Ivc Wealth Advisors LLC Purchases in Q3 2025

Ivc Wealth Advisors LLC

  • $221 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
37.2K
+ 13.77%
$39.93 - $42.72 $1.49M - $1.59M
308K $13.1M
VUG
Vanguard Growth ETF

ETFs
152
+ 0.33%
$433.97 - $484.08 $66K - $73.6K
46.8K $22.4M
JMBS
Janus Detroit Str Tr Henderson

ETFs
34.3K
+ 37.69%
$44.34 - $45.94 $1.52M - $1.58M
125K $5.73M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.7K
+ 9.06%
$53.81 - $57.52 $577K - $616K
129K $7.42M
NVDA
Nvidia Corp

Technology
871
+ 3.58%
$153.3 - $186.58 $134K - $163K
25.2K $4.7M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
11.9K
+ 8.7%
$50.73 - $52.47 $603K - $624K
148K $7.75M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
12.7K
+ 9.23%
$50.53 - $50.82 $639K - $643K
150K $7.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.7K
+ 3.57%
$55.61 - $57.37 $372K - $384K
194K $11.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
695
New
$567.77 - $614.76 $395K - $427K
695 $425K
NEM
Newmont Corp

Basic Materials
266
+ 1.91%
$57.35 - $85.25 $15.3K - $22.7K
14.2K $1.2M
TSLA
Tesla, Inc.

Consumer Cyclical
59
+ 2.25%
$293.94 - $444.72 $17.3K - $26.2K
2.68K $1.19M
VGSH
Vanguard

ETFs
5.21K
New
$58.43 - $58.88 $304K - $307K
5.21K $306K
SCHP
Schwab Strategic Us Tips ETF

ETFs
11.1K
New
$26.44 - $27.1 $292K - $300K
11.1K $297K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.42K
New
$49.43 - $54.52 $268K - $295K
5.42K $293K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.44K
New
$185.88 - $207.44 $267K - $298K
1.44K $288K
MUB
Ishares National Muni Bond ETF

ETFs
2.56K
New
$103.24 - $106.68 $265K - $274K
2.56K $273K
CEG
Constellation Energy Corp

Utilities
815
New
$298.82 - $354.89 $244K - $289K
815 $268K
AEP
American Electric Power CO Inc

Utilities
2.29K
New
$103.26 - $115.0 $237K - $264K
2.29K $257K
ENB
Enbridge Inc

Energy
4.6K
New
$43.79 - $50.46 $201K - $232K
4.6K $231K
AVGO
Broadcom Inc.

Technology
94
+ 2.56%
$264.74 - $369.57 $24.9K - $34.7K
3.77K $1.24M
RGLD
Royal Gold Inc

Basic Materials
1.15K
New
$151.42 - $200.58 $174K - $230K
1.15K $230K
VBR
Vanguard Small Cap Value ETF

ETFs
368
+ 3.31%
$195.41 - $212.37 $71.9K - $78.2K
11.5K $2.4M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.4K
+ 1.36%
$37.2 - $39.61 $52K - $55.4K
104K $4.12M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.57K
+ 43.1%
$81.75 - $84.54 $210K - $217K
8.52K $716K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.78K
New
$37.14 - $37.85 $215K - $219K
5.78K $218K
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.94K
New
$86.72 - $111.84 $168K - $217K
1.94K $216K
COST
Costco Wholesale Corp

Consumer Defensive
227
New
$915.95 - $994.57 $208K - $226K
227 $210K
TRV
Travelers Companies, Inc.

Financial Services
753
New
$250.62 - $279.43 $189K - $210K
753 $210K
DUK
Duke Energy Corp

Utilities
1.7K
New
$116.31 - $125.93 $197K - $213K
1.7K $209K
GOOGL
Alphabet Inc.

Communication Services
360
+ 21.43%
$174.36 - $254.72 $62.8K - $91.7K
2.04K $495K
PLTR
Palantir Technologies Inc.

Technology
156
+ 4.24%
$130.68 - $186.97 $20.4K - $29.2K
3.83K $698K
BNDX
Vanguard Total International B

ETFs
3.8K
+ 40.5%
$49.0 - $49.51 $186K - $188K
13.2K $652K
MSFT
Microsoft Corp

Technology
185
+ 4.62%
$491.09 - $535.64 $90.9K - $99.1K
4.19K $2.17M
MBB
Ishares Tr

ETFs
1.74K
+ 46.01%
$92.46 - $95.73 $161K - $166K
5.52K $525K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.69K
+ 50.53%
$58.97 - $60.36 $159K - $163K
8.03K $481K
HPE
Hewlett Packard Enterprise CO

Technology
2.21K
+ 8.85%
$19.81 - $25.24 $43.8K - $55.8K
27.2K $667K
GOOG
Alphabet Inc.

Communication Services
188
+ 11.88%
$175.16 - $255.24 $32.9K - $48K
1.77K $431K
TFC
Truist Financial Corp

Financial Services
74
+ 0.15%
$42.83 - $47.07 $3.17K - $3.48K
49.7K $2.27M
JPM
Jpmorgan Chase & CO

Financial Services
115
+ 3.46%
$282.78 - $316.06 $32.5K - $36.3K
3.44K $1.09M
MSI
Motorola Solutions, Inc.

Technology
73
+ 3.12%
$408.73 - $490.3 $29.8K - $35.8K
2.42K $1.1M
RIO
Rio Tinto PLC

Basic Materials
567
+ 5.52%
$57.66 - $66.01 $32.7K - $37.4K
10.8K $715K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.39K
+ 53.02%
$78.96 - $80.04 $110K - $111K
4.01K $320K
RBLX
Roblox Corp

Communication Services
16
+ 0.49%
$100.65 - $141.56 $1.61K - $2.26K
3.31K $457K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.71K
+ 2.87%
$52.39 - $53.11 $89.5K - $90.8K
61.3K $3.25M
ORCL
Oracle Corp

Technology
56
+ 4.21%
$218.96 - $328.33 $12.3K - $18.4K
1.39K $389K
CRSP
Crispr Therapeutics Ag

Healthcare
378
+ 8.19%
$48.51 - $68.14 $18.3K - $25.8K
4.99K $323K
ABBV
Abb Vie Inc.

Healthcare
100
+ 6.95%
$184.85 - $231.54 $18.5K - $23.2K
1.54K $356K
AMZN
Amazon Com Inc

Consumer Cyclical
400
+ 10.5%
$211.65 - $238.24 $84.7K - $95.3K
4.21K $924K
BX
Blackstone Inc.

Financial Services
146
+ 5.13%
$152.77 - $188.68 $22.3K - $27.5K
2.99K $511K
Activity Summary
Buys All Purchases 100 New Holdings 17 Increased Positions 83 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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