Physician Wealth Solutions Inc. Portfolio Holdings
Q3 2025•45 long positions•$223.8M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding45 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $29.7M 13.26% | -$27.9K Sold | — 648.2K shares | 648.8K → 648.2K −$27.9K | -0.09% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $20.2M 9.01% | +$479.9K Bought | — 471.7K shares | 460.5K → 471.7K +$479.9K | +2.44% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $15.7M 7.0% | +$863.6K Bought | — 370.9K shares | 350.4K → 370.9K +$863.6K | +5.84% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $13.8M 6.18% | -$49.1K Sold | — 434.3K shares | 435.9K → 434.3K −$49.1K | -0.35% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $13.2M 5.89% | -$78.2K Sold | — 296.2K shares | 297.9K → 296.2K −$78.2K | -0.59% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.7M 5.23% | -$32.7K Sold | — 365.0K shares | 366.0K → 365.0K −$32.7K | -0.28% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.4M 5.1% | -$130.9K Sold | — 157.7K shares | 159.5K → 157.7K −$130.9K | -1.13% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.1M 4.96% | +$191.1K Bought | — 338.7K shares | 332.9K → 338.7K +$191.1K | +1.75% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.7M 4.77% | +$920.3K Bought | — 213.2K shares | 194.9K → 213.2K +$920.3K | +9.43% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.5M 4.67% | -$159.6K Sold | — 292.9K shares | 297.4K → 292.9K −$159.6K | -1.5% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.0M 3.56% | +$44.9K Bought | — 206.8K shares | 205.6K → 206.8K +$44.9K | +0.57% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.8M 3.48% | -$165.0K Sold | — 98.7K shares | 100.8K → 98.7K −$165.0K | -2.07% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.1M 3.15% | +$95.7K Bought | — 142.7K shares | 140.7K → 142.7K +$95.7K | +1.37% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.8M 3.03% | +$37.8K Bought | — 68.1K shares | 67.7K → 68.1K +$37.8K | +0.56% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.8M 2.57% | +$2.8K Bought | — 64.6K shares | 64.6K → 64.6K +$2.8K | +0.05% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.3M 2.37% | +$32.9K Bought | — 70.6K shares | 70.2K → 70.6K +$32.9K | +0.62% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.3M 1.91% | -$18.5K Sold | — 73.5K shares | 73.8K → 73.5K −$18.5K | -0.43% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.0M 1.79% | -$202.4K Sold | — 36.9K shares | 38.7K → 36.9K −$202.4K | -4.81% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.6M 1.62% | — | — 52.9K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.8M 1.26% | -$1.4K Sold | — 89.7K shares | 89.8K → 89.7K −$1.4K | -0.05% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.7M 1.19% | — | — 25.1K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.4M 1.09% | -$62.0K Sold | — 31.1K shares | 31.9K → 31.1K −$62.0K | -2.49% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.1M 0.94% | — | — 78.0K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.8M 0.824% | +$268.2K Bought | — 67.6K shares | 57.7K → 67.6K +$268.2K | +17.01% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.3M 0.603% | -$642.7 Sold | — 52.4K shares | 52.5K → 52.4K −$642.7 | -0.05% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $950.4K 0.425% | — | — 2.9K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $828.7K 0.37% | — | — 8.1K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $828.1K 0.37% | — | — 16.4K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $780.8K 0.349% | — | — 15.2K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $770.9K 0.344% | -$358.5K Sold | — 16.1K shares | 23.5K → 16.1K −$358.5K | -31.74% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $729.5K 0.326% | — | — 9.2K shares | — | — | — — | Q2 2025 Held for 5 months | |
Construction Materials Basic Materials | $647.5K 0.289% | — | 0.002% 2.1K shares | — | — | $40.6B Large Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $571.1K 0.255% | — | 0.0% 3.5K shares | — | — | $262.56B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $473.0K 0.211% | — | — 8.0K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $442.5K 0.198% | +$442.5K New | — 8.2K shares | 0 → 8.2K +$442.5K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $405.0K 0.181% | +$205.1 Bought | — 7.9K shares | 7.9K → 7.9K +$205.1 | +0.05% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $373.2K 0.167% | — | — 3.4K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $371.2K 0.166% | — | — 8.3K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Entertainment Communication Services | $363.3K 0.162% | — | 0.0% 303.0 shares | — | — | $509.45B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $312.5K 0.14% | — | — 1.0K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $305.5K 0.137% | — | — 637.0 shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $282.1K 0.126% | — | 0.0% 1.3K shares | — | — | $2.34T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $246.3K 0.11% | — | — 5.8K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $235.6K 0.105% | — | — 6.2K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $228.2K 0.102% | -$21.9K Sold | — 4.0K shares | 4.4K → 4.0K −$21.9K | -8.76% | — — | Q2 2025 Held for 5 months |
