Physician Wealth Advisors, Inc.
Position in BAM — Brookfield Asset Management Ltd.
CIK 1795173
MIDVALE, UT
Position in BAM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,197
-$336 QoQ
Shares Held
49
-14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#587
of 619 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $1,812,303 across 59 Asset Management names. BAM ranks #43 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
350 | $336,546 | |
| 2 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
29,367 | $231,411 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
11,140 | $224,248 | |
| 4 | PCM |
Pcm Fund, Inc.
|
27,330 | $152,501 | |
| 5 | BX |
Blackstone Inc.
|
1,127 | $132,614 | |
| 6 | BTZ |
Blackrock Credit Allocation Income Trust
|
10,000 | $102,200 | |
| 7 | ARCC |
Ares Capital Corp
|
4,190 | $77,640 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
3,000 | $71,130 |
All Filings in BAM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,197 | 49 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,533 | 57 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,981 | 76 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,701 | 65 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,593 | 65 | Shares | Sole | 2025-07-14 | |
| 2024-12-31 | $270 | 5 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||