13F-HR filed by Physician Wealth Advisors, Inc.
Physician Wealth Advisors, Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-12, with 1,148 holding rows worth $591,789,989.
- Accession
- 0001795173-25-000001
- Filer
- CIK 1795173
- Filed
- 2025-02-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 1,148 entries on the cover page, a total value of $591,789,989 stated on the cover page (in dollars after the unit check, H1), rows summing to $591,789,989 with VALUE read as dollars as filed, 13F file number 028-19642. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INSULET CORP COM | 45784P101 | Stock | 3 | $784 | dollars as filed | |
| OGE ENERGY CORP | 670837103 | COM | 19 | $784 | dollars as filed | |
| COLUMBIA BKG SYS INC | 197236102 | COM | 29 | $784 | dollars as filed | |
| WYNN RESORTS LTD | 983134107 | COM | 9 | $776 | dollars as filed | |
| ELBIT SYS LTD ORD | M3760D101 | Stock | 3 | $775 | dollars as filed | |
| NV5 HOLDINGS, INC | 62945V109 | COM | 41 | $773 | dollars as filed | |
| KONTOOR BRANDS INC | 50050N103 | COM | 9 | $769 | dollars as filed | |
| ST JOE CO | 790148100 | COM | 17 | $764 | dollars as filed | |
| WORTHINGTON ENTERPRISES INC | 981811102 | COM | 19 | $763 | dollars as filed | |
| BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | 11276H106 | Stock | 19 | $761 | dollars as filed | |
| KURA ONCOLOGY INC COM | 50127T109 | Stock | 87 | $758 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 17 | $744 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 11 | $743 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 2 | $742 | dollars as filed | |
| FLUOR CORP | 343412102 | COM | 15 | $740 | dollars as filed | |
| PARSONS CORP DEL COM | 70202L102 | Stock | 8 | $738 | dollars as filed | |
| KFORCE INC COM | 493732101 | Stock | 13 | $738 | dollars as filed | |
| STELLAR BANCORP INC | 858927106 | COM | 26 | $738 | dollars as filed | |
| UNUM GROUP COM | 91529Y106 | Stock | 10 | $731 | dollars as filed | |
| DEL MONTE CORP ORD | G36738105 | Stock | 22 | $731 | dollars as filed | |
| CARETRUST REIT INC COM | 14174T107 | REIT | 27 | $731 | dollars as filed | |
| B & G FOODS INC | 05508R106 | COM | 106 | $731 | dollars as filed | |
| HEALTHCARE RLTY TR CL A COM | 42226K105 | REIT | 43 | $729 | dollars as filed | |
| OIL STS INTL INC | 678026105 | COM | 144 | $729 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 12 | $727 | dollars as filed | |
| MILLICOM INTL CELLULAR S A | L6388F110 | COM STK | 29 | $726 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 4 | $722 | dollars as filed | |
| FULGENT GENETICS INC | 359664109 | COM | 39 | $721 | dollars as filed | |
| LANTHEUS HLDGS INC | 516544103 | COM | 8 | $716 | dollars as filed | |
| PATTERSON COS INC | 703395103 | COM | 23 | $710 | dollars as filed | |
| LIFEZONE HOLDINGS LTD | G5568L109 | COMMON STOCK | 102 | $709 | dollars as filed | |
| ARCHER DANIELS MIDLAND CO COM | 039483102 | Stock | 14 | $708 | dollars as filed | |
| BILIBILI INC SPONS ADS REP Z | 090040106 | ADR | 39 | $707 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 23 | $703 | dollars as filed | |
| BRASKEM S A SP ADR PFD A | 105532105 | ADR | 182 | $703 | dollars as filed | |
| CACTUS INC | 127203107 | CL A | 12 | $701 | dollars as filed | |
| TRICO BANCSHARES | 896095106 | COMMON STOCK | 16 | $700 | dollars as filed | |
| GLOBAL SHIP LEASE INC | Y27183600 | COM CL A | 32 | $699 | dollars as filed | |
| INSPERITY INC | 45778Q107 | COM | 9 | $698 | dollars as filed | |
| CAMDEN PPTY TR SH BEN INT | 133131102 | REIT | 6 | $697 | dollars as filed | |
| CELANESE CORP DEL COM | 150870103 | Stock | 10 | $693 | dollars as filed | |
| GRIFOLS S A | 398438408 | SP ADR REP B NVT | 93 | $692 | dollars as filed | |
| ALLOGENE THERAPEUTICS INC | 019770106 | COM | 321 | $684 | dollars as filed | |
| KELLY SVCS INC | 488152208 | CL A | 49 | $684 | dollars as filed | |
