IFP Advisors, Inc

Position in NVS — Novartis AG

CIK 1641866 TAMPA, FL

Position in NVS

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

Position Value

$637,536

+$75,569 QoQ

Shares Held

4,068

+10.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#787

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

IFP Advisors, Inc holds $69,954,680 across 17 Drug Manufacturers - General names. NVS ranks #12 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	20,352	$24,410,801
2	ABBV	AbbVie Inc.	52,930	$13,319,305
3	JNJ	Johnson & Johnson	38,760	$9,843,877
4	PFE	Pfizer Inc	228,411	$5,500,136
5	MRK	Merck & Co., Inc.	30,895	$3,970,007
6	BMY	Bristol Myers Squibb Co	57,120	$3,291,254
7	AMGN	Amgen Inc	8,216	$2,975,177
8	NVO	Novo Nordisk A S	30,253	$1,450,328

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$637,536	4,068	+10.6%	Shares	Sole	2026-07-20
2026-03-31	$561,967	3,679	+23.8%	Shares	Sole	2026-04-13
2025-12-31	$409,611	2,971	+25.3%	Shares	Sole	2026-02-06
2025-09-30	$304,057	2,371	+21.5%	Shares	Sole	2026-02-06
2025-06-30	$236,211	1,952	-8.7%	Shares	Sole	2025-07-24
2025-03-31	$238,232	2,137	+23.5%	Shares	Sole	2025-05-05
2024-12-31	$168,346	1,730	+25.7%	Shares	Sole	2025-02-04
2024-09-30	$158,267	1,376	-44.1%	Shares	Sole	2025-02-04
2024-06-30	$261,891	2,460	+65.8%	Shares	Sole	2024-07-30
2024-03-31	$143,547	1,484	-41.1%	Shares	Sole	2024-07-30
2023-12-31	$254,343	2,519	-36.8%	Shares	Sole	2024-01-09
2023-09-30	$405,912	3,985	+88.1%	Shares	Sole	2023-10-12
2023-06-30	$213,828	2,119	-31.8%	Shares	Sole	2023-08-04
2023-03-31	$285,752	3,106	-54.3%	Shares	Sole	2023-04-18
2022-12-31	$425	6,792	-12.2%	Shares	Sole	2023-02-07
2022-09-30	$587,785	7,733	-1.0%	Shares	Sole	2022-11-08
2022-06-30	$660,179	7,810	+151.1%	Shares	Sole	2022-09-06
2022-03-31	$272,902	3,110	+20.3%	Shares	Sole	2022-08-08
2021-12-31	$226,109	2,585	-10.6%	Shares	Sole	2022-01-12
2021-09-30	$236,507	2,892	+84.7%	Shares	Sole	2021-10-06
2021-06-30	$142,881	1,566	+14.3%	Shares	Sole	2021-07-13
2021-03-31	$117,107	1,370	+3.6%	Shares	Sole	2021-04-30
2020-12-31	$124,930	1,323	-16.4%	Shares	Sole	2021-01-25
2020-09-30	$137,657	1,583	-14.8%	Shares	Sole	2020-10-29
2020-06-30	$162,190	1,857	-17.1%	Shares	Sole	2020-08-05
2020-03-31	$184,770	2,241	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.