Position in IEX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,177
+$903 QoQ
Shares Held
14
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#625
of 677 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $1,204,954 across 34 Specialty Industrial Machinery names. IEX ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
508 | $596,828 | |
| 2 | ETN |
Eaton Corp plc
|
394 | $167,891 | |
| 3 | PH |
Parker-Hannifin Corp
|
141 | $137,914 | |
| 4 | EMR |
Emerson Electric Co
|
721 | $103,211 | |
| 5 | CMI |
Cummins Inc
|
41 | $29,241 | |
| 6 | JBTM |
JBT MAREL Corp
|
152 | $22,040 | |
| 7 | OTIS |
Otis Worldwide Corp
|
246 | $17,613 | |
| 8 | ITW |
Illinois Tool Works Inc
|
63 | $17,039 |
All Filings in IEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,177 | 14 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,274 | 12 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,135 | 12 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,139 | 7 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||