
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
148,830 | -1,270 | $66,430 |
IVV | 148,830 | -1,270 | $66,430 |
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749,671 | +11,407 | $39,140 |
SPLG | 749,671 | +11,407 | $39,140 |
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196,191 | +316 | $19,235 |
ITOT | 196,191 | +316 | $19,235 |
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128,378 | +2,744 | $17,291 |
QUAL | 128,378 | +2,744 | $17,291 |
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80,613 | +3,782 | $15,515 |
AAPL | 80,613 | +3,782 | $15,515 |
![]() |
540,830 | -3,018 | $14,797 |
DFAI | 540,830 | -3,018 | $14,797 |
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143,549 | +2,533 | $13,621 |
EFG | 143,549 | +2,533 | $13,621 |
![]() |
183,422 | -382 | $12,388 |
IEFA | 183,422 | -382 | $12,388 |
![]() |
104,732 | +1,355 | $10,226 |
ESGU | 104,732 | +1,355 | $10,226 |
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194,733 | +2,986 | $9,707 |
IEMG | 194,733 | +2,986 | $9,707 |
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403,210 | +5,782 | $9,564 |
DFAE | 403,210 | +5,782 | $9,564 |
![]() |
303,819 | +3,576 | $9,424 |
DFAU | 303,819 | +3,576 | $9,424 |
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168,126 | +3,598 | $8,262 |
EFV | 168,126 | +3,598 | $8,262 |
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125,774 | +174 | $7,901 |
IXUS | 125,774 | +174 | $7,901 |
![]() |
28,644 | +118 | $7,511 |
IJH | 28,644 | +118 | $7,511 |
![]() |
130,084 | -3,218 | $6,714 |
DGRO | 130,084 | -3,218 | $6,714 |
![]() |
61,148 | +530 | $6,648 |
IYW | 61,148 | +530 | $6,648 |
![]() |
133,384 | +5,325 | $6,037 |
FBND | 133,384 | +5,325 | $6,037 |
![]() |
73,098 | +622 | $5,428 |
USMV | 73,098 | +622 | $5,428 |
![]() |
210,359 | +3,298 | $5,330 |
FREL | 210,359 | +3,298 | $5,330 |
![]() |
192,058 | +291 | $5,222 |
DFAC | 192,058 | +291 | $5,222 |
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13,840 | +13 | $4,678 |
MSFT | 13,840 | +13 | $4,678 |
![]() |
29,645 | -179 | $4,645 |
MGC | 29,645 | -179 | $4,645 |
![]() |
45,386 | -358 | $4,551 |
IJR | 45,386 | -358 | $4,551 |
![]() |
76,419 | -3,886 | $4,206 |
DFAS | 76,419 | -3,886 | $4,206 |
![]() |
65,029 | UNCH | $4,057 |
HQY | 65,029 | UNCH | $4,057 |
![]() |
58,776 | -36 | $3,955 |
EFAV | 58,776 | -36 | $3,955 |
![]() |
38,745 | +5,431 | $2,830 |
SCHD | 38,745 | +5,431 | $2,830 |
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26,803 | +5,970 | $2,605 |
STIP | 26,803 | +5,970 | $2,605 |
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30,851 | +1,135 | $2,603 |
VNQ | 30,851 | +1,135 | $2,603 |
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41,872 | +518 | $2,311 |
EEMV | 41,872 | +518 | $2,311 |
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88,738 | +281 | $2,081 |
DFAX | 88,738 | +281 | $2,081 |
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12,498 | +84 | $1,783 |
VTV | 12,498 | +84 | $1,783 |
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13,445 | +367 | $1,751 |
AMZN | 13,445 | +367 | $1,751 |
![]() |
33,345 | +132 | $1,666 |
IGSB | 33,345 | +132 | $1,666 |
![]() |
16,771 | -20 | $1,606 |
IJS | 16,771 | -20 | $1,606 |
![]() |
10,643 | +27 | $1,601 |
EXR | 10,643 | +27 | $1,601 |
![]() |
5,402 | -131 | $1,512 |
TSLA | 5,402 | -131 | $1,512 |
![]() |
25,380 | -132 | $1,498 |
SCZ | 25,380 | -132 | $1,498 |
![]() |
3,291 | -7 | $1,453 |
VGT | 3,291 | -7 | $1,453 |
![]() |
12,704 | +55 | $1,402 |
IWC | 12,704 | +55 | $1,402 |
![]() |
6,690 | +68 | $1,379 |
UNP | 6,690 | +68 | $1,379 |
![]() |
3,359 | -220 | $1,371 |
VOO | 3,359 | -220 | $1,371 |
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33,880 | +692 | $1,330 |
IFRA | 33,880 | +692 | $1,330 |
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11,960 | +122 | $1,274 |
MUB | 11,960 | +122 | $1,274 |
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$1,252 | ||
BRK.B | 3,661 | +60 | $1,252 |
![]() |
6,657 | +24 | $1,236 |
PEP | 6,657 | +24 | $1,236 |
![]() |
3,239 | +543 | $1,199 |
QQQ | 3,239 | +543 | $1,199 |
![]() |
11,490 | +81 | $1,193 |
SUB | 11,490 | +81 | $1,193 |
![]() |
2,764 | +110 | $1,172 |
NVDA | 2,764 | +110 | $1,172 |
See Full List: All Stocks Held By Physician Wealth Advisors Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Physician Wealth Advisors Inc.
![]() At 06/30/2023: $402,874 At 03/31/2023: $381,067 Physician Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Physician Wealth Advisors Inc. 13F filings. Link to 13F filings: SEC filings |