Summit Financial Wealth Advisors, LLC

Position in NVO — Novo Nordisk A S

CIK 1632283 Lafayette, LA

Position in NVO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$747,864

+$194,189 QoQ

Shares Held

15,600

+3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#595

of 1,348 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Summit Financial Wealth Advisors, LLC holds $11,793,001 across 10 Drug Manufacturers - General names. NVO ranks #8 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFE	Pfizer Inc	86,749	$2,088,915
2	JNJ	Johnson & Johnson	7,700	$1,955,569
3	LLY	ELI LILLY & Co	1,335	$1,601,239
4	ABBV	AbbVie Inc.	6,343	$1,596,152
5	MRK	Merck & Co., Inc.	10,611	$1,363,513
6	AMGN	Amgen Inc	2,344	$848,809
7	BMY	Bristol Myers Squibb Co	12,990	$748,483
8	NVO	Novo Nordisk A S This page	15,600	$747,864

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$747,864	15,600	+3.5%	Shares	Sole	2026-07-15
2026-03-31	$553,675	15,066	-8.1%	Shares	Sole	2026-05-26
2025-12-31	$834,024	16,392	+83.5%	Shares	Sole	2026-01-27
2025-09-30	$495,692	8,933	+0.4%	Shares	Sole	2025-10-03
2025-06-30	$614,139	8,898	+2.0%	Shares	Sole	2025-09-29
2025-03-31	$605,864	8,725	-5.4%	Shares	Sole	2025-05-14
2024-12-31	$793,104	9,220	-3.5%	Shares	Sole	2025-02-13
2024-09-30	$1,137,118	9,550	-3.6%	Shares	Sole	2024-11-13
2024-06-30	$1,414,553	9,910	0.0%	Shares	Sole	2024-08-12
2024-03-31	$1,272,444	9,910	+65.2%	Shares	Sole	2024-05-02
2020-09-30	$416,580	6,000	0.0%	Shares	Sole	2020-11-09
2020-06-30	$392,880	6,000	0.0%	Shares	Sole	2020-07-16
2020-03-31	$361,200	6,000	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.