Sowell Financial Services LLC

Position in NVS — Novartis AG

CIK 1633697 NORTH LITTLE ROCK, AR

Position in NVS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,029,023

-$94,147 QoQ

Shares Held

6,566

-10.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#609

of 1,603 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Sowell Financial Services LLC holds $62,788,240 across 14 Drug Manufacturers - General names. NVS ranks #10 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	57,238	$14,536,734
2	ABBV	AbbVie Inc.	44,316	$11,151,678
3	MRK	Merck & Co., Inc.	75,015	$9,639,427
4	LLY	ELI LILLY & Co	7,621	$9,140,856
5	PFE	Pfizer Inc	185,807	$4,474,232
6	BMY	Bristol Myers Squibb Co	68,220	$3,930,836
7	AMGN	Amgen Inc	10,762	$3,897,135
8	GILD	Gilead Sciences, Inc.	15,103	$1,908,113

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,029,023	6,566	-10.7%	Shares	Sole	2026-07-20
2026-03-31	$1,123,170	7,353	+1.9%	Shares	Sole	2026-04-20
2025-12-31	$994,869	7,216	+9.8%	Shares	Sole	2026-01-21
2025-09-30	$842,665	6,571	-1.7%	Shares	Sole	2025-10-17
2025-06-30	$809,193	6,687	+3.2%	Shares	Sole	2025-07-14
2025-03-31	$722,501	6,481	-37.6%	Shares	Sole	2025-04-17
2024-09-30	$1,194,597	10,386	+298.5%	Shares	Sole	2024-10-04
2023-03-31	$239,752	2,606	-33.4%	Shares	Sole	2023-05-12
2021-03-31	$334,483	3,913	-6.4%	Shares	Sole	2021-05-07
2020-12-31	$394,622	4,179	+0.6%	Shares	Sole	2021-01-13
2020-09-30	$361,405	4,156	-1.6%	Shares	Sole	2020-11-12
2020-06-30	$368,836	4,223	+4.8%	Shares	Sole	2020-08-13
2020-03-31	$332,355	4,031	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.