Physician Wealth Advisors, Inc.
Position in SITE — SiteOne Landscape Supply, Inc.
CIK 1795173
MIDVALE, UT
Position in SITE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,496
-$5,412 QoQ
Shares Held
83
-25.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#323
of 386 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SITE Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $110,970 across 11 Industrial Distribution names. SITE ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
19 | $25,847 | |
| 2 | WSO |
Watsco Inc
|
59 | $24,587 | |
| 3 | FAST |
Fastenal Co
|
397 | $19,067 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
64 | $15,189 | |
| 5 | SITE |
SiteOne Landscape Supply, Inc.
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|
83 | $9,496 | |
| 6 | MSM |
Msc Industrial Direct Co Inc
|
49 | $5,828 | |
| 7 | AIT |
Applied Industrial Technologies Inc
|
11 | $3,719 | |
| 8 | WCC |
Wesco International Inc
|
10 | $3,454 |
All Filings in SITE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,496 | 83 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $14,908 | 112 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $13,950 | 112 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,940 | 116 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $13,545 | 112 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $13,601 | 112 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $14,758 | 112 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||