Position in HLI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$29,154
-$6,903 QoQ
Shares Held
203
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $512,359 across 25 Capital Markets names. HLI ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
261 | $220,803 | |
| 2 | MS |
Morgan Stanley
|
616 | $101,375 | |
| 3 | SCHW |
Schwab Charles Corp
|
588 | $55,260 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
136 | $40,912 | |
| 5 | HLI |
Houlihan Lokey, Inc.
This page
|
203 | $29,154 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
261 | $18,087 | |
| 7 | WULF |
Terawulf Inc.
|
466 | $6,724 | |
| 8 | EVR |
Evercore Inc.
|
21 | $6,268 |
All Filings in HLI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,154 | 203 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $36,057 | 207 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $43,527 | 212 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $35,990 | 200 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $32,300 | 200 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $34,732 | 200 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||