Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$45,762
+$1,159 QoQ
Shares Held
292
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,438
of 1,603 holders
Holding Since
Dec 2024
6 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, 2026VSM Wealth Advisory, LLC holds $2,788,108 across 13 Drug Manufacturers - General names. NVS ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
4,218 | $1,071,245 | |
| 2 | LLY |
ELI LILLY & Co
|
755 | $905,569 | |
| 3 | ABBV |
AbbVie Inc.
|
866 | $217,920 | |
| 4 | PFE |
Pfizer Inc
|
5,210 | $125,456 | |
| 5 | AMGN |
Amgen Inc
|
300 | $108,636 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
752 | $95,007 | |
| 7 | MRK |
Merck & Co., Inc.
|
683 | $87,765 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
1,039 | $59,867 |
All Filings in NVS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,762 | 292 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $44,603 | 292 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $37,446 | 292 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $35,334 | 292 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $32,552 | 292 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $28,414 | 292 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||