PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 31, 2024

Total Value ($000): $322 (100.0% shares, 0.0% debt)

Holdings (107)

AAPL Apple Computer 15.8%
Value ($000) $51 Shares 218,429 Est. Cost $97.47 Unrealized +127.7%
MSFT Microsoft 5.7%
Value ($000) $18 Shares 42,876 Est. Cost $91.96 Unrealized +360.1%
NVDA Nvidia Corp. 5.5%
Value ($000) $18 Shares 144,332 Est. Cost $93.35 Unrealized +26.5%
AMZN Amazon.com 5.3%
Value ($000) $17 Shares 91,816 Est. Cost $123.05 Unrealized +48.3%
GOOGL Alphabet Cl A 4.3%
Value ($000) $14 Shares 83,362 Est. Cost $108.73 Unrealized +53.3%
WMT Wal-Mart Stores Inc. 4.0%
Value ($000) $13 Shares 159,323 Est. Cost $44.87 Unrealized +61.6%
MA Mastercard Inc Cl A 2.8%
Value ($000) $9 Shares 17,913 Est. Cost $129.20 Unrealized +257.4%
META Meta Platforms A 2.3%
Value ($000) $7 Shares 12,823 Est. Cost $302.94 Unrealized +69.0%
CAT Caterpillar 2.2%
Value ($000) $7 Shares 17,984 Est. Cost $93.78 Unrealized +261.2%
LOW Lowes 2.1%
Value ($000) $7 Shares 24,361 Est. Cost $76.17 Unrealized +210.0%
ADP Automatic Data Processing 1.9%
Value ($000) $6 Shares 22,437 Est. Cost $86.18 Unrealized +194.1%
MCD McDonalds 1.9%
Value ($000) $6 Shares 19,887 Est. Cost $111.99 Unrealized +138.2%
AMGN Amgen 1.8%
Value ($000) $6 Shares 17,547 Est. Cost $151.78 Unrealized +106.3%
CVX Chevron Corp. 1.8%
Value ($000) $6 Shares 38,266 Est. Cost $76.53 Unrealized +82.9%
COST Costco Wholesale 1.6%
Value ($000) $5 Shares 5,787 Est. Cost $284.98 Unrealized +202.5%
V Visa Inc 1.5%
Value ($000) $5 Shares 18,113 Est. Cost $101.05 Unrealized +164.9%
HD Home Depot Inc. 1.5%
Value ($000) $5 Shares 11,678 Est. Cost $149.83 Unrealized +135.4%
PG Procter & Gamble 1.4%
Value ($000) $4 Shares 25,795 Est. Cost $68.43 Unrealized +140.0%
KO Coca-Cola 1.4%
Value ($000) $4 Shares 61,198 Est. Cost $32.66 Unrealized +101.0%
LMT Lockheed Martin Corp. 1.3%
Value ($000) $4 Shares 7,359 Est. Cost $243.69 Unrealized +111.9%
CMI Cummins Inc. 1.3%
Value ($000) $4 Shares 12,582 Est. Cost $120.99 Unrealized +138.0%
BRK/B Berkshire Hathaway Inc-B 1.3%
Value ($000) $4 Shares 8,835 Est. Cost $197.51 Unrealized +123.9%
JNJ Johnson & Johnson 1.3%
Value ($000) $4 Shares 25,031 Est. Cost $96.03 Unrealized +59.0%
ORCL Oracle Systems 1.3%
Value ($000) $4 Shares 23,668 Est. Cost $34.91 Unrealized +309.8%
PH Parker Hannifin 1.2%
Value ($000) $4 Shares 5,890 Est. Cost $100.27 Unrealized +458.8%
PEP Pepsi Co 1.1%
Value ($000) $4 Shares 21,734 Est. Cost $90.39 Unrealized +80.2%
ADBE Adobe Systems Inc. 1.1%
Value ($000) $4 Shares 6,996 Est. Cost $223.61 Unrealized +145.3%
QCOM Qualcomm, Inc. 0.9%
Value ($000) $3 Shares 17,149 Est. Cost $74.93 Unrealized +128.4%
AVGO Broadcom, Inc. 0.9%
Value ($000) $3 Shares 15,880 Est. Cost $146.37 Unrealized +8.0%
UPS United Parcel Services CL B 0.8%
Value ($000) $3 Shares 19,897 Est. Cost $87.42 Unrealized +37.9%
LLY Eli Lilly 0.8%
Value ($000) $3 Shares 3,029 Est. Cost $176.62 Unrealized +404.1%
ETN Eaton Corp PLC 0.8%
Value ($000) $2 Shares 7,364 Est. Cost $301.25 Unrealized 0.0%
ABBV AbbVie 0.7%
Value ($000) $2 Shares 12,095 Est. Cost $88.81 Unrealized +101.2%
IBM International Business Machines 0.7%
Value ($000) $2 Shares 10,358 Est. Cost $90.90 Unrealized +107.9%
DUK Duke Energy Corp New 0.7%
