Position in HLN
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$6,386
+$391 QoQ
Shares Held
638
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $220,351 across 20 Drug Manufacturers - Specialty & Generic names. HLN ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
615 | $72,699 | |
| 2 | NBIX |
Neurocrine Biosciences Inc
|
487 | $64,157 | |
| 3 | HIMS |
Hims & Hers Health, Inc.
|
1,530 | $31,762 | |
| 4 | TEVA |
Teva Pharmaceutical Industries Ltd
|
282 | $8,493 | |
| 5 | HLN |
Haleon plc
This page
|
638 | $6,386 | |
| 6 | VTRS |
Viatris Inc
|
454 | $6,133 | |
| 7 | RDY |
Dr Reddys Laboratories Ltd
|
440 | $6,094 | |
| 8 | IRWD |
Ironwood Pharmaceuticals Inc
|
1,669 | $5,858 |
All Filings in HLN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,386 | 638 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,995 | 593 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,722 | 415 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,213 | 792 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,188 | 407 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $26,187 | 2,745 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||