Aspen Wealth Management LLC

Position in NVS — Novartis AG

CIK 1895252 FORT WORTH, TX

Position in NVS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$887,191

+$285,204 QoQ

Shares Held

5,661

+43.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.67%

of 13F equity value

Holder Rank

#662

of 1,603 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Aspen Wealth Management LLC holds $3,231,331 across 5 Drug Manufacturers - General names. NVS ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	3,587	$910,990
2	NVS	Novartis AG This page	5,661	$887,191
3	GRFS	Grifols SA	86,466	$612,179
4	LLY	ELI LILLY & Co	379	$454,584
5	ABBV	AbbVie Inc.	1,456	$366,387

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$887,191	5,661	+43.6%	Shares	Sole	2026-07-31
2026-03-31	$601,987	3,941	0.0%	Shares	Sole	2026-04-01
2025-12-31	$543,345	3,941	-20.8%	Shares	Sole	2026-01-05
2025-09-30	$637,994	4,975	+17.8%	Shares	Sole	2025-10-02
2025-06-30	$510,904	4,222	0.0%	Shares	Sole	2025-07-02
2025-03-31	$470,668	4,222	0.0%	Shares	Sole	2025-04-23
2024-12-31	$410,842	4,222	0.0%	Shares	Sole	2025-01-15
2024-09-30	$485,614	4,222	0.0%	Shares	Sole	2024-10-08
2024-06-30	$449,474	4,222	0.0%	Shares	Sole	2024-07-10
2024-03-31	$408,394	4,222	-0.4%	Shares	Sole	2024-04-17
2023-12-31	$427,910	4,238	0.0%	Shares	Sole	2024-01-16
2023-09-30	$431,682	4,238	0.0%	Shares	Sole	2023-10-30
2023-06-30	$427,656	4,238	-0.3%	Shares	Sole	2023-08-04
2023-03-31	$391,000	4,250	0.0%	Shares	Sole	2023-04-18
2022-12-31	$385,560	4,250	-14.7%	Shares	Sole	2023-02-14
2022-09-30	$378,833	4,984	+17.3%	Shares	Sole	2022-10-11
2022-06-30	$359,252	4,250	0.0%	Shares	Sole	2022-07-26
2022-03-31	$372,937	4,250	0.0%	Shares	Sole	2022-04-27
2021-12-31	$371,747	4,250	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.