Value ($000) $2 Shares 19,521 Est. Cost $55.24 Unrealized +91.7%
DE Deere & Co. 0.7%
Value ($000) $2 Shares 5,264 Est. Cost $100.62 Unrealized +267.0%
TGT Target Corp. 0.6%
Value ($000) $2 Shares 13,391 Est. Cost $66.47 Unrealized +112.2%
MMM 3M Co 0.6%
Value ($000) $2 Shares 14,803 Est. Cost $107.23 Unrealized +11.1%
HSY Hershey 0.6%
Value ($000) $2 Shares 10,466 Est. Cost $87.02 Unrealized +113.8%
FDX FedEx Corp 0.6%
Value ($000) $2 Shares 7,152 Est. Cost $156.16 Unrealized +80.1%
RTX RTX Corporation 0.6%
Value ($000) $2 Shares 14,813 Est. Cost $111.08 Unrealized 0.0%
EQIX Equinix Inc 0.6%
Value ($000) $2 Shares 1,996 Est. Cost $505.29 Unrealized +57.3%
CSCO Cisco Systems 0.5%
Value ($000) $2 Shares 32,251 Est. Cost $25.27 Unrealized +85.1%
ITW Illinois Tool Works 0.5%
Value ($000) $2 Shares 6,302 Est. Cost $127.88 Unrealized +85.6%
VZ Verizon Communications Inc. 0.5%
Value ($000) $2 Shares 36,561 Est. Cost $32.23 Unrealized +19.1%
TFC Truist Financial Corp 0.5%
Value ($000) $2 Shares 36,485 Est. Cost $40.66 Unrealized -2.7%
JPM JP Morgan Chase & Co 0.5%
Value ($000) $2 Shares 7,372 Est. Cost $99.59 Unrealized +105.8%
NVS Novartis AG 0.5%
Value ($000) $2 Shares 13,318 Est. Cost $83.25 Unrealized
UNP Union Pacific Corp. 0.5%
Value ($000) $1 Shares 5,949 Est. Cost $95.07 Unrealized +146.8%
HON Honeywell International 0.4%
Value ($000) $1 Shares 6,841 Est. Cost $116.57 Unrealized +61.6%
AMD Advanced Micro Devices 0.4%
Value ($000) $1 Shares 8,614 Est. Cost $83.03 Unrealized +83.0%
GOOG Alphabet Cl C 0.4%
Value ($000) $1 Shares 8,390 Est. Cost $111.94 Unrealized +50.3%
TXN Texas Instruments Inc 0.4%
Value ($000) $1 Shares 6,699 Est. Cost $52.93 Unrealized +264.5%
NKE Nike Inc. 0.4%
Value ($000) $1 Shares 14,965 Est. Cost $66.66 Unrealized +14.0%
MRK Merck 0.4%
Value ($000) $1 Shares 11,510 Est. Cost $46.49 Unrealized +143.0%
BAC BankAmerica Corp 0.3%
Value ($000) $1 Shares 26,571 Est. Cost $26.34 Unrealized +47.2%
FCNCA First Citizens Bank 0.3%
Value ($000) $1 Shares 550 Est. Cost $737.70 Unrealized +157.3%
TROW T. Rowe Price Group 0.3%
Value ($000) $1 Shares 9,216 Est. Cost $62.24 Unrealized +64.2%
PM Philip Morris Intl Inc 0.3%
Value ($000) $1 Shares 8,095 Est. Cost $70.10 Unrealized +56.7%
PFE Pfizer Incorporated 0.3%
Value ($000) $1 Shares 33,696 Est. Cost $28.37 Unrealized -5.9%
CMG Chipotle Mexican Grill Inc 0.3%
Value ($000) $1 Shares 16,680 Est. Cost $55.35 Unrealized 0.0%
MAR Marriott Intl 0.3%
Value ($000) $1 Shares 3,822 Est. Cost $150.75 Unrealized +52.4%
BDX Becton Dickinson 0.3%
Value ($000) $1 Shares 3,927 Est. Cost $217.25 Unrealized +4.8%
CLX Clorox 0.3%
Value ($000) $1 Shares 5,555 Est. Cost $149.04 Unrealized -5.3%
GIS General Mills Inc. 0.3%
Value ($000) $1 Shares 12,145 Est. Cost $43.25 Unrealized +51.8%
SYK Stryker Corp 0.3%
Value ($000) $1 Shares 2,371 Est. Cost $167.15 Unrealized +103.7%
SHW Sherwin Williams 0.3%
Value ($000) $1 Shares 2,120 Est. Cost $235.18 Unrealized +46.7%
SBUX Starbucks Corp. 0.2%
Value ($000) $1 Shares 7,921 Est. Cost $59.81 Unrealized +38.5%
BMY Bristol-Meyers Squibb 0.2%
Value ($000) $1 Shares 14,763 Est. Cost $45.69 Unrealized -4.5%
AFL AFLAC, Inc. 0.2%
Value ($000) $1 Shares 6,436 Est. Cost $31.83 Unrealized +210.2%
Unilever PLC 0.2%
Value ($000) $1 Shares 10,723 Est. Cost $49.35 Unrealized
