Spectrum Planning & Advisory Services Inc.

Position in NVS — Novartis AG

CIK 1725394 SAN DIEGO, CA

Position in NVS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$205,459

New position

Shares Held

1,311

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,307

of 1,603 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Spectrum Planning & Advisory Services Inc. holds $1,226,268 across 5 Drug Manufacturers - General names. NVS ranks #4 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	1,282	$325,589
2	LLY	ELI LILLY & Co	235	$281,866
3	BMY	Bristol Myers Squibb Co	3,667	$211,292
4	NVS	Novartis AG This page	1,311	$205,459
5	AMGN	Amgen Inc	558	$202,062

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,459	1,311	—	Shares	Sole	2026-07-14
No filing history on record for this holder in this stock.