JFS WEALTH ADVISORS, LLC

Position in NVS — Novartis AG

CIK 1568068 HERMITAGE, PA

Position in NVS

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$766,830

+$22,174 QoQ

Shares Held

4,893

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#713

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $17,102,053 across 16 Drug Manufacturers - General names. NVS ranks #6 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	30,534	$7,754,719
2	ABBV	AbbVie Inc.	10,506	$2,643,729
3	MRK	Merck & Co., Inc.	18,599	$2,389,971
4	LLY	ELI LILLY & Co	901	$1,080,686
5	PFE	Pfizer Inc	40,840	$983,427
6	NVS	Novartis AG This page	4,893	$766,830
7	AZN	Astrazeneca PLC	2,497	$473,481
8	AMGN	Amgen Inc	1,004	$363,568

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$766,830	4,893	+0.4%	Shares	Sole	2026-07-10
2026-03-31	$744,656	4,875	-1.0%	Shares	Sole	2026-04-21
2025-12-31	$678,596	4,922	0.0%	Shares	Sole	2026-01-14
2025-09-30	$631,197	4,922	-2.6%	Shares	Sole	2025-11-10
2025-06-30	$611,584	5,054	-0.6%	Shares	Sole	2025-07-24
2025-03-31	$567,098	5,087	+3.6%	Shares	Sole	2025-04-22
2024-12-31	$477,694	4,909	-2.1%	Shares	Sole	2025-01-31
2024-09-30	$576,595	5,013	+155.9%	Shares	Sole	2024-10-25
2024-06-30	$208,555	1,959	+0.9%	Shares	Sole	2024-07-15
2024-03-31	$187,752	1,941	-5.4%	Shares	Sole	2024-04-30
2023-12-31	$207,089	2,051	-0.2%	Shares	Sole	2024-02-07
2023-09-30	$209,322	2,055	+63.1%	Shares	Sole	2023-11-02
2023-06-30	$127,146	1,260	-6.5%	Shares	Sole	2023-08-07
2023-03-31	$123,924	1,347	-4.7%	Shares	Sole	2023-04-19
2022-12-31	$128,278	1,414	-41.5%	Shares	Sole	2023-02-13
2022-09-30	$183,868	2,419	+4.3%	Shares	Sole	2022-10-21
2022-06-30	$196,025	2,319	-10.9%	Shares	Sole	2022-08-02
2022-03-31	$228,413	2,603	-10.8%	Shares	Sole	2022-05-02
2021-12-31	$255,149	2,917	-2.5%	Shares	Sole	2022-02-03
2021-09-30	$244,603	2,991	+58.2%	Shares	Sole	2021-11-09
2021-06-30	$172,534	1,891	+7.9%	Shares	Sole	2021-08-04
2021-03-31	$149,760	1,752	+28.2%	Shares	Sole	2021-04-28
2020-12-31	$129,085	1,367	+101.0%	Shares	Sole	2021-02-01
2020-09-30	$59,132	680	0.0%	Shares	Sole	2020-10-28
2020-06-30	$59,391	680	0.0%	Shares	Sole	2020-08-05
2020-03-31	$56,066	680	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.