Physician Wealth Advisors, Inc.
Position in CASY — Caseys General Stores Inc
CIK 1795173
MIDVALE, UT
Position in CASY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,768
+$2,585 QoQ
Shares Held
6
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,025
of 1,075 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CASY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $77,391 across 15 Specialty Retail names. CASY ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
|
715 | $22,601 | |
| 2 | ASO |
Academy Sports & Outdoors, Inc.
|
339 | $15,977 | |
| 3 | ULTA |
Ulta Beauty, Inc.
|
25 | $11,274 | |
| 4 | BBY |
Best Buy Co Inc
|
91 | $6,905 | |
| 5 | CASY |
Caseys General Stores Inc
This page
|
6 | $4,768 | |
| 6 | WSM |
Williams Sonoma Inc
|
16 | $3,729 | |
| 7 | DKS |
Dick's Sporting Goods, Inc.
|
12 | $2,721 | |
| 8 | MUSA |
Murphy USA Inc.
|
4 | $2,155 |
All Filings in CASY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,768 | 6 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,183 | 3 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,658 | 3 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $565 | 1 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||