Physician Wealth Advisors, Inc.

Position in SNA — Snap-on Inc

CIK 1795173 MIDVALE, UT

Position in SNA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,219

-$1,866 QoQ

Shares Held

-42.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,010

of 1,057 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Physician Wealth Advisors, Inc. holds $75,628 across 7 Tools & Accessories names. SNA ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RBC	RBC Bearings INC	71	$45,728
2	SWK	Stanley Black & Decker, Inc.	123	$11,576
3	TKR	Timken Co	57	$8,283
4	KMT	Kennametal Inc	106	$3,715
5	SNA	Snap-on Inc This page	8	$3,219
6	TTC	Toro Co	21	$2,045
7	LECO	Lincoln Electric Holdings Inc	4	$1,062

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,219	8	-42.9%	Shares	Sole	2026-07-20
2026-03-31	$5,085	14	+27.3%	Shares	Sole	2026-04-24
2025-12-31	$3,790	11	-50.0%	Shares	Sole	2026-01-29
2025-09-30	$7,623	22	—	Shares	Sole	2025-11-04
No filing history on record for this holder in this stock.