Ivc Wealth Advisors LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $173 Million distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $17.2M, Apple Inc. with a value of $11.9M, J P Morgan Exchange Traded Fd with a value of $8.72M, Schwab Strategic Tr Us Large C with a value of $7.93M, and Pacer Fds Tr Us Cash Cows 100 with a value of $6.8M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $160M to 173M.

Below you can find more details about Ivc Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $173 Million
ETFs: $76.4 Million
Technology: $25.9 Million
Financial Services: $14.8 Million
Healthcare: $12.4 Million
Industrials: $12.1 Million
Consumer Cyclical: $8.28 Million
Energy: $6.63 Million
Communication Services: $4.42 Million
Other: $11.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 163
  • Current Value $173 Million
  • Prior Value $160 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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