Physician Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$550M
Signature - Title
Melissa Saez - Compliance Analyst
Location
Midvale, UT
Summary
This page shows a list of all the recent 13F filings made by Physician Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Physician Wealth Advisors, Inc. reported 183 stock holdings with total value $550M as of Q3 2024. Top holdings included IVV, SPLG, QUAL, IVW, and DFAI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 183 $550M +$24.2M -$22.7M +$1.48M IVV, SPLG, QUAL, IVW, DFAI 13F-HR 10/16/2024, 09:40 AM
Q2 2024 182 $539M +$35.6M -$19.1M +$16.4M IVV, SPLG, IVW, ITOT, DFAI 13F-HR 7/17/2024, 01:33 PM
Q1 2024 176 $474M +$59.7M -$36.4M +$23.3M IVV, SPLG, ITOT, DFAI, QUAL 13F-HR 4/17/2024, 05:08 PM
Q4 2023 167 $446M +$33.3M -$14.9M +$18.4M IVV, SPLG, ITOT, DFAI, QUAL 13F-HR 1/23/2024, 11:14 AM
Q3 2023 148 $389M +$22.9M -$22.6M +$368K IVV, SPLG, ITOT, DFAI, AAPL 13F-HR 10/10/2023, 01:44 PM
Q2 2023 150 $403M +$6.4M -$3.91M +$2.49M IVV, SPLG, ITOT, QUAL, AAPL 13F-HR 7/5/2023, 01:08 PM
Q1 2023 152 $381M +$30M -$26.7M +$3.36M IVV, SPLG, ITOT, QUAL, DFAI 13F-HR 4/20/2023, 04:37 PM
Q4 2022 150 $369M +$38.6M -$18.8M +$19.8M IVV, SPLG, ESGU, ITOT, DFAI 13F-HR 1/25/2023, 02:04 PM
Q3 2022 146 $325M +$15M -$5.65M +$9.34M IVV, SPLG, ESGU, ITOT, IEFA 13F-HR 10/6/2022, 10:32 AM
Q2 2022 149 $340M +$20.6M -$34.6M -$14M IVV, SPLG, ESGU, ITOT, IEFA 13F-HR 8/2/2022, 03:22 PM
Q1 2022 156 $374M +$50.8M -$24.7M +$26.1M IVV, SPLG, ESGU, ITOT, IEFA 13F-HR 5/5/2022, 02:41 PM
Q4 2021 158 $381M +$18.8M -$8.43M +$10.4M IVV, ESGU, SPLG, ITOT, IEFA 13F-HR 1/10/2022, 05:59 PM
Q3 2021 157 $363M +$20.3M -$11.6M +$8.7M IVV, ESGU, IEFA, ITOT, SPLG 13F-HR 10/18/2021, 06:45 PM
Q2 2021 151 $347M +$35.5M -$6.61M +$28.9M IVV, ESGU, IEFA, ITOT, SPLG 13F-HR 7/23/2021, 01:06 PM
Q1 2021 143 $307M +$11.2M -$4.37M +$6.8M IVV, IEFA, ITOT, ESGU, SPLG 13F-HR 4/6/2021, 04:50 PM
Q4 2020 141 $288M +$50M -$51M -$1.08M IVV, IEFA, ITOT, ESGU, SPLG 13F-HR 2/19/2021, 01:05 PM
Q3 2020 127 $247M +$12M -$7.49M +$4.52M IVV, IEFA, ITOT, ESGU, AAPL 13F-HR 11/3/2020, 06:33 PM
Q2 2020 131 $240M +$25.3M -$14.1M +$11.1M IVV, IEFA, ITOT, IJR, ESGU 13F-HR 8/11/2020, 02:33 PM
Q1 2020 108 $199M +$35.9M -$26M +$9.86M IVV, IEFA, ITOT, ESGU, EFAV 13F-HR 4/23/2020, 01:22 PM
Q4 2019 120 $225M +$13.6M -$1.56M +$12M IVV, IEFA, ITOT, IEMG, EFAV 13F-HR 1/14/2020, 04:10 PM
Q3 2019 107 $205M $0 $0 IVV, IEFA, ITOT, EFAV, EEMV 13F-HR 11/26/2019, 12:40 PM