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Physician Wealth Advisors, Inc.

Q2 2025 Holdings

Filed 2025-07-14 | 1800 holdings | $636.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Stifel Finl Corp(SF)COM860630102$62360.0%
Mirion Technologies Inc(MIR)COM CL A60471A101$625290.0%
Coherent Corp(COHR)COM19247G107$62570.0%
Livanova PLC(LIVN)SHSG5509L101$631140.0%
Northern TR Corp(NTRS)COM665859104$63450.0%
Skyward Specialty INS Group(SKWD)COM830940102$636110.0%
Mueller Inds Inc(MLI)COM624756102$63680.0%
Colgate Palmolive Co(CL)COM194162103$63770.0%
State STR Corp(STT)COM857477103$63960.0%
California RES Corp(CRC)COM STOCK13057Q305$640140.0%
Zymeworks Inc(ZYME)COM98985Y108$641510.0%
First Busey Corp(BUSE)COM NEW319383204$641280.0%
Arcutis Biotherapeutics Inc(ARQT)COM03969K108$645460.0%
Fidelis Insurance Holdings L(PLGO)COMG3398L118$647390.0%
Novavax Inc(NVAX)COM NEW670002401$6491030.0%
Zenas Biopharma Inc(ZBIO)COM98937L105$650670.0%
Old Dominion Freight Line in(ODFL)COM679580100$65040.0%
Magnera Corp(MAGN)COM SHS55939A107$653540.0%
West Pharmaceutical Svsc Inc(WST)COM955306105$65730.0%
Insperity Inc(NSP)COM45778Q107$662110.0%
Interactive Brokers Group in(IBKR)COM CL A45841N107$665120.0%
Brown & Brown Inc(BRO)COM115236101$66660.0%
Hormel Foods Corp(HRL)COM440452100$666220.0%
Acadia Rlty TR(AKR)COM SH BEN INT004239109$669360.0%
SPX Technologies Inc(SPXC)COM78473E103$67140.0%
Rentokil Initial PLC(RTO)SPONSORED ADR760125104$672280.0%
Larimar Therapeutics Inc(LRMR)COM517125100$6742330.0%
Northeast Cmnty Bancorp Inc(NECB)COM664121100$675290.0%
Science Applications Intl Co(SAIC)COM808625107$67660.0%
Plexus Corp(PLXS)COM729132100$67750.0%
Innovex International Inc(INVX)COM457651107$678430.0%
Columbia BKG SYS Inc(COLB)COM197236102$679290.0%
Juniper Networks Inc(JNP)COM48203R104$679170.0%
Everest Group LTD(EG)COMG3223R108$68020.0%
Donegal Group Inc(DGICA)CL A257701201$681340.0%
Primo Brands Corporation(PRMB)CLASS A COM SHS741623102$682230.0%
Sanmina Corporation(SANM)COM801056102$68570.0%
CUE Biopharma Inc(CUE)COM22978P106$6871,0060.0%
Gilat Satellite Networks LTD(GILT)SHS NEWM51474118$688970.0%
Sangamo Therapeutics Inc(SGMO)COM800677106$6881,2710.0%
Mattel Inc(MAT)COM577081102$691350.0%
Affirm Hldgs Inc(AFRM)COM CL A00827B106$692100.0%
Under Armour Inc(UA)CL C904311206$6951070.0%
Ventas Inc(VTR)COM92276F100$695110.0%
Applied Indl Technologies in(AIT)COM03820C105$69830.0%
Commvault SYS Inc(CVLT)COM204166102$69840.0%
Docgo Inc(DCGO)COM256086109$7014460.0%
Ansys Inc(AKX)COM03662Q105$70320.0%
Viavi Solutions Inc(VIAV)COM925550105$705700.0%
First Business Finl Svcs Inc(FBIZ)COM319390100$710140.0%
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