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Physician Wealth Advisors, Inc.

Q1 2025 Holdings

Filed 2025-04-28 | 1436 holdings | $580.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Mattel Inc(MAT)COM577081102$681350.0%
Paccar Inc(PCAR)COM693718108$68270.0%
Walker & Dunlop Inc(WD)COM93148P102$68380.0%
Baxter Intl Inc(BAX)COM071813109$685200.0%
Mueller Inds Inc(MLI)COM624756102$68690.0%
Golden Ocean Group LTDSHS NEWG39637205$687860.0%
Ametek Inc(AME)COM031100100$68940.0%
Nomura Hldgs Inc(NMR)SPONSORED ADR65535H208$6891120.0%
Sana Biotechnology Inc(SANA)COM799566104$6894100.0%
KKR & Co Inc(KKR)COM48251W104$69460.0%
Hanover INS Group Inc(THG)COM410867105$69640.0%
Grindr Inc(GRND)COM39854F101$699390.0%
California RES Corp(CRC)COM STOCK13057Q305$704160.0%
Vera Bradley Inc(VRA)COM92335C106$7053130.0%
Iamgold Corp(IAG)COM450913108$7071130.0%
Universal INS Hldgs Inc(UVE)COM91359V107$711300.0%
Replimune Group Inc(REPL)COM76029N106$712730.0%
Costar Group Inc(CSGP)COM22160N109$71490.0%
Safe Bulkers Inc(SB)COMY7388L103$7201950.0%
Stellar Bancorp Inc(STEL)COM858927106$720260.0%
PG&E Corp(PCG)COM69331C108$722420.0%
Columbia BKG SYS Inc(COLB)COM197236102$724290.0%
Investors Title Co NC(ITIC)COM461804106$72430.0%
Healthcare Rlty TR(HR)CL A COM42226K105$727430.0%
B & G Foods Inc New(BGS)COM05508R106$7291060.0%
Teradyne Inc(TER)COM880770102$74490.0%
Primo Brands Corporation(PRMB)CLASS A COM SHS741623102$746210.0%
Brown Forman Corp(BF/B)CL B115637209$747220.0%
New Fortress Energy Inc(NFE)COM CL A644393100$748900.0%
Old Second Bancorp Inc ILL(OSBC)COM680277100$749450.0%
Ishares TR(IJK)S&P MC 400GR ETF464287606$75390.0%
Applied Optoelectronics Inc(AAOI)COM03823U102$753490.0%
C4 Therapeutics Inc(CCCC)COM STK12529R107$7564720.0%
Ventas Inc(VTR)COM92276F100$757110.0%
Innovative Indl Pptys Inc(IIPR)COM45781V101$758140.0%
Pinnacle West Cap Corp(PNW)COM723484101$76280.0%
Advanced Energy Inds(AEIS)COM007973100$76380.0%
Mirum Pharmaceuticals Inc(MIRM)COM604749101$766170.0%
Rocket Pharmaceuticals Inc(RCKT)COM77313F106$7681150.0%
Caretrust REIT Inc(CTRE)COM14174T107$772270.0%
Vanguard Admiral FDS Inc(VIOO)SMLLCP 600 IDX921932828$77380.0%
Visteon Corp(VC)COM NEW92839U206$777100.0%
Miniso Group Hldg LTD(MNSO)SPONSORED ADS66981J102$777420.0%
OSI Systems Inc(OSIS)COM671044105$77840.0%
Tango Therapeutics Inc(TNGX)COM87583X109$7795680.0%
Xcel Energy Inc(XEL)COM98389B100$779110.0%
Southern MO Bancorp Inc(SMBC)COM843380106$781150.0%
Lantheus Hldgs Inc(LNTH)COM516544103$78180.0%
Cipher Mining Inc(CIFR)COM17253J106$7873420.0%
Insulet Corp(PODD)COM45784P101$78830.0%
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