Position in LFVN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,394
+$2,275 QoQ
Shares Held
1,185
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 88 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LFVN 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. LFVN ranks #6 (6.7% 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
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|
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 LFVN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,394 | 1,185 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,119 | 1,185 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,332 | 1,028 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,262 | 952 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,452 | 952 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $13,880 | 952 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $16,688 | 952 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||