Position in EXEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,113
New position
Shares Held
399
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Biotechnology
Healthcare · as of Mar 31, 2026Wealth Preservation Advisors, LLC holds $226,193 across 62 Biotechnology names. EXEL ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
|
69 | $53,312 | |
| 2 | HALO |
Halozyme Therapeutics, Inc.
|
500 | $32,315 | |
| 3 | BMRN |
Biomarin Pharmaceutical Inc
|
560 | $31,634 | |
| 4 | VIR |
Vir Biotechnology, Inc.
|
1,968 | $17,632 | |
| 5 | EXEL |
Exelixis, Inc.
This page
|
399 | $17,113 | |
| 6 | RPRX |
Royalty Pharma plc
|
237 | $11,368 | |
| 7 | IONS |
Ionis Pharmaceuticals Inc
|
150 | $11,263 | |
| 8 | ROIV |
Roivant Sciences Ltd.
|
369 | $10,221 |
All Filings in EXEL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,113 | 399 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||