Physician Wealth Solutions Inc. Portfolio Holdings

Physician Wealth Solutions Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $201 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $25.3B, Dimensional ETF Tr Core Fxd In with a value of $19.9B, Dimensional ETF Tr Inflation P with a value of $14.6B, American Centy ETF Tr Avantis with a value of $14.2B, and Vanguard Mun Bd Fds Tax Exempt with a value of $14.1B.

Examining the 13F form we can see an increase of $60.4B in the current position value, from $140B to 201B.

Physician Wealth Solutions Inc. is based out at North Las Vegas, NV

Below you can find more details about Physician Wealth Solutions Inc. portfolio as well as his latest detailed transactions.