Position in LUV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$8,716
+$2,972 QoQ
Shares Held
232
+66.9% 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%
Shared 0%
None 100%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $496,353 across 9 Airlines names. LUV ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
4,213 | $280,080 | |
| 2 | SKYW |
Skywest Inc
|
1,894 | $173,926 | |
| 3 | UAL |
United Airlines Holdings, Inc.
|
230 | $21,176 | |
| 4 | LUV |
Southwest Airlines Co
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|
232 | $8,716 | |
| 5 | RYAAY |
Ryanair Holdings PLC
|
101 | $5,837 | |
| 6 | SNCY |
Sun Country Airlines Holdings, LLC
|
200 | $3,304 | |
| 7 | AAL |
American Airlines Group Inc.
|
187 | $2,008 | |
| 8 | ALK |
Alaska Air Group, Inc.
|
20 | $735 |
All Filings in LUV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,716 | 232 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,744 | 139 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,701 | 116 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $638 | 19 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||