AVAII WEALTH MANAGEMENT, LLC

Position in MRK — Merck & Co., Inc.

CIK 1904431 APPLETON, WI

Position in MRK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,573,097

-$246,048 QoQ

Shares Held

12,242

-19.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#1,757

of 3,769 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

AVAII WEALTH MANAGEMENT, LLC holds $5,599,424 across 5 Drug Manufacturers - General names. MRK ranks #2 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,665	$1,997,051
2	MRK	Merck & Co., Inc. This page	12,242	$1,573,097
3	BMY	Bristol Myers Squibb Co	17,077	$983,976
4	NVO	Novo Nordisk A S	13,047	$625,473
5	GILD	Gilead Sciences, Inc.	3,323	$419,827

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,573,097	12,242	-19.1%	Shares	Defined	2026-08-10
2026-03-31	$1,819,145	15,123	-1.0%	Shares	Defined	2026-04-21
2025-12-31	$1,608,372	15,280	+79.7%	Shares	Defined	2026-01-13
2025-09-30	$713,824	8,505	+83.1%	Shares	Defined	2025-10-20
2025-06-30	$367,777	4,646	+83.7%	Shares	Sole	2025-07-15
2024-06-30	$313,090	2,529	-3.2%	Shares	Defined	2024-07-31
2024-03-31	$344,785	2,613	-10.1%	Shares	Defined	2024-04-29
2023-12-31	$316,921	2,907	+43.5%	Shares	Defined	2024-02-05
2023-09-30	$208,576	2,026	-11.1%	Shares	Defined	2023-10-24
2023-06-30	$263,089	2,280	-4.1%	Shares	Defined	2023-07-31
2023-03-31	$252,995	2,378	-0.3%	Shares	Defined	2023-04-10
2022-12-31	$264,615	2,385	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.