Physician Wealth Advisors, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 17, 2024
Value $
$539M
Signature - Title
Melissa Saez - Compliance Analyst
Location
6820 South 900 East, Suite 200, Midvale, UT
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 175 $474M +$59.7M -$36.4M +$23.3M IVV, SPLG, ITOT, DFAI, QUAL 13F-HR 4/17/2024, 05:08 PM
Q4 2023 166 $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 -$20.9M +$2.06M IVV, SPLG, ITOT, DFAI, AAPL 13F-HR 10/10/2023, 01:44 PM
Q2 2023 150 $403M +$6.4M -$2M +$4.4M IVV, SPLG, ITOT, QUAL, AAPL 13F-HR 7/5/2023, 01:08 PM
Q1 2023 152 $381M +$30M -$26.3M +$3.74M IVV, SPLG, ITOT, QUAL, DFAI 13F-HR 4/20/2023, 04:37 PM
Q4 2022 146 $369M +$38.6M -$8.62M +$30M IVV, SPLG, ESGU, ITOT, DFAI 13F-HR 1/25/2023, 01:04 PM
Q3 2022 146 $321M +$15.9M -$4.62M +$11.2M IVV, SPLG, ESGU, ITOT, IEFA 13F-HR 10/6/2022, 10:32 AM
Q2 2022 141 $340M +$20.6M -$29.3M -$8.72M IVV, SPLG, ESGU, ITOT, IEFA 13F-HR 8/2/2022, 03:22 PM
Q1 2022 152 $374M +$50.8M -$13M +$37.8M IVV, SPLG, ESGU, ITOT, IEFA 13F-HR 5/5/2022, 02:41 PM
Q4 2021 158 $381M +$18.8M -$6.68M +$12.1M IVV, ESGU, SPLG, ITOT, IEFA 13F-HR 1/10/2022, 04:59 PM
Q3 2021 156 $363M +$20.3M -$11.6M +$8.7M IVV, ESGU, IEFA, ITOT, SPLG 13F-HR 10/18/2021, 06:45 PM
Q2 2021 148 $348M +$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 134 $288M +$50M -$35.1M +$14.8M IVV, IEFA, ITOT, ESGU, SPLG 13F-HR 2/19/2021, 12:05 PM
Q3 2020 126 $247M +$17.9M -$4.73M +$13.1M IVV, IEFA, ITOT, ESGU, AAPL 13F-HR 11/3/2020, 05:33 PM
Q2 2020 128 $240M +$25.4M -$12.5M +$13M IVV, IEFA, ITOT, IJR, ESGU 13F-HR 8/11/2020, 02:33 PM
Q1 2020 105 $199M +$35.9M -$15.7M +$20.2M 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, 03:10 PM
Q3 2019 106 $205M IVV, IEFA, ITOT, EFAV, EEMV 13F-HR 11/26/2019, 11:40 AM