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
1,001Exponent Inc 473.1K $
1,002California Resources Corp 443K $
1,003Affiliated Managers Group Inc 113K $
1,004CareTrust REIT Inc 833K $
1,005Columbus McKinnon Corp/NY 2093K $
1,006Bio-Techne Corp 583K $
1,007New Jersey Resources Corp 553K $
1,008Ambev SA 1,0303K $
1,009Boston Beer Co Inc/The 133K $
1,010BorgWarner Inc 553K $
1,011BlackSky Technology Inc 1183K $
1,012Prosperity Bancshares Inc 443K $
1,013Insulet Corp 142.9K $
1,014Turkcell Iletisim Hizmetleri AS 4872.9K $
1,015Precigen Inc 7582.9K $
1,016Alignment Healthcare Inc 1662.9K $
1,017Goldman Sachs BDC, Inc. 3292.9K $
1,018NIKE Inc 552.9K $
1,019Atlantic Union Bankshares Corp 812.9K $
1,020FIDELITY COVINGTON TRUST 502.9K $
1,021Blue Owl Capital Corp 2592.9K $
1,022Ryder System Inc 142.9K $
1,023Las Vegas Sands Corp 532.9K $
1,024UFP Industries Inc 312.9K $
1,025Design Therapeutics Inc 2682.9K $
1,026Utah Medical Products Inc 462.9K $
1,027A O Smith Corp 432.8K $
1,028Solaris Energy Infrastructure Inc 502.8K $
1,029Olin Corp 952.8K $
1,030TopBuild Corp 82.8K $
1,031Sana Biotechnology Inc 9752.8K $
1,032Encompass Health Corp 292.8K $
1,033Uranium Energy Corp 2072.8K $
1,034Amkor Technology Inc 622.8K $
1,035Q2 Holdings Inc 592.8K $
1,036Herc Holdings Inc 282.8K $
1,037Acadia Healthcare Co Inc 1192.8K $
1,038Personalis Inc 4372.8K $
1,039Postal Realty Trust Inc 1502.8K $
1,040Lumen Technologies Inc 3982.8K $
1,041Unusual Machines Inc /US 2232.8K $
1,042Sibanye Stillwater Ltd 2242.8K $
1,043Nomura Holdings Inc 3472.7K $
1,044SL Green Realty Corp 742.7K $
1,045Visteon Corp 302.7K $
1,046ANGEL STUDIOS INC 8932.7K $
1,047Vanguard Index Funds 92.7K $
1,048Helios Technologies Inc 422.7K $
1,049Cabot Corp 362.7K $
1,050NatWest Group PLC 1822.7K $
1,051iShares Trust 1712.7K $
1,052Teladoc Health Inc 4952.7K $
1,053Pinterest Inc 1462.7K $
1,054Labcorp Holdings Inc 102.7K $
1,055VanEck Uranium and Nuclear ETF 202.7K $
1,056Vanguard Whitehall Funds 282.7K $
1,057BWX Technologies Inc 132.7K $
1,058Qfin Holdings Inc 2052.6K $
1,059SS&C Technologies Holdings Inc 392.6K $
1,060Heritage Commerce Corp 2092.6K $
1,061Lattice Semiconductor Corp 282.6K $
1,062ZTO Express Cayman Inc 1032.6K $
1,063Corvus Pharmaceuticals Inc 1772.6K $
1,064Neumora Therapeutics Inc 1,3202.6K $
1,065SM Energy Co 822.6K $
1,066Axsome Therapeutics Inc 152.5K $
1,067Sprouts Farmers Market Inc 332.5K $
1,068Generac Holdings Inc 132.5K $
1,069NET Lease Office Properties 2202.5K $
1,070Nextpower Inc 212.5K $
1,071RingCentral Inc 682.5K $
1,072Voya Financial Inc 372.5K $
1,073CH Robinson Worldwide Inc 152.5K $
1,074Clorox Co/The 242.5K $
1,075Tradeweb Markets Inc 212.5K $
1,076iShares MSCI Saudi Arabia ETF 622.5K $
1,077Vanguard World Fund 172.5K $
1,078WESCO International Inc 92.5K $
1,079EchoStar Corp 212.5K $
1,080Leonardo DRS Inc 552.4K $
1,081Rigetti Computing Inc 1742.4K $
1,082ExlService Holdings Inc 802.4K $
1,083Vanguard Russell 1000 Growth ETF 222.4K $
1,084Reliance Inc 82.4K $
1,085Customers Bancorp Inc 352.4K $
1,086D-Wave Quantum Inc 1682.4K $
1,087Intapp Inc 942.4K $
1,088indie Semiconductor Inc 7482.4K $
1,089Samsara Inc 762.4K $
1,090Taylor Morrison Home Corp 412.4K $
1,091Upstart Holdings Inc 932.4K $
1,092Tri Pointe Homes Inc 512.4K $
1,093BEONE MEDICINES LTD 82.4K $
1,094Fortrea Holdings Inc 2522.4K $
1,095Equinor ASA 562.4K $
1,096Interparfums Inc 262.4K $
1,097TD SYNNEX Corp 142.4K $
1,098ZoomInfo Technologies Inc 3932.4K $
1,099Delek US Holdings Inc 522.3K $
1,100Polaris Inc 432.3K $