Stock Taper

PHYSICIAN WEALTH ADVISORS, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Heritage Financial CorporationHFWA67$1.99K
Exelixis, Inc.EXEL67$3.65K
One Liberty Properties, Inc.OLP67$1.64K
Strive, Inc.ASST67$731
Keysight Technologies, Inc.KEYS67$23.45K
Rumble Inc.RUM67$425
JBG SMITH PropertiesJBGS67$983
Bank of MontrealBMO66$11.66K
Avidia Bancorp, Inc.AVBC66$1.39K
The Mosaic CompanyMOS66$1.4K
CTO Realty Growth, Inc.CTO66$1.42K
Alignment Healthcare, Inc.ALHC65$1.55K
Intuitive Surgical, Inc.ISRG65$25.85K
Baidu, Inc.BIDU65$7.43K
WR WHITESTONE REITWSR65$1.23K
Tilray Brands, Inc.TLRY65$292
DuPont de Nemours, Inc.DD65$8.82K
Genius Sports LimitedGENI65$394
Humana Inc.HUM65$25.82K
Ventas, Inc.VTR65$5.77K