$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $1,445,000 | -4.2% | 6,364 | 0.0% | 0.42% | +4.5% | |
| TDY | TELEDYNE TECHNOLOGIES INC | $685,000 | -8.1% | 1,741 | 0.0% | 0.20% | 0.0% | |
| NOW | SERVICENOW INC | $561,000 | -9.2% | 1,237 | 0.0% | 0.16% | -1.2% | |
| 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% | |
| TRMB | TRIMBLE INC | $428,000 | -0.2% | 6,138 | 0.0% | 0.12% | +8.8% | |
| WPC | WP CAREY INC | $423,000 | +9.9% | 4,831 | 0.0% | 0.12% | +20.6% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $380,000 | +3.0% | 26,822 | 0.0% | 0.11% | +12.2% | |
| AEE | AMEREN CORP | $312,000 | -0.6% | 3,350 | 0.0% | 0.09% | +8.4% | |
| 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% | |
| LLY | LILLY ELI & CO | $290,000 | +9.8% | 895 | 0.0% | 0.08% | +20.0% | |
| PSA | PUBLIC STORAGE | $263,000 | -8.7% | 812 | 0.0% | 0.08% | 0.0% | |
| AMD | ADVANCED MICRO DEVICES INC | $259,000 | -2.6% | 2,674 | 0.0% | 0.08% | +5.6% | |
| BKNG | BOOKING HOLDINGS INC | $246,000 | -9.2% | 129 | 0.0% | 0.07% | -1.4% | |
| SIL | GLOBAL X FDSglobal x silver | $230,000 | -22.0% | 8,700 | 0.0% | 0.07% | -14.1% | |
| SYBX | SYNLOGIC INC | $16,000 | -46.7% | 17,302 | 0.0% | 0.01% | -37.5% |
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.