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 |
|---|---|---|---|---|---|---|---|---|---|
| UNION PAC CORP | COM | 51 | $1,590,375 | 6,877 | 0.00 | 0.00 | 101 | 1.49 | 03-31-2024 |
| ISHARES TR | SP SMCP600VL ETF | 52 | $1,568,169 | 16,566 | 0.00 | 0.00 | -385 | -2.27 | 03-31-2024 |
| DIREXION SHS ETF TR | DLY SMCAP BULL3X | 53 | $1,553,082 | 45,922 | 0.00 | 0.00 | -2,407 | -4.98 | 03-31-2024 |
| EXTRA SPACE STORAGE INC | COM | 54 | $1,462,196 | 10,766 | 0.00 | 0.00 | 41 | 0.38 | 03-31-2024 |
