Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$428,315
+$10,850 QoQ
Shares Held
2,733
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#959
of 1,603 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $15,502,015 across 10 Drug Manufacturers - General names. NVS ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,898 | $5,874,808 | |
| 2 | ABBV |
AbbVie Inc.
|
11,906 | $2,996,025 | |
| 3 | JNJ |
Johnson & Johnson
|
9,997 | $2,538,938 | |
| 4 | MRK |
Merck & Co., Inc.
|
9,528 | $1,224,348 | |
| 5 | PFE |
Pfizer Inc
|
37,571 | $904,709 | |
| 6 | AMGN |
Amgen Inc
|
1,414 | $512,037 | |
| 7 | NVS |
Novartis AG
This page
|
2,733 | $428,315 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,042 | $384,326 |
All Filings in NVS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,315 | 2,733 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $417,465 | 2,733 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $376,798 | 2,733 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $350,479 | 2,733 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $330,720 | 2,733 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $304,674 | 2,733 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $265,948 | 2,733 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $314,349 | 2,733 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $290,955 | 2,733 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $264,363 | 2,733 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $275,951 | 2,733 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $289,078 | 2,838 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $235,725 | 2,336 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $218,040 | 2,370 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $211,921 | 2,336 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $200,167 | 2,368 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||