Position in MA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$686,169
-$54,327 QoQ
Shares Held
1,336
-9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,345
of 3,563 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $2,336,156 across 24 Credit Services names. MA ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,667 | $915,021 | |
| 2 | MA |
Mastercard Inc
This page
|
1,336 | $686,169 | |
| 3 | AXP |
American Express Co
|
1,479 | $500,271 | |
| 4 | SYF |
Synchrony Financial
|
1,505 | $114,455 | |
| 5 | COF |
Capital One Financial Corp
|
182 | $36,512 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
591 | $25,519 | |
| 7 | ENVA |
Enova International, Inc.
|
88 | $21,184 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
95 | $7,747 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,169 | 1,336 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $740,496 | 1,482 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $855,749 | 1,499 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $824,205 | 1,449 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $763,114 | 1,358 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $817,795 | 1,492 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $816,710 | 1,551 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $811,807 | 1,644 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $791,882 | 1,795 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $888,496 | 1,845 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $788,190 | 1,848 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $739,163 | 1,867 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $749,236 | 1,905 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $684,664 | 1,884 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $654,775 | 1,883 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $649,148 | 2,283 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $720,240 | 2,283 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $710,114 | 1,987 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $717,562 | 1,997 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $696,055 | 2,002 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $730,910 | 2,002 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $747,705 | 2,100 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $741,721 | 2,078 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $680,398 | 2,012 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $696,077 | 2,354 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $582,884 | 2,413 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||