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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.1 Billion 10.77% of portfolio
402,546
Q2 2024 Added 22.0%
$0
$10.5 Billion 7.51% of portfolio
255,305
Q2 2024 Added 36.29%
$0
$9.99 Billion 7.13% of portfolio
347,057
Q2 2024 Added 48.16%
$0
$9.34 Billion 6.67% of portfolio
186,366
Q2 2024 Added 3.46%
$0
$9.26 Billion 6.61% of portfolio
346,277
Q2 2024 Added 18.78%
$0
$9.14 Billion 6.53% of portfolio
155,359
Q2 2024 Added 0.11%
$0
$8.47 Billion 6.05% of portfolio
203,886
Q2 2024 Added 48.59%
$0
$7.16 Billion 5.11% of portfolio
272,252
Q2 2024 Added 21.52%
$0
$6.47 Billion 4.62% of portfolio
240,655
Q2 2024 Added 35.28%
$0
$6.01 Billion 4.29% of portfolio
96,604
Q2 2024 Added 0.57%
$0
$5.91 Billion 4.22% of portfolio
144,668
Q2 2024 Added 24.48%
$0
$4.04 Billion 2.88% of portfolio
62,175
Q2 2024 Added 7.03%
$0
$3.96 Billion 2.83% of portfolio
81,436
Q2 2024 Added 42.93%
$0
$3.18 Billion 2.27% of portfolio
52,865
Q2 2024 Added 0.06%
$0
$3.16 Billion 2.25% of portfolio
60,897
Q2 2024 Reduced 0.02%
$0
$2.94 Billion 2.1% of portfolio
32,726
Q2 2024 Added 15.37%
$0
$2.82 Billion 2.02% of portfolio
26,510
Q2 2024 Added 1.87%
$0
$2.75 Billion 1.96% of portfolio
44,973
Q2 2024 Added 5.05%
$0
$2.71 Billion 1.94% of portfolio
30,070
Q2 2024 Added 0.64%
$0
$2.19 Billion 1.57% of portfolio
68,076
Q2 2024 Added 38.76%
$0
$2.09 Billion 1.49% of portfolio
40,202
Q2 2024 Added 1.21%
$0
$1.24 Billion 0.88% of portfolio
25,896
Q2 2024 Reduced 1.68%
$0
$1.05 Billion 0.75% of portfolio
16,647
Q2 2024 Reduced 3.32%
$0
$1.05 Billion 0.75% of portfolio
41,339
Q2 2024 Added 72.03%
$0
$1.03 Billion 0.73% of portfolio
20,541
Q4 2023 New
$0
$792 Million 0.57% of portfolio
16,326
Q2 2024 Added 13.26%
$0
$741 Million 0.53% of portfolio
2,771
Q2 2024 Reduced 0.43%
$240B
$582 Million 0.42% of portfolio
3,590
Q4 2023 New
$36.7B
$523 Million 0.37% of portfolio
2,105
Q4 2023 New
$0
$367 Million 0.26% of portfolio
3,324
Q2 2024 Added 3.2%
$0
$363 Million 0.26% of portfolio
6,259
Q2 2024 Added 2.83%
$0
$326 Million 0.23% of portfolio
8,307
Q4 2023 New
Dimensional ETF Trust
-
$314 Million 0.22% of portfolio
-
Q2 2024 Added 54.54%
$0
$253 Million 0.18% of portfolio
1,015
Q4 2023 New
$0
$252 Million 0.18% of portfolio
5,006
Q2 2024 Added 0.56%
$1.96T
$249 Million 0.18% of portfolio
1,286
Q1 2024 New
$0
$235 Million 0.17% of portfolio
7,358
Q2 2024 New
$0
$238 Million 0.17% of portfolio
637
Q1 2024 Reduced 4.78%
$335B
$204 Million 0.15% of portfolio
303
Q2 2024 New
-
$202 Million 0.14% of portfolio
-
Q2 2024 New

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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