Physician Wealth Solutions Inc. has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $140 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 $15.1B, American Centy ETF Tr Avantis with a value of $10.5B, Dimensional ETF Tr Dimensional with a value of $9.99B, Vanguard Mun Bd Fds Tax Exempt with a value of $9.34B, and Dimensional ETF Tr Emerging Mk with a value of $9.26B.

Examining the 13F form we can see an increase of $21B in the current position value, from $119B to 140B.

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.

Portfolio value $140 Billion
ETFs: $126 Billion
Technology: $582 Million
Basic Materials: $523 Million
Consumer Cyclical: $249 Million
Communication Services: $204 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $140 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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