GoalVest Advisory LLC
Source: SEC Form 13F · as of Mar 2026GoalVest Advisory LLC holds 27 biotech & pharma companies tracked by BioSniper, totaling $12.3M in value as of Mar 2026 (SEC Form 13F).
Companies held
27
Total value held
$12.3M
| Company | Shares | Value |
|---|---|---|
| LLYELI LILLY & Co | 3,208 | $3.0M |
| ABBVAbbVie Inc. | 12,748 | $2.8M |
| JNJJOHNSON & JOHNSON | 10,225 | $2.5M |
| MRKMerck & Co., Inc. | 13,358 | $1.6M |
| PMPhilip Morris International Inc | 7,590 | $1.3M |
| AMGNAMGEN INC | 1,150 | $405K |
| ABTABBOTT LABORATORIES | 3,252 | $334K |
| CAPRCAPRICOR THERAPEUTICS, INC. | 2,100 | $64K |
| PFEPFIZER INC | 2,028 | $57K |
| JAZZJazz Pharmaceuticals plc | 300 | $57K |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 205 | $55K |
| GILDGILEAD SCIENCES, INC. | 377 | $53K |
| VRTXVERTEX PHARMACEUTICALS INC / MA | 110 | $49K |
| BIIBBIOGEN INC. | 198 | $36K |
| RPRXRoyalty Pharma plc | 534 | $26K |
| REGNREGENERON PHARMACEUTICALS, INC. | 32 | $25K |
| ZTSZoetis Inc. | 180 | $21K |
| ADPTAdaptive Biotechnologies Corp | 830 | $12K |
| VKTXViking Therapeutics, Inc. | 150 | $5K |
| IBRXImmunityBio, Inc. | 500 | $4K |
| MRNAModerna, Inc. | 57 | $3K |
| NVSNovartis AG | 14 | $2K |
| NVONovo Nordisk A/S | 51 | $2K |
| GMEDGlobus Medical Inc. | 20 | $2K |
| TEVATeva Pharmaceutical Industries Limited | 54 | $2K |
| GYREGYRE THERAPEUTICS, INC. | 50 | $349 |
| ACBAURORA CANNABIS INC | 23 | $75 |
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.