Physician Wealth Solutions Inc. Portfolio Holdings
Physician Wealth Solutions Inc.
- $140 Billion
- Q2 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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