Position in NVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,261
+$361 QoQ
Shares Held
91
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,516
of 1,603 holders
Holding Since
Jun 2025
5 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, 2026New England Capital Financial Advisors LLC holds $1,698,786 across 11 Drug Manufacturers - General names. NVS ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
2,860 | $726,354 | |
| 2 | MRK |
Merck & Co., Inc.
|
2,193 | $281,800 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
4,319 | $248,860 | |
| 4 | PFE |
Pfizer Inc
|
5,713 | $137,569 | |
| 5 | AZN |
Astrazeneca PLC
|
560 | $106,187 | |
| 6 | ABBV |
AbbVie Inc.
|
363 | $91,345 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
390 | $49,272 | |
| 8 | LLY |
ELI LILLY & Co
|
34 | $40,780 |
All Filings in NVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,261 | 91 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $13,900 | 91 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,546 | 91 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $11,669 | 91 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,011 | 91 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||