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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SMITH & NEPHEW PLC
Shares:262
Value:$7.4K
% of Portfolio:0.0% ($7.4K/$580.8M)
ICL Group Ltd.
Shares:1.3K
Value:$7.4K
% of Portfolio:0.0% ($7.4K/$580.8M)
Nuveen Municipal Credit Income Fund
Shares:600
Value:$7.3K
% of Portfolio:0.0% ($7.3K/$580.8M)
00214Q104
Shares:154
Value:$7.3K
% of Portfolio:0.0% ($7.3K/$580.8M)
74965L200
Shares:300
Value:$7.3K
% of Portfolio:0.0% ($7.3K/$580.8M)
032108102
Shares:120
Value:$7.2K
% of Portfolio:0.0% ($7.2K/$580.8M)
REGIONS FINANCIAL CORP
Shares:330
Value:$7.2K
% of Portfolio:0.0% ($7.2K/$580.8M)
TELUS CORP
Shares:500
Value:$7.2K
% of Portfolio:0.0% ($7.2K/$580.8M)
Trade Desk, Inc.
Shares:131
Value:$7.2K
% of Portfolio:0.0% ($7.2K/$580.8M)
AppLovin Corp
Shares:27
Value:$7.2K
% of Portfolio:0.0% ($7.2K/$580.8M)
INTERNATIONAL PAPER CO /NEW/
Shares:134
Value:$7.1K
% of Portfolio:0.0% ($7.1K/$580.8M)
Scorpio Tankers Inc.
Shares:189
Value:$7.1K
% of Portfolio:0.0% ($7.1K/$580.8M)
General Motors Co
Shares:151
Value:$7.1K
% of Portfolio:0.0% ($7.1K/$580.8M)
922908595
Shares:28
Value:$7.0K
% of Portfolio:0.0% ($7.0K/$580.8M)
74347X799
Shares:204
Value:$7.0K
% of Portfolio:0.0% ($7.0K/$580.8M)
Aurinia Pharmaceuticals Inc.
Shares:871
Value:$7.0K
% of Portfolio:0.0% ($7.0K/$580.8M)
464287762
Shares:115
Value:$7.0K
% of Portfolio:0.0% ($7.0K/$580.8M)
TORO CO
Shares:96
Value:$7.0K
% of Portfolio:0.0% ($7.0K/$580.8M)
Banco Santander, S.A.
Shares:1.0K
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$580.8M)
00214Q302
Shares:333
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$580.8M)