Physician Wealth Advisors, Inc.
Position in CON — Concentra Group Holdings Parent, Inc.
CIK 1795173
MIDVALE, UT
Position in CON
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$13,179
+$3,677 QoQ
Shares Held
443
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#43
of 62 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CON Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $257,809 across 18 Medical Care Facilities names. CON ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
225 | $87,725 | |
| 2 | PACS |
PACS Group, Inc.
|
1,954 | $83,318 | |
| 3 | THC |
Tenet Healthcare Corp
|
86 | $16,088 | |
| 4 | SEM |
Select Medical Holdings Corp
|
909 | $15,007 | |
| 5 | DVA |
Davita Inc.
|
62 | $13,793 | |
| 6 | CON |
Concentra Group Holdings Parent, Inc.
This page
|
443 | $13,179 | |
| 7 | MD |
Pediatrix Medical Group, Inc.
|
501 | $12,690 | |
| 8 | ACHC |
Acadia Healthcare Company, Inc.
|
119 | $3,514 |
All Filings in CON
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,179 | 443 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $9,502 | 443 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,816 | 448 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $10,360 | 495 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,182 | 495 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $9,721 | 448 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $8,762 | 443 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||