Position in LITE
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$13,352
+$8,929 QoQ
Shares Held
19
+58.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $707,369 across 17 Communication Equipment names. LITE ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
6,988 | $542,198 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
2,671 | $63,596 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
64 | $27,774 | |
| 4 | ASTS |
AST SpaceMobile, Inc.
|
272 | $22,540 | |
| 5 | CIEN |
Ciena Corp
|
39 | $15,140 | |
| 6 | LITE |
Lumentum Holdings Inc.
This page
|
19 | $13,352 | |
| 7 | NOK |
Nokia Corp
|
623 | $5,008 | |
| 8 | VISN |
Vistance Networks, Inc.
|
230 | $4,186 |
All Filings in LITE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,352 | 19 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,423 | 12 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,301 | 8 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $1,309 | 21 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||