Flatrock Wealth Partners LLC
Source: SEC Form 13F · as of Mar 2026Flatrock Wealth Partners LLC holds 13 biotech & pharma companies tracked by BioSniper, totaling $5.1M in value as of Mar 2026 (SEC Form 13F).
Companies held
13
Total value held
$5.1M
| Company | Shares | Value |
|---|---|---|
| JNJJOHNSON & JOHNSON | 3,161 | $773K |
| LLYELI LILLY & Co | 740 | $681K |
| BMYBRISTOL MYERS SQUIBB CO | 9,634 | $584K |
| MRKMerck & Co., Inc. | 4,703 | $570K |
| NVSNovartis AG | 2,527 | $386K |
| PMPhilip Morris International Inc | 2,149 | $359K |
| GMOptec International, Inc. | 4,791 | $357K |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 1,239 | $335K |
| REGNREGENERON PHARMACEUTICALS, INC. | 377 | $291K |
| NVONovo Nordisk A/S | 6,447 | $245K |
| PFEPFIZER INC | 8,589 | $241K |
| MCKMcKesson Corporation | 237 | $205K |
| IMDXInsight Molecular Diagnostics Inc. | 13,044 | $43K |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.