PLANNING ALTERNATIVES LTD /ADV

Position in MRK — Merck & Co., Inc.

CIK 712011 BIRMINGHAM, MI

Position in MRK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$440,498

+$7,695 QoQ

Shares Held

3,428

-4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,799

of 3,769 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PLANNING ALTERNATIVES LTD /ADV holds $3,993,417 across 6 Drug Manufacturers - General names. MRK ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,266	$1,518,478
2	JNJ	Johnson & Johnson	3,514	$892,450
3	ABBV	AbbVie Inc.	2,879	$724,471
4	MRK	Merck & Co., Inc. This page	3,428	$440,498
5	PFE	Pfizer Inc	8,876	$213,734
6	GILD	Gilead Sciences, Inc.	1,613	$203,786

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$440,498	3,428	-4.7%	Shares	Sole	2026-08-12
2026-03-31	$432,803	3,598	+69.2%	Shares	Sole	2026-05-07
2025-12-31	$223,888	2,127	—	Shares	Sole	2026-02-06
No filing history on record for this holder in this stock.