| ANNEXON INC | 03589W102 | COM | 133 | $683 | dollars as filed | |
| Y-mAbs Therapeutics Inc | 984241109 | Common Stock | 87 | $682 | dollars as filed | |
| UNITED STATES STL CORP NEW | 912909108 | COM | 20 | $680 | dollars as filed | |
| PINNACLE WEST CAP CORP | 723484101 | COM | 8 | $679 | dollars as filed | |
| YIREN DIGITAL LTD | 98585L100 | SPONSORED ADS | 141 | $677 | dollars as filed | |
| MARAVAI LIFESCIENCES HLDGS A | 56600D107 | COMMON STOCK | 124 | $676 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 3 | $675 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 9 | $675 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 2 | $675 | dollars as filed | |
| MYERS INDUSTRIES INC | 628464109 | COMMON STOCK | 61 | $674 | dollars as filed | |
| PROGYNY INC COM | 74340E103 | Stock | 39 | $673 | dollars as filed | |
| MR COOPER GROUP INC | 62482R107 | COM | 7 | $673 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 5 | $672 | dollars as filed | |
| MAXIMUS INC | 577933104 | COM | 9 | $672 | dollars as filed | |
| OSI SYSTEMS INC | 671044105 | COM | 4 | $670 | dollars as filed | |
| SANA BIOTECHNOLOGY INC | 799566104 | COM | 410 | $669 | dollars as filed | |
| NEUROGENE INC | 64135M105 | COMMON STOCK | 29 | $663 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 5 | $658 | dollars as filed | |
| BIO RAD LABS INC | 090572207 | CL A | 2 | $658 | dollars as filed | |
| WEST PHARMACEUTICAL SVSC INC COM | 955306105 | Stock | 2 | $656 | dollars as filed | |
| KENNEDY-WILSON HOLDINGS INC | 489398107 | COM | 65 | $650 | dollars as filed | |
| NOMURA HLDGS INC SPONSORED ADR | 65535H208 | ADR | 112 | $649 | dollars as filed | |
| VENTAS INC COM | 92276F100 | REIT | 11 | $648 | dollars as filed | |
| COTY INC | 222070203 | COM CL A | 93 | $648 | dollars as filed | |
| ARCH CAP GROUP LTD ORD | G0450A105 | Stock | 7 | $647 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 9 | $645 | dollars as filed | |
| AES CORP COM | 00130H105 | Stock | 50 | $644 | dollars as filed | |
| COHU INC | 192576106 | COM | 24 | $641 | dollars as filed | |
| SOUTHWEST GAS HLDGS INC COM | 844895102 | Stock | 9 | $637 | dollars as filed | |
| PREMIER INC | 74051N102 | CL A | 30 | $636 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 12 | $635 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 7 | $634 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 2 | $633 | dollars as filed | |
| NORTHERN OIL & GAS INC COM | 665531307 | Stock | 17 | $632 | dollars as filed | |
| KLA CORP | 482480100 | COM | 1 | $631 | dollars as filed | |
| WENDYS CO COM | 95058W100 | Stock | 38 | $623 | dollars as filed | |
| MATTEL INC | 577081102 | COM | 35 | $621 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 6 | $620 | dollars as filed | |
| HANOVER INS GROUP INC COM | 410867105 | Stock | 4 | $619 | dollars as filed | |
| AMERISAFE INC | 03071H100 | COM | 12 | $619 | dollars as filed | |
| COGENT COMMUNICATIONS GROUP | 19239V302 | COM NEW | 8 | $617 | dollars as filed | |
| RADWARE LTD | M81873107 | COMMON STOCK | 27 | $609 | dollars as filed | |
| UDR INC COM | 902653104 | REIT | 14 | $608 | dollars as filed | |
| RENTOKIL INITIAL PLC SPONSORED ADR | 760125104 | ADR | 24 | $608 | dollars as filed | |
| MGP INGREDIENTS INC NEW | 55303J106 | COM | 15 | $591 | dollars as filed | |
| KE HLDGS INC SPONSORED ADS | 482497104 | ADR | 32 | $590 | dollars as filed | |
| ATKORE INC | 047649108 | COMMON STOCK | 7 | $585 | dollars as filed | |
| MOLINA HEALTHCARE INC | 60855R100 | COM | 2 | $583 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 5 | $580 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 10 | $579 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 12 | $565 | dollars as filed | |
| EVOLENT HEALTH INC CL A | 30050B101 | Stock | 49 | $552 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 2 | $517 | dollars as filed | |
