Position in CV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$629
New position
Shares Held
83
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 6 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Devices
Healthcare · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $695,275 across 31 Medical Devices names. CV ranks #28 (0.1% of the industry book) .
| # | 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 CV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629 | 83 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||