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
1,101Infinity Natural Resources Inc 1332.3K $
1,102Brunswick Corp/DE 322.3K $
1,103Sea Ltd 282.3K $
1,104Four Corners Property Trust Inc 982.3K $
1,105Bridgebio Pharma Inc 312.3K $
1,106Super Micro Computer Inc 1012.3K $
1,107Independent Bank Corp/MI 692.3K $
1,108Dillard's Inc 42.3K $
1,109Ascendis Pharma A/S 102.3K $
1,110Phillips Edison & Co Inc 612.3K $
1,111Avnet Inc 372.3K $
1,112IDEX Corp 122.3K $
1,113Tapestry Inc 162.3K $
1,114Bilibili Inc 1002.3K $
1,115Dimensional U S Targeted Value ETF 362.2K $
1,116Solid Biosciences Inc 3122.2K $
1,117Schneider National Inc 852.2K $
1,118Century Communities Inc 392.2K $
1,119Federal Realty Investment Trust 212.2K $
1,120Laureate Education Inc 642.2K $
1,121Rexford Industrial Realty Inc 682.2K $
1,122Ameriprise Financial Inc 52.2K $
1,123MGM Resorts International 602.2K $
1,124Protagonist Therapeutics Inc 212.2K $
1,125Tompkins Financial Corp 282.2K $
1,126WesBanco Inc 642.2K $
1,127LEXICON PHARMACEUTICALS INC 1,4122.2K $
1,128IonQ Inc 762.2K $
1,129Knight-Swift Transportation Holdings Inc 382.2K $
1,130Mercury Systems Inc 302.2K $
1,131Casey's General Stores Inc 32.2K $
1,132Schwab U.S. Aggregate Bond ETF 942.2K $
1,133iShares Trust 222.2K $
1,134FIDELITY COVINGTON TRUST 342.2K $
1,135Amplify Energy Corp 3482.2K $
1,136Intuitive Machines Inc 1172.2K $
1,137Fulcrum Therapeutics Inc 2832.2K $
1,138First Merchants Corp 562.2K $
1,139Commerce Bancshares Inc/MO 442.2K $
1,140Bank OZK 472.2K $
1,141US Gold Corp 1412.1K $
1,142Highwoods Properties Inc 1002.1K $
1,143GDS Holdings Ltd 532.1K $
1,144Uniti Group Inc 2262.1K $
1,145Diversified Healthcare Trust 3192.1K $
1,146CVB Financial Corp 1082.1K $
1,147Verisk Analytics Inc 112.1K $
1,148Tutor Perini Corp 272.1K $
1,149Element Solutions Inc 612.1K $
1,150Agenus Inc 6212.1K $
1,151Artisan Partners Asset Management Inc 572.1K $
1,152Ring Energy Inc 1,3562.1K $
1,153Incyte Corp 222.1K $
1,154Rush Street Interactive Inc 952.1K $
1,155Byline Bancorp Inc 652.1K $
1,156TXNM Energy Inc 352K $
1,157Regency Centers Corp 272K $
1,158Balchem Corp 122K $
1,159Rocket Pharmaceuticals Inc 5682K $
1,160EPAM Systems Inc 152K $
1,161First Horizon Corp 892K $
1,162Flushing Financial Corp 1312K $
1,163Nuvation Bio Inc 4692K $
1,164RadNet Inc 362K $
1,165American Airlines Group Inc 1872K $
1,166Healthcare Realty Trust Inc 1182K $
1,167Lazard Inc 472K $
1,168Gen Digital Inc 1062K $
1,169Mueller Industries Inc 182K $
1,170UDR Inc 592K $
1,171Box Inc 842K $
1,172Gravity Co Ltd 322K $
1,173Steel Dynamics Inc 112K $
1,174National Fuel Gas Co 212K $
1,175Astera Labs Inc 182K $
1,176Assurant Inc 92K $
1,177RPC Inc 2762K $
1,178Burlington Stores Inc 62K $
1,179Coca-Cola Femsa SAB de CV 202K $
1,180EPR Properties 391.9K $
1,181Webster Financial Corp 281.9K $
1,182J M Smucker Co/The 201.9K $
1,183Tenable Holdings Inc 1141.9K $
1,184Vornado Realty Trust 741.9K $
1,185NewMarket Corp 31.9K $
1,186Packaging Corp of America 91.9K $
1,187John B Sanfilippo & Son Inc 241.9K $
1,188YETI Holdings Inc 521.9K $
1,189Avis Budget Group Inc 131.9K $
1,190Globus Medical Inc 221.9K $
1,191Vipshop Holdings Ltd 1201.9K $
1,192AvePoint Inc 1981.9K $
1,193Regal Rexnord Corp 101.9K $
1,194Ameresco Inc 731.9K $
1,195National Health Investors Inc 231.9K $
1,196Albertsons Cos Inc 1091.9K $
1,197Karman Holdings Inc 231.8K $
1,198Textron Inc 211.8K $
1,199Akamai Technologies Inc 161.8K $
1,200Piper Sandler Cos 241.8K $