Position in RS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,230
+$2,799 QoQ
Shares Held
14
+75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#634
of 681 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $55,476 across 8 Steel names. RS ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
|
102 | $22,720 | |
| 2 | PKX |
Posco Holdings Inc.
|
369 | $18,959 | |
| 3 | RS |
Reliance, Inc.
This page
|
14 | $5,230 | |
| 4 | STLD |
Steel Dynamics Inc
|
22 | $5,048 | |
| 5 | MT |
ArcelorMittal
|
20 | $1,204 | |
| 6 | CLF |
Cleveland-Cliffs Inc.
|
103 | $967 | |
| 7 | NWPX |
NWPX Infrastructure, Inc.
|
6 | $899 | |
| 8 | ASTL |
Algoma Steel Group Inc.
|
111 | $449 |
All Filings in RS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,230 | 14 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,431 | 8 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $866 | 3 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,404 | 5 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,569 | 5 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||