Physician Wealth Advisors, Inc.
Position in HLT — Hilton Worldwide Holdings Inc.
CIK 1795173
MIDVALE, UT
Position in HLT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$60,474
+$8,477 QoQ
Shares Held
183
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,071
of 1,283 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLT Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $371,750 across 8 Lodging names. HLT ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
813 | $301,289 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
This page
|
183 | $60,474 | |
| 3 | HTHT |
H World Group Ltd
|
85 | $3,546 | |
| 4 | IHG |
Intercontinental Hotels Group PLC /New/
|
11 | $1,904 | |
| 5 | WH |
Wyndham Hotels & Resorts, Inc.
|
22 | $1,852 | |
| 6 | CHH |
Choice Hotels International Inc /De
|
13 | $1,433 | |
| 7 | H |
Hyatt Hotels Corp
|
4 | $775 | |
| 8 | ATAT |
Atour Lifestyle Holdings Ltd
|
15 | $477 |
All Filings in HLT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,474 | 183 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $51,997 | 171 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $47,970 | 167 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $23,609 | 91 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $24,236 | 91 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $17,748 | 78 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $19,278 | 78 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||