Physician Wealth Advisors, Inc.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1795173
MIDVALE, UT
Position in BR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,643
+$344 QoQ
Shares Held
12
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#966
of 1,005 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $418,742 across 26 Information Technology Services names. BR ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
775 | $217,937 | |
| 2 | APLD |
Applied Digital Corp.
|
1,559 | $58,150 | |
| 3 | ACN |
Accenture plc
|
282 | $35,092 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
463 | $18,001 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
116 | $15,977 | |
| 6 | CIFR |
Cipher Digital Inc.
|
540 | $13,230 | |
| 7 | WIT |
Wipro Ltd
|
4,854 | $10,921 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
276 | $10,689 |
All Filings in BR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,643 | 12 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,299 | 8 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,124 | 14 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $476 | 2 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $486 | 2 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $37,581 | 155 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $52,452 | 232 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||