Physician-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "RCS",
  null,
  "OSBC",
  "NWE",
  "AXSM",
  "ASND",
  "PINS",
  "SE",
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  "BMO",
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  null,
  "BRK-B",
  "BAX",
  "BDX",
  "BHE",
  "BDC",
  null,
  "BBAI",
  "BHP",
  "BKH",
  "BB",
  "BNTX",
  "BIO",
  "BILL",
  "BBY",
  "BMRN",
  "TECH",
  null,
  null,
  null,
  "BPMC",
  "BA",
  "BAH",
  null,
  "OWL",
  "BHF",
  "SAM",
  "EAT",
  "BMY",
  "BTI",
  "BF-B",
  "BRKR",
  "BR",
  "CHRW",
  "CABO",
  "BY",
  "CCCC",
  "AI",
  "CRC",
  "CCJ",
  "BCAL",
  "CAC",
  "CPB",
  "CNI",
  "CDNS",
  "CPT",
  "CWST",
  "CVNA",
  "CARS",
  "CADL",
  "CARR",
  "CCL",
  "CTRE",
  "CRI",
  "CBOE",
  "CBRE",
  "CDW",
  "CATY",
  "STEL",
  "LEU",
  null,
  "CAKE",
  "CHX",
  "CC",
  "CHGG",
  "CRL",
  "CHE",
  "CVX",
  "LNG",
  "CHTR",
  "CIEN",
  "CB",
  "BVN",
  "CMG",
  "CNK",
  "CHH",
  "CTAS",
  "CSCO",
  "CIVI",
  "CLH",
  "NET",
  "C",
  "CLX",
  "CLNE",
  "CLSK",
  "CLFD",
  "CODX",
  "CME",
  null,
  "KO",
  "CCEP",
  "COIN",
  "CMCSA",
  "COLB",
  "COLM",
  "CMC",
  "CAG",
  "COP",
  "CVLT",
  "COMM",
  "CON",
  "CFLT",
  "CRK",
  "ROAD",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CRVL",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CCRN",
  "CRDO",
  "CRAI",
  "BAP",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CSWI",
  "CUBE",
  "CSGS",
  "CW",
  "CYBR",
  "CVAC",
  "DHR",
  "DDOG",
  "DVA",
  "DK",
  "DELL",
  "DE",
  "DHIL",
  "DB",
  "DSGX",
  "DVN",
  "FANG",
  "XRAY",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DLB",
  "DLR",
  "DOCU",
  "DOMO",
  "DFIN",
  "DPZ",
  "RSP",
  "EWJ",
  null,
  "IJT",
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VOD",
  "TRNO",
  "WULF",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  "PH",
  "AWK",
  null,
  "GRVY",
  "APO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 1,436
Total Value: 580846093
Accession Number: 0001795173-25-000002
Form Type: 13F-HR
CIK: physician-wealth-advisors
Manager Name: Physician-Wealth-Advisors

Data Enrichment

82% identified

1,179 identified257 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,436 positions • $580.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 72

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BOEING CO

BA|097023105

Shares:1.2K

Value:$197.2K

% of Portfolio:0.0% ($197.2K/$580.8M)

LOWES COMPANIES INC

LOW|548661107

Shares:839

Value:$195.8K

% of Portfolio:0.0% ($195.8K/$580.8M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.1K

Value:$194.3K

% of Portfolio:0.0% ($194.3K/$580.8M)

PLAINS ALL AMERICAN PIPELINE LP

PAA|726503105

Shares:9.6K

Value:$192.4K

% of Portfolio:0.0% ($192.4K/$580.8M)

922020748

Shares:2.5K

Value:$192.3K

% of Portfolio:0.0% ($192.3K/$580.8M)

TC ENERGY CORP

TRP|87807B107

Shares:4.0K

Value:$191.1K

% of Portfolio:0.0% ($191.1K/$580.8M)

46436E619

Shares:4.4K

Value:$191.0K

% of Portfolio:0.0% ($191.0K/$580.8M)

464287523

Shares:1.0K

Value:$190.8K

% of Portfolio:0.0% ($190.8K/$580.8M)

ADOBE INC.

ADBE|00724F101

Shares:488

Value:$187.2K

% of Portfolio:0.0% ($187.2K/$580.8M)

THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

Shares:1.1K

Value:$186.8K

% of Portfolio:0.0% ($186.8K/$580.8M)

INTUIT INC.

INTU|461202103

Shares:304

Value:$186.7K

% of Portfolio:0.0% ($186.7K/$580.8M)

NETFLIX INC

NFLX|64110L106

Shares:200

Value:$186.5K

% of Portfolio:0.0% ($186.5K/$580.8M)

COCA COLA CO

KO|191216100

Shares:2.6K

Value:$184.1K

% of Portfolio:0.0% ($184.1K/$580.8M)

46436E759

Shares:2.6K

Value:$177.5K

% of Portfolio:0.0% ($177.5K/$580.8M)

46435GAA0

Shares:7.1K

Value:$170.9K

% of Portfolio:0.0% ($170.9K/$580.8M)

316092808

Shares:1.0K

Value:$169.2K

% of Portfolio:0.0% ($169.2K/$580.8M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:706

Value:$168.1K

% of Portfolio:0.0% ($168.1K/$580.8M)

25434V682

Shares:5.0K

Value:$167.4K

% of Portfolio:0.0% ($167.4K/$580.8M)

DELTA AIR LINES, INC.

