Position in FLO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,757
+$2,309 QoQ
Shares Held
349
+534.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#397
of 450 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FLO Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $110,662 across 18 Packaged Foods names. FLO ranks #9 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPB |
CAMPBELL'S Co
|
1,454 | $32,380 | |
| 2 | GIS |
General Mills Inc
|
497 | $17,295 | |
| 3 | KHC |
Kraft Heinz Co
|
479 | $11,313 | |
| 4 | CAG |
Conagra Brands Inc.
|
810 | $10,902 | |
| 5 | MKC |
Mccormick & Co Inc
|
173 | $8,722 | |
| 6 | LFVN |
Lifevantage Corp
|
1,185 | $7,394 | |
| 7 | MICC |
Magnum Ice Cream Co N.V.
|
314 | $5,466 | |
| 8 | SJM |
J M SMUCKER Co
|
44 | $4,950 |
All Filings in FLO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,757 | 349 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $448 | 55 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,894 | 266 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,375 | 182 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,931 | 246 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,901 | 100 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,066 | 100 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||