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
1,601NetScout Systems Inc 19605 $
1,602Natera Inc 3600 $
1,603Remitly Global Inc 38596 $
1,604Sila Realty Trust Inc 25592 $
1,605Five9 Inc 39592 $
1,606Verastem Inc 111589 $
1,607Entegris Inc 5587 $
1,608Itau Unibanco Holding SA 70587 $
1,609AutoNation Inc 3586 $
1,610Tidewater Inc 7585 $
1,611NETSTREIT Corp 31584 $
1,612QXO Inc 30583 $
1,613Enanta Pharmaceuticals Inc 46581 $
1,614USA TODAY Co Inc 82579 $
1,615Central Pacific Financial Corp 18576 $
1,616Hyatt Hotels Corp 4576 $
1,617Alliant Energy Corp 8575 $
1,618Brinker International Inc 4572 $
1,619Controladora Vuela Cia de Aviacion SAB de CV 79572 $
1,620Enact Holdings Inc 14572 $
1,621Janux Therapeutics Inc 41570 $
1,622Eastern Bankshares Inc 29568 $
1,623James River Group Holdings Inc 90567 $
1,624NCR Atleos Corp 13567 $
1,625Arrowhead Pharmaceuticals Inc 9565 $
1,626Acuity Inc 2561 $
1,627Fluor Corp 12560 $
1,628Werner Enterprises Inc 19559 $
1,629Opera Ltd 39557 $
1,630Advanced Drainage Systems Inc 4549 $
1,631Expand Energy Corp 5549 $
1,632First Foundation Inc 93549 $
1,633HEICO Corp 2549 $
1,634Bank First Corp 4541 $
1,635International Bancshares Corp 8539 $
1,636Option Care Health Inc 20539 $
1,637Rubrik Inc 11539 $
1,638International Money Express Inc 34538 $
1,639U-Haul Holding Co 12537 $
1,640Rogers Corp 5537 $
1,641Workiva Inc 9537 $
1,642ARMOUR Residential REIT Inc 32534 $
1,643East West Bancorp Inc 5534 $
1,644TFS Financial Corp 38534 $
1,645Equity Bancshares Inc 12533 $
1,646Gap Inc/The 22533 $
1,647TripAdvisor Inc 50533 $
1,648Terns Pharmaceuticals Inc 10528 $
1,649Independent Bank Corp 7527 $
1,650Corebridge Financial Inc 22525 $
1,651Dine Brands Global Inc 20525 $
1,652Albany International Corp 10523 $
1,653Avista Corp 13522 $
1,654Cactus Inc 11522 $
1,655Saul Centers Inc 16522 $
1,656Southwest Gas Holdings Inc 6522 $
1,657Hanover Insurance Group Inc/The 3521 $
1,658Hormel Foods Corp 23521 $
1,659Compass Inc 71520 $
1,660Gitlab Inc 24520 $
1,661ICICI Bank Ltd 20518 $
1,662Flowserve Corp 7515 $
1,663Magnera Corp 54514 $
1,664Nuvalent Inc 5513 $
1,665QCR Holdings Inc 6513 $
1,666Mattel Inc 35509 $
1,667Perella Weinberg Partners 28509 $
1,668Macy's Inc 28507 $
1,669Freshworks Inc 63506 $
1,670AptarGroup Inc 4505 $
1,671Twilio Inc 4504 $
1,672Cohen & Steers Inc 8501 $
1,673CarMax Inc 12499 $
1,674Meritage Homes Corp 8495 $
1,675Maui Land & Pineapple Co Inc 32493 $
1,676Honda Motor Co Ltd 20487 $
1,677Bath & Body Works Inc 26486 $
1,678Mosaic Co/The 19485 $
1,679Paymentus Holdings Inc 19483 $
1,680ConnectOne Bancorp Inc 18482 $
1,681FRP Holdings Inc 22482 $
1,682Shift4 Payments Inc 11482 $
1,683ReposiTrak Inc 63479 $
1,684Navan Inc 36477 $
1,685Science Applications International Corp 5475 $
1,686IRhythm Holdings Inc 4473 $
1,687Madison Square Garden Entertainment Corp 8472 $
1,688Hilton Grand Vacations Inc 12470 $
1,689Penn Entertainment Inc 31466 $
1,690Lennox International Inc 1465 $
1,691SentinelOne Inc 36464 $
1,692Ryman Hospitality Properties Inc 5462 $
1,693Home BancShares Inc/AR 17458 $
1,694Verra Mobility Corp 32458 $
1,695Weibo Corp 52455 $
1,696SITE Centers Corp 84454 $
1,697Vista Energy SAB de CV 6453 $
1,698Apartment Investment and Management Co 111452 $
1,699Ingredion Inc 4451 $
1,700Snap Inc 98451 $