DAL|247361702

Shares:3.8K

Value:$166.3K

% of Portfolio:0.0% ($166.3K/$580.8M)

Medtronic plc

MDT|G5960L103

Shares:1.8K

Value:$164.9K

% of Portfolio:0.0% ($164.9K/$580.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BOEING CO(BAcusip097023105)	1.2K	QoQ 0.00% (-0) YoY NEW(+1.2K)	All Managers (Combined)	$197.2K	0.0% ($197.2K/$580.8M)	QoQ -3.64% (-$7.5K) YoY NEW(+$197.2K)
LOWES COMPANIES INC(LOWcusip548661107)	839	QoQ -3.34% (-29) YoY -20.77% (-220)	All Managers (Combined)	$195.8K	0.0% ($195.8K/$580.8M)	QoQ -8.58% (-$18.4K) YoY -19.02% (-$46.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.1K	QoQ +2.74% (+84) YoY NEW(+3.1K)	All Managers (Combined)	$194.3K	0.0% ($194.3K/$580.8M)	QoQ +7.08% (+$12.9K) YoY NEW(+$194.3K)
PLAINS ALL AMERICAN PIPELINE LP(PAAcusip726503105)	9.6K	QoQ +0.72% (+69) YoY NEW(+9.6K)	All Managers (Combined)	$192.4K	0.0% ($192.4K/$580.8M)	QoQ +17.94% (+$29.3K) YoY NEW(+$192.4K)
(cusip922020748)✕	2.5K	QoQ +8.42% (+193) YoY NEW(+2.5K)	All Managers (Combined)	$192.3K	0.0% ($192.3K/$580.8M)	QoQ +10.74% (+$18.7K) YoY NEW(+$192.3K)
TC ENERGY CORP(TRPcusip87807B107)	4.0K	QoQ 0.00% (+0) YoY NEW(+4.0K)	All Managers (Combined)	$191.1K	0.0% ($191.1K/$580.8M)	QoQ +1.46% (+$2.8K) YoY NEW(+$191.1K)
(cusip46436E619)✕	4.4K	QoQ -5.52% (-258) YoY NEW(+4.4K)	All Managers (Combined)	$191.0K	0.0% ($191.0K/$580.8M)	QoQ -3.64% (-$7.2K) YoY NEW(+$191.0K)
(cusip464287523)✕	1.0K	QoQ -5.93% (-64) YoY NEW(+1.0K)	All Managers (Combined)	$190.8K	0.0% ($190.8K/$580.8M)	QoQ -17.89% (-$41.6K) YoY NEW(+$190.8K)
ADOBE INC.(ADBEcusip00724F101)	488	QoQ -9.12% (-49) YoY +1.03% (-5)	All Managers (Combined)	$187.2K	0.0% ($187.2K/$580.8M)	QoQ -21.62% (-$51.6K) YoY -18.62% (-$42.9K)
THOMSON REUTERS CORP /CAN/(TRI.TOcusip884903808)	1.1K	QoQ 0.00% (+0) YoY NEW(+1.1K)	All Managers (Combined)	$186.8K	0.0% ($186.8K/$580.8M)	QoQ +7.73% (+$13.4K) YoY NEW(+$186.8K)
INTUIT INC.(INTUcusip461202103)	304	QoQ -5.88% (-19) YoY NEW(+304)	All Managers (Combined)	$186.7K	0.0% ($186.7K/$580.8M)	QoQ -8.05% (-$16.4K) YoY NEW(+$186.7K)
NETFLIX INC(NFLXcusip64110L106)	200	QoQ +1.01% (+2) YoY NEW(+200)	All Managers (Combined)	$186.5K	0.0% ($186.5K/$580.8M)	QoQ +5.67% (+$10.0K) YoY NEW(+$186.5K)
COCA COLA CO(KOcusip191216100)	2.6K	QoQ 0.00% (+0) YoY -29.66% (-1.1K)	All Managers (Combined)	$184.1K	0.0% ($184.1K/$580.8M)	QoQ +15.03% (+$24.1K) YoY -13.23% (-$28.1K)
(cusip46436E759)✕	2.6K	QoQ -4.00% (-110) YoY -14.85% (-460)	All Managers (Combined)	$177.5K	0.0% ($177.5K/$580.8M)	QoQ +0.03% (-$61) YoY -11.95% (-$24.1K)
(cusip46435GAA0)✕	7.1K	QoQ +44.37% (+2.2K) YoY NEW(+7.1K)	All Managers (Combined)	$170.9K	0.0% ($170.9K/$580.8M)	QoQ +45.21% (+$53.2K) YoY NEW(+$170.9K)
(cusip316092808)✕	1.0K	QoQ 0.00% (-0) YoY NEW(+1.0K)	All Managers (Combined)	$169.2K	0.0% ($169.2K/$580.8M)	QoQ -12.74% (-$24.7K) YoY NEW(+$169.2K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	706	QoQ +0.28% (-2) YoY NEW(+706)	All Managers (Combined)	$168.1K	0.0% ($168.1K/$580.8M)	QoQ -14.45% (-$28.4K) YoY NEW(+$168.1K)
(cusip25434V682)✕	5.0K	QoQ +0.08% (+4) YoY NEW(+5.0K)	All Managers (Combined)	$167.4K	0.0% ($167.4K/$580.8M)	QoQ +1.73% (+$2.9K) YoY NEW(+$167.4K)
DELTA AIR LINES, INC.(DALcusip247361702)	3.8K	QoQ -2.47% (-97) YoY -24.17% (-1.2K)	All Managers (Combined)	$166.3K	0.0% ($166.3K/$580.8M)	QoQ -29.72% (-$70.4K) YoY -28.97% (-$67.9K)
Medtronic plc(MDTcusipG5960L103)	1.8K	QoQ +2.28% (+41) YoY -39.64% (-1.2K)	All Managers (Combined)	$164.9K	0.0% ($164.9K/$580.8M)	QoQ +15.06% (+$21.6K) YoY -31.58% (-$76.1K)