Position in ATEC
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,098
-$1,027 QoQ
Shares Held
101
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATEC Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $695,275 across 31 Medical Devices names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
4,088 | $319,804 | |
| 2 | SYK |
Stryker Corp
|
384 | $120,898 | |
| 3 | ABT |
Abbott Laboratories
|
1,129 | $102,445 | |
| 4 | BSX |
Boston Scientific Corp
|
752 | $32,095 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
413 | $26,436 | |
| 6 | DXCM |
Dexcom Inc
|
299 | $20,137 | |
| 7 | EW |
Edwards Lifesciences Corp
|
205 | $18,544 | |
| 8 | PODD |
Insulet Corp
|
61 | $9,287 |
All Filings in ATEC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,098 | 101 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,125 | 101 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,468 | 101 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,121 | 101 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,024 | 101 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||