Position in SHOP
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$119,687
-$43,375 QoQ
Shares Held
1,009
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SHOP 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. SHOP ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
5,803 | $606,703 | |
| 2 | ADSK |
Autodesk, Inc.
|
887 | $212,347 | |
| 3 | INTU |
Intuit Inc.
|
291 | $125,822 | |
| 4 | SHOP |
Shopify Inc.
This page
|
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 SHOP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,687 | 1,009 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $163,062 | 1,013 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $149,204 | 1,004 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $124,693 | 1,081 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $120,973 | 1,267 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $131,104 | 1,233 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||