Position in VERI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$868
-$1,182 QoQ
Shares Held
441
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in VERI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $7,049,713 across 58 Software - Infrastructure names. VERI ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,846 | $5,865,713 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,799 | $555,717 | |
| 3 | ORCL |
Oracle Corp
|
1,942 | $285,687 | |
| 4 | VRSN |
Verisign Inc/Ca
|
266 | $66,063 | |
| 5 | PANW |
Palo Alto Networks Inc
|
284 | $45,530 | |
| 6 | GDDY |
GoDaddy Inc.
|
388 | $32,075 | |
| 7 | NET |
Cloudflare, Inc.
|
130 | $26,824 | |
| 8 | FTNT |
Fortinet, Inc.
|
305 | $24,924 |
All Filings in VERI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $868 | 441 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,050 | 441 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,125 | 441 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $555 | 441 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||