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Physicians Financial Services, Inc.
Physician Financial Services (officially Physicians Financial Services, Inc.) is a financial advisory and insurance services firm headquartered in Melville, NY. The firm specializes in providing comprehensive insurance and investment solutions tailored for members of the medical profession. Their focus is on assisting physicians who may lack the business and financial planning tools provided during medical training. Through a network of experienced professionals, the firm delivers custom recommendations and access to quality products from a variety of independent companies. The firm was founded to serve physicians and their families, aiming to simplify complex financial issues and secure clients' financial well-being.
Investment Strategy
Physician Financial Services focuses on tailored financial planning for physicians, offering a suite of insurance and investment products. The strategy emphasizes understanding unique needs in the medical profession, providing objective advice, leveraging an independent product platform, and addressing risks through insurance complemented by investment strategies. The approach prioritizes client education and long-term relationships to help healthcare professionals meet their personal and business financial goals.
Latest 13F Filing Activity
Physicians Financial Services, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 108 equity positions with a total 13F market value of $366M. The fund increased holdings in Apple Computer, Alphabet CL A, Nvidia Corp. among other positions. Physicians Financial Services, Inc. reduced exposure to Auto Data Processing, Costco Wholesale, Coca-cola among others.
Top Holdings
Equity Positions (108)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | Apple Computer | 14.93% | $54.7M | 214,740 | $53.18 | $254.63 | +$10.4M |
N NVDA | Nvidia Corp. | 7.13% | $26.1M | 140,047 | $19.48 | $186.58 | +$3.3M |
A AMZN | Amazon.com | 5.99% | $21.9M | 99,905 | $72.28 | $219.57 | -$35.0K |
M MSFT | Microsoft | 5.93% | $21.7M | 41,920 | $107.17 | $517.95 | +$573.0K |
| Alphabet Cl A | 5.20% | $19.1M | 78,396 | $62.35 | $243.10 | +$5.2M |
Industry Allocation
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