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
901Affirm Holdings Inc 944.3K $
902FIDELITY COVINGTON TRUST 614.3K $
903Coherent Corp 184.3K $
904New York Times Co/The 514.3K $
905KKR & Co Inc 464.3K $
906Ventas Inc 524.3K $
907Saia Inc 124.2K $
908Old Republic International Corp 1054.2K $
909Vistance Networks Inc 2304.2K $
910ROBLOX Corp 744.2K $
911Fidelity Covington Trust 764.2K $
912Gentex Corp 1914.2K $
913Sasol Ltd 3214.2K $
914iShares Trust 664.2K $
915Versant Media Group Inc 1124.1K $
916Texas Roadhouse Inc 254.1K $
917IPG Photonics Corp 364.1K $
918AMETEK Inc 194.1K $
919Stifel Financial Corp 554.1K $
920Alpine Income Property Trust Inc 2254.1K $
921Fortive Corp 734K $
922JB Hunt Transport Services Inc 194K $
923T1 Energy Inc 9174K $
924Eni SpA 714K $
925Genuine Parts Co 384K $
926Coeur Mining Inc 2144K $
927West Pharmaceutical Services Inc 164K $
928PDD Holdings Inc 394K $
929Americold Realty Trust Inc 3474K $
930Tyson Foods Inc 624K $
931Masterbrand Inc 4753.9K $
932Hubbell Inc 83.9K $
933Veralto Corp 443.9K $
934Lear Corp 323.9K $
935Clearway Energy Inc 983.9K $
936Selective Insurance Group Inc 513.8K $
937Kennametal Inc 1063.8K $
938Oshkosh Corp 263.8K $
939Argan Inc 73.8K $
940Amylyx Pharmaceuticals Inc 2743.8K $
941Peabody Energy Corp 1153.8K $
942DT Midstream Inc 283.8K $
943Telefonica Brasil SA 2363.8K $
944Lloyds Banking Group PLC 7463.8K $
945OneMain Holdings Inc 703.7K $
946Sunbelt Rentals Holdings Inc 573.7K $
947Franklin Resources Inc 1573.7K $
948NetApp Inc 363.7K $
949BioMarin Pharmaceutical Inc 653.7K $
950Papa John's International Inc 1133.7K $
951Williams-Sonoma Inc 203.6K $
952Loews Corp 343.6K $
953Pimco Corporate & Income Opportunity Fund 3003.6K $
954Cipher Digital Inc 2773.6K $
955Nu Skin Enterprises Inc 4873.5K $
956Martin Marietta Materials Inc 63.5K $
957Cytokinetics Inc 533.5K $
958StoneX Group Inc 433.5K $
959Charter Communications, Inc. 163.5K $
960Ensign Group Inc/The 173.4K $
961Ares Capital Corp 1903.4K $
962Southside Bancshares Inc 1103.4K $
963Viavi Solutions Inc 1023.4K $
964Littelfuse Inc 103.4K $
965Hancock Whitney Corp 533.4K $
966Sealed Air Corp 803.4K $
967Privia Health Group Inc 1633.4K $
968Atlassian Corp 493.3K $
969Globe Life Inc 243.3K $
970Takeda Pharmaceutical Co Ltd 1803.3K $
971Chemours Co/The 1513.3K $
972Brown & Brown Inc 513.3K $
973Atmos Energy Corp 183.3K $
974Molson Coors Beverage Co 773.3K $
975Sun Country Airlines Holdings Inc 2003.3K $
976Zoom Communications Inc 413.3K $
977Greif Inc 493.3K $
978Adaptive Biotechnologies Corp 2363.3K $
979Invesco Senior Loan ETF 1603.3K $
980MBX Biosciences Inc 1093.3K $
981Global Payments Inc 483.3K $
982Venture Global Inc 2063.2K $
983Omega Healthcare Investors Inc 743.2K $
984Invitation Homes Inc 1303.2K $
985Eagle Materials Inc 173.2K $
986Host Hotels & Resorts Inc 1683.2K $
987NRG Energy Inc 223.2K $
988Applied Optoelectronics Inc 383.2K $
989Riot Platforms Inc 2603.2K $
990TALEN ENERGY CORP 103.2K $
991Applied Industrial Technologies Inc 123.2K $
992Archer Aviation Inc 6143.2K $
993Cincinnati Financial Corp 203.1K $
994Trade Desk Inc/The 1383.1K $
995Telkom Indonesia Persero Tbk PT 1673.1K $
996TIM SA/Brazil 1173.1K $
997Essential Properties Realty Trust Inc 1023.1K $
998Ralph Lauren Corp 93.1K $
999Vanguard Mid-Cap Growth ETF 123.1K $
1,000Qualys Inc 353.1K $