Capital Advisors Wealth Management, LLC
Position in GILD — Gilead Sciences, Inc.
CIK 1824700
YAKIMA, WA
Position in GILD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$427,787
-$23,632 QoQ
Shares Held
3,386
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,455
of 2,266 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GILD Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $7,903,651 across 7 Drug Manufacturers - General names. GILD ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
12,836 | $3,230,051 | |
| 2 | JNJ |
Johnson & Johnson
|
7,114 | $1,806,742 | |
| 3 | LLY |
ELI LILLY & Co
|
1,082 | $1,297,783 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,622 | $593,927 | |
| 5 | GILD |
Gilead Sciences, Inc.
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|
3,386 | $427,787 | |
| 6 | AMGN |
Amgen Inc
|
890 | $322,286 | |
| 7 | PFE |
Pfizer Inc
|
9,347 | $225,075 |
All Filings in GILD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,787 | 3,386 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $451,419 | 3,239 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $395,713 | 3,224 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $356,199 | 3,209 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $352,455 | 3,179 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $354,302 | 3,162 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $264,547 | 2,864 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $213,288 | 2,544 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||