Physician Wealth Advisors, Inc.

Position in SPGI — S&P Global Inc.

CIK 1795173 MIDVALE, UT

Position in SPGI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$153,733

-$14,471 QoQ

Shares Held

399

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#439

of 546 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Physician Wealth Advisors, Inc. holds $348,057 across 10 Financial Data & Stock Exchanges names. SPGI ranks #1 (44.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	399	$153,733
2	MCO	Moodys Corp /De/	93	$42,121
3	NDAQ	Nasdaq, Inc.	456	$35,941
4	CME	Cme Group Inc.	114	$25,174
5	CBOE	Cboe Global Markets, Inc.	95	$23,053
6	ICE	Intercontinental Exchange, Inc.	178	$21,913
7	COIN	Coinbase Global, Inc.	149	$21,782
8	MSCI	MSCI Inc.	24	$13,440

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$153,733	399	-4.5%	Shares	Sole	2026-07-20
2026-03-31	$168,204	418	-15.0%	Shares	Sole	2026-04-24
2025-12-31	$243,249	492	+7.4%	Shares	Sole	2026-01-29
2025-09-30	$210,892	458	+1.1%	Shares	Sole	2025-11-04
2025-06-30	$225,981	453	+6.6%	Shares	Sole	2025-07-14
2025-03-31	$204,297	425	-4.1%	Shares	Sole	2025-04-28
2024-12-31	$208,729	443	-6.9%	Shares	Sole	2025-02-12
2024-09-30	$232,650	476	-13.8%	Shares	Sole	2024-10-16
2024-06-30	$232,915	552	-4.5%	Shares	Sole	2024-07-17
2024-03-31	$232,649	578	+23.5%	Shares	Sole	2024-04-17
2021-12-31	$208,952	468	-1.3%	Shares	Sole	2022-01-11
2021-09-30	$190,537	474	-0.8%	Shares	Sole	2021-10-19
2021-06-30	$185,615	478	—	Shares	Sole	2021-07-23
No filing history on record for this holder in this stock.