Position in PENN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$662
+$197 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#343
of 378 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PENN Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $14,842 across 10 Resorts & Casinos names. PENN ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BYD |
Boyd Gaming Corp
|
54 | $4,769 | |
| 2 | MGM |
MGM Resorts International
|
60 | $2,868 | |
| 3 | MCRI |
Monarch Casino & Resort Inc
|
13 | $1,710 | |
| 4 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
13 | $1,324 | |
| 5 | CZR |
Caesars Entertainment, Inc.
|
43 | $1,297 | |
| 6 | PENN |
PENN Entertainment, Inc.
This page
|
31 | $662 | |
| 7 | HGV |
Hilton Grand Vacations Inc.
|
12 | $628 | |
| 8 | MLCO |
Melco Resorts & Entertainment LTD
|
110 | $579 |
All Filings in PENN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662 | 31 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $465 | 31 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $457 | 31 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||