Wealthcare Advisory Partners LLC

Position in NVS — Novartis AG

CIK 1683059 WEST CHESTER, PA

Position in NVS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$371,112

-$112,800 QoQ

Shares Held

2,368

-25.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,021

of 1,603 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $56,868,613 across 12 Drug Manufacturers - General names. NVS ranks #12 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	50,422	$12,688,192
2	LLY	ELI LILLY & Co	10,304	$12,358,927
3	JNJ	Johnson & Johnson	37,978	$9,645,272
4	AMGN	Amgen Inc	15,360	$5,562,163
5	MRK	Merck & Co., Inc.	34,872	$4,481,052
6	PFE	Pfizer Inc	147,571	$3,553,509
7	GILD	Gilead Sciences, Inc.	19,347	$2,444,299
8	AZN	Astrazeneca PLC	12,112	$2,296,677

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$371,112	2,368	-25.3%	Shares	Sole	2026-07-09
2026-03-31	$483,912	3,168	-2.3%	Shares	Sole	2026-04-14
2025-12-31	$447,250	3,244	+21.3%	Shares	Sole	2026-01-14
2025-09-30	$343,042	2,675	-0.4%	Shares	Sole	2025-11-07
2025-06-30	$324,911	2,685	-11.7%	Shares	Sole	2025-07-22
2025-03-31	$339,010	3,041	+9.0%	Shares	Sole	2025-04-15
2024-12-31	$271,397	2,789	-6.2%	Shares	Sole	2025-01-15
2024-09-30	$342,069	2,974	+7.9%	Shares	Sole	2024-11-04
2024-06-30	$293,403	2,756	+28.5%	Shares	Sole	2024-08-12
2023-12-31	$216,580	2,145	-26.3%	Shares	Sole	2024-02-06
2022-06-30	$245,897	2,909	-16.6%	Shares	Sole	2022-08-15
2021-09-30	$285,166	3,487	+2.6%	Shares	Sole	2021-11-15
2021-06-30	$310,124	3,399	+9.2%	Shares	Sole	2021-08-16
2021-03-31	$266,099	3,113	+25.0%	Shares	Sole	2021-04-30
2020-12-31	$235,130	2,490	+414.5%	Shares	Sole	2021-02-12
2020-03-31	$39,905	484	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.