Goldstone Financial Group, LLC

Position in ABBV — AbbVie Inc.

CIK 2040021 OAKBROOK TERRACE, IL

Position in ABBV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,476,154

+$1,345,187 QoQ

Shares Held

13,814

+41.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#1,547

of 4,153 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Goldstone Financial Group, LLC holds $6,133,464 across 6 Drug Manufacturers - General names. ABBV ranks #1 (56.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc. This page	13,814	$3,476,154
2	NVS	Novartis AG	5,430	$850,989
3	LLY	ELI LILLY & Co	473	$567,330
4	MRK	Merck & Co., Inc.	4,391	$564,243
5	AMGN	Amgen Inc	960	$347,635
6	JNJ	Johnson & Johnson	1,288	$327,113

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,476,154	13,814	+41.0%	Shares	Sole	2026-08-11
2026-03-31	$2,130,967	9,798	+8.3%	Shares	Sole	2026-04-24
2025-12-31	$2,067,834	9,050	+1.7%	Shares	Sole	2026-02-13
2025-09-30	$2,061,169	8,902	+0.5%	Shares	Sole	2025-10-17
2025-06-30	$1,644,407	8,859	-32.5%	Shares	Sole	2025-07-08
2025-03-31	$2,751,626	13,133	+49.5%	Shares	Sole	2025-04-16
2024-12-31	$1,561,272	8,786	+0.4%	Shares	Sole	2025-01-15
2024-09-30	$1,727,752	8,749	-1.0%	Shares	Sole	2024-10-28
2024-06-30	$1,516,408	8,841	+11.9%	Shares	Sole	2025-01-15
2024-03-31	$1,439,318	7,904	-0.7%	Shares	Sole	2025-01-15
2023-12-31	$1,233,561	7,960	+0.3%	Shares	Sole	2025-01-15
2023-09-30	$1,182,492	7,933	-1.0%	Shares	Sole	2025-01-15
2023-06-30	$1,079,456	8,012	-9.2%	Shares	Sole	2025-01-15
2023-03-31	$1,406,121	8,823	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.