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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  null,
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]

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 15 of 72

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ABBOTT LABORATORIES

ABT|002824100

Shares:574

Value:$76.1K

% of Portfolio:0.0% ($76.1K/$580.8M)

MDU RESOURCES GROUP INC

MDU|552690109

Shares:4.5K

Value:$76.1K

% of Portfolio:0.0% ($76.1K/$580.8M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:749

Value:$75.6K

% of Portfolio:0.0% ($75.6K/$580.8M)

25434V799

Shares:2.7K

Value:$75.5K

% of Portfolio:0.0% ($75.5K/$580.8M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:217

Value:$75.0K

% of Portfolio:0.0% ($75.0K/$580.8M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:352

Value:$73.6K

% of Portfolio:0.0% ($73.6K/$580.8M)

Eaton Corp plc

ETN|G29183103

Shares:270

Value:$73.4K

% of Portfolio:0.0% ($73.4K/$580.8M)

Salesforce, Inc.

CRM|79466L302

Shares:268

Value:$71.9K

% of Portfolio:0.0% ($71.9K/$580.8M)

92203J407

BNDX|92203J407

Shares:1.5K

Value:$71.4K

% of Portfolio:0.0% ($71.4K/$580.8M)

45409F843

Shares:3.0K

Value:$71.4K

% of Portfolio:0.0% ($71.4K/$580.8M)

GoDaddy Inc.

GDDY|380237107

Shares:388

Value:$69.9K

% of Portfolio:0.0% ($69.9K/$580.8M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:198

Value:$69.7K

% of Portfolio:0.0% ($69.7K/$580.8M)

46435U713

Shares:1.5K

Value:$69.5K

% of Portfolio:0.0% ($69.5K/$580.8M)

25434V757

Shares:2.8K

Value:$69.4K

% of Portfolio:0.0% ($69.4K/$580.8M)

46431W507

Shares:1.3K

Value:$68.1K

% of Portfolio:0.0% ($68.1K/$580.8M)

GE Vernova Inc.

GEV|36828A101

Shares:221

Value:$67.5K

% of Portfolio:0.0% ($67.5K/$580.8M)

FRANCO NEVADA Corp

FNV|351858105

Shares:418

Value:$65.9K

% of Portfolio:0.0% ($65.9K/$580.8M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:231

Value:$65.4K

% of Portfolio:0.0% ($65.4K/$580.8M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:265

Value:$64.6K

% of Portfolio:0.0% ($64.6K/$580.8M)

