Summit Financial Wealth Advisors, LLC

Position in NVS — Novartis AG

CIK 1632283 Lafayette, LA

Position in NVS

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

Position Value

$497,272

+$13,513 QoQ

Shares Held

3,173

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#888

of 1,603 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. NVS ranks #9 (4.2% 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	15,600	$747,864

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$497,272	3,173	+0.2%	Shares	Sole	2026-07-15
2026-03-31	$483,759	3,167	+1.5%	Shares	Sole	2026-05-26
2025-12-31	$430,292	3,121	0.0%	Shares	Sole	2026-01-27
2025-09-30	$400,237	3,121	+1.2%	Shares	Sole	2025-10-03
2025-06-30	$373,315	3,085	+4.2%	Shares	Sole	2025-09-29
2025-03-31	$329,980	2,960	-2.6%	Shares	Sole	2025-05-14
2024-12-31	$295,627	3,038	0.0%	Shares	Sole	2025-02-13
2024-09-30	$349,430	3,038	0.0%	Shares	Sole	2024-11-13
2024-06-30	$323,425	3,038	0.0%	Shares	Sole	2024-08-12
2024-03-31	$293,865	3,038	+2.6%	Shares	Sole	2024-05-02
2020-09-30	$257,401	2,960	+7.8%	Shares	Sole	2020-11-09
2020-06-30	$239,748	2,745	0.0%	Shares	Sole	2020-07-16
2020-03-31	$226,325	2,745	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.