Long-term investor
Physician Wealth Advisors, Inc. @physicianwealthadvisorsi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001795173).
Record
- Tracked since 2025-06-30 (450 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.4% · 1 year n/a · all +2.0%
- Max drawdown n/a · win rate 51% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 12.3% · long · since 2025-06-30
- 78464A854 · 11.2% · long · since 2025-06-30
- 464288240 · 5.3% · long · since 2026-03-31
- 25434V203 · 3.8% · long · since 2025-06-30
- 464287309 · 3.8% · long · since 2025-06-30
- 09290C103 · 3.7% · long · since 2025-06-30
- 464287408 · 3.2% · long · since 2025-06-30
- 25434V302 · 3.1% · long · since 2025-06-30
- 464287150 · 2.5% · long · since 2025-06-30
- 25434V104 · 2.3% · long · since 2025-06-30
- AAPL · 2.2% · long · since 2025-06-30
- 316188309 · 1.9% · long · since 2025-06-30