Position in LLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,794
-$246,889 QoQ
Shares Held
9
-97.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#4,595
of 4,621 holders
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Spectrum Wealth Advisory Group, LLC holds $420,441 across 14 Drug Manufacturers - General names. LLY ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
680 | $171,115 | |
| 2 | MRK |
Merck & Co., Inc.
|
952 | $122,332 | |
| 3 | JNJ |
Johnson & Johnson
|
119 | $30,222 | |
| 4 | SNY |
Sanofi
|
650 | $27,729 | |
| 5 | AMGN |
Amgen Inc
|
76 | $27,521 | |
| 6 | LLY |
ELI LILLY & Co
This page
|
9 | $10,794 | |
| 7 | NVO |
Novo Nordisk A S
|
205 | $9,827 | |
| 8 | PFE |
Pfizer Inc
|
322 | $7,753 |
All Filings in LLY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,794 | 9 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $257,683 | 312 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||