PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 31, 2023

Total Value ($000): $244 (100.0% shares, 0.0% debt)

Holdings (105)

AAPL Apple Computer 14.9%
Value ($000) $36 Shares 212,711 Est. Cost $93.98 Unrealized +92.9%
MSFT Microsoft 5.5%
Value ($000) $14 Shares 42,954 Est. Cost $87.46 Unrealized +271.1%
AMZN Amazon.com 4.6%
Value ($000) $11 Shares 89,290 Est. Cost $121.24 Unrealized +10.5%
GOOGL Alphabet Cl A 4.4%
Value ($000) $11 Shares 82,282 Est. Cost $107.27 Unrealized +19.7%
WMT Wal-Mart Stores Inc. 3.5%
Value ($000) $9 Shares 53,658 Est. Cost $22.62 Unrealized +129.0%
MA Mastercard Inc Cl A 2.9%
Value ($000) $7 Shares 18,000 Est. Cost $129.20 Unrealized +206.7%
CVX Chevron Corp. 2.5%
Value ($000) $6 Shares 36,629 Est. Cost $70.51 Unrealized +106.7%
NVDA Nvidia Corp. 2.4%
Value ($000) $6 Shares 13,477 Est. Cost $17.50 Unrealized +155.8%
ADP Automatic Data Processing 2.3%
Value ($000) $6 Shares 23,418 Est. Cost $86.18 Unrealized +168.2%
MCD McDonalds 2.1%
Value ($000) $5 Shares 19,785 Est. Cost $107.93 Unrealized +149.7%
LOW Lowes 2.1%
Value ($000) $5 Shares 25,074 Est. Cost $72.73 Unrealized +195.5%
CAT Caterpillar 2.0%
Value ($000) $5 Shares 18,195 Est. Cost $90.78 Unrealized +188.0%
AMGN Amgen 2.0%
Value ($000) $5 Shares 17,832 Est. Cost $149.48 Unrealized +55.1%
JNJ Johnson & Johnson 1.8%
Value ($000) $4 Shares 28,165 Est. Cost $96.03 Unrealized +59.6%
V Visa Inc 1.7%
Value ($000) $4 Shares 17,880 Est. Cost $93.19 Unrealized +153.4%
PG Procter & Gamble 1.6%
Value ($000) $4 Shares 26,965 Est. Cost $66.59 Unrealized +116.4%
META Meta Platforms A 1.5%
Value ($000) $4 Shares 12,520 Est. Cost $299.21 Unrealized 0.0%
BA Boeing 1.5%
Value ($000) $4 Shares 19,138 Est. Cost $176.72 Unrealized +23.8%
KO Coca-Cola 1.5%
Value ($000) $4 Shares 64,350 Est. Cost $32.66 Unrealized +70.6%
PEP Pepsi Co 1.5%
Value ($000) $4 Shares 20,928 Est. Cost $86.30 Unrealized +93.7%
ADBE Adobe Systems Inc. 1.4%
Value ($000) $4 Shares 6,904 Est. Cost $223.61 Unrealized +134.6%
HD Home Depot Inc. 1.4%
Value ($000) $4 Shares 11,583 Est. Cost $147.85 Unrealized +104.9%
UPS United Parcel Services CL B 1.3%
Value ($000) $3 Shares 21,093 Est. Cost $85.99 Unrealized +76.3%
LMT Lockheed Martin Corp. 1.3%
Value ($000) $3 Shares 7,703 Est. Cost $240.94 Unrealized +72.3%
BRK/B Berkshire Hathaway Inc-B 1.2%
Value ($000) $3 Shares 8,323 Est. Cost $186.16 Unrealized +90.6%
COST Costco Wholesale 1.2%
Value ($000) $3 Shares 5,153 Est. Cost $228.54 Unrealized +132.9%
CMI Cummins Inc. 1.2%
Value ($000) $3 Shares 12,702 Est. Cost $120.99 Unrealized +88.9%
ORCL Oracle Systems 1.1%
Value ($000) $3 Shares 24,318 Est. Cost $34.91 Unrealized +223.0%
PH Parker Hannifin 0.9%
Value ($000) $2 Shares 5,890 Est. Cost $100.27 Unrealized +290.3%
HSY Hershey 0.8%
Value ($000) $2 Shares 10,323 Est. Cost $84.15 Unrealized +148.0%
QCOM Qualcomm, Inc. 0.8%
Value ($000) $2 Shares 17,374 Est. Cost $74.93 Unrealized +46.9%
DE Deere & Co. 0.8%
Value ($000) $2 Shares 5,062 Est. Cost $89.67 Unrealized +343.8%
FDX FedEx Corp 0.8%
Value ($000) $2 Shares 6,950 Est. Cost $152.96 Unrealized +61.3%
ABBV AbbVie 0.7%
Value ($000) $2 Shares 12,260 Est. Cost $85.02 Unrealized +59.2%
