Position in GRFS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$337,015
-$50,198 QoQ
Shares Held
47,601
-1.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#66
of 164 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GRFS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $62,126,199 across 15 Drug Manufacturers - General names. GRFS ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
22,302 | $26,749,690 | |
| 2 | JNJ |
Johnson & Johnson
|
49,143 | $12,480,847 | |
| 3 | ABBV |
AbbVie Inc.
|
32,220 | $8,107,840 | |
| 4 | MRK |
Merck & Co., Inc.
|
29,226 | $3,755,541 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
56,350 | $3,246,887 | |
| 6 | PFE |
Pfizer Inc
|
90,498 | $2,179,191 | |
| 7 | AMGN |
Amgen Inc
|
3,654 | $1,323,186 | |
| 8 | AZN |
Astrazeneca PLC
|
4,594 | $871,114 |
All Filings in GRFS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,015 | 47,601 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $387,213 | 48,281 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $457,598 | 48,941 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $488,896 | 49,086 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $438,168 | 48,470 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $323,997 | 43,548 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $390,879 | 44,018 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $359,354 | 56,950 | Shares | Sole | 2024-08-19 | |
| No filing history on record for this holder in this stock. | ||||||