Titelia

Holdings of Physician Wealth Advisors, Inc.

1781 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 52.7 % of the equity sleeve

Sector breakdown

  • Funds 26.5 %
  • Technology 6.1 %
  • Financials 1.3 %
  • Consumer discretionary 1.3 %
  • Communication 1.0 %
  • Industrials 1.0 %
  • Health care 1.0 %
  • Consumer staples 0.8 %
  • Energy 0.3 %
  • Utilities 0.3 %
  • Real estate 0.1 %
  • Materials 0.1 %
  • Unattributed 60.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • TW 0.1 %
  • GB 0.0 %
  • NL 0.0 %
  • KR 0.0 %
  • ES 0.0 %
  • BR 0.0 %
  • JP 0.0 %
  • IN 0.0 %
  • DE 0.0 %
  • FR 0.0 %
  • IL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,670650.8M $99.70 %
2TW4866.2K $0.13 %
3GB17300.6K $0.05 %
4NL5228.6K $0.04 %
5KR971.6K $0.01 %
6ES266K $0.01 %
7BR954.1K $0.01 %
8JP653.8K $0.01 %
9IN550.9K $0.01 %
10DE236.7K $0.01 %
11FR128.4K $0.00 %
12IL228.2K $0.00 %

Positions

RankCompanySharesValueWeight
1,301Toro Co/The 151.4K $
1,302Jacobs Solutions Inc 111.4K $
1,303Grupo Aval Acciones y Valores SA 3181.4K $
1,304Doximity Inc 601.4K $
1,305Healthpeak Properties Inc 851.4K $
1,306Hawaiian Electric Industries Inc 941.4K $
1,307Rhythm Pharmaceuticals Inc 161.4K $
1,308Pyxis Oncology Inc 9431.4K $
1,309Harrow Inc 391.4K $
1,310Li Auto Inc 771.4K $
1,311Amalgamated Financial Corp 351.4K $
1,312Veris Residential Inc 721.4K $
1,313Esab Corp 141.4K $
1,314UMB Financial Corp 121.4K $
1,315Telefonaktiebolaget LM Ericsson 1201.4K $
1,316Petroleo Brasileiro SA - Petrobras 651.3K $
1,317Astec Industries Inc 251.3K $
1,318Choice Hotels International Inc 131.3K $
1,319Invesco S&P 500 Equal Weight ETF 71.3K $
1,320Billiontoone Inc 171.3K $
1,321Planet Labs PBC 481.3K $
1,322ProPetro Holding Corp 931.3K $
1,323Marten Transport Ltd 1021.3K $
1,324Equitable Holdings Inc 361.3K $
1,325Universal Health Realty Income Trust 331.3K $
1,326Inseego Corp 1201.3K $
1,327Hertz Global Holdings Inc 2891.3K $
1,328Synaptics Inc 191.3K $
1,329Webtoon Entertainment Inc 1431.3K $
1,330Fate Therapeutics Inc 1,0941.3K $
1,331Emergent BioSolutions Inc 1581.3K $
1,332SailPoint Inc 991.3K $
1,333Griffon Corp 181.3K $
1,334Innoviva Inc 561.3K $
1,335Ultrapar Participacoes SA 2361.3K $
1,336Broadridge Financial Solutions Inc 81.3K $
1,337Avidia Bancorp Inc 661.3K $
1,338United Fire Group Inc 351.3K $
1,339Phreesia Inc 1541.3K $
1,340Rentokil Initial PLC 411.3K $
1,341Aviat Networks Inc 571.3K $
1,342Praxis Precision Medicines Inc 41.3K $
1,343Genworth Financial Inc 1581.3K $
1,344News Corp 451.3K $
1,345PTC Inc 91.3K $
1,346AeroVironment Inc 71.3K $
1,347Stoneridge Inc 2651.3K $
1,348Zymeworks Inc 511.3K $
1,349Provident Financial Services Inc 601.3K $
1,350Chewy Inc 471.3K $
1,351Nexstar Media Group Inc 71.3K $
1,352Seres Therapeutics Inc 1421.3K $
1,353Capitol Federal Financial Inc 1751.2K $
1,354National Storage Affiliates Trust 331.2K $
1,355Monarch Casino & Resort Inc 131.2K $
1,356Hub Group Inc 341.2K $
1,357California Water Service Group 271.2K $
1,358Avanos Medical Inc 871.2K $
1,359Woodside Energy Group Ltd 511.2K $
1,360Lantheus Holdings Inc 161.2K $
1,361NUVEEN INSD TAX-FREE ADVANTAGE MUN FD 1081.2K $
1,362Pacific Biosciences of California Inc 9171.2K $
1,363Extreme Networks Inc 801.2K $
1,364Washington Trust Bancorp Inc 361.2K $
1,365Sturm Ruger & Co Inc 301.2K $
1,366Templeton Emerging Markets Inc 2001.2K $
1,367Exelixis Inc 281.2K $
1,368SPX Technologies Inc 61.2K $
1,369Brighthouse Financial Inc 201.2K $
1,370Conagra Brands Inc 761.2K $
1,371MarineMax Inc 441.2K $
1,372ACI Worldwide Inc 291.2K $
1,373Nicolet Bankshares Inc 81.2K $
1,374Abercrombie & Fitch Co 131.2K $
1,375BigBear.ai Holdings Inc 3371.2K $
1,376Embraer SA 201.2K $
1,377Post Holdings Inc 121.2K $
1,378San Juan Basin Royalty Trust 2451.2K $
1,379Definitive Healthcare Corp 9521.2K $
1,380First Financial Bancorp 421.2K $
1,381Broadstone Net Lease Inc 641.2K $
1,382Revolution Medicines Inc 121.2K $
1,383Sonic Automotive Inc 171.2K $
1,384Shutterstock Inc 701.2K $
1,385Fulton Financial Corp 571.2K $
1,386Hanmi Financial Corp 441.2K $
1,387United Bankshares Inc/WV 281.2K $
1,388AGCO Corp 101.2K $
1,389F5 Inc 41.2K $
1,390Cirrus Logic Inc 81.2K $
1,391Renasant Corp 321.2K $
1,392Angi Inc 1681.2K $
1,393EZCORP Inc 451.1K $
1,394Cleanspark Inc 1341.1K $
1,395Gentherm Inc 411.1K $
1,396Helix Energy Solutions Group Inc 1151.1K $
1,397Hain Celestial Group Inc/The 1,6241.1K $
1,398Neuronetics Inc 7751.1K $
1,399QuidelOrtho Corp 681.1K $
1,400DRDGOLD Ltd 381.1K $