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
1,701Hudson Pacific Properties Inc 76450 $
1,702Northeast Bank 4450 $
1,703Flowers Foods Inc 55449 $
1,704Driven Brands Holdings Inc 35442 $
1,705CorVel Corp 8438 $
1,706Asana Inc 68436 $
1,707PagerDuty Inc 70435 $
1,708Waystar Holding Corp 18434 $
1,709Dropbox Inc 19432 $
1,710Lyft Inc 32426 $
1,711Credit Acceptance Corp 1424 $
1,712Gulfport Energy Corp 2424 $
1,713Tilray Brands Inc 65421 $
1,714Lucid Group Inc 44420 $
1,715BellRing Brands Inc 26419 $
1,716Red Violet Inc 12416 $
1,717Chart Industries Inc 2414 $
1,718Merit Medical Systems Inc 6414 $
1,719Cleveland-Cliffs Inc 48406 $
1,720Valmont Industries Inc 1400 $
1,721Cal-Maine Foods Inc 5396 $
1,722Commvault Systems Inc 5390 $
1,723Kanzhun Ltd 29389 $
1,724Nelnet Inc 3387 $
1,725Health Catalyst Inc 300381 $
1,726Ouster Inc 20368 $
1,727ArcelorMittal SA 7364 $
1,728N-able Inc/US 77360 $
1,729Sphere Entertainment Co 3353 $
1,730Marqeta Inc 83339 $
1,731ACCO Brands Corp 112338 $
1,732Global Net Lease Inc 36337 $
1,733Metropolitan Bank Holding Corp 4334 $
1,734ManpowerGroup Inc 11325 $
1,735Paylocity Holding Corp 3325 $
1,736Glaukos Corp 3323 $
1,737Liberty Broadband Corp 6302 $
1,738BlackLine Inc 8296 $
1,739Kadant Inc 1293 $
1,740Klaviyo Inc 15292 $
1,741MINISO Group Holding Ltd 18292 $
1,742XPeng Inc 17291 $
1,743Jack in the Box Inc 29281 $
1,744LGI Homes Inc 7277 $
1,745Grocery Outlet Holding Corp 38268 $
1,746LiveRamp Holdings Inc 10266 $
1,747BETA TECHNOLOGIES INC 18265 $
1,748VanEck ETF Trust 2246 $
1,749CUE BIOPHARMA INC 1,006232 $
1,750Belden Inc 2230 $
1,751Harley-Davidson Inc 11221 $
1,752Procap Financial Inc 100211 $
1,753Sprott Funds Trust 3196 $
1,754Organon & Co 32192 $
1,755Amentum Holdings Inc 7183 $
1,756KraneShares CSI China Internet ETF 6181 $
1,757Knowles Corp 7180 $
1,758NCR Voyix Corp 26165 $
1,759Annaly Capital Management Inc 7149 $
1,760Bed Bath and Beyond Inc. 262148 $
1,761Garrett Motion Inc 6110 $
1,762Comtech Telecommunications Corp 31103 $
1,763Owlet Inc 1998 $
1,764YPF SA 293 $
1,765Pampa Energia SA 189 $
1,766XPEL Inc 289 $
1,767WillScot Holdings Corp 471 $
1,768NEXTTRIP INC 2065 $
1,769Kyndryl Holdings Inc 453 $
1,770Grupo Supervielle SA 548 $
1,771GD CULTURE GROUP LTD 1747 $
1,772Beyond Meat Inc 5036 $
1,773Novavax Inc 433 $
1,774Wolfspeed Inc 233 $
1,775Embecta Corp 327 $
1,776Tenax Therapeutics Inc 116 $
1,777Liberty All Star Growth Fund Inc. 313 $
1,778CEL-SCI Corp 310 $
1,779Orion Properties Inc 25 $
1,780Peloton Interactive Inc 15 $
1,781AIXCRYPTO HOLDINGS INC 23 $