Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PHYSICIAN WEALTH ADVISORS INC | 04-17-2024 | 03-31-2024 | 176 | 475,558,070 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GLOBAL TECH ETF | 101 | $483,686 | 6,664 | 0.00 | 0.00 | 54 | 0.82 | 03-31-2024 |
| ISHARES TR | ESG MSCI USA ETF | 102 | $481,032 | 11,226 | 0.00 | 0.00 | -493 | -4.21 | 03-31-2024 |
| MCDONALDS CORP | COM | 103 | $464,569 | 1,750 | 0.00 | 0.00 | 141 | 8.76 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 104 | $451,851 | 2,891 | 0.00 | 0.00 | 26 | 0.91 | 03-31-2024 |
