Resonant Capital Advisors, LLC

Position in NVS — Novartis AG

CIK 1803236 Madison, WI

Position in NVS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$941,417

-$134 QoQ

Shares Held

6,007

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#640

of 1,603 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Resonant Capital Advisors, LLC holds $36,919,957 across 13 Drug Manufacturers - General names. NVS ranks #9 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	6,392	$7,666,757
2	AMGN	Amgen Inc	15,803	$5,722,582
3	JNJ	Johnson & Johnson	19,135	$4,859,715
4	ABBV	AbbVie Inc.	16,399	$4,126,644
5	MRK	Merck & Co., Inc.	31,697	$4,073,064
6	GILD	Gilead Sciences, Inc.	30,095	$3,802,202
7	BMY	Bristol Myers Squibb Co	49,118	$2,830,179
8	PFE	Pfizer Inc	52,773	$1,270,773

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$941,417	6,007	-2.5%	Shares	Sole	2026-07-27
2026-03-31	$941,551	6,164	+32.8%	Shares	Sole	2026-04-29
2025-12-31	$639,716	4,640	+1.2%	Shares	Sole	2026-01-29
2025-09-30	$588,108	4,586	+17.3%	Shares	Sole	2025-10-29
2025-06-30	$473,270	3,911	+9.0%	Shares	Sole	2025-07-31
2025-03-31	$400,101	3,589	+34.1%	Shares	Sole	2025-04-28
2024-12-31	$260,401	2,676	+6.4%	Shares	Sole	2025-01-24
2024-09-30	$289,160	2,514	+0.4%	Shares	Sole	2024-10-18
2024-06-30	$266,682	2,505	-1.1%	Shares	Sole	2024-08-01
2024-03-31	$245,113	2,534	-8.9%	Shares	Sole	2024-05-01
2020-06-30	$243,067	2,783	0.0%	Shares	Sole	2020-08-05
2020-03-31	$229,458	2,783	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.