301505707

Shares:1.3K

Value:$64.4K

% of Portfolio:0.0% ($64.4K/$580.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ABBOTT LABORATORIES(ABTcusip002824100)	574	QoQ -12.36% (-81) YoY NEW(+574)	All Managers (Combined)	$76.1K	0.0% ($76.1K/$580.8M)	QoQ +2.71% (-$2.0K) YoY NEW(+$76.1K)
MDU RESOURCES GROUP INC(MDUcusip552690109)	4.5K	QoQ 0.00% (-0) YoY NEW(+4.5K)	All Managers (Combined)	$76.1K	0.0% ($76.1K/$580.8M)	QoQ -6.15% (-$5.0K) YoY NEW(+$76.1K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	749	QoQ -24.94% (-249) YoY NEW(+749)	All Managers (Combined)	$75.6K	0.0% ($75.6K/$580.8M)	QoQ -15.23% (-$13.6K) YoY NEW(+$75.6K)
(cusip25434V799)✕	2.7K	QoQ 0.00% (+0) YoY NEW(+2.7K)	All Managers (Combined)	$75.5K	0.0% ($75.5K/$580.8M)	QoQ +7.44% (+$5.2K) YoY NEW(+$75.5K)
HCA Healthcare, Inc.(HCAcusip40412C101)	217	QoQ +1.40% (+3) YoY NEW(+217)	All Managers (Combined)	$75.0K	0.0% ($75.0K/$580.8M)	QoQ +16.73% (+$10.8K) YoY NEW(+$75.0K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	352	QoQ -9.97% (-39) YoY NEW(+352)	All Managers (Combined)	$73.6K	0.0% ($73.6K/$580.8M)	QoQ -10.47% (-$8.6K) YoY NEW(+$73.6K)
Eaton Corp plc(ETNcusipG29183103)	270	QoQ +1.50% (-4) YoY NEW(+270)	All Managers (Combined)	$73.4K	0.0% ($73.4K/$580.8M)	QoQ -16.85% (-$14.9K) YoY NEW(+$73.4K)
Salesforce, Inc.(CRMcusip79466L302)	268	QoQ -36.64% (-155) YoY NEW(+268)	All Managers (Combined)	$71.9K	0.0% ($71.9K/$580.8M)	QoQ -49.14% (-$69.5K) YoY NEW(+$71.9K)
(BNDXcusip92203J407)	1.5K	QoQ 0.00% (-0) YoY NEW(+1.5K)	All Managers (Combined)	$71.4K	0.0% ($71.4K/$580.8M)	QoQ -0.46% (-$337) YoY NEW(+$71.4K)
(cusip45409F843)✕	3.0K	QoQ -1.88% (-58) YoY NEW(+3.0K)	All Managers (Combined)	$71.4K	0.0% ($71.4K/$580.8M)	QoQ -2.74% (-$2.0K) YoY NEW(+$71.4K)
GoDaddy Inc.(GDDYcusip380237107)	388	QoQ +15.13% (+51) YoY NEW(+388)	All Managers (Combined)	$69.9K	0.0% ($69.9K/$580.8M)	QoQ +5.08% (+$3.4K) YoY NEW(+$69.9K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	198	QoQ -0.50% (-1) YoY NEW(+198)	All Managers (Combined)	$69.7K	0.0% ($69.7K/$580.8M)	QoQ +2.52% (-$1.7K) YoY NEW(+$69.7K)
(cusip46435U713)✕	1.5K	QoQ -96.55% (-43.3K) YoY -96.22% (-39.4K)	All Managers (Combined)	$69.5K	0.0% ($69.5K/$580.8M)	QoQ -96.64% (-$2.0M) YoY -95.87% (-$1.6M)
(cusip25434V757)✕	2.8K	QoQ 0.00% (+0) YoY NEW(+2.8K)	All Managers (Combined)	$69.4K	0.0% ($69.4K/$580.8M)	QoQ +1.94% (+$1.3K) YoY NEW(+$69.4K)
(cusip46431W507)✕	1.3K	QoQ -34.29% (-699) YoY NEW(+1.3K)	All Managers (Combined)	$68.1K	0.0% ($68.1K/$580.8M)	QoQ -33.83% (-$34.8K) YoY NEW(+$68.1K)
GE Vernova Inc.(GEVcusip36828A101)	221	QoQ +3.27% (-7) YoY NEW(+221)	All Managers (Combined)	$67.5K	0.0% ($67.5K/$580.8M)	QoQ -4.14% (-$2.9K) YoY NEW(+$67.5K)
FRANCO NEVADA Corp(FNVcusip351858105)	418	QoQ 0.00% (+0) YoY NEW(+418)	All Managers (Combined)	$65.9K	0.0% ($65.9K/$580.8M)	QoQ +33.99% (+$16.7K) YoY NEW(+$65.9K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	231	QoQ -32.45% (-111) YoY NEW(+231)	All Managers (Combined)	$65.4K	0.0% ($65.4K/$580.8M)	QoQ -20.22% (-$16.6K) YoY NEW(+$65.4K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	265	QoQ +0.37% (+1) YoY NEW(+265)	All Managers (Combined)	$64.6K	0.0% ($64.6K/$580.8M)	QoQ +15.12% (+$8.5K) YoY NEW(+$64.6K)
(cusip301505707)✕	1.3K	QoQ 0.00% (-0) YoY NEW(+1.3K)	All Managers (Combined)	$64.4K	0.0% ($64.4K/$580.8M)	QoQ -8.46% (-$6.0K) YoY NEW(+$64.4K)