$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SYBX | Exit | SYNLOGIC INC | $0 | – | -17,302 | -100.0% | -0.00% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -1,662 | -100.0% | -0.05% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -4,012 | -100.0% | -0.05% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -2,790 | -100.0% | -0.05% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -4,989 | -100.0% | -0.06% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -1,330 | -100.0% | -0.06% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -2,598 | -100.0% | -0.06% | – |
| NVG | Exit | NUVEEN AMT FREE MUN CR INC F | $0 | – | -26,822 | -100.0% | -0.08% | – |
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.