Physicians Financial Services
Latest statistics and disclosures from Physicians Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, NVDA, MSFT, GOOGL, and represent 39.08% of Physicians Financial Services's stock portfolio.
- Added to shares of these 10 stocks: LRCX, PLTR, AAPL, LH, SNPS, GOOGL, ADP, PANW, WMT, MA.
- Started 4 new stock positions in LRCX, LH, PLTR, SNPS.
- Reduced shares in these 10 stocks: , , , KMB, V, BBY, UPS, VZ, BDX, ADM.
- Sold out of its positions in BBY, KMB, Laboratory Corp. of America Holdings, SOL, XLE, SWKS.
- Physicians Financial Services was a net buyer of stock by $1.2M.
- Physicians Financial Services has $329M in assets under management (AUM), dropping by 2.43%.
- Central Index Key (CIK): 0001665518
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Portfolio Holdings for Physicians Financial Services
Physicians Financial Services holds 105 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 16.7 | $55M | 220k | 250.42 |
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Amazon (AMZN) | 6.2 | $20M | 93k | 219.39 |
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NVIDIA Corporation (NVDA) | 5.8 | $19M | 144k | 134.29 |
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Microsoft Corporation (MSFT) | 5.5 | $18M | 43k | 421.51 |
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Alphabet Cl A Cap Stk Cl A (GOOGL) | 4.9 | $16M | 85k | 189.30 |
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Wal-Mart Stores (WMT) | 4.4 | $15M | 161k | 90.35 |
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Mastercard Inc Cl A Cl A (MA) | 2.9 | $9.6M | 18k | 526.60 |
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Meta Platforms A Cl A (META) | 2.3 | $7.6M | 13k | 585.49 |
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Automatic Data Processing (ADP) | 2.1 | $6.8M | +3% | 23k | 292.72 |
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Caterpillar (CAT) | 2.0 | $6.7M | +2% | 18k | 362.78 |
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Lowe's Companies (LOW) | 1.8 | $6.0M | 24k | 246.81 |
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McDonald's Corporation (MCD) | 1.8 | $5.9M | 20k | 289.90 |
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Visa Com Cl A (V) | 1.7 | $5.5M | -3% | 17k | 316.04 |
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Chevron Corporation (CVX) | 1.7 | $5.5M | 38k | 144.86 |
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Costco Wholesale Corporation (COST) | 1.6 | $5.4M | 5.9k | 916.26 |
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Amgen (AMGN) | 1.4 | $4.7M | 18k | 260.66 |
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Home Depot (HD) | 1.4 | $4.5M | 12k | 388.97 |
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Cummins (CMI) | 1.3 | $4.4M | 13k | 348.59 |
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Procter & Gamble Company (PG) | 1.3 | $4.3M | 25k | 167.64 |
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Berkshire Hathaway Inc-B Cl B New (BRK.B) | 1.2 | $4.1M | 9.0k | 453.31 |
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Oracle Corporation (ORCL) | 1.2 | $4.0M | +2% | 24k | 166.63 |
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Coca-Cola Company (KO) | 1.2 | $3.9M | 62k | 62.27 |
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Parker-Hannifin Corporation (PH) | 1.1 | $3.7M | 5.9k | 635.99 |
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Broadcom (AVGO) | 1.1 | $3.7M | 16k | 231.87 |
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Lockheed Martin Corporation (LMT) | 1.1 | $3.7M | +2% | 7.6k | 485.91 |
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Johnson & Johnson (JNJ) | 1.1 | $3.6M | 25k | 144.60 |
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Pepsi (PEP) | 1.0 | $3.3M | 22k | 152.04 |
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Adobe Systems Incorporated (ADBE) | 1.0 | $3.3M | +5% | 7.3k | 444.69 |
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Qualcomm (QCOM) | 0.8 | $2.7M | 17k | 153.60 |
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Eaton Corp SHS (ETN) | 0.8 | $2.5M | 7.5k | 331.82 |
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Eli Lilly & Co. (LLY) | 0.7 | $2.3M | 3.0k | 772.14 |
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United Parcel Services CL B CL B (UPS) | 0.7 | $2.3M | -7% | 19k | 126.11 |
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International Business Machines (IBM) | 0.7 | $2.3M | 11k | 219.83 |
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Abbvie (ABBV) | 0.7 | $2.2M | 12k | 177.70 |
