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Intuitive Surgical Inc. (ISRG $468.36)
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Vertex Pharmaceuticals Incorporated (VRTX $441.70)
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AbbVie Inc. (ABBV $208.42)
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Johnson & Johnson (JNJ $238.67)
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Eli Lilly and Company (LLY $905.03)
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Merck & Company Inc. (MRK $117.90)
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iShares Biotechnology ETF (IBB $175.62)
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IDEXX Laboratories Inc. (IDXX $580.76)
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Halozyme Therapeutics Inc. (HALO $68.05)
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Incyte Corporation (INCY $97.10)
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Catalyst Pharmaceuticals Inc. (CPRX $25.85)
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Gilead Sciences CDR (CAD Hedged) (GILD $28.18)
Q: We have accumulated 11 healthcare stocks and 1 ETF, While LLY and ISRG are at half positions the rest are at initial 25% positions. Please advise [help!] us get to a more concentrated portfolio with a 3+ year horizon for reasonable opportunities in healthcare