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
1,501Stock Yards Bancorp Inc 14929 $
1,502Live Oak Bancshares Inc 28926 $
1,503Cosan SA 224923 $
1,504Kraft Heinz Co/The 41923 $
1,505Pebblebrook Hotel Trust 73922 $
1,506MiMedx Group Inc 233921 $
1,507Heritage Insurance Holdings Inc 35919 $
1,508Aegon Ltd 126915 $
1,509iShares S&P Mid-Cap 400 Growth ETF 9915 $
1,510AAON Inc 11911 $
1,511Spruce Power Holding Corp 222911 $
1,512System1 Inc 301910 $
1,513Coupang Inc 48907 $
1,514Himax Technologies Inc 115906 $
1,515KalVista Pharmaceuticals Inc 45906 $
1,516OPENLANE Inc 31904 $
1,517Equifax Inc 5901 $
1,518SPS Commerce Inc 16891 $
1,519Cartesian Therapeutics Inc 144886 $
1,520Moog Inc 3878 $
1,521iShares Global Energy ETF 15872 $
1,522Watts Water Technologies Inc 3871 $
1,523EnerSys 5869 $
1,524Lennar Corp 10869 $
1,525Veritone Inc 441869 $
1,526Alarm.com Holdings Inc 20864 $
1,527Esquire Financial Holdings Inc 8860 $
1,528Coty Inc 427859 $
1,529Ducommun Inc 7854 $
1,530Repay Holdings Corp 327851 $
1,531Legence Corp 15847 $
1,532Marriott Vacations Worldwide Corp 13847 $
1,533Morningstar Inc 5846 $
1,534Zeta Global Holdings Corp 53844 $
1,535Warrior Met Coal Inc 9839 $
1,536Mid Penn Bancorp Inc 26837 $
1,537Palomar Holdings Inc 7837 $
1,538NeoGenomics Inc 112832 $
1,539Brink's Co/The 8830 $
1,540Schwab Intermediate-Term U.S. Treasury ETF 33823 $
1,541Onto Innovation Inc 4821 $
1,542York Space Systems Inc 37821 $
1,543LexinFintech Holdings Ltd 375818 $
1,544Intrepid Potash Inc 19813 $
1,545Business First Bancshares Inc 30812 $
1,546LIZHI INC 48811 $
1,547SoFi Technologies Inc 51810 $
1,548Cava Group Inc 10809 $
1,549Independence Realty Trust Inc 54805 $
1,550Kaltura Inc 658803 $
1,551CS Disco Inc 209799 $
1,552PRA Group Inc 45788 $
1,553Leidos Holdings Inc 5778 $
1,554AdvanSix Inc 31757 $
1,555Erie Indemnity Co 3754 $
1,556Hilltop Holdings Inc 21753 $
1,557FirstCash Holdings Inc 4752 $
1,558Axcelis Technologies Inc 8745 $
1,559Builders FirstSource Inc 9741 $
1,560Alaska Air Group Inc 20736 $
1,561Korea Electric Power Corp 50713 $
1,562Dream Finders Homes Inc 51710 $
1,563Resideo Technologies Inc 21708 $
1,564Maximus Inc 11706 $
1,565Vishay Intertechnology Inc 39702 $
1,566Sensient Technologies Corp 8692 $
1,567Simpson Manufacturing Co Inc 4687 $
1,568Five Below Inc 3686 $
1,569Gold Fields Ltd 15681 $
1,570NetEase Inc 6672 $
1,571CTS Corp 14669 $
1,572MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 3667 $
1,573Teradata Corp 26667 $
1,574Northfield Bancorp Inc 49664 $
1,575Caesars Entertainment Inc 25661 $
1,576Pursuit Attractions and Hospitality Inc 18660 $
1,577Donegal Group Inc 38653 $
1,578Modine Manufacturing Co 3651 $
1,579Hexcel Corp 8648 $
1,580Wendy's Co/The 93648 $
1,581Halozyme Therapeutics Inc 10647 $
1,582US Foods Holding Corp 7646 $
1,583Ryan Specialty Holdings Inc 19642 $
1,584BOK Financial Corp 5641 $
1,585Golden Entertainment Inc 24641 $
1,586InvenTrust Properties Corp 21640 $
1,587EQT Corp 10637 $
1,588Kontoor Brands Inc 9633 $
1,589Okta Inc 8630 $
1,590Itron Inc 7628 $
1,591Dorman Products Inc 6627 $
1,592Elanco Animal Health Inc 26623 $
1,5931st Source Corp 9623 $
1,594Origin Bancorp Inc 15622 $
1,595Under Armour Inc 107620 $
1,596PTC Therapeutics Inc 9614 $
1,597Columbia Financial Inc 35613 $
1,598Dime Community Bancshares Inc 18609 $
1,599B&G Foods Inc 126607 $
1,600American States Water Co 8605 $