% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $3,989,000 | -3.2% | 27,805 | +1.2% | 1.16% | +5.6% |
| MSFT | Buy | MICROSOFT CORP | $3,941,000 | -3.9% | 14,176 | +0.3% | 1.14% | +4.9% |
| USMV | Buy | ISHARES TRmsci usa min vol | $3,781,000 | +15.9% | 51,397 | +18.4% | 1.10% | +26.4% |
| HQY | Sell | HEALTHEQUITY INC | $3,710,000 | -10.0% | 65,029 | -0.2% | 1.08% | -1.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $3,547,000 | -18.9% | 72,919 | -11.4% | 1.03% | -11.5% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $3,463,000 | +7.5% | 151,160 | +18.5% | 1.00% | +17.3% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $2,827,000 | -4.1% | 28,797 | +1.4% | 0.82% | +4.6% |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $2,825,000 | +45.4% | 98,176 | +51.9% | 0.82% | +58.5% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $2,765,000 | +68.2% | 52,004 | +71.7% | 0.80% | +83.3% |
| HDV | New | ISHARES TRcore high dv etf | $2,477,000 | – | 23,940 | +100.0% | 0.72% | – |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $2,358,000 | -19.6% | 24,304 | -17.4% | 0.68% | -12.3% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $2,103,000 | -3.6% | 28,232 | +2.0% | 0.61% | +5.2% |
| EXR | Sell | EXTRA SPACE STORAGE INC | $2,011,000 | -8.2% | 10,639 | -5.0% | 0.58% | 0.0% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $1,910,000 | -7.4% | 86,316 | +0.2% | 0.55% | +0.9% | |
| SCZ | Sell | ISHARES TReafe sml cp etf | $1,757,000 | -17.9% | 30,146 | -11.9% | 0.51% | -10.4% |
| ICSH | Sell | ISHARES TRblackrock ultra | $1,722,000 | -34.4% | 34,422 | -34.3% | 0.50% | -28.4% |
| IGSB | Sell | ISHARES TR | $1,641,000 | -3.0% | 32,097 | -3.1% | 0.48% | +5.8% |
| IWC | Sell | ISHARES TRmicro-cap etf | $1,626,000 | -16.7% | 14,202 | -12.6% | 0.47% | -9.1% |
| AMZN | Buy | AMAZON COM INC | $1,612,000 | +12.0% | 11,904 | +1984.8% | 0.47% | +22.3% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $1,511,000 | -10.7% | 14,334 | -12.1% | 0.44% | -2.4% |
| UNP | UNION PAC CORP | $1,445,000 | -4.2% | 6,364 | 0.0% | 0.42% | +4.5% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,401,000 | 0.0% | 10,145 | +5.6% | 0.41% | +9.1% |
| TSLA | Sell | TESLA INC | $1,384,000 | -7.0% | 1,552 | -0.6% | 0.40% | +1.5% |
| MUB | Sell | ISHARES TRnational mun etf | $1,349,000 | -31.1% | 12,432 | -32.5% | 0.39% | -24.8% |
| VOO | Sell | VANGUARD INDEX FDS | $1,298,000 | -31.0% | 3,438 | -27.9% | 0.38% | -24.6% |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $1,236,000 | -56.7% | 31,755 | -52.5% | 0.36% | -52.8% |
| ESGE | Buy | ISHARES INCesg awr msci em | $1,213,000 | +21.7% | 38,239 | +33.5% | 0.35% | +32.5% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,197,000 | -0.1% | 3,240 | +4.5% | 0.35% | +9.1% |
| PEP | Buy | PEPSICO INC | $1,167,000 | +1.8% | 6,593 | +0.0% | 0.34% | +11.2% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $1,159,000 | -9.1% | 8,140 | -1.1% | 0.34% | -0.9% |
| IFRA | New | ISHARES TRus infrastruc | $1,074,000 | – | 28,775 | +100.0% | 0.31% | – |
| EFA | Sell | ISHARES TRmsci eafe etf | $987,000 | -13.9% | 15,004 | -8.2% | 0.29% | -6.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $984,000 | -7.6% | 3,325 | +2.0% | 0.28% | +0.7% |
| MMM | Buy | 3M CO | $970,000 | -6.6% | 6,764 | +0.5% | 0.28% | +1.8% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $960,000 | +21.7% | 9,431 | +23.8% | 0.28% | +32.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $917,000 | +2.6% | 8,799 | +1.4% | 0.27% | +12.2% |
