Position in NOW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$559,343
-$47,360 QoQ
Shares Held
5,634
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,377
of 2,221 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $1,536,229 across 74 Software - Application names. NOW ranks #1 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
This page
|
5,634 | $559,343 | |
| 2 | SHOP |
Shopify Inc.
|
1,015 | $115,892 | |
| 3 | ADSK |
Autodesk, Inc.
|
512 | $99,543 | |
| 4 | INTU |
Intuit Inc.
|
344 | $89,784 | |
| 5 | CRM |
Salesforce, Inc.
|
505 | $79,113 | |
| 6 | DDOG |
Datadog, Inc.
|
290 | $75,504 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
194 | $72,812 | |
| 8 | UBER |
Uber Technologies, Inc
|
626 | $45,172 |
All Filings in NOW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,343 | 5,634 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $606,703 | 5,803 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $847,293 | 5,531 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,123,661 | 1,221 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,181,263 | 1,149 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $911,580 | 1,145 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,197,935 | 1,130 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,052,697 | 1,177 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $921,977 | 1,172 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $856,175 | 1,123 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $774,313 | 1,096 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $691,433 | 1,237 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $695,156 | 1,237 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $574,858 | 1,237 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $480,289 | 1,237 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $467,103 | 1,237 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $588,218 | 1,237 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $688,872 | 1,237 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $732,845 | 1,129 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $706,276 | 1,135 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $623,739 | 1,135 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $567,624 | 1,135 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $624,738 | 1,135 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $572,300 | 1,180 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $477,970 | 1,180 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $338,164 | 1,180 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||