Physician Wealth Solutions Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $200 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 $25.8B, Dimensional ETF Tr Core Fxd In with a value of $19.8B, Vanguard Mun Bd Fds Tax Exempt with a value of $14.5B, Dimensional ETF Tr Inflation P with a value of $14.4B, and Dimensional ETF Tr Dimensional with a value of $13.9B.

Examining the 13F form we can see an decrease of $809M in the current position value, from $201B to 200B.

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 $200 Billion
ETFs: $182 Billion
Basic Materials: $541 Million
Technology: $426 Million
Consumer Cyclical: $282 Million
Communication Services: $270 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $200 Billion
  • Prior Value $201 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Physician Wealth Solutions Inc. Portfolio

Follow Physician Wealth Solutions Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Physician Wealth Solutions Inc., based on Form 13F filings with the SEC.

News

Stay updated on Physician Wealth Solutions Inc. with notifications on news.