| VLUE | Sell | ISHARES TRmsci usa value | $910,000 | -71.2% | 9,478 | -69.0% | 0.26% | -68.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $908,000 | -1.1% | 1,661 | -1.5% | 0.26% | +7.8% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $837,000 | -7.0% | 5,088 | -2.5% | 0.24% | +1.3% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $805,000 | -4.5% | 4,287 | +0.1% | 0.23% | +4.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $800,000 | +9.3% | 2,283 | +14.9% | 0.23% | +19.6% |
| VFMF | Sell | VANGUARD WELLINGTON FDus multifactor | $782,000 | -16.1% | 8,021 | -11.8% | 0.23% | -8.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $712,000 | -6.1% | 6,200 | +1900.0% | 0.21% | +2.5% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $700,000 | +1.9% | 7,175 | +2.3% | 0.20% | +11.5% |
| TDY | TELEDYNE TECHNOLOGIES INC | $685,000 | -8.1% | 1,741 | 0.0% | 0.20% | 0.0% | |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $667,000 | -12.7% | 2,116 | -8.7% | 0.19% | -4.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $644,000 | -3.9% | 3,705 | -0.4% | 0.19% | +5.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $609,000 | -4.2% | 5,271 | +1927.3% | 0.18% | +4.1% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $562,000 | +16.1% | 7,290 | +14.9% | 0.16% | +26.4% |
| NOW | SERVICENOW INC | $561,000 | -9.2% | 1,237 | 0.0% | 0.16% | -1.2% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $547,000 | -3.4% | 11,247 | +1.3% | 0.16% | +5.3% |
| V | Sell | VISA INC | $539,000 | -4.1% | 2,550 | -2.7% | 0.16% | +4.7% |
| HUN | Sell | HUNTSMAN CORP | $532,000 | -20.7% | 18,294 | -3.1% | 0.15% | -13.5% |
| NVDA | Buy | NVIDIA CORPORATION | $533,000 | -7.1% | 2,888 | +2.4% | 0.15% | +1.3% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $524,000 | +2.9% | 9,753 | +7.9% | 0.15% | +12.6% |
| ZION | Sell | ZIONS BANCORPORATION N A | $519,000 | -13.2% | 9,617 | -4.3% | 0.15% | -5.7% |
| IDEV | Sell | ISHARES TRcore msci intl | $508,000 | -8.3% | 8,970 | -1.8% | 0.15% | 0.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $500,000 | -0.4% | 1,218 | +4.0% | 0.14% | +9.0% |
| EXPD | EXPEDITORS INTL WASH INC | $498,000 | -4.0% | 4,681 | 0.0% | 0.14% | +4.3% | |
| PFE | PFIZER INC | $494,000 | +1.9% | 9,758 | 0.0% | 0.14% | +10.9% | |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $486,000 | -5.4% | 12,277 | +3.0% | 0.14% | +3.7% |
| FB | Buy | META PLATFORMS INCcl a | $473,000 | -23.7% | 2,958 | +6.7% | 0.14% | -17.0% |
| WMT | Buy | WALMART INC | $469,000 | -14.3% | 3,540 | +0.1% | 0.14% | -6.2% |
| CVX | Sell | CHEVRON CORP NEW | $450,000 | -18.2% | 2,800 | -14.7% | 0.13% | -11.0% |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $432,000 | – | 8,468 | +100.0% | 0.12% | – |
| TRMB | TRIMBLE INC | $428,000 | -0.2% | 6,138 | 0.0% | 0.12% | +8.8% | |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $427,000 | -88.0% | 5,561 | -87.2% | 0.12% | -86.9% |
| WPC | WP CAREY INC | $423,000 | +9.9% | 4,831 | 0.0% | 0.12% | +20.6% | |
| MCD | Buy | MCDONALDS CORP | $426,000 | +5.7% | 1,611 | +1.6% | 0.12% | +15.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $423,000 | -8.0% | 2,962 | +1.3% | 0.12% | +0.8% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $420,000 | -90.6% | 14,807 | -89.8% | 0.12% | -89.7% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $413,000 | +10.1% | 3,395 | +16.7% | 0.12% | +20.0% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $415,000 | -33.5% | 9,665 | -29.1% | 0.12% | -27.7% |
