Position in IT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,351
-$2,199 QoQ
Shares Held
49
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#549
of 647 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT 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. IT ranks #9 (1.5% 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 IT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,351 | 49 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,550 | 54 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $25,228 | 100 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $10,777 | 41 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||