Ivc Wealth Advisors LLC Purchases and Sells in Q2 2025

Ivc Wealth Advisors LLC

$203 Million
Q2 2025

Top Buys

Incresed Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PVAL	87.8K + 48.1%	$33.6 - $40.23 $2.95M - $3.53M	270K $10.9M
JMBS	62K + 213.52%	$43.89 - $45.45 $2.72M - $2.82M	91.1K $4.1M
USIG	29.6K + 27.62%	$49.73 - $51.44 $1.47M - $1.52M	137K $7.03M
VOT	2.33K + 11.35%	$216.28 - $284.39 $505K - $663K	22.9K $6.51M
NVDA	1.32K + 5.75%	$94.31 - $157.99 $125K - $209K	24.3K $3.84M
JEPQ	17.5K + 17.33%	$45.88 - $54.4 $801K - $950K	118K $6.43M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLTR	3.68K New	$74.01 - $144.25 $272K - $530K	3.68K $500K
RBLX	3.29K New	$51.22 - $105.59 $169K - $347K	3.29K $346K
DY	1.32K New	$138.96 - $245.71 $183K - $324K	1.32K $322K
ORCL	1.33K New	$122.82 - $218.63 $163K - $291K	1.33K $290K
GOOG	1.58K New	$146.58 - $180.01 $232K - $285K	1.58K $280K
HESM	6.57K New	$35.23 - $42.89 $232K - $282K	6.57K $253K

Top Sells

Reduced Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHV	-115K - 44.47%	$23.55 - $27.67 $2.71M - $3.18M	144K $3.97M
UNH	-114 - 7.28%	$274.35 - $599.47 $31.3K - $68.3K	1.45K $452K
LYB	-3.8K - 34.17%	$53.23 - $70.65 $202K - $269K	7.32K $423K
VTWV	-2.86K - 36.51%	$116.09 - $139.09 $332K - $398K	4.98K $692K
VMBS	-4.97K - 16.08%	$45.2 - $46.6 $225K - $232K	25.9K $1.2M
MRK	-193 - 0.99%	$73.47 - $87.12 $14.2K - $16.8K	19.2K $1.52M

Activity Summary All Purchases 87 New Holdings 16 Increased Positions 71 All Sells 78 Reductions 78 Sold out 0 Calls 0 Puts 0

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