Ivc Wealth Advisors LLC Purchases and Sells in Q1 2025

Ivc Wealth Advisors LLC

$184 Million
Q1 2025

Top Buys

Incresed Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOT	5.34K + 35.11%	$237.72 - $276.98 $1.27M - $1.48M	20.6K $5.02M
JEPI	22K + 13.06%	$56.17 - $59.71 $1.24M - $1.31M	190K $10.8M
USIG	19.6K + 22.44%	$49.67 - $51.43 $974K - $1.01M	107K $5.46M
JEPQ	24.7K + 32.4%	$51.45 - $58.51 $1.27M - $1.44M	101K $5.22M
JMBS	19.9K + 218.88%	$43.53 - $45.42 $868K - $906K	29K $1.31M
JAAA	15.6K + 14.75%	$50.48 - $51.04 $785K - $794K	121K $6.13M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PVAL	183K New	$36.8 - $39.59 $6.72M - $7.23M	183K $6.87M
HEFA	85.9K New	$34.83 - $37.52 $2.99M - $3.22M	85.9K $3.14M
VBR	9.7K New	$183.02 - $207.75 $1.78M - $2.02M	9.7K $1.8M
RSP	1.43K New	$169.43 - $182.84 $242K - $262K	1.43K $245K
TENB	6.76K New	$34.94 - $44.5 $236K - $301K	6.76K $236K
VOX	1.5K New	$147.73 - $169.24 $222K - $255K	1.5K $222K

Top Sells

Reduced Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-92.5K - 69.46%	$53.6 - $58.97 $4.96M - $5.45M	40.7K $2.21M
VUG	-1.73K - 3.45%	$369.1 - $427.61 $638K - $739K	48.4K $17.9M
ICOW	-80.4K - 85.41%	$29.06 - $32.62 $2.34M - $2.62M	13.7K $436K
AAPL	-2.03K - 3.29%	$209.68 - $247.1 $425K - $501K	59.7K $13.3M
CALF	-27.5K - 69.13%	$36.64 - $45.76 $1.01M - $1.26M	12.3K $459K
NVDA	-462 - 1.97%	$106.98 - $149.43 $49.4K - $69K	23K $2.49M

Activity Summary All Purchases 79 New Holdings 16 Increased Positions 63 All Sells 70 Reductions 70 Sold out 0 Calls 0 Puts 0

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