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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Page 35 of 72
Net Lease Office Properties
Shares:220
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$580.8M)
Fidelity National Information Services, Inc.
Shares:92
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$580.8M)
TELEFONICA S A
Shares:1.5K
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$580.8M)
85207K107
Shares:589
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$580.8M)
315912808
Shares:100
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$580.8M)
PEMBINA PIPELINE CORP
Shares:170
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$580.8M)
464288851
Shares:71
Value:$6.7K
% of Portfolio:0.0% ($6.7K/$580.8M)
Qorvo, Inc.
Shares:91
Value:$6.6K
% of Portfolio:0.0% ($6.6K/$580.8M)
808524862
Shares:268
Value:$6.5K
% of Portfolio:0.0% ($6.5K/$580.8M)
74933W635
Shares:233
Value:$6.5K
% of Portfolio:0.0% ($6.5K/$580.8M)
Coupang, Inc.
Shares:293
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$580.8M)
MCCORMICK & CO INC
Shares:78
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$580.8M)
33734X184
Shares:154
Value:$6.3K
% of Portfolio:0.0% ($6.3K/$580.8M)
LINCOLN NATIONAL CORP
Shares:175
Value:$6.3K
% of Portfolio:0.0% ($6.3K/$580.8M)
CHARTER COMMUNICATIONS, INC. /MO/
Shares:17
Value:$6.3K
% of Portfolio:0.0% ($6.3K/$580.8M)
464288448
Shares:201
Value:$6.2K
% of Portfolio:0.0% ($6.2K/$580.8M)
464287333
Shares:60
Value:$6.2K
% of Portfolio:0.0% ($6.2K/$580.8M)
CARRIER GLOBAL Corp
Shares:98
Value:$6.2K
% of Portfolio:0.0% ($6.2K/$580.8M)
SUNCOR ENERGY INC
Shares:160
Value:$6.2K
% of Portfolio:0.0% ($6.2K/$580.8M)
Pediatrix Medical Group, Inc.
Shares:426
Value:$6.2K
% of Portfolio:0.0% ($6.2K/$580.8M)