INDEPENDENT FINANCIAL GROUP, LLC

Position in NVS — Novartis AG

CIK 275484 SAN DIEGO, CA

Position in NVS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$558,236

-$209,332 QoQ

Shares Held

3,562

-29.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#838

of 1,603 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $56,487,277 across 13 Drug Manufacturers - General names. NVS ranks #12 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	13,511	$16,205,500
2	ABBV	AbbVie Inc.	47,935	$12,062,363
3	JNJ	Johnson & Johnson	38,636	$9,812,384
4	MRK	Merck & Co., Inc.	44,565	$5,726,602
5	AMGN	Amgen Inc	10,299	$3,729,473
6	PFE	Pfizer Inc	122,166	$2,941,757
7	GILD	Gilead Sciences, Inc.	11,214	$1,416,776
8	BIIB	Biogen Inc.	5,364	$1,158,945

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$558,236	3,562	-29.1%	Shares	Sole	2026-07-15
2026-03-31	$767,568	5,025	+30.1%	Shares	Sole	2026-05-15
2025-12-31	$532,453	3,862	+22.4%	Shares	Sole	2026-05-15
2025-09-30	$404,597	3,155	+2.5%	Shares	Sole	2026-05-15
2025-06-30	$372,347	3,077	+20.8%	Shares	Sole	2026-05-15
2025-03-31	$284,051	2,548	-40.9%	Shares	Sole	2026-05-19
2024-12-31	$419,308	4,309	+62.5%	Shares	Sole	2026-06-12
2024-09-30	$305,033	2,652	-3.3%	Shares	Sole	2026-06-12
2024-06-30	$291,913	2,742	+5.6%	Shares	Sole	2026-06-12
2024-03-31	$251,111	2,596	+1.7%	Shares	Sole	2026-06-12
2023-12-31	$257,675	2,552	+2.0%	Shares	Sole	2026-06-12
2023-09-30	$254,853	2,502	+11.2%	Shares	Sole	2026-06-12
2023-06-30	$226,946	2,249	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.