CAPITAL FINANCIAL GROUP INC\CO\ /ADV

Position in NVS — Novartis AG

CIK 1061555 LITTLETON, CO

Position in NVS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,042,688

-$19,895 QoQ

Shares Held

13,034

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.60%

of 13F equity value

Holder Rank

#422

of 1,603 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

CAPITAL FINANCIAL GROUP INC\CO\ /ADV holds $6,198,348 across 3 Drug Manufacturers - General names. NVS ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	14,072	$3,573,865
2	NVS	Novartis AG This page	13,034	$2,042,688
3	GILD	Gilead Sciences, Inc.	4,605	$581,795

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,042,688	13,034	-3.5%	Shares	Sole	2026-08-07
2026-03-31	$2,062,583	13,503	-0.3%	Shares	Sole	2026-04-27
2025-12-31	$1,868,000	13,549	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.