Position in DAL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$280,080
-$4,945 QoQ
Shares Held
4,213
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $496,353 across 9 Airlines names. DAL ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
This page
|
4,213 | $280,080 | |
| 2 | SKYW |
Skywest Inc
|
1,894 | $173,926 | |
| 3 | UAL |
United Airlines Holdings, Inc.
|
230 | $21,176 | |
| 4 | LUV |
Southwest Airlines Co
|
232 | $8,716 | |
| 5 | RYAAY |
Ryanair Holdings PLC
|
101 | $5,837 | |
| 6 | SNCY |
Sun Country Airlines Holdings, LLC
|
200 | $3,304 | |
| 7 | AAL |
American Airlines Group Inc.
|
187 | $2,008 | |
| 8 | ALK |
Alaska Air Group, Inc.
|
20 | $735 |
All Filings in DAL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $280,080 | 4,213 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $285,025 | 4,107 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $234,093 | 4,125 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $194,703 | 3,959 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $166,334 | 3,815 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $236,676 | 3,912 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $255,778 | 5,036 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $238,765 | 5,033 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $240,833 | 5,031 | Shares | Sole | 2024-04-17 | |
| 2023-06-30 | $237,177 | 4,989 | Shares | Sole | 2023-07-05 | |
| 2022-03-31 | $238,765 | 6,034 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $217,011 | 5,553 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $259,068 | 6,080 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $240,222 | 5,553 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $271,961 | 5,633 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $214,158 | 5,326 | Shares | Sole | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||