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Novartis shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $89k 832 106.88

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Invsc S P 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Vanguard Mid Cap Etf Mid Cap Etf (VO)
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Microsoft Corporation (MSFT)
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Amazon (AMZN)
Berkshire Hathaway Class B Cl B New (BRK.B)
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)
Vanguard Russell 2000 Value Etf Vng Rus2000val (VTWV)
AutoZone (AZO)

View all positions for Kiely Wealth Advisory Group

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