Ivc Wealth Advisors LLC Purchases and Sells in Q3 2025

Ivc Wealth Advisors LLC

$221 Million
Q3 2025

Top Buys

Incresed Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PVAL	37.2K + 13.77%	$39.93 - $42.72 $1.49M - $1.59M	308K $13.1M
VUG	152 + 0.33%	$433.97 - $484.08 $66K - $73.6K	46.8K $22.4M
JMBS	34.3K + 37.69%	$44.34 - $45.94 $1.52M - $1.58M	125K $5.73M
JEPQ	10.7K + 9.06%	$53.81 - $57.52 $577K - $616K	129K $7.42M
NVDA	871 + 3.58%	$153.3 - $186.58 $134K - $163K	25.2K $4.7M
USIG	11.9K + 8.7%	$50.73 - $52.47 $603K - $624K	148K $7.75M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	695 New	$567.77 - $614.76 $395K - $427K	695 $425K
VGSH	5.21K New	$58.43 - $58.88 $304K - $307K	5.21K $306K
SCHP	11.1K New	$26.44 - $27.1 $292K - $300K	11.1K $297K
VWO	5.42K New	$49.43 - $54.52 $268K - $295K	5.42K $293K
PNC	1.44K New	$185.88 - $207.44 $267K - $298K	1.44K $288K
MUB	2.56K New	$103.24 - $106.68 $265K - $274K	2.56K $273K

Top Sells

Reduced Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-17.8K - 48.86%	$55.15 - $58.11 $981K - $1.03M	18.6K $1.07M
SCHV	-36.2K - 25.19%	$27.61 - $29.15 $999K - $1.05M	107K $3.13M
PAYX	-1.21K - 12.13%	$126.69 - $147.99 $154K - $180K	8.79K $1.11M
VMBS	-7.37K - 28.39%	$45.72 - $47.27 $337K - $348K	18.6K $872K
UNH	-809 - 55.72%	$237.77 - $353.61 $192K - $286K	643 $222K
ADBE	-308 - 8.97%	$333.65 - $392.1 $103K - $121K	3.13K $1.1M

Activity Summary All Purchases 100 New Holdings 17 Increased Positions 83 All Sells 68 Reductions 68 Sold out 0 Calls 0 Puts 0

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