Healthcare Index 2,847.32 +1.2%
PFE $28.45 +2.1%
JNJ $158.92 +0.8%
ABBV $167.23 +1.5%
UNH $524.67 +0.9%
MRNA $87.34 -1.3%
TMO $542.18 +1.7%
Healthcare Index 2,847.32 +1.2%
PFE $28.45 +2.1%
Healthcare Investments Division

Invest in the future of healthcare innovation

Access pharmaceutical giants, biotech pioneers, medical device leaders, and healthcare services with expert sector analysis and clinical trial insights.

Start Investing Meet Specialist

Healthcare Portfolio

ACTIVE

Pharmaceuticals

35% allocation

$287M

+18.2%

Biotechnology

30% allocation

$246M

+24.7%

Medical Devices

20% allocation

$164M

+15.3%

Healthcare Services

15% allocation

$123M

+12.8%

Total Healthcare AUM $820M
↗ +19.4% annual return
$820M+
Healthcare AUM
19.4%
Avg. Annual Return
85+
Portfolio Holdings
12
Clinical Trial Trackers

Healthcare Investment Sectors

Pharmaceuticals

Large-cap drug manufacturers with proven track records and strong pipelines.

Allocation 35%
Top Holdings 12
Performance +18.2%

Pfizer, J&J, AbbVie, Merck

Biotechnology

Innovative biotech firms developing cutting-edge therapies and treatments.

Allocation 30%
Top Holdings 18
Performance +24.7%

Moderna, Regeneron, Vertex, Gilead

Medical Devices

Leading manufacturers of diagnostic, therapeutic, and surgical equipment.

Allocation 20%
Top Holdings 10
Performance +15.3%

Medtronic, Abbott, Boston Scientific

Healthcare Services

Insurance providers, hospital systems, and telehealth platforms.

Allocation 15%
Top Holdings 8
Performance +12.8%

UnitedHealth, CVS, HCA Healthcare

Top Healthcare Holdings

UnitedHealth Group

UNH • Services

8.2%

+12.3%

Johnson & Johnson

JNJ • Pharma

7.5%

+8.7%

AbbVie Inc.

ABBV • Pharma

6.8%

+15.2%

Pfizer Inc.

PFE • Pharma

6.3%

+10.8%

Thermo Fisher

TMO • Life Sciences

5.9%

+17.4%

Moderna Inc.

MRNA • Biotech

5.4%

+28.9%

Abbott Labs

ABT • Devices

4.9%

+14.6%

Merck & Co.

MRK • Pharma

4.7%

+11.2%

Regeneron Pharma

REGN • Biotech

4.2%

+22.5%

Vertex Pharma

VRTX • Biotech

3.8%

+31.7%

Top 10 holdings represent 57.7% of healthcare portfolio

Remaining 42.3% diversified across 75+ other healthcare positions

Clinical Trial Pipeline Tracker

Monitoring 47+ clinical trials across portfolio companies • Real-time FDA calendar tracking

P3

Oncology Drug - Phase 3

Moderna • mRNA-4157 (Melanoma)

High Priority

FDA Decision: Q2 2025

Enrollment: 2,847/3,000 • Success Probability: 72% • Market Size: $18B
P3

Alzheimer's Treatment - Phase 3

AbbVie • ABBV-8E12 (Tau Protein)

Monitor

FDA Decision: Q3 2025

Enrollment: 1,523/2,200 • Success Probability: 65% • Market Size: $24B
P2

Gene Therapy - Phase 2

Vertex • VX-880 (Type 1 Diabetes)

Promising

Data Readout: Q1 2025

Enrollment: 87/150 • Success Probability: 58% • Market Size: $12B
P2

Cardiovascular Drug - Phase 2

Regeneron • REGN-5458 (Heart Failure)

Early Stage

Data Readout: Q4 2025

Enrollment: 234/450 • Success Probability: 52% • Market Size: $16B
47 active trials tracked • 12 FDA decisions pending in 2025
View Full Pipeline

Healthcare Division Performance

3-year returns vs. Healthcare Index benchmark

+73.2%

Our Healthcare Portfolio (3Y)

+54.8%

Healthcare Index (3Y)

+18.4%

Outperformance

Healthcare Investment Advantages

Expert Medical Analysis

PhD-level scientists and former FDA reviewers evaluate clinical data and regulatory pathways.

FDA Calendar Tracking

Real-time monitoring of approval dates, advisory committee meetings, and PDUFA deadlines.

Clinical Trial Intelligence

Proprietary models assess trial success probability and commercial potential.

Global Healthcare Access

Diversified exposure across US, European, and emerging market healthcare companies.

Risk Mitigation

Portfolio construction limits exposure to binary clinical trial outcomes and patent cliffs.

Demographic Tailwinds

Aging populations and rising healthcare spending provide long-term secular growth.

Current Investment Themes

Immunotherapy & Oncology

Next-generation cancer treatments including CAR-T, checkpoint inhibitors, and personalized medicine approaches.

CAR-T Therapy Precision Oncology Biomarkers

Gene & Cell Therapy

Curative treatments for genetic diseases using CRISPR, gene editing, and stem cell technologies.

CRISPR Gene Editing Stem Cells

AI-Driven Drug Discovery

Machine learning accelerates compound identification, reducing development timelines and costs.

AI Platforms Computational Bio Target ID

Digital Health & Telemedicine

Remote patient monitoring, virtual care platforms, and wearable medical devices transforming healthcare delivery.

Telehealth Wearables Remote Monitoring

Healthcare Investment Risks

Healthcare investments carry unique risks beyond general market volatility. Important considerations:

  • Regulatory Risk: FDA rejections, delayed approvals, or safety concerns can significantly impact stock prices.
  • Clinical Trial Risk: Failed trials or negative data readouts can cause dramatic valuation declines, especially for biotech firms.
  • Patent Cliff Risk: Drug patent expirations expose companies to generic competition and revenue erosion.
  • Pricing Pressure: Government policies and public scrutiny on drug pricing can limit revenue growth.
  • Sector Volatility: Healthcare stocks can experience elevated volatility based on political and policy developments.

Past performance does not guarantee future results. Consult your financial advisor to assess if healthcare investing aligns with your risk tolerance.

Invest in healthcare innovation

Gain exposure to pharmaceutical breakthroughs, biotech discoveries, and medical device innovations. Minimum investment $10,000.

Open Account Schedule Consultation

SIPC Protected • SEC Registered • Expert Medical Analysis Team