Position in EXEL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$389,998
+$91,911 QoQ
Shares Held
9,093
+33.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Stratos Wealth Partners, LTD. holds $11,734,127 across 20 Biotechnology names. EXEL ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZVRA |
Zevra Therapeutics, Inc.
|
408,000 | $3,802,560 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
3,299 | $1,473,135 | |
| 3 | PHAT |
Phathom Pharmaceuticals, Inc.
|
100,000 | $1,111,000 | |
| 4 | PLX |
Protalix BioTherapeutics, Inc.
|
500,000 | $1,085,000 | |
| 5 | INCY |
Incyte Corp
|
6,895 | $648,957 | |
| 6 | IONS |
Ionis Pharmaceuticals Inc
|
7,715 | $579,319 | |
| 7 | BBIO |
BridgeBio Pharma, Inc.
|
6,640 | $493,086 | |
| 8 | EXEL |
Exelixis, Inc.
This page
|
9,093 | $389,998 |
All Filings in EXEL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $389,998 | 9,093 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $298,087 | 6,801 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $307,932 | 7,456 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $296,482 | 6,726 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $233,592 | 6,327 | Shares | Sole | 2025-04-30 | |
| 2020-09-30 | $215,453 | 8,812 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||