CFO4Life Group, LLC

Position in NVS — Novartis AG

CIK 1706351 COPPELL, TX

Position in NVS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$770,435

+$5,158 QoQ

Shares Held

4,916

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#709

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

CFO4Life Group, LLC holds $7,374,448 across 8 Drug Manufacturers - General names. NVS ranks #3 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	10,539	$2,676,589
2	LLY	ELI LILLY & Co	1,589	$1,905,894
3	NVS	Novartis AG This page	4,916	$770,435
4	AMGN	Amgen Inc	1,340	$485,240
5	ABBV	AbbVie Inc.	1,745	$439,111
6	GILD	Gilead Sciences, Inc.	3,156	$398,729
7	PFE	Pfizer Inc	15,403	$370,904
8	MRK	Merck & Co., Inc.	2,549	$327,546

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$770,435	4,916	-1.9%	Shares	Sole	2026-08-12
2026-03-31	$765,277	5,010	-12.2%	Shares	Sole	2026-05-11
2025-12-31	$787,099	5,709	+0.2%	Shares	Sole	2026-02-06
2025-09-30	$730,583	5,697	+2.6%	Shares	Sole	2025-11-07
2025-06-30	$671,726	5,551	-7.3%	Shares	Sole	2025-08-08
2025-03-31	$667,653	5,989	-9.5%	Shares	Sole	2025-04-30
2024-12-31	$644,094	6,619	+6.1%	Shares	Sole	2025-02-10
2024-09-30	$717,724	6,240	+17.0%	Shares	Sole	2024-11-12
2024-06-30	$567,644	5,332	-16.8%	Shares	Sole	2024-07-31
2024-03-31	$619,652	6,406	-8.7%	Shares	Sole	2024-05-06
2023-12-31	$708,304	7,015	-1.9%	Shares	Sole	2024-02-12
2023-09-30	$728,400	7,151	+14.1%	Shares	Sole	2023-10-30
2023-06-30	$632,201	6,265	+9.1%	Shares	Sole	2023-08-07
2023-03-31	$528,264	5,742	-10.6%	Shares	Sole	2023-05-03
2022-12-31	$582,513	6,421	+15.6%	Shares	Sole	2023-02-03
2022-09-30	$422,311	5,556	+1.5%	Shares	Sole	2022-10-19
2022-06-30	$462,632	5,473	-2.8%	Shares	Sole	2022-07-20
2022-03-31	$494,208	5,632	-3.4%	Shares	Sole	2022-05-02
2021-12-31	$509,775	5,828	-5.7%	Shares	Sole	2022-02-10
2021-09-30	$505,563	6,182	+6.1%	Shares	Sole	2021-10-12
2021-06-30	$531,746	5,828	-0.4%	Shares	Sole	2021-07-14
2021-03-31	$500,228	5,852	+3.4%	Shares	Sole	2021-04-20
2020-12-31	$534,473	5,660	0.0%	Shares	Sole	2021-01-12
2020-09-30	$492,193	5,660	-3.8%	Shares	Sole	2020-10-13
2020-06-30	$513,908	5,884	+1.2%	Shares	Sole	2020-07-15
2020-03-31	$479,611	5,817	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.