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:
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ROSS STORES, INC.
Shares:72
Value:$9.2K
% of Portfolio:0.0% ($9.2K/$580.8M)
SELECT MEDICAL HOLDINGS CORP
Shares:550
Value:$9.2K
% of Portfolio:0.0% ($9.2K/$580.8M)
US BANCORP \DE\
Shares:217
Value:$9.2K
% of Portfolio:0.0% ($9.2K/$580.8M)
464287556
Shares:71
Value:$9.0K
% of Portfolio:0.0% ($9.0K/$580.8M)
301505889
Shares:235
Value:$9.0K
% of Portfolio:0.0% ($9.0K/$580.8M)
BlackRock Health Sciences Trust
Shares:232
Value:$9.0K
% of Portfolio:0.0% ($9.0K/$580.8M)
NXP Semiconductors N.V.
Shares:47
Value:$8.9K
% of Portfolio:0.0% ($8.9K/$580.8M)
Shares:161
Value:$8.9K
% of Portfolio:0.0% ($8.9K/$580.8M)
Aon plc
Shares:22
Value:$8.8K
% of Portfolio:0.0% ($8.8K/$580.8M)
Co-Diagnostics, Inc.
Shares:28.4K
Value:$8.8K
% of Portfolio:0.0% ($8.8K/$580.8M)
464288356
Shares:156
Value:$8.8K
% of Portfolio:0.0% ($8.8K/$580.8M)
CSW INDUSTRIALS, INC.
Shares:30
Value:$8.7K
% of Portfolio:0.0% ($8.7K/$580.8M)
Azenta, Inc.
Shares:252
Value:$8.7K
% of Portfolio:0.0% ($8.7K/$580.8M)
EBAY INC
Shares:128
Value:$8.7K
% of Portfolio:0.0% ($8.7K/$580.8M)
464287598
Shares:45
Value:$8.5K
% of Portfolio:0.0% ($8.5K/$580.8M)
MICROCHIP TECHNOLOGY INC
Shares:176
Value:$8.5K
% of Portfolio:0.0% ($8.5K/$580.8M)
ALBANY INTERNATIONAL CORP /DE/
Shares:123
Value:$8.5K
% of Portfolio:0.0% ($8.5K/$580.8M)
AGREE REALTY CORP
Shares:109
Value:$8.4K
% of Portfolio:0.0% ($8.4K/$580.8M)
CREDICORP LTD
Shares:45
Value:$8.4K
% of Portfolio:0.0% ($8.4K/$580.8M)
DARDEN RESTAURANTS INC
Shares:40
Value:$8.3K
% of Portfolio:0.0% ($8.3K/$580.8M)