Skip to main content

Physician Wealth Advisors, Inc.

Position in PHIN — Phinia Inc.

CIK 1795173 MIDVALE, UT

Position in PHIN

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$2,553
+$911 QoQ
Shares Held
31
+29.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#323
of 387 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PHIN Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Jun 30, 2026

Physician Wealth Advisors, Inc. holds $315,210 across 27 Auto Parts names. PHIN ranks #10 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in PHIN

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,553 31
2026-03-31 $1,642 24
2025-12-31 $1,504 24
2025-09-30 $1,379 24
2025-06-30 $1,067 24