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 52 of 72
DIAGEO PLC
Shares:10
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
TREX CO INC
Shares:18
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
AMERICAN INTERNATIONAL GROUP, INC.
Shares:12
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
BRINKER INTERNATIONAL, INC
Shares:7
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
UR-ENERGY INC
Shares:1.5K
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
MANHATTAN ASSOCIATES INC
Shares:6
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
Kinetik Holdings Inc.
Shares:20
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
Evergy, Inc.
Shares:15
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
Axos Financial, Inc.
Shares:16
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
RAYONIER INC
Shares:37
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
ALLIANT ENERGY CORP
Shares:16
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
MOHAWK INDUSTRIES INC
Shares:9
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
AMN HEALTHCARE SERVICES INC
Shares:42
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
CSG SYSTEMS INTERNATIONAL INC
Shares:17
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
78464A516
Shares:47
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
Alphatec Holdings, Inc.
Shares:101
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
AMERICAN STATES WATER CO
Shares:13
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
MGE ENERGY INC
Shares:11
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
INDEPENDENCE REALTY TRUST, INC.
Shares:48
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)
WATTS WATER TECHNOLOGIES INC
Shares:5
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$580.8M)