$389 Million is the total value of Physician Wealth Advisors, Inc.'s 148 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVW | New | ISHARES TRs&p 500 grwt etf | $3,038,908 | – | 43,544 | +100.0% | 0.78% | – |
TNA | New | DIREXION SHS ETF TRdly smcap bull3x | $1,577,316 | – | 57,756 | +100.0% | 0.41% | – |
SYLD | New | CAMBRIA ETF TR | $265,882 | – | 4,358 | +100.0% | 0.07% | – |
TQQQ | New | PROSHARES TRultrapro qqq | $232,680 | – | 6,139 | +100.0% | 0.06% | – |
KO | New | COCA COLA CO | $207,072 | – | 3,916 | +100.0% | 0.05% | – |
UNH | New | UNITEDHEALTH GROUP INC | $206,918 | – | 393 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
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.