Physicians Financial Services, Inc. Portfolio Holdings

Physicians Financial Services, Inc.

  • $329 Million
  • Q4 2024

Physicians Financial Services, Inc. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $329 Million distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $55.1M, Amazon Com Inc with a value of $20.3M, Nvidia Corp with a value of $19.3M, Microsoft Corp with a value of $18.1M, and Alphabet Inc. with a value of $16M.

Examining the 13F form we can see an increase of $10.3M in the current position value, from $319M to 329M.

Physicians Financial Services, Inc. is based out at Raleigh, NC

Below you can find more details about Physicians Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $329 Million
Technology: $115 Million
Industrials: $45.5 Million
Consumer Cyclical: $43.1 Million
Consumer Defensive: $39.7 Million
Financial Services: $27.2 Million
Communication Services: $26.4 Million
Healthcare: $19.8 Million
Energy: $6.43 Million
Other: $5.77 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$706,000 0.21% of portfolio
1,134
Q4 2024 Reduced 0.09%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $329 Million
  • Prior Value $319 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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