First page 1 Next page Last page

Pharmacy500 Stock ETF Q1 2025 Report

Welcome to interactive presentation, created with Publuu. Enjoy the reading!

APR 2025

PHARMACY500

PHARMACY500 STOCK ETF

QUARTERLY PERFORMANCE

SHAPSHOT

Alexa DiLuca

Marketing Manager

Michael McEwen

Pharmacy500 Market Analyst

michael.mcewen@rxinsider.com

Gregory Cianfarani, RPh

Founder & CEO

Report Lead

Michael McEwen

MEET THE

MARKET INTELLIGENCE TEAM

About RXinsider

Founded in 1999, RXinsider is a pharmacist-founded marketing/

communications (MARCOM) and market intelligence (INTEL) company

focused on pharmacy operations and the companies supporting

dispensing pharmacies. Through our publications, digital platforms,

market research, and training resources, RXinsider educates pharmacy

management and industry professionals on the products, services,

and trends that impact pharmacy operations across the supply chain.

RXinsider’s Market Intelligence (INTEL) Group performs market research

on the pharmacy operations supply chain and the Pharmacy500

companies. Through our weekly reports, digital awareness, and online

training, the INTEL Group educates Pharmacy500 professionals and

pharmacy management on the products and services impacting

pharmacy operations.

Jeff Rackliff

Pharmacy500 Market Analyst

jeff.rackliff@rxinsider.com

Emma Cidade

Pharmacy500 Market Analyst

emma.cidade@rxinsider.com

Lexi Cianfarani

Pharmacy500 Market Analyst

lexi.cianfarani@rxinsider.com

About the Pharmacy500 Stock ETF

Table of Contents

• Introduction .................................................... 2-3

• Executive Snapshot ..........................................4

• Pharmacy500 ETF Companies ......................5

• Portfolio Snapshot ............................................6

• Performance .................................................. 7-8

• Benchmarks & Comparisons ..........................9

• Stock Blend ......................................................10

• References .......................................................11

• Pharmacy500 Companies ......................12-15

What is RXinsider’s Pharmacy500 Stock ETF?

RXinsider’s Pharmacy500 Stock ETF is a stock portfolio

comprised of the largest publicly traded companies in the

Pharmacy500. This ETF (Exchange-Traded Fund) is for

educational and entertainment purposes only and is not

officially registered with the SEC.

What is the history and purpose of the ETF?

On 11/1/2024, RXinsider invested $10,000 in the stock of 11

of the largest companies with a U.S. market presence on the

Pharmacy500 list with the goal of tracking their collective

performance over time and sharing the results with the

pharmacy market.

We also wanted to have a little fun and compare the quarterly

and annual results to other investing benchmarks such as the

S&P500, NASDAQ, and DOW. We felt pharmacy professionals,

pharmacists, and pharmacy students would find this

information both interesting and educational.

What is the methodology for selecting the ETF companies?

More than 40 companies in the Pharmacy500 are publicly

traded companies (the public can purchase company stock).

RXinsider selected the Pharmacy500 companies with the

greatest market cap combined with a significant proportion

of their business focused on pharmacy.

Please note that stock holdings in the ETF are proportional

to the company’s market cap (its overall value). For example,

a greater percentage of the ETF is invested in McKesson vs.

Premier due to McKesson’s larger market cap. Companies

such as CVS Health are not included because they are not a

Pharmacy500 company.

$307.4B

Collective market cap of

all 11 Pharmacy500

ETF companies.

+4.62%

Pharmacy500 Stock ETF

performance against the

S&P500 for YTD 2025.

companies included in the ETF

for 2025.

ETF companies on the Forbes

Fortune500 list.

$84.18B

Market cap of the largest

Pharmacy500 ETF

company (McKesson).

+6.17%

Total Pharmacy500 ETF gain in

Q1 2025.

EXECUTIVE SNAPSHOT

PHARMACY500

STOCK ETF

Q1 | 2025

+23.77%

The largest individual company

stock gain in Q1 2025

(Cencora Inc).

Companies

Baxter International INC

BAX

270

$17.24B

Becton Dickinson & Co

BDX

211

$65.32B

Cardinal Health Inc

CAH

$33.02B

Cencora Inc

COR

$53.35B

Dexcom Inc

DXCM

N/A

$26.47B

Grifols

GRFS

N/A

$4.94B

ICU Medical Inc

ICUI

N/A

$3.44B

McKesson Corporation

MCK

$84.18B

Omnicell

OMCL

N/A

$1.62B

Premier Inc

PINC

N/A

$1.75B

West Pharmaceutical Services

WST

N/A

$16.07B

STOCK SYMBOL

FORTUNE500 RANK

MARKET CAP

Aggregate:

$307.4B

Pharmacy500 Stock Portfolio Snapshot

NOV 1, 2024 - MAR 31, 2025 (4:00 PM EST)

Last Quarter Performance

YTD Performance

JAN 1, 2025 - MAR 31, 2025 (4:00 PM EST)

+6.17%

Time-weighted rate of return (pre-tax)

This

measures

the

cumulative

investment

performance

for

the

quarter. It reflects any growth and

income generated by the investments,

net of fees.

+6.17%

Time-weighted rate of return (pre-tax)

This

measures

the

cumulative

investment

performance

for

the

quarter. It reflects any growth and

income generated by the investments,

net of fees.

All-Time Performance

NOV 1, 2024 - MAR 31, 2025 (4:00 PM EST)

+9.33%

Time-weighted rate of return (pre-tax)

This

measures

the

cumulative

investment

performance

for

the

quarter. It reflects any growth and

income generated by the investments,

net of fees.

Benchmarks & Comparisons

The following snapshot compares the Pharmacy500 Stock

ETF to other financial standards and ETF benchmarks.

S&P 500® Index

The S&P 500® Index is a registered service mark of The McGraw-Hill Companies, Inc., and has been licensed for

use by Fidelity Distributors Corporation and its affiliates. It is an unmanaged market capitalization-weighted index

of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity

performance.

Dow Jones U.S. Total Stock Market Index

The Dow Jones US Total Stock Market is an unmanaged float-adjusted market capitalization-weighted index of

substantially all equity securities of U.S. headquartered companies with readily available price data.

Dow Jones Industrial Average

The Dow Jones Industrial Average, published by Dow Jones & Company is an unmanaged average of 30 actively traded

stocks (primarily industrials) that assumes reinvestment of dividends.

Russell 1000 Index

Russell 1000 Index is a market capitalization-weighted index designed to measure the performance of the large-cap

segment of the US equity market.

Fidelity US Total Investable Market Index

The Fidelity U.S. Total Investable Market Index is a float-adjusted market capitalization-weighted index designed to

reflect the performance of the U.S. equity market, including large-, mid- and small-capitalization stocks.

Stock ETF

Stock Blend

We determined that the Pharmacy500 Stock ETF is a medium

blend of stocks. We assessed the 11 stocks and spread them

across two key indicators—market capitalization (Small,

Large, or Mid-sized) and valuation style (Growth, Value, or

Blend) to determine the overall style of those holdings. We

then compared this style to a widely followed benchmark, the

Dow Jones U.S. Total Market Index.

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16