Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$329,112
+$8,337 QoQ
Shares Held
2,100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,076
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Wealth Alliance Advisory Group, LLC holds $19,374,550 across 10 Drug Manufacturers - General names. NVS ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
6,285 | $7,538,418 | |
| 2 | JNJ |
Johnson & Johnson
|
14,937 | $3,793,549 | |
| 3 | ABBV |
AbbVie Inc.
|
11,481 | $2,889,078 | |
| 4 | AMGN |
Amgen Inc
|
5,753 | $2,083,276 | |
| 5 | MRK |
Merck & Co., Inc.
|
8,319 | $1,068,991 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
15,689 | $904,000 | |
| 7 | NVS |
Novartis AG
This page
|
2,100 | $329,112 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,345 | $296,267 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,112 | 2,100 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $320,775 | 2,100 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $289,527 | 2,100 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $300,081 | 2,340 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $326,727 | 2,700 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $300,996 | 2,700 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $262,737 | 2,700 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $322,056 | 2,800 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $298,088 | 2,800 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $251,498 | 2,600 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $262,522 | 2,600 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $264,836 | 2,600 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $262,366 | 2,600 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $258,520 | 2,810 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $254,923 | 2,810 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $212,904 | 2,801 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $236,768 | 2,801 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $252,018 | 2,872 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $251,913 | 2,880 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $238,552 | 2,917 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $266,147 | 2,917 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $249,772 | 2,922 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $272,619 | 2,887 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $263,836 | 3,034 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $266,911 | 3,056 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $251,142 | 3,046 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||