Ivc Wealth Advisors LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $178 Million distributed in 165 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $17.8M, Apple Inc. with a value of $14.3M, J P Morgan Exchange Traded Fd with a value of $8.96M, Schwab Strategic Tr Us Large C with a value of $7.29M, and Pacer Fds Tr Us Cash Cows 100 with a value of $6.6M.

Examining the 13F form we can see an increase of $5.18M in the current position value, from $173M to 178M.

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

Portfolio value $178 Million
ETFs: $79.7 Million
Technology: $29.9 Million
Financial Services: $14.7 Million
Healthcare: $11.7 Million
Industrials: $11.6 Million
Consumer Cyclical: $7.15 Million
Energy: $6.38 Million
Communication Services: $4.89 Million
Other: $12 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $178 Million
  • Prior Value $173 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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