Allied Private Wealth LLC

Position in CVS — CVS HEALTH Corp

CIK 2132253 BOCA RATON, FL

Position in CVS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$8,172

New position

Shares Held

79

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,971

of 2,054 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Allied Private Wealth LLC holds $468,085 across 6 Healthcare Plans names. CVS ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	799	$332,088
2	OSCR	Oscar Health, Inc.	4,045	$115,363
3	CI	Cigna Group	30	$8,270
4	CVS	CVS HEALTH Corp This page	79	$8,172
5	HUM	Humana Inc	7	$2,780
6	CNC	Centene Corp	22	$1,412

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,172	79	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.