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Deere & Company (DE) | 0.7 | $2.1M | -3% | 5.1k | 423.78 |
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Duke Energy Corp Com New (DUK) | 0.6 | $2.1M | 20k | 107.75 |
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FedEx Corporation (FDX) | 0.6 | $2.0M | 7.1k | 281.38 |
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Cisco Systems (CSCO) | 0.6 | $1.9M | 33k | 59.20 |
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3M Company (MMM) | 0.6 | $1.9M | 15k | 129.07 |
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Equinix (EQIX) | 0.6 | $1.9M | 2.0k | 942.89 |
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Hershey Company (HSY) | 0.5 | $1.8M | 11k | 169.39 |
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Target Corporation (TGT) | 0.5 | $1.8M | 13k | 135.20 |
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JPMorgan Chase & Co. (JPM) | 0.5 | $1.8M | 7.3k | 239.69 |
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Raytheon Technologies Corp (RTX) | 0.5 | $1.7M | 15k | 115.71 |
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Illinois Tool Works (ITW) | 0.5 | $1.6M | 6.3k | 253.57 |
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Truist Financial Corp equities (TFC) | 0.5 | $1.6M | 37k | 43.39 |
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Alphabet Cl C Cap Stk Cl C (GOOG) | 0.5 | $1.6M | -2% | 8.2k | 190.44 |
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Honeywell International (HON) | 0.5 | $1.5M | -2% | 6.7k | 225.98 |
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Union Pacific Corporation (UNP) | 0.4 | $1.3M | 5.9k | 228.07 |
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Texas Instruments Incorporated (TXN) | 0.4 | $1.3M | +5% | 7.1k | 187.49 |
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Verizon Communications (VZ) | 0.4 | $1.3M | -10% | 33k | 39.98 |
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Novartis Sponsored Adr (NVS) | 0.4 | $1.3M | 13k | 97.34 |
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Merck & Co (MRK) | 0.4 | $1.2M | 12k | 99.49 |
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First Citizens Bank Cl A (FCNCA) | 0.4 | $1.2M | 550.00 | 2112.73 |
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Bank of America Corporation (BAC) | 0.4 | $1.2M | 26k | 43.95 |
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Marriott Intl Cl A (MAR) | 0.3 | $1.1M | 3.8k | 278.91 |
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Nike CL B (NKE) | 0.3 | $1.0M | -8% | 14k | 75.66 |
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T. Rowe Price (TROW) | 0.3 | $1.0M | 9.0k | 113.04 |
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Advanced Micro Devices (AMD) | 0.3 | $1.0M | -2% | 8.4k | 120.76 |
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Chipotle Mexican Grill (CMG) | 0.3 | $995k | 17k | 60.33 |
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Philip Morris International (PM) | 0.3 | $980k | 8.1k | 120.33 |
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Stryker Corporation (SYK) | 0.3 | $854k | 2.4k | 360.34 |
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Tesla Motors (TSLA) | 0.3 | $846k | 2.1k | 403.63 |
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Clorox Company (CLX) | 0.3 | $837k | -7% | 5.2k | 162.37 |
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Pfizer (PFE) | 0.2 | $776k | -13% | 29k | 26.52 |
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Bristol Myers Squibb (BMY) | 0.2 | $768k | -8% | 14k | 56.55 |
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General Mills (GIS) | 0.2 | $768k | 12k | 63.76 |
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Becton, Dickinson and (BDX) | 0.2 | $750k | -15% | 3.3k | 226.79 |
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Toyota Sp Adr Rep2com (TM) | 0.2 | $734k | 3.8k | 194.59 |
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Sherwin-Williams Company (SHW) | 0.2 | $721k | 2.1k | 340.09 |
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Starbucks Corporation (SBUX) | 0.2 | $709k | 7.8k | 91.25 |
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Vanguard Information Tech ETF Inf Tech Etf (VGT) | 0.2 | $706k | 1.1k | 622.58 |
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American Express Company (AXP) | 0.2 | $689k | 2.3k | 296.98 |
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AFLAC Incorporated (AFL) | 0.2 | $684k | +2% | 6.6k | 103.46 |