| CRONOS GROUP INC | 22717L101 | COM | 255 | $516 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 32 | $478 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G672 | S&P MDCP 400 REV | 4 | $471 | dollars as filed | |
| IONQ INC COM | 46222L108 | Stock | 11 | $460 | dollars as filed | |
| NCR ATLEOS CORPORATION | 63001N106 | COM SHS | 13 | $441 | dollars as filed | |
| ROCKET LAB USA INC | 773122106 | COM | 17 | $433 | dollars as filed | |
| FRANKLIN RESOURCES INC COM | 354613101 | Stock | 21 | $427 | dollars as filed | |
| LYFT INC | 55087P104 | CL A COM | 32 | $413 | dollars as filed | |
| SOUNDHOUND AI INC CLASS A COM | 836100107 | Stock | 20 | $397 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 5 | $394 | dollars as filed | |
| MASTERBRAND INC | 57638P104 | COMMON STOCK | 25 | $366 | dollars as filed | |
| NCR VOYIX CORPORATION | 62886E108 | COM | 26 | $360 | dollars as filed | |
| HARLEY DAVIDSON INC COM | 412822108 | Stock | 11 | $330 | dollars as filed | |
| PEBBLEBROOK HOTEL TR | 70509V100 | COM | 21 | $285 | dollars as filed | |
| MATTERPORT INC | 577096100 | COM CL A | 60 | $285 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G664 | S&P SMALLCAP 600 | 6 | $278 | dollars as filed | |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 113004105 | Stock | 5 | $271 | dollars as filed | |
| ABSCI CORPORATION | 00091E109 | COM | 100 | $262 | dollars as filed | |
| RESIDEO TECHNOLOGIES INC COM | 76118Y104 | Stock | 11 | $254 | dollars as filed | |
| ADIENT PLC | G0084W101 | ORD SHS | 14 | $242 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 7 | $221 | dollars as filed | |
| CHAMPIONX CORPORATION | 15872M104 | COM | 7 | $191 | dollars as filed | |
| BEONE MEDICINES LTD SPONSORED ADS | 07725L102 | ADR | 1 | $185 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 10 | $169 | dollars as filed | |
| AMENTUM HOLDINGS INC COM | 023939101 | Stock | 7 | $148 | dollars as filed | |
| ADAPTIVE BIOTECHNOLOGIES CORP COM | 00650F109 | Stock | 24 | $144 | dollars as filed | |
| DOMO INC | 257554105 | COM CL B | 20 | $142 | dollars as filed | |
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 4 | $139 | dollars as filed | |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | 035710839 | REIT | 7 | $129 | dollars as filed | |
| COMTECH TELECOMMUNICATIONS C | 205826209 | COM NEW | 31 | $125 | dollars as filed | |
| SYNOVUS FINL CORP | 87161C501 | COM NEW | 2 | $121 | dollars as filed | |
| NEXTTRIP INC | 826598609 | COM | 20 | $121 | dollars as filed | |
| ADVANSIX INC | 00773T101 | COM | 3 | $86 | dollars as filed | |
| OWLET INC | 69120X206 | CL A NEW | 19 | $85 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 8 | $66 | dollars as filed | |
| NULL | 25381D206 | NULL | 28 | $42 | dollars as filed | |
| CEL-SCI CORP | 150837607 | COM PAR NEW | 100 | $40 | dollars as filed | |
| ACCO BRANDS CORP COM | 00081T108 | Stock | 7 | $36 | dollars as filed | |
| NOVAVAX INC | 670002401 | COM NEW | 4 | $33 | dollars as filed | |
| GD CULTURE GROUP LTD | 19200A204 | CMN | 17 | $33 | dollars as filed | |
| IMMUNOVANT INC | 45258J102 | COM | 1 | $25 | dollars as filed | |
| LIBERTY ALL STAR GROWTH FUND I | 529900102 | COM | 2 | $14 | dollars as filed | |
| VIAVI SOLUTIONS INC | 925550105 | COM | 1 | $11 | dollars as filed | |
| NIKOLA CORP | 654110303 | COM NEW | 8 | $10 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 1 | $9 | dollars as filed | |
| AIXCRYPTO HOLDINGS INC | 74754R301 | COM | 2 | $9 | dollars as filed | |
| ORION PROPERTIES INC COM | 68629Y103 | REIT | 2 | $8 | dollars as filed | |
| LUMEN TECHNOLOGIES INC | 550241103 | COM | 1 | $8 | dollars as filed | |
| TENAX THERAPEUTICS INC | 88032L605 | COM NEW | 1 | $7 | dollars as filed | |
| TAOPING INC | G8675V127 | CMN | 10 | $5 | dollars as filed | |
| AZUL S A | 05501U106 | OPT | 1 | $2 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001795173-25-000001 | this filing | 2025-02-12 | acceptance time not in the bulk data set |