Financial & Tax Architects, LLC

Position in NVS — Novartis AG

CIK 1758543 ST LOUIS, MO

Position in NVS

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$631,621

-$278,596 QoQ

Shares Held

4,135

-37.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Financial & Tax Architects, LLC holds $17,144,747 across 2 Drug Manufacturers - General names.

#	Ticker	Company	Shares	Value (USD)	Open
1	ABBV	AbbVie Inc.	34,555	$8,695,420
2	JNJ	Johnson & Johnson	33,269	$8,449,327

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$631,621	4,135	-37.4%	Shares	Sole	2026-04-23
2025-12-31	$910,217	6,602	-5.1%	Shares	Sole	2026-01-21
2025-09-30	$891,909	6,955	+14.4%	Shares	Sole	2025-11-05
2025-06-30	$735,498	6,078	+0.8%	Shares	Sole	2025-08-13
2025-03-31	$672,224	6,030	+9.2%	Shares	Sole	2025-05-06
2024-12-31	$537,345	5,522	+14.1%	Shares	Sole	2025-01-15
2024-09-30	$556,581	4,839	+2.9%	Shares	Sole	2024-11-13
2024-06-30	$500,681	4,703	+32.8%	Shares	Sole	2024-08-09
2024-03-31	$342,617	3,542	+29.6%	Shares	Sole	2024-05-08
2023-12-31	$275,951	2,733	-3.7%	Shares	Sole	2024-01-25
2023-09-30	$288,976	2,837	-2.8%	Shares	Sole	2023-10-19
2023-06-30	$294,556	2,919	-10.8%	Shares	Sole	2023-07-25
2023-03-31	$301,024	3,272	+2.1%	Shares	Sole	2023-04-27
2022-12-31	$290,848	3,206	-17.6%	Shares	Sole	2023-02-09
2022-06-30	$328,737	3,889	+0.2%	Shares	Sole	2023-08-25
2022-03-31	$340,645	3,882	-6.6%	Shares	Sole	2023-08-25
2021-03-31	$355,254	4,156	—	Shares	Sole	2023-08-25
No filing history on record for this holder in this stock.