Physician-Wealth-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
Physician-Wealth-Advisors
Data Enrichment
82% identified
1,179 identified257 unidentified

Holdings

1,436 positions • $580.8M total value
Manager:
Search and click to pin securities to the top
Page 27 of 72
EOG RESOURCES INC
Shares:128
Value:$16.4K
% of Portfolio:0.0% ($16.4K/$580.8M)
Cboe Global Markets, Inc.
Shares:72
Value:$16.3K
% of Portfolio:0.0% ($16.3K/$580.8M)
Rivian Automotive, Inc. / DE
Shares:1.3K
Value:$16.0K
% of Portfolio:0.0% ($16.0K/$580.8M)
ILLINOIS TOOL WORKS INC
Shares:65
Value:$16.0K
% of Portfolio:0.0% ($16.0K/$580.8M)
DYCOM INDUSTRIES INC
Shares:105
Value:$16.0K
% of Portfolio:0.0% ($16.0K/$580.8M)
Accenture plc
Shares:51
Value:$16.0K
% of Portfolio:0.0% ($16.0K/$580.8M)
SCHWAB CHARLES CORP
Shares:204
Value:$16.0K
% of Portfolio:0.0% ($16.0K/$580.8M)
Fox Corp
Shares:282
Value:$16.0K
% of Portfolio:0.0% ($16.0K/$580.8M)
Hillman Solutions Corp.
Shares:1.8K
Value:$15.8K
% of Portfolio:0.0% ($15.8K/$580.8M)
33734X119
Shares:241
Value:$15.7K
% of Portfolio:0.0% ($15.7K/$580.8M)
EPAM Systems, Inc.
Shares:93
Value:$15.7K
% of Portfolio:0.0% ($15.7K/$580.8M)
Vistra Corp.
Shares:132
Value:$15.5K
% of Portfolio:0.0% ($15.5K/$580.8M)
AUTOMATIC DATA PROCESSING INC
Shares:50
Value:$15.3K
% of Portfolio:0.0% ($15.3K/$580.8M)
MICROSTRATEGY Inc
Shares:53
Value:$15.3K
% of Portfolio:0.0% ($15.3K/$580.8M)
ING GROEP NV
Shares:778
Value:$15.2K
% of Portfolio:0.0% ($15.2K/$580.8M)
Academy Sports & Outdoors, Inc.
Shares:333
Value:$15.2K
% of Portfolio:0.0% ($15.2K/$580.8M)
CVS HEALTH Corp
Shares:224
Value:$15.2K
% of Portfolio:0.0% ($15.2K/$580.8M)
MITSUBISHI UFJ FINANCIAL GROUP INC
Shares:1.1K
Value:$15.2K
% of Portfolio:0.0% ($15.2K/$580.8M)
HSBC HOLDINGS PLC
Shares:263
Value:$15.1K
% of Portfolio:0.0% ($15.1K/$580.8M)
LAMAR ADVERTISING CO/NEW
Shares:129
Value:$14.7K
% of Portfolio:0.0% ($14.7K/$580.8M)