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Emerson Electric (EMR) | 0.2 | $627k | +4% | 5.1k | 123.94 |
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Abbott Laboratories (ABT) | 0.2 | $604k | 5.3k | 113.11 |
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Unilever Spon Adr New (UL) | 0.2 | $595k | -2% | 11k | 56.68 |
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Paychex (PAYX) | 0.2 | $568k | +2% | 4.1k | 140.18 |
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Genuine Parts Company (GPC) | 0.2 | $567k | -2% | 4.9k | 116.76 |
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Applied Materials (AMAT) | 0.2 | $557k | 3.4k | 162.58 |
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Northrop Grumman Corporation (NOC) | 0.2 | $554k | 1.2k | 469.49 |
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McCormick & Co. Com Non Vtg (MKC) | 0.2 | $527k | 6.9k | 76.18 |
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LAM Research Com New (LRCX) | 0.2 | $508k | NEW | 7.0k | 72.26 |
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Apa Corporation (APA) | 0.1 | $462k | 20k | 23.10 |
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Boeing Company (BA) | 0.1 | $460k | 2.6k | 176.92 |
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Palantir Technologies Cl A (PLTR) | 0.1 | $416k | NEW | 5.5k | 75.64 |
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Palo Alto Networks (PANW) | 0.1 | $398k | +109% | 2.2k | 181.74 |
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Veeva SyS Cl A Com (VEEV) | 0.1 | $375k | 1.8k | 210.20 |
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Church & Dwight (CHD) | 0.1 | $372k | 3.6k | 104.73 |
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Nucor Corporation (NUE) | 0.1 | $347k | 3.0k | 116.64 |
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JM Smucker Com New (SJM) | 0.1 | $337k | -3% | 3.1k | 110.13 |
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Delta Air Lines Inc DEL Com New (DAL) | 0.1 | $321k | 5.3k | 60.57 |
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Labcorp Holdings Com Shs (LH) | 0.1 | $299k | NEW | 1.3k | 229.65 |
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Regeneron Pharmaceuticals (REGN) | 0.1 | $274k | 385.00 | 711.69 |
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Synopsys (SNPS) | 0.1 | $272k | NEW | 560.00 | 485.71 |
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ConocoPhillips (COP) | 0.1 | $271k | 2.7k | 99.27 |
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Packaging Corporation of America (PKG) | 0.1 | $259k | 1.2k | 225.22 |
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Archer Daniels Midland Company (ADM) | 0.1 | $254k | -34% | 5.0k | 50.58 |
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Generac Holdings (GNRC) | 0.1 | $241k | 1.6k | 154.98 |
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Columbia Sportswear Company (COLM) | 0.1 | $235k | 2.8k | 83.93 |
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GE Aerospace Com New (GE) | 0.1 | $233k | +2% | 1.4k | 166.67 |
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Zimmer Holdings (ZBH) | 0.1 | $225k | 2.1k | 105.68 |
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Hp (HPQ) | 0.1 | $224k | 6.9k | 32.63 |
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Exxon Mobil Corporation (XOM) | 0.1 | $207k | +5% | 1.9k | 107.70 |
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Toro Company (TTC) | 0.1 | $203k | 2.5k | 79.92 |
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Past Filings by Physicians Financial Services
SEC 13F filings are viewable for Physicians Financial Services going back to 2015
- Physicians Financial Services 2024 Q4 filed Feb. 3, 2025
- Physicians Financial Services 2024 Q3 filed Oct. 31, 2024
- Physicians Financial Services 2024 Q1 filed May 10, 2024
- Physicians Financial Services 2023 Q4 filed Jan. 26, 2024
- Physicians Financial Services 2023 Q3 filed Oct. 31, 2023
- Physicians Financial Services 2023 Q2 filed July 26, 2023
- Physicians Financial Services 2023 Q1 filed May 17, 2023
- Physicians Financial Services 2022 Q4 filed Feb. 9, 2023
- Physicians Financial Services 2022 Q3 filed Oct. 19, 2022
- Physicians Financial Services 2022 Q2 filed Aug. 17, 2022
- Physicians Financial Services 2022 Q1 filed April 22, 2022
- Physicians Financial Services 2021 Q4 filed Feb. 2, 2022
- Physicians Financial Services 2021 Q3 filed Oct. 27, 2021
- Physicians Financial Services 2021 Q2 filed July 27, 2021
- Physicians Financial Services 2021 Q1 filed May 21, 2021
- Physicians Financial Services 2020 Q4 filed Feb. 3, 2021