Position in TM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$12,294
-$16,352 QoQ
Shares Held
73
-47.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#541
of 639 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $2,711,169 across 12 Auto Manufacturers names. TM ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
5,908 | $2,484,904 | |
| 2 | F |
Ford Motor Co
|
9,448 | $131,327 | |
| 3 | GM |
General Motors Co
|
464 | $35,765 | |
| 4 | RACE |
Ferrari N.V.
|
60 | $22,337 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
1,050 | $18,217 | |
| 6 | TM |
Toyota Motor Corp/
This page
|
73 | $12,294 | |
| 7 | HMC |
Honda Motor Co Ltd
|
108 | $2,927 | |
| 8 | STLA |
Stellantis N.V.
|
215 | $1,234 |
All Filings in TM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,294 | 73 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $28,646 | 139 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $30,182 | 141 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $24,077 | 126 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $17,915 | 104 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,943 | 45 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $13,817 | 71 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||