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  Name: Physician Wealth Solutions Inc.
  City: NORTH LAS VEGAS
  State: NV
  Zip: 89084
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $119,099,000
  Total Value Change : $18,921,000
  Securities Held Change : 1
   
All Securities Held : 38
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 21
  Unchanged Positions : 7
  Decreased Positions : 9

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Holdings Found : 7     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 14 - $62.04 $3,294,000 52,835 2.77% 144,000 0 0.059    N/A
   (IAGG)1 Year Chart         IAGG Ishares International Aggre... 25 - $0.00 $1,026,000 20,541 0.86% 3,000 0 0.023    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 28 - $164.47 $648,000 3,590 0.54% 119,000 0 0    Semiconductor- Broad...
   (VMC)1 Year Chart         VMC Vulcan Materials Co 30 - $259.10 $574,000 2,105 0.48% 96,000 0 0.002    General Building Mate...
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 33 - $40.49 $340,000 8,307 0.29% 31,000 0 0.001    N/A
   (NEAR)1 Year Chart         NEAR Ishares Short Maturity Bond... 34 - $0.00 $251,000 4,978 0.21% 0 0 0.006    N/A
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 35 - $243.09 $243,000 1,015 0.2% 22,000 0 0.001    Closed - End Fund - E...

      7 Records Found
  1    
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