DUK Duke Energy Corp New 0.7%
Value ($000) $2 Shares 19,569 Est. Cost $53.96 Unrealized +54.8%
VZ Verizon Communications Inc. 0.7%
Value ($000) $2 Shares 52,953 Est. Cost $32.23 Unrealized -10.1%
PFE Pfizer Incorporated 0.7%
Value ($000) $2 Shares 50,798 Est. Cost $28.37 Unrealized +7.8%
CSCO Cisco Systems 0.7%
Value ($000) $2 Shares 31,046 Est. Cost $23.94 Unrealized +110.1%
TGT Target Corp. 0.6%
Value ($000) $2 Shares 14,273 Est. Cost $66.47 Unrealized +75.1%
NKE Nike Inc. 0.6%
Value ($000) $2 Shares 15,977 Est. Cost $66.66 Unrealized +47.4%
ITW Illinois Tool Works 0.6%
Value ($000) $2 Shares 6,557 Est. Cost $122.84 Unrealized +87.3%
MMM 3M Co 0.6%
Value ($000) $1 Shares 15,780 Est. Cost $108.08 Unrealized -26.4%
IBM International Business Machines 0.6%
Value ($000) $1 Shares 10,456 Est. Cost $90.90 Unrealized +44.9%
LLY Eli Lilly 0.6%
Value ($000) $1 Shares 2,728 Est. Cost $111.00 Unrealized +356.6%
NVS Novartis AG 0.6%
Value ($000) $1 Shares 14,083 Est. Cost $83.25 Unrealized
EQIX Equinix Inc 0.6%
Value ($000) $1 Shares 1,967 Est. Cost $501.45 Unrealized +46.8%
HON Honeywell International 0.6%
Value ($000) $1 Shares 7,480 Est. Cost $116.57 Unrealized +49.1%
AVGO Broadcom, Inc. 0.6%
Value ($000) $1 Shares 1,628 Est. Cost $43.39 Unrealized +93.5%
MRK Merck 0.5%
Value ($000) $1 Shares 12,195 Est. Cost $46.49 Unrealized +114.7%
BDX Becton Dickinson 0.5%
Value ($000) $1 Shares 4,552 Est. Cost $217.25 Unrealized +18.9%
UNP Union Pacific Corp. 0.5%
Value ($000) $1 Shares 5,763 Est. Cost $90.86 Unrealized +126.9%
JPM JP Morgan Chase & Co 0.5%
Value ($000) $1 Shares 7,812 Est. Cost $97.69 Unrealized +45.7%
TXN Texas Instruments Inc 0.5%
Value ($000) $1 Shares 7,100 Est. Cost $52.93 Unrealized +200.2%
TFC Truist Financial Corp 0.4%
Value ($000) $1 Shares 37,862 Est. Cost $40.75 Unrealized -33.4%
Raytheon Company 0.4%
Value ($000) $1 Shares 14,579 Est. Cost $78.49 Unrealized
TROW T. Rowe Price Group 0.4%
Value ($000) $1 Shares 9,831 Est. Cost $62.24 Unrealized +61.1%
GOOG Alphabet Cl C 0.4%
Value ($000) $1 Shares 7,747 Est. Cost $106.86 Unrealized +20.8%
BMY Bristol-Meyers Squibb 0.4%
Value ($000) $1 Shares 17,088 Est. Cost $45.69 Unrealized +18.9%
CLX Clorox 0.4%
Value ($000) $1 Shares 7,535 Est. Cost $149.04 Unrealized -6.1%
APD Air Products & Chemical 0.4%
Value ($000) $1 Shares 3,144 Est. Cost $240.98 Unrealized +14.1%
AMD Advanced Micro Devices 0.4%
Value ($000) $1 Shares 8,369 Est. Cost $81.38 Unrealized +33.4%
GIS General Mills Inc. 0.3%
Value ($000) $1 Shares 12,870 Est. Cost $43.03 Unrealized +50.0%
GPC Genuine Parts 0.3%
Value ($000) $1 Shares 5,526 Est. Cost $75.12 Unrealized +92.3%
BAC BankAmerica Corp 0.3%
Value ($000) $1 Shares 28,401 Est. Cost $26.34 Unrealized +5.6%
FCNCA First Citizens Bank 0.3%
Value ($000) $1 Shares 550 Est. Cost $737.70 Unrealized +84.6%
SBUX Starbucks Corp. 0.3%
Value ($000) $1 Shares 7,817 Est. Cost $58.60 Unrealized +57.8%
MAR Marriott Intl 0.3%
Value ($000) $1 Shares 3,347 Est. Cost $138.00 Unrealized +40.6%
TM Toyota 0.3%
Value ($000) $1 Shares 3,482 Est. Cost $126.39 Unrealized
SYK Stryker Corp 0.3%
Value ($000) $1 Shares 2,271 Est. Cost $159.83 Unrealized +75.2%
ADM Archer Daniels Midland 0.3%