| USXF | Sell | ISHARES TResg msci usa etf | $413,000 | -5.1% | 12,676 | -1.5% | 0.12% | +3.4% |
| EUSB | Buy | ISHARES TResg adv ttl usd | $406,000 | +3.0% | 9,005 | +2.1% | 0.12% | +12.4% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $406,000 | -89.4% | 9,431 | -88.9% | 0.12% | -88.4% |
| DIS | Buy | DISNEY WALT CO | $400,000 | +1.0% | 3,766 | +10.5% | 0.12% | +10.5% |
| INTC | Sell | INTEL CORP | $397,000 | -29.4% | 10,737 | -11.1% | 0.12% | -22.8% |
| MRK | Buy | MERCK & CO INC | $385,000 | 0.0% | 4,354 | +0.2% | 0.11% | +9.8% |
| USIG | Buy | ISHARES TRusd inv grde etf | $384,000 | +0.3% | 7,323 | +0.1% | 0.11% | +8.8% |
| NVG | NUVEEN AMT FREE MUN CR INC F | $380,000 | +3.0% | 26,822 | 0.0% | 0.11% | +12.2% | |
| IXN | Buy | ISHARES TRglobal tech etf | $359,000 | -0.6% | 6,978 | +4.2% | 0.10% | +8.3% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $356,000 | -5.1% | 5,371 | +0.1% | 0.10% | +3.0% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $334,000 | -3.2% | 5,037 | +3.0% | 0.10% | +5.4% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $331,000 | -3.8% | 6,858 | +0.9% | 0.10% | +5.5% |
| AMAT | Sell | APPLIED MATLS INC | $330,000 | -57.3% | 3,099 | -52.3% | 0.10% | -53.2% |
| PYPL | Buy | PAYPAL HLDGS INC | $328,000 | +3.1% | 3,701 | +7.8% | 0.10% | +13.1% |
| JPI | Sell | NUVEEN PFD & INCOME TERM FD | $325,000 | -36.6% | 15,539 | -36.6% | 0.09% | -30.9% |
| PSF | Sell | COHEN & STEERS SELECT PFD & | $325,000 | -39.5% | 14,833 | -39.5% | 0.09% | -34.3% |
| PCM | Sell | PCM FD INC | $319,000 | -12.6% | 32,330 | -6.3% | 0.09% | -5.2% |
| QCOM | Buy | QUALCOMM INC | $316,000 | -0.6% | 2,140 | +0.4% | 0.09% | +9.5% |
| AEE | AMEREN CORP | $312,000 | -0.6% | 3,350 | 0.0% | 0.09% | +8.4% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $303,000 | 0.0% | 514 | -4.6% | 0.09% | +10.0% |
| PNFP | PINNACLE FINL PARTNERS INC | $300,000 | -2.3% | 3,766 | 0.0% | 0.09% | +6.1% | |
| LULU | LULULEMON ATHLETICA INC | $299,000 | -14.8% | 963 | 0.0% | 0.09% | -6.5% | |
| WFC | Buy | WELLS FARGO CO NEW | $300,000 | +22.0% | 6,894 | +28.8% | 0.09% | +33.8% |
| HD | Buy | HOME DEPOT INC | $301,000 | -2.6% | 984 | +0.3% | 0.09% | +6.1% |
| D | Sell | DOMINION ENERGY INC | $294,000 | -29.2% | 3,560 | -29.3% | 0.08% | -22.7% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $290,000 | -28.0% | 7,053 | -22.7% | 0.08% | -21.5% |
| LLY | LILLY ELI & CO | $290,000 | +9.8% | 895 | 0.0% | 0.08% | +20.0% | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $286,000 | +16.3% | 1,988 | +20.6% | 0.08% | +27.7% |
| IYR | Buy | ISHARES TRu.s. real es etf | $275,000 | -4.2% | 2,769 | +0.1% | 0.08% | +5.3% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $272,000 | -6.5% | 10,907 | +0.3% | 0.08% | +2.6% |
| COP | Sell | CONOCOPHILLIPS | $271,000 | -27.7% | 2,851 | -20.9% | 0.08% | -22.0% |
| SNFCA | Buy | SECURITY NATL FINL CORPcl a new | $262,000 | -13.8% | 33,124 | +5.0% | 0.08% | -6.2% |
| PSA | PUBLIC STORAGE | $263,000 | -8.7% | 812 | 0.0% | 0.08% | 0.0% | |
| NWE | Sell | NORTHWESTERN CORP | $258,000 | -20.6% | 4,757 | -13.5% | 0.08% | -12.8% |
