Occidental Asset Management, LLC

Position in NVS — Novartis AG

CIK 1770994 Burlingame, CA

Position in NVS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,570,020

+$1,082,901 QoQ

Shares Held

10,018

+214.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#491

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

Occidental Asset Management, LLC holds $27,487,329 across 9 Drug Manufacturers - General names. NVS ranks #7 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc.	56,777	$7,295,844
2	AMGN	Amgen Inc	17,469	$6,325,874
3	GILD	Gilead Sciences, Inc.	34,701	$4,384,124
4	ABBV	AbbVie Inc.	10,577	$2,661,596
5	LLY	ELI LILLY & Co	2,219	$2,661,535
6	JNJ	Johnson & Johnson	7,491	$1,902,489
7	NVS	Novartis AG This page	10,018	$1,570,020
8	BMY	Bristol Myers Squibb Co	7,807	$449,839

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,570,020	10,018	+214.1%	Shares	Sole	2026-08-07
2026-03-31	$487,119	3,189	+6.6%	Shares	Sole	2026-04-16
2025-12-31	$412,507	2,992	+8.3%	Shares	Sole	2026-01-08
2025-09-30	$354,327	2,763	+1.1%	Shares	Sole	2025-10-29
2025-06-30	$330,841	2,734	-1.2%	Shares	Sole	2025-07-14
2025-03-31	$308,576	2,768	+2.9%	Shares	Sole	2025-05-15
2024-12-31	$261,763	2,690	0.0%	Shares	Sole	2025-01-15
2024-09-30	$309,403	2,690	+8.0%	Shares	Sole	2024-10-15
2024-06-30	$265,085	2,490	-0.4%	Shares	Sole	2024-07-15
2024-03-31	$241,825	2,500	+0.4%	Shares	Sole	2024-04-16
2023-12-31	$251,415	2,490	-31.3%	Shares	Sole	2024-01-19
2023-09-30	$369,038	3,623	-2.2%	Shares	Sole	2023-10-18
2023-06-30	$373,669	3,703	-5.7%	Shares	Sole	2023-07-12
2023-03-31	$361,376	3,928	-0.7%	Shares	Sole	2023-05-11
2022-12-31	$358,797	3,955	+27.4%	Shares	Sole	2023-01-24
2022-09-30	$236,011	3,105	0.0%	Shares	Sole	2022-11-08
2022-06-30	$262,465	3,105	-11.3%	Shares	Sole	2022-07-18
2022-03-31	$307,212	3,501	+0.2%	Shares	Sole	2022-05-04
2021-12-31	$305,620	3,494	+0.3%	Shares	Sole	2022-02-01
2021-09-30	$285,003	3,485	0.0%	Shares	Sole	2021-11-03
2021-06-30	$317,971	3,485	0.0%	Shares	Sole	2021-08-17
2021-03-31	$297,897	3,485	-1.1%	Shares	Sole	2021-05-06
2020-12-31	$332,771	3,524	-1.4%	Shares	Sole	2021-01-28
2020-09-30	$310,882	3,575	-2.1%	Shares	Sole	2020-11-10
2020-06-30	$319,053	3,653	-1.2%	Shares	Sole	2020-07-17
2020-03-31	$304,735	3,696	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.