Physician Wealth Advisors, Inc.
Position in WOR — Worthington Enterprises, Inc.
CIK 1795173
MIDVALE, UT
Position in WOR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,128
+$34 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#263
of 286 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WOR Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $81,524 across 9 Metal Fabrication names. WOR ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATI |
Ati Inc
|
284 | $55,976 | |
| 2 | CRS |
Carpenter Technology Corp
|
27 | $16,654 | |
| 3 | PRLB |
Proto Labs Inc
|
29 | $2,363 | |
| 4 | CMC |
COMMERCIAL METALS Co
|
36 | $2,259 | |
| 5 | ESAB |
ESAB Corp
|
14 | $1,380 | |
| 6 | WOR |
Worthington Enterprises, Inc.
This page
|
21 | $1,128 | |
| 7 | MLI |
Mueller Industries Inc
|
28 | $860 | |
| 8 | RYZ |
Ryerson Holding Corp
|
20 | $492 |
All Filings in WOR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,128 | 21 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,094 | 21 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,082 | 21 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,165 | 21 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,336 | 21 | Shares | Sole | 2025-07-14 | |
| 2024-12-31 | $762 | 19 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||