Position in XERS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$263,640
+$23,126 QoQ
Shares Held
33,288
-19.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#134
of 236 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XERS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Savvy Advisors, Inc. holds $1,762,165 across 10 Drug Manufacturers - Specialty & Generic names. XERS ranks #4 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTRS |
Viatris Inc
|
19,917 | $316,281 | |
| 2 | HIMS |
Hims & Hers Health, Inc.
|
8,167 | $283,149 | |
| 3 | ZTS |
Zoetis Inc.
|
3,736 | $268,468 | |
| 4 | XERS |
Xeris Biopharma Holdings, Inc.
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|
33,288 | $263,640 | |
| 5 | UTHR |
UNITED THERAPEUTICS Corp
|
473 | $256,285 | |
| 6 | NBIX |
Neurocrine Biosciences Inc
|
1,337 | $225,337 | |
| 7 | HLN |
Haleon plc
|
10,719 | $100,008 | |
| 8 | IRWD |
Ironwood Pharmaceuticals Inc
|
10,332 | $43,497 |
All Filings in XERS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,640 | 33,288 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $240,514 | 41,468 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $317,650 | 40,465 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $329,385 | 40,465 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $188,971 | 40,465 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||