Founders Financial Alliance, LLC

Position in NVS — Novartis AG

CIK 1832190 RALEIGH, NC

Position in NVS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$270,498

-$115,348 QoQ

Shares Held

1,726

-31.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,183

of 1,603 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Founders Financial Alliance, LLC holds $16,023,148 across 10 Drug Manufacturers - General names. NVS ranks #10 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	17,208	$4,330,221
2	JNJ	Johnson & Johnson	16,743	$4,252,219
3	LLY	ELI LILLY & Co	1,993	$2,390,464
4	MRK	Merck & Co., Inc.	15,983	$2,053,815
5	AMGN	Amgen Inc	2,252	$815,494
6	PFE	Pfizer Inc	33,547	$807,811
7	BMY	Bristol Myers Squibb Co	9,222	$531,371
8	AZN	Astrazeneca PLC	1,540	$292,014

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,498	1,726	-31.7%	Shares	Sole	2026-08-04
2026-03-31	$385,846	2,526	+44.3%	Shares	Sole	2026-05-11
2025-12-31	$241,410	1,751	-29.7%	Shares	Sole	2026-02-12
2025-09-30	$319,189	2,489	+42.1%	Shares	Sole	2025-11-07
2025-06-30	$211,888	1,751	-28.7%	Shares	Sole	2025-08-12
2025-03-31	$273,683	2,455	-1.1%	Shares	Sole	2025-05-12
2024-12-31	$241,523	2,482	-3.6%	Shares	Sole	2025-02-07
2024-09-30	$296,291	2,576	0.0%	Shares	Sole	2024-11-01
2024-06-30	$274,240	2,576	+0.1%	Shares	Sole	2024-08-26
2024-03-31	$248,886	2,573	-27.4%	Shares	Sole	2024-05-14
2022-06-30	$299,405	3,542	+174.6%	Shares	Sole	2022-08-15
2020-09-30	$112,175	1,290	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.