Long-term investor

Physician Wealth Solutions Inc. @physicianwealthsolutions

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002007116).

Record

  • Tracked since 2025-06-30 (472 days), 20 trades recorded
  • Returns: week n/a · month n/a · 90 days +0.4% · 6 months +0.4% · 1 year +0.4% · all +0.4%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V104 · 15.1% · long · since 2025-09-30
  • 25434V872 · 9.3% · long · since 2025-09-30
  • 25434V856 · 7.1% · long · since 2025-09-30
  • 25239Y170 · 5.7% · long · since 2026-09-30
  • 25434V401 · 5.2% · long · since 2025-09-30
  • 25434V732 · 5.1% · long · since 2025-09-30
  • 25434V799 · 4.9% · long · since 2025-09-30
  • 025072356 · 4.7% · long · since 2025-09-30
  • 25434V781 · 4.5% · long · since 2025-09-30
  • 025072877 · 4.3% · long · since 2025-09-30
  • 922907746 · 4.0% · long · since 2025-09-30
  • 025072703 · 3.4% · long · since 2025-09-30

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