GPC Genuine Parts 0.2%
Value ($000) $1 Shares 4,976 Est. Cost $75.12 Unrealized +76.7%
AMAT Applied Matls Inc 0.2%
Value ($000) $1 Shares 3,426 Est. Cost $81.94 Unrealized +147.0%
VGT Vanguard Information Tech ETF 0.2%
Value ($000) $1 Shares 1,135 Est. Cost $200.72 Unrealized
TM Toyota 0.2%
Value ($000) $1 Shares 3,722 Est. Cost $116.58 Unrealized
AXP American Express 0.2%
Value ($000) $1 Shares 2,320 Est. Cost $104.64 Unrealized +134.3%
NOC Northrop Grumman 0.2%
Value ($000) $1 Shares 1,180 Est. Cost $203.95 Unrealized +134.4%
ABT Abbott Labs 0.2%
Value ($000) $1 Shares 5,340 Est. Cost $55.90 Unrealized +91.5%
MKC McCormick & Co. 0.2%
Value ($000) $1 Shares 6,918 Est. Cost $60.66 Unrealized +23.8%
TSLA Tesla Inc. 0.2%
Value ($000) $1 Shares 2,096 Est. Cost $209.90 Unrealized +8.6%
EMR Emerson Electric Company 0.2%
Value ($000) $1 Shares 4,859 Est. Cost $47.29 Unrealized +122.2%
PAYX Paychex, Inc. 0.2%
Value ($000) $1 Shares 3,952 Est. Cost $52.89 Unrealized +130.5%
APA APA Corporation 0.2%
Value ($000) $0 Shares 20,000 Est. Cost $28.82 Unrealized -8.6%
ADM Archer Daniels Midland 0.1%
Value ($000) $0 Shares 7,647 Est. Cost $55.34 Unrealized +4.5%
NUE Nucor Corp 0.1%
Value ($000) $0 Shares 2,975 Est. Cost $59.71 Unrealized +145.9%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $0 Shares 385 Est. Cost $618.58 Unrealized +78.9%
BA Boeing 0.1%
Value ($000) $0 Shares 2,600 Est. Cost $176.72 Unrealized -3.0%
SJM JM Smucker Co 0.1%
Value ($000) $0 Shares 3,185 Est. Cost $90.35 Unrealized +23.5%
VEEV Veeva SyS Inc 0.1%
Value ($000) $0 Shares 1,784 Est. Cost $197.66 Unrealized 0.0%
CHD Church & Dwight 0.1%
Value ($000) $0 Shares 3,553 Est. Cost $48.32 Unrealized +108.8%
PANW Palto Alto Networks Inc 0.1%
Value ($000) $0 Shares 1,043 Est. Cost $157.26 Unrealized +7.0%
SWKS Skyworks Solutions 0.1%
Value ($000) $0 Shares 3,515 Est. Cost $88.76 Unrealized +13.3%
XLE Select SPDR Energy ETF 0.1%
Value ($000) $0 Shares 3,393 Est. Cost $66.50 Unrealized
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $0 Shares 1,302 Est. Cost $165.90 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $0 Shares 2,680 Est. Cost $84.66 Unrealized +24.1%
DAL Delta Air Lines Inc DEL 0.1%
Value ($000) $0 Shares 5,300 Est. Cost $48.81 Unrealized -12.2%
GE GE Aerospace 0.1%
Value ($000) $0 Shares 1,370 Est. Cost $123.26 Unrealized +36.2%
PKG Packaging Corp Amer 0.1%
Value ($000) $0 Shares 1,150 Est. Cost $174.41 Unrealized +10.0%
GNRC Generac Hldgs Inc 0.1%
Value ($000) $0 Shares 1,555 Est. Cost $138.20 Unrealized +7.3%
HPQ HP, Inc. 0.1%
Value ($000) $0 Shares 6,890 Est. Cost $27.18 Unrealized +22.3%
KMB Kimberly Clark 0.1%
Value ($000) $0 Shares 1,700 Est. Cost $94.84 Unrealized +41.5%
COLM Columbia Sportswear Co 0.1%
Value ($000) $0 Shares 2,800 Est. Cost $76.46 Unrealized +2.4%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $0 Shares 2,129 Est. Cost $107.55 Unrealized +0.0%
TTC Toro Company 0.1%
Value ($000) $0 Shares 2,540 Est. Cost $85.59 Unrealized +5.0%
XOM Exxon Mobil Corp 0.1%
Value ($000) $0 Shares 1,822 Est. Cost $110.09 Unrealized -0.1%
BBY Best Buy Inc 0.1%
Value ($000) $0 Shares 2,000 Est. Cost $83.90 Unrealized 0.0%
Emeren Group LTD 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $0.00 Unrealized