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| Happy Holidays!! thanks for using AUM13F!! |
| Physicians Financial Services Inc
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| CRD # | 118519 |
| SEC # | 801-66583 |
| CIK # | 0001665518 |
| AUM | $431.8 M (2025-03-30) |
| Employees | 6 (50% Investors, 33% Brokers) |
| Phone | 919-863-2355 |
| Address | 100 E Six Forks Road Raleigh, NC 27609 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001665518 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| PepsiCo Inc | 2.8 | |
| Qualcomm Inc/DE | 2.7 | |
| Deere & Co | 2.6 | |
| Eaton Corp Ltd | 2.4 | |
| 3M Co | 2.3 | |
| AbbVie Inc | 2.2 | |
| Cisco Systems Inc | 2.2 | |
| J P Morgan Chase & Co | 2.2 | |
| United Technologies Corp /DE/ | 2.1 | |
| Hershey Co | 1.8 | |
| Illinois Tool Works Inc | 1.6 | |
| Equinix Inc | 1.6 | |
| Novartis AG | 1.5 | |
| BB&T Corp | 1.5 | |
| Texas Instruments Inc | 1.5 | |
| Philip Morris International Inc | 1.5 | |
| Alphabet Inc | 1.4 | |
| Fedex Corp | 1.4 | |
| Netflix Inc | 1.3 | |
| Union Pacific Corp | 1.3 | |
| American Express Co | 1.2 | |
| Target Corp | 1.2 | |
| Advanced Micro Devices Inc | 1.1 | |
| Nike Inc | 1.1 | |
| Bank of America Corp /DE/ | 1.1 | |
| GE Vernova Inc | 1.1 | |
| First Citizens Bancshares Inc /DE/ | 1.1 | |
| Uber Technologies Inc | 1.0 | |
| Marriott International Inc /MD/ | 1.0 | |
| Stryker Corp | 0.9 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 28.9 |
| (b) Individuals (high net worth individuals) | 83 | 377.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.8 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 16.3 |
| (n) Other | 0 | 0.0 |
| Total | 555 | 431.8 |
| By Discretionary | ||
| Discretionary | 554 | 429.3 |
| Non-Discretionary | 1 | 2.5 |
| Total | 555 | 431.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 431.8 | |
| Total | 555 | 431.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001665518] |
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|---|---|---|
|
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VA | 0.4 |
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Klosters Capital LLC
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FL | 0.4 |
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CA | 0.4 |
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Truenorth Wealth & Impact LLC
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Florek Financial LLC
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Oneascent Wealth Management LLC
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AL | 0.4 |
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MNS Financial Management LLC
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FL | 0.4 |
|
Trueblood Wealth Management LLC
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OH | 0.4 |
|
Vantage Point Financial LLC
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IL | 0.4 |