Avidian Wealth Enterprises, LLC

Position in NVS — Novartis AG

CIK 1471474 HOUSTON, TX

Position in NVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,363,307

-$33,286 QoQ

Shares Held

8,699

-4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#533

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Healthcare · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $46,072,826 across 12 Drug Manufacturers - General names. NVS ranks #9 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	8,670	$10,399,058
2	JNJ	Johnson & Johnson	38,004	$9,651,875
3	ABBV	AbbVie Inc.	35,331	$8,890,692
4	AMGN	Amgen Inc	13,323	$4,824,524
5	MRK	Merck & Co., Inc.	33,988	$4,367,458
6	PFE	Pfizer Inc	79,424	$1,912,529
7	GILD	Gilead Sciences, Inc.	14,589	$1,843,174
8	NVO	Novo Nordisk A S	31,634	$1,516,533

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,363,307	8,699	-4.9%	Shares	Sole	2026-07-24
2026-03-31	$1,396,593	9,143	+17.0%	Shares	Sole	2026-05-07
2025-12-31	$1,077,040	7,812	-1.5%	Shares	Sole	2026-02-02
2025-09-30	$1,016,558	7,927	+2.3%	Shares	Sole	2025-10-30
2025-06-30	$937,706	7,749	+1.2%	Shares	Sole	2025-07-30
2025-03-31	$853,825	7,659	+2.7%	Shares	Sole	2025-04-25
2024-12-31	$725,835	7,459	-5.7%	Shares	Sole	2025-01-29
2024-09-30	$910,153	7,913	+1.3%	Shares	Sole	2024-10-30
2024-06-30	$831,559	7,811	+6.8%	Shares	Sole	2024-08-06
2024-03-31	$707,483	7,314	-8.6%	Shares	Sole	2024-05-03
2023-12-31	$807,659	7,999	-0.4%	Shares	Sole	2024-02-06
2023-09-30	$818,139	8,032	-5.9%	Shares	Sole	2023-10-13
2023-06-30	$861,569	8,538	+4.4%	Shares	Sole	2023-08-03
2023-03-31	$752,468	8,179	+3.9%	Shares	Sole	2023-05-08
2022-12-31	$714,147	7,872	0.0%	Shares	Sole	2023-02-06
2022-09-30	$598,350	7,872	+1.5%	Shares	Sole	2022-11-03
2022-06-30	$655,868	7,759	+0.7%	Shares	Sole	2022-07-29
2022-03-31	$675,850	7,702	-19.2%	Shares	Sole	2022-05-10
2021-12-31	$833,589	9,530	+87.8%	Shares	Sole	2022-02-14
2021-09-30	$414,951	5,074	+0.9%	Shares	Sole	2021-11-10
2021-06-30	$458,663	5,027	-2.5%	Shares	Sole	2021-08-09
2021-03-31	$440,734	5,156	-9.0%	Shares	Sole	2021-05-05
2020-12-31	$535,040	5,666	+2.2%	Shares	Sole	2021-02-09
2020-09-30	$482,280	5,546	+18.2%	Shares	Sole	2021-02-03
2020-06-30	$409,711	4,691	+9.6%	Shares	Sole	2020-08-10
2020-03-31	$353,050	4,282	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.