Physician Wealth Solutions Inc. Portfolio Holdings

Physician Wealth Solutions Inc.

  • $119 Billion
  • Q1 2024

Physician Wealth Solutions Inc. has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $119 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $12.1B, Vanguard Mun Bd Fds Tax Exempt with a value of $9.12B, Dimensional ETF Tr U S Equity with a value of $8.84B, American Centy ETF Tr Avantis with a value of $7.92B, and Dimensional ETF Tr Emerging Mk with a value of $7.43B.

Examining the 13F form we can see an increase of $18.9B in the current position value, from $100B to 119B.

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 $119 Billion
ETFs: $109 Billion
Technology: $648 Million
Basic Materials: $574 Million
Consumer Cyclical: $232 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.1 Billion 10.12% of portfolio
329,962
Q1 2024 Added 15.07%
$0
$9.12 Billion 7.65% of portfolio
180,141
Q1 2024 Added 3.05%
$0
$8.84 Billion 7.42% of portfolio
155,196
Q1 2024 Added 0.03%
$0
$7.92 Billion 6.65% of portfolio
187,325
Q1 2024 Added 48.6%
$0
$7.43 Billion 6.24% of portfolio
291,517
Q1 2024 Added 29.04%
$0
$7.05 Billion 5.92% of portfolio
234,241
Q1 2024 Added 31.63%
$0
$6.12 Billion 5.14% of portfolio
96,055
Q1 2024 Added 1.04%
$0
$5.99 Billion 5.03% of portfolio
224,043
Q1 2024 Added 17.23%
$0
$5.76 Billion 4.83% of portfolio
137,216
Q1 2024 Added 53.36%
$0
$4.84 Billion 4.06% of portfolio
177,896
Q1 2024 Added 42.15%
$0
$4.79 Billion 4.03% of portfolio
116,215
Q1 2024 Added 40.56%
$0
$3.83 Billion 3.21% of portfolio
58,091
Q1 2024 Added 9.06%
$0
$3.32 Billion 2.78% of portfolio
60,911
Q1 2024 Reduced 0.26%
$0
$3.29 Billion 2.77% of portfolio
52,835
Q4 2023 New
$0
$2.9 Billion 2.43% of portfolio
38,423
Q1 2024 Reduced 8.95%
$0
$2.8 Billion 2.35% of portfolio
56,975
Q1 2024 Added 25.36%
$0
$2.67 Billion 2.25% of portfolio
29,878
Q1 2024 Reduced 0.87%
$0
$2.66 Billion 2.23% of portfolio
28,367
Q1 2024 Added 5.96%
$0
$2.48 Billion 2.08% of portfolio
42,812
Q1 2024 Added 6.42%
$0
$2.07 Billion 1.74% of portfolio
39,721
Q1 2024 Added 2.51%
$0
$1.57 Billion 1.32% of portfolio
49,062
Q1 2024 Added 39.63%
$0
$1.27 Billion 1.06% of portfolio
26,338
Q1 2024 Reduced 3.63%
$0
$1.05 Billion 0.88% of portfolio
17,218
Q1 2024 Reduced 0.79%
$0
$1.03 Billion 0.86% of portfolio
20,541
Q4 2023 New
$0
$723 Million 0.61% of portfolio
2,783
Q1 2024 Added 0.11%
$0
$690 Million 0.58% of portfolio
14,414
Q1 2024 Reduced 22.99%
$262B
$648 Million 0.54% of portfolio
3,590
Q4 2023 New
$0
$611 Million 0.51% of portfolio
24,030
Q1 2024 Added 57.45%
$33B
$574 Million 0.48% of portfolio
2,105
Q4 2023 New
$0
$356 Million 0.3% of portfolio
3,221
Q1 2024 Reduced 11.97%
$0
$353 Million 0.3% of portfolio
6,087
Q1 2024 Reduced 13.32%
$0
$340 Million 0.29% of portfolio
8,307
Q4 2023 New
$0
$251 Million 0.21% of portfolio
4,978
Q4 2023 New
$0
$243 Million 0.2% of portfolio
1,015
Q4 2023 New
$1.97T
$232 Million 0.19% of portfolio
1,286
Q1 2024 New
$0
$219 Million 0.18% of portfolio
637
Q1 2024 Reduced 4.78%
Dimensional ETF Trust
-
$207 Million 0.17% of portfolio
-
Q1 2024 Added 2.55%

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $119 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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