Independence Wealth Advisors, LLC

Position in NVS — Novartis AG

CIK 2001765 INDEPENDENCE, OH

Position in NVS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$419,852

+$49,739 QoQ

Shares Held

2,679

+10.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#968

of 1,603 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Independence Wealth Advisors, LLC holds $1,067,833 across 3 Drug Manufacturers - General names. NVS ranks #1 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVS	Novartis AG This page	2,679	$419,852
2	JNJ	Johnson & Johnson	1,281	$325,335
3	LLY	ELI LILLY & Co	269	$322,646

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,852	2,679	+10.6%	Shares	Sole	2026-08-14
2026-03-31	$370,113	2,423	+39.4%	Shares	Sole	2026-04-20
2025-12-31	$239,618	1,738	—	Shares	Sole	2026-01-09
No filing history on record for this holder in this stock.