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 57 of 72
FRANKLIN ELECTRIC CO INC
Shares:10
Value:$939
% of Portfolio:0.0% ($939/$580.8M)
Confluent, Inc.
Shares:40
Value:$938
% of Portfolio:0.0% ($938/$580.8M)
Zeta Global Holdings Corp.
Shares:69
Value:$936
% of Portfolio:0.0% ($936/$580.8M)
AGENUS INC
Shares:621
Value:$935
% of Portfolio:0.0% ($935/$580.8M)
Moelis & Co
Shares:16
Value:$934
% of Portfolio:0.0% ($934/$580.8M)
DYNAVAX TECHNOLOGIES CORP
Shares:72
Value:$934
% of Portfolio:0.0% ($934/$580.8M)
Spire Global, Inc.
Shares:115
Value:$931
% of Portfolio:0.0% ($931/$580.8M)
GUESS INC
Shares:84
Value:$930
% of Portfolio:0.0% ($930/$580.8M)
Allegiant Travel CO
Shares:18
Value:$930
% of Portfolio:0.0% ($930/$580.8M)
Aurora Innovation, Inc.
Shares:138
Value:$929
% of Portfolio:0.0% ($929/$580.8M)
HOLOGIC INC
Shares:15
Value:$927
% of Portfolio:0.0% ($927/$580.8M)
VEEVA SYSTEMS INC
Shares:4
Value:$927
% of Portfolio:0.0% ($927/$580.8M)
Dutch Bros Inc.
Shares:15
Value:$927
% of Portfolio:0.0% ($927/$580.8M)
ZoomInfo Technologies Inc.
Shares:92
Value:$920
% of Portfolio:0.0% ($920/$580.8M)
GRACO INC
Shares:11
Value:$919
% of Portfolio:0.0% ($919/$580.8M)
CONSTELLATION BRANDS, INC.
Shares:5
Value:$918
% of Portfolio:0.0% ($918/$580.8M)
TKO Group Holdings, Inc.
Shares:6
Value:$917
% of Portfolio:0.0% ($917/$580.8M)
127636207
Shares:52
Value:$917
% of Portfolio:0.0% ($917/$580.8M)
Cue Biopharma, Inc.
Shares:1.0K
Value:$917
% of Portfolio:0.0% ($917/$580.8M)
Tempus AI, Inc.
Shares:19
Value:$917
% of Portfolio:0.0% ($917/$580.8M)