Position in EXEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,474
+$3,043 QoQ
Shares Held
119
+48.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#678
of 751 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Valued Wealth Advisors LLC holds $51,022 across 9 Biotechnology names. EXEL ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
35 | $17,385 | |
| 2 | HRMY |
Harmony Biosciences Holdings, Inc.
|
351 | $12,779 | |
| 3 | EXEL |
Exelixis, Inc.
This page
|
119 | $6,474 | |
| 4 | 158 | $4,965 | |||
| 5 | JAZZ |
Jazz Pharmaceuticals plc
|
20 | $4,819 | |
| 6 | REGN |
Regeneron Pharmaceuticals, Inc.
|
4 | $2,494 | |
| 7 | INVA |
Innoviva, Inc.
|
42 | $953 | |
| 8 | GLUE |
Monte Rosa Therapeutics, Inc.
|
39 | $943 |
All Filings in EXEL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,474 | 119 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,431 | 80 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $175 | 4 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $41 | 1 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||