Guardian Wealth Advisors, Llc / Nc »

Novartis shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Novartis by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2023-09-30 $289k 2.8k 101.86
2023-06-30 $236k 2.3k 100.91
2023-03-31 $218k 2.4k 92.00
2022-12-31 $212k 2.3k 90.72
2022-06-30 $200k 2.4k 84.46

More positions owned by Guardian Wealth Advisors, Llc / Nc

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Etf Ser Solutions Aptus Large Cap (DUBS)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for Guardian Wealth Advisors, Llc / Nc

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Mondrian Investment Partners
Wells Fargo & Company
UBS Group
Cullen Capital Management
Fisher Investments
Scharf Investments

View all funds holding Novartis