Position in BEAM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$205
+$63 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#265
of 274 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEAM Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $296,395 across 46 Biotechnology names. BEAM ranks #40 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
101 | $50,169 | |
| 2 | MRNA |
Moderna, Inc.
|
627 | $43,908 | |
| 3 | ARGX |
Argenx SE
|
36 | $33,399 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
40 | $24,941 | |
| 5 | EXEL |
Exelixis, Inc.
|
293 | $15,942 | |
| 6 | JAZZ |
Jazz Pharmaceuticals plc
|
56 | $13,494 | |
| 7 | INCY |
Incyte Corp
|
117 | $13,263 | |
| 8 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
40 | $12,041 |
All Filings in BEAM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205 | 6 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $142 | 6 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $526 | 19 | Shares | Sole | 2026-01-14 | |
| 2025-03-31 | $273 | 14 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $347 | 14 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $343 | 14 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $328 | 14 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||