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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Verve Therapeutics, Inc.
Shares:180
Value:$823
% of Portfolio:0.0% ($823/$580.8M)
07725L102
Shares:3
Value:$817
% of Portfolio:0.0% ($817/$580.8M)
Unum Group
Shares:10
Value:$815
% of Portfolio:0.0% ($815/$580.8M)
Alto Neuroscience, Inc.
Shares:377
Value:$815
% of Portfolio:0.0% ($815/$580.8M)
LXP Industrial Trust
Shares:94
Value:$814
% of Portfolio:0.0% ($814/$580.8M)
Kyverna Therapeutics, Inc.
Shares:420
Value:$811
% of Portfolio:0.0% ($811/$580.8M)
EXPONENT INC
Shares:10
Value:$811
% of Portfolio:0.0% ($811/$580.8M)
NORDSON CORP
Shares:4
Value:$807
% of Portfolio:0.0% ($807/$580.8M)
Lumen Technologies, Inc.
Shares:204
Value:$802
% of Portfolio:0.0% ($802/$580.8M)
02156V109
Shares:37
Value:$801
% of Portfolio:0.0% ($801/$580.8M)
Quanex Building Products CORP
Shares:43
Value:$800
% of Portfolio:0.0% ($800/$580.8M)
SPS COMMERCE INC
Shares:6
Value:$797
% of Portfolio:0.0% ($797/$580.8M)
Gen Digital Inc.
Shares:30
Value:$797
% of Portfolio:0.0% ($797/$580.8M)
EQUINOR ASA
Shares:30
Value:$794
% of Portfolio:0.0% ($794/$580.8M)
J&J SNACK FOODS CORP
Shares:6
Value:$791
% of Portfolio:0.0% ($791/$580.8M)
Intellia Therapeutics, Inc.
Shares:111
Value:$790
% of Portfolio:0.0% ($790/$580.8M)
INSULET CORP
Shares:3
Value:$788
% of Portfolio:0.0% ($788/$580.8M)
Cipher Mining Inc.
Shares:342
Value:$787
% of Portfolio:0.0% ($787/$580.8M)
Lantheus Holdings, Inc.
Shares:8
Value:$781
% of Portfolio:0.0% ($781/$580.8M)
SOUTHERN MISSOURI BANCORP, INC.
Shares:15
Value:$781
% of Portfolio:0.0% ($781/$580.8M)