Physician Wealth Advisors, Inc.
Position in ULH — Universal Logistics Holdings, Inc.
CIK 1795173
MIDVALE, UT
Position in ULH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,006
-$431 QoQ
Shares Held
68
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 22 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ULH Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $55,640 across 10 Trucking names. ULH ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
99 | $21,443 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
179 | $13,938 | |
| 3 | SAIA |
Saia Inc
|
13 | $5,475 | |
| 4 | SNDR |
Schneider National, Inc.
|
116 | $4,237 | |
| 5 | XPO |
XPO, Inc.
|
12 | $2,463 | |
| 6 | ARCB |
Arcbest Corp /De/
|
17 | $2,440 | |
| 7 | RXO |
RXO, Inc.
|
74 | $2,041 | |
| 8 | MRTN |
Marten Transport Ltd
|
102 | $1,769 |
All Filings in ULH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,006 | 68 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,437 | 68 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $914 | 39 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $989 | 39 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||