Physician-Wealth-Advisors
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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified1,179 identified257 unidentified
Holdings
1,436 positions • $580.8M total value
Manager:
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Page 48 of 72
Y27183600
Shares:61
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$580.8M)
601137102
Shares:51
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$580.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
MURPHY OIL CORP(MURcusip626717102) | 50 | QoQ +11.11% (+5)YoY NEW(+50) | All Managers (Combined) | $1.4K | 0.0% ($1.4K/$580.8M) | QoQ +4.25% (+$58)YoY NEW(+$1.4K) |
DRDGOLD LTD(DRDcusip26152H301) | 91 | QoQ 0.00% (+0)YoY NEW(+91) | All Managers (Combined) | $1.4K | 0.0% ($1.4K/$580.8M) | YoY NEW(+$1.4K) |
(cusipY27183600)✕ | 61 | QoQ +90.62% (+29)YoY NEW(+61) | All Managers (Combined) | $1.4K | 0.0% ($1.4K/$580.8M) | YoY NEW(+$1.4K) |
YORK WATER CO(YORWcusip987184108) | 40 | QoQ 0.00% (+0)YoY NEW(+40) | All Managers (Combined) | $1.4K | 0.0% ($1.4K/$580.8M) | QoQ +6.03% (+$79)YoY NEW(+$1.4K) |
| 1 | QoQ -93.75% (-15)YoY NEW(+1) | All Managers (Combined) | $1.4K | 0.0% ($1.4K/$580.8M) | YoY NEW(+$1.4K) | |
BankUnited, Inc.(BKUcusip06652K103) | 40 | QoQ NEW(+40) YoY NEW(+40) | All Managers (Combined) | $1.4K | 0.0% ($1.4K/$580.8M) | QoQ NEW(+$1.4K) YoY NEW(+$1.4K) |
| 2 | QoQ +100.00% (+1)YoY NEW(+2) | All Managers (Combined) | $1.4K | 0.0% ($1.4K/$580.8M) | YoY NEW(+$1.4K) | |
| 300 | QoQ 0.00% (-0)YoY NEW(+300) | All Managers (Combined) | $1.4K | 0.0% ($1.4K/$580.8M) | YoY NEW(+$1.4K) | |
| 40 | QoQ NEW(+40) YoY NEW(+40) | All Managers (Combined) | $1.4K | 0.0% ($1.4K/$580.8M) | QoQ NEW(+$1.4K) YoY NEW(+$1.4K) | |
Asana, Inc.(ASANcusip04342Y104) | 93 | QoQ NEW(+93) YoY NEW(+93) | All Managers (Combined) | $1.4K | 0.0% ($1.4K/$580.8M) | QoQ NEW(+$1.4K) YoY NEW(+$1.4K) |
(cusip601137102)✕ | 51 | QoQ NEW(+51) YoY NEW(+51) | All Managers (Combined) | $1.4K | 0.0% ($1.4K/$580.8M) | QoQ NEW(+$1.4K) YoY NEW(+$1.4K) |
| 25 | QoQ -52.83% (-28)YoY NEW(+25) | All Managers (Combined) | $1.4K | 0.0% ($1.4K/$580.8M) | YoY NEW(+$1.4K) | |
| 5 | QoQ NEW(+5) YoY NEW(+5) | All Managers (Combined) | $1.3K | 0.0% ($1.3K/$580.8M) | QoQ NEW(+$1.3K) YoY NEW(+$1.3K) | |
| 222 | QoQ 0.00% (+0)YoY NEW(+222) | All Managers (Combined) | $1.3K | 0.0% ($1.3K/$580.8M) | QoQ +1.92% (+$25)YoY NEW(+$1.3K) | |
| 17 | QoQ NEW(+17) YoY NEW(+17) | All Managers (Combined) | $1.3K | 0.0% ($1.3K/$580.8M) | QoQ NEW(+$1.3K) YoY NEW(+$1.3K) | |
Gitlab Inc.(GTLBcusip37637K108) | 28 | QoQ NEW(+28) YoY NEW(+28) | All Managers (Combined) | $1.3K | 0.0% ($1.3K/$580.8M) | QoQ NEW(+$1.3K) YoY NEW(+$1.3K) |
| 169 | QoQ NEW(+169) YoY NEW(+169) | All Managers (Combined) | $1.3K | 0.0% ($1.3K/$580.8M) | QoQ NEW(+$1.3K) YoY NEW(+$1.3K) | |
| 50 | QoQ 0.00% (-0)YoY NEW(+50) | All Managers (Combined) | $1.3K | 0.0% ($1.3K/$580.8M) | QoQ -3.52% (-$48)YoY NEW(+$1.3K) | |
| 21 | QoQ NEW(+21) YoY NEW(+21) | All Managers (Combined) | $1.3K | 0.0% ($1.3K/$580.8M) | QoQ NEW(+$1.3K) YoY NEW(+$1.3K) | |
| 13 | QoQ +44.44% (+4)YoY NEW(+13) | All Managers (Combined) | $1.3K | 0.0% ($1.3K/$580.8M) | YoY NEW(+$1.3K) |