Value ($000) $1 Shares 8,127 Est. Cost $55.34 Unrealized +34.8%
ILMN Illumina Inc 0.2%
Value ($000) $1 Shares 4,345 Est. Cost $227.84 Unrealized -27.8%
EW Edwards Lifesciences 0.2%
Value ($000) $1 Shares 7,991 Est. Cost $60.91 Unrealized +31.9%
PM Philip Morris Intl Inc 0.2%
Value ($000) $1 Shares 5,885 Est. Cost $62.14 Unrealized +38.7%
ABT Abbott Labs 0.2%
Value ($000) $1 Shares 5,615 Est. Cost $55.90 Unrealized +79.7%
Unilever PLC 0.2%
Value ($000) $1 Shares 11,001 Est. Cost $49.35 Unrealized
AFL AFLAC, Inc. 0.2%
Value ($000) $1 Shares 6,886 Est. Cost $31.83 Unrealized +121.6%
NOC Northrop Grumman 0.2%
Value ($000) $1 Shares 1,180 Est. Cost $203.95 Unrealized +106.8%
EMR Emerson Electric Company 0.2%
Value ($000) $0 Shares 5,099 Est. Cost $46.57 Unrealized +95.8%
SHW Sherwin Williams 0.2%
Value ($000) $0 Shares 1,920 Est. Cost $226.01 Unrealized +16.0%
PAYX Paychex, Inc. 0.2%
Value ($000) $0 Shares 4,152 Est. Cost $49.20 Unrealized +128.0%
AMAT Applied Matls Inc 0.2%
Value ($000) $0 Shares 3,406 Est. Cost $80.15 Unrealized +75.2%
VGT Vanguard Information Tech ETF 0.2%
Value ($000) $0 Shares 1,135 Est. Cost $200.72 Unrealized
NUE Nucor Corp 0.2%
Value ($000) $0 Shares 2,975 Est. Cost $58.13 Unrealized +174.4%
MKC McCormick & Co. 0.2%
Value ($000) $0 Shares 6,098 Est. Cost $60.05 Unrealized +30.9%
SJM JM Smucker Co 0.2%
Value ($000) $0 Shares 3,640 Est. Cost $90.35 Unrealized +43.7%
LAM Research Corp 0.2%
Value ($000) $0 Shares 693 Est. Cost $534.18 Unrealized
TSLA Tesla Inc. 0.2%
Value ($000) $0 Shares 1,646 Est. Cost $229.47 Unrealized +11.9%
SWKS Skyworks Solutions 0.2%
Value ($000) $0 Shares 3,970 Est. Cost $88.76 Unrealized +10.5%
XLE Select SPDR Energy ETF 0.1%
Value ($000) $0 Shares 4,012 Est. Cost $66.50 Unrealized
PYPL Paypal Holdings 0.1%
Value ($000) $0 Shares 6,189 Est. Cost $105.38 Unrealized -38.4%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $0 Shares 395 Est. Cost $618.58 Unrealized +26.3%
AXP American Express 0.1%
Value ($000) $0 Shares 2,170 Est. Cost $96.88 Unrealized +64.0%
CHD Church & Dwight 0.1%
Value ($000) $0 Shares 3,502 Est. Cost $47.51 Unrealized +96.0%
COP ConocoPhillips 0.1%
Value ($000) $0 Shares 2,513 Est. Cost $82.18 Unrealized +31.3%
PRU Prudential Financial 0.1%
Value ($000) $0 Shares 3,100 Est. Cost $81.88 Unrealized +2.9%
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $0 Shares 1,302 Est. Cost $165.90 Unrealized
SNPS Synopsys, Inc. 0.1%
Value ($000) $0 Shares 560 Est. Cost $357.27 Unrealized +25.3%
MO Altria Group 0.1%
Value ($000) $0 Shares 6,079 Est. Cost $30.98 Unrealized +17.6%
FISV Fiserv Inc 0.1%
Value ($000) $0 Shares 2,215 Est. Cost $100.47 Unrealized +22.6%
Kellogg Co 0.1%
Value ($000) $0 Shares 4,164 Est. Cost $50.23 Unrealized +9.3%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $0 Shares 2,129 Est. Cost $107.55 Unrealized +15.4%
KMB Kimberly Clark 0.1%
Value ($000) $0 Shares 1,942 Est. Cost $93.94 Unrealized +25.4%
TTC Toro Company 0.1%
Value ($000) $0 Shares 2,540 Est. Cost $85.59 Unrealized +12.5%
COLM Columbia Sportswear Co 0.1%
Value ($000) $0 Shares 2,800 Est. Cost $76.46 Unrealized -6.6%
HPQ HP, Inc. 0.1%
Value ($000) $0 Shares 7,940 Est. Cost $27.18 Unrealized +2.8%