PF

PHYSICIANS FINANCIAL SERVICES, INC.

13F
PHYSICIANS FINANCIAL SERVICES, INC.
Last update 2024-08-14 108 Stocks (7 new)
Value $308.00 Mil Turnover 3 %
Countries:
Top Holdings: AAPL(15.14%)MSFT(6.31%)NVDA(5.87%)AMZN(5.77%)GOOGL(5.02%)
Portfolio Report
Summary Stock Picks Current Portfolio
PHYSICIANS FINANCIAL SERVICES,... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
221,067
46560.000
+3.99%
15.140
+0.58%
0.000
+8.96%
+18.98%
3469584.063
Hardware
MSFT 		Microsoft Corp
43,406
19400.000
+1.38%
6.310
+0.09%
0.000
-2.19%
+16.35%
3234560.982
Software
NVDA 		NVIDIA Corp
146,120
18050.000
+8.42%
5.870
+0.46%
0.000
-11.29%
+134.29%
2845480.000
Semiconductors
AMZN 		Amazon.com Inc
91,746
17730.000
+2.98%
5.770
+0.17%
0.000
+2.98%
+26.13%
2011370.437
Retail - Cyclical
GOOGL 		Alphabet Inc
84,752
15440.000
+2.50%
5.020
+0.12%
0.000
-7.11%
+17.36%
2019320.900
Interactive Media
WMT 		Walmart Inc
162,133
10980.000
+0.67%
3.570
+0.02%
0.000
+16.58%
+51.91%
635504.138
Retail - Defensive
MA 		Mastercard Inc
17,973
7930.000
-0.07%
2.580
0%
0.000
+9.05%
+16.04%
455210.452
Credit Services
META 		Meta Platforms Inc
12,810
6460.000
+1.91%
2.100
+0.04%
0.000
+12.00%
+59.07%
1420112.634
Interactive Media
CAT 		Caterpillar Inc
18,539
6180.000
+1.22%
2.010
+0.02%
0.000
+12.52%
+26.29%
178840.125
Farm & Heavy Construction Machinery
CVX 		Chevron Corp
38,101
5960.000
+4.77%
1.940
+0.09%
0.000
-5.96%
+0.85%
264372.651
Oil & Gas

PHYSICIANS FINANCIAL SERVICES, INC.'s Historical Top Holdings Breakdowns

PHYSICIANS FINANCIAL SERVICES, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2024-06-30Add
+0.58%
●
165 ($186.49) 216.67
$228.20
22.37%
Add 3.99%
221,067
8,477
NVDA 		NVIDIA Corp2024-06-30Add
+0.46%
●
76.2 ($101.1) 135.58
$116.00
14.74%
Add 8.42%
146,120
11,350
APA 		APA Corp2024-06-30New Buy
+0.19%
●
27.82 ($30.95) 35.74
$25.06
-19.03%
New holding
20,000
20,000
AMZN 		Amazon.com Inc2024-06-30Add
+0.17%
●
173.67 ($183.7) 197.85
$191.64
4.32%
Add 2.98%
91,746
2,657
COST 		Costco Wholesale Corp2024-06-30Add
+0.14%
●
704.88 ($780.33) 870.75
$907.13
16.25%
Add 9.59%
5,701
499
GOOGL 		Alphabet Inc2024-06-30Add
+0.12%
●
150.53 ($168.57) 185.41
$163.54
-2.98%
Add 2.5%
84,752
2,070
PRU 		Prudential Financial Inc2024-06-30Sold Out
-0.11%
●
107.35 ($115.42) 121.31
$121.36
5.15%
Sold Out
0
-2,750
MO 		Altria Group Inc2024-06-30Sold Out
-0.10%
●
40.75 ($44.37) 46.83
$50.39
13.57%
Sold Out
0
-6,079
CVX 		Chevron Corp2024-06-30Add
+0.09%
●
152.57 ($159.46) 166.33
$145.68
-8.64%
Add 4.77%
38,101
1,735
MSFT 		Microsoft Corp2024-06-30Add
+0.09%
●
389.33 ($422.32) 452.85
$435.16
3.04%
Add 1.38%
43,406
592

PHYSICIANS FINANCIAL SERVICES, INC. Total Holding History ($B)

To

PHYSICIANS FINANCIAL SERVICES, INC.'s Asset Allocation

To

PHYSICIANS FINANCIAL SERVICES, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PHYSICIANS FINANCIAL SERVICES, INC.'s Hypothetical Growth since 2024-06-30

PHYSICIANS FINANCIAL SERVICES, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

PHYSICIANS FINANCIAL SERVICES, INC.'s Holdings Heat Map

Size field:

PHYSICIANS FINANCIAL SERVICES, INC.'s Holdings Bubble Chart

PHYSICIANS FINANCIAL SERVICES, INC. News

  • 1

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