Position in NVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$620,454
+$211,848 QoQ
Shares Held
3,959
+48.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#796
of 1,603 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $44,193,858 across 13 Drug Manufacturers - General names. NVS ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,066 | $10,874,033 | |
| 2 | JNJ |
Johnson & Johnson
|
36,864 | $9,362,350 | |
| 3 | ABBV |
AbbVie Inc.
|
37,047 | $9,322,507 | |
| 4 | MRK |
Merck & Co., Inc.
|
31,533 | $4,051,990 | |
| 5 | AMGN |
Amgen Inc
|
6,385 | $2,312,136 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
35,921 | $2,069,768 | |
| 7 | PFE |
Pfizer Inc
|
79,869 | $1,923,245 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
10,686 | $1,350,069 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,454 | 3,959 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $408,606 | 2,675 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $329,371 | 2,389 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $237,372 | 1,851 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||