| AMD | ADVANCED MICRO DEVICES INC | $259,000 | -2.6% | 2,674 | 0.0% | 0.08% | +5.6% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $248,000 | -19.7% | 1,152 | -15.4% | 0.07% | -12.2% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $247,000 | -3.5% | 2,652 | +1.1% | 0.07% | +5.9% |
| NVS | Sell | NOVARTIS AGsponsored adr | $247,000 | -7.5% | 2,880 | -4.9% | 0.07% | +1.4% |
| BKNG | BOOKING HOLDINGS INC | $246,000 | -9.2% | 129 | 0.0% | 0.07% | -1.4% | |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $240,000 | -2.8% | 3,048 | +0.1% | 0.07% | +6.1% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $239,000 | -62.0% | 1,648 | -60.0% | 0.07% | -58.7% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $239,000 | -14.6% | 8,981 | -13.6% | 0.07% | -6.8% |
| SBUX | Buy | STARBUCKS CORP | $237,000 | +3.9% | 2,794 | +0.3% | 0.07% | +13.1% |
| SIL | GLOBAL X FDSglobal x silver | $230,000 | -22.0% | 8,700 | 0.0% | 0.07% | -14.1% | |
| MDT | Sell | MEDTRONIC PLC | $229,000 | -21.3% | 2,455 | -10.7% | 0.07% | -14.3% |
| GLD | Sell | SPDR GOLD TR | $229,000 | -9.1% | 1,388 | -3.1% | 0.07% | -1.5% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $226,000 | +9.2% | 2,065 | +13.8% | 0.06% | +18.2% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $221,000 | +4.7% | 1,443 | +8.3% | 0.06% | +14.3% |
| DRE | New | DUKE REALTY CORP | $216,000 | – | 3,500 | +100.0% | 0.06% | – |
| SYK | Sell | STRYKER CORPORATION | $213,000 | -33.4% | 997 | -23.3% | 0.06% | -27.1% |
| TRP | Sell | TC ENERGY CORP | $214,000 | -16.1% | 4,048 | -11.0% | 0.06% | -8.8% |
| BA | New | BOEING CO | $209,000 | – | 1,234 | +100.0% | 0.06% | – |
| UL | Sell | UNILEVER PLCspon adr new | $212,000 | +5.5% | 4,327 | -1.4% | 0.06% | +15.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $202,000 | -3.8% | 1,528 | +0.1% | 0.06% | +5.4% |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $196,000 | – | 14,139 | +100.0% | 0.06% | – |
| CODX | Sell | CO-DIAGNOSTICS INC | $188,000 | 0.0% | 28,376 | -29.7% | 0.05% | +8.0% |
| BTZ | Sell | BLACKROCK CR ALLOCATION INCO | $147,000 | -18.8% | 12,839 | -17.8% | 0.04% | -10.4% |
| SYBX | SYNLOGIC INC | $16,000 | -46.7% | 17,302 | 0.0% | 0.01% | -37.5% | |
| GSBD | Exit | GOLDMAN SACHS BDC INC | $0 | – | -10,012 | -100.0% | -0.05% | – |
| NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -4,137 | -100.0% | -0.05% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -4,230 | -100.0% | -0.05% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -976 | -100.0% | -0.05% | – |
| TFI | Exit | SPDR SER TRnuveen blmbrg mu | $0 | – | -4,388 | -100.0% | -0.05% | – |
| SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -7,265 | -100.0% | -0.06% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -5,711 | -100.0% | -0.06% | – |
| VFMO | Exit | VANGUARD WELLINGTON FDus momentum | $0 | – | -1,858 | -100.0% | -0.06% | – |
| T | Exit | AT&T INC | $0 | – | -11,953 | -100.0% | -0.06% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -6,034 | -100.0% | -0.07% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -1,116 | -100.0% | -0.08% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sh | $0 | – | -6,432 | -100.0% | -0.08% | – |
| Exit | DIMENSIONAL ETF TRUSTinternatnal val | $0 | – | -12,332 | -100.0% | -0.11% | – | |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -23,633 | -100.0% | -0.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-02
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.