Position in PHI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,068
-$4,423 QoQ
Shares Held
61
-76.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 100 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHI Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $541,299 across 27 Telecom Services names. PHI ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
10,904 | $225,712 | |
| 2 | VZ |
Verizon Communications Inc
|
3,019 | $127,824 | |
| 3 | CMCSA |
Comcast Corp
|
2,291 | $56,244 | |
| 4 | CHT |
Chunghwa Telecom Co Ltd
|
642 | $28,414 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
139 | $23,314 | |
| 6 | SKM |
Sk Telecom Co Ltd
|
629 | $20,228 | |
| 7 | KT |
Kt Corp
|
662 | $11,439 | |
| 8 | VOD |
Vodafone Group Public Ltd Co
|
605 | $8,004 |
All Filings in PHI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,068 | 61 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,491 | 261 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,674 | 261 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $748 | 40 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,374 | 247 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,024 | 184 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,540 | 205 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||