Position in NOW
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$606,703
-$240,590 QoQ
Shares Held
5,803
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $1,603,988 across 69 Software - Application names. NOW ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
This page
|
5,803 | $606,703 | |
| 2 | ADSK |
Autodesk, Inc.
|
887 | $212,347 | |
| 3 | INTU |
Intuit Inc.
|
291 | $125,822 | |
| 4 | SHOP |
Shopify Inc.
|
1,009 | $119,687 | |
| 5 | CRM |
Salesforce, Inc.
|
430 | $80,268 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
222 | $61,687 | |
| 7 | UBER |
Uber Technologies, Inc
|
547 | $39,345 | |
| 8 | SAP |
Sap SE
|
187 | $32,016 |
All Filings in NOW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $224,732 | 1,221 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $236,252 | 1,149 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $182,316 | 1,145 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $239,587 | 1,130 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $210,539 | 1,177 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $184,395 | 1,172 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $171,235 | 1,123 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $154,862 | 1,096 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $138,286 | 1,237 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $139,031 | 1,237 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $114,971 | 1,237 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $96,057 | 1,237 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $93,420 | 1,237 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $117,643 | 1,237 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $137,774 | 1,237 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $146,569 | 1,129 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $141,255 | 1,135 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $124,747 | 1,135 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $113,524 | 1,135 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $124,947 | 1,135 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $114,460 | 1,180 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $95,594 | 1,180 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $67,632 | 1,180 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||