Position in NVS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$765,733
+$26,118 QoQ
Shares Held
4,886
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#715
of 1,603 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $62,126,199 across 15 Drug Manufacturers - General names. NVS ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
22,302 | $26,749,690 | |
| 2 | JNJ |
Johnson & Johnson
|
49,143 | $12,480,847 | |
| 3 | ABBV |
AbbVie Inc.
|
32,220 | $8,107,840 | |
| 4 | MRK |
Merck & Co., Inc.
|
29,226 | $3,755,541 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
56,350 | $3,246,887 | |
| 6 | PFE |
Pfizer Inc
|
90,498 | $2,179,191 | |
| 7 | AMGN |
Amgen Inc
|
3,654 | $1,323,186 | |
| 8 | AZN |
Astrazeneca PLC
|
4,594 | $871,114 |
All Filings in NVS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,733 | 4,886 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $739,615 | 4,842 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $935,585 | 6,786 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,022,329 | 7,972 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,115,712 | 9,220 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,923,721 | 19,769 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,593,931 | 22,552 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $2,661,393 | 24,999 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,618,868 | 27,074 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,703,875 | 26,779 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,757,757 | 27,074 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $2,827,901 | 28,024 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,409,572 | 26,191 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,411,156 | 26,578 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $2,109,200 | 27,749 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,852,474 | 21,915 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,857,315 | 21,166 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,788,674 | 20,449 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,860,903 | 22,755 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $2,084,742 | 22,849 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,930,736 | 22,587 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $704,729 | 7,463 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $770,812 | 8,864 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $559,063 | 6,401 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $496,265 | 6,019 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||