Ivc Wealth Advisors LLC Purchases in Q1 2025

Ivc Wealth Advisors LLC

  • $184 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
183K
New
$36.8 - $39.59 $6.72M - $7.23M
183K $6.87M
HEFA
Ishares Currency Hedged Msci E

ETFs
85.9K
New
$34.83 - $37.52 $2.99M - $3.22M
85.9K $3.14M
VBR
Vanguard Small Cap Value ETF

ETFs
9.7K
New
$183.02 - $207.75 $1.78M - $2.02M
9.7K $1.8M
VOT
Vanguard Mid Cap Growth Index

ETFs
5.34K
+ 35.11%
$237.72 - $276.98 $1.27M - $1.48M
20.6K $5.02M
JEPI
J P Morgan Exchange Traded Fd

ETFs
22K
+ 13.06%
$56.17 - $59.71 $1.24M - $1.31M
190K $10.8M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
19.6K
+ 22.44%
$49.67 - $51.43 $974K - $1.01M
107K $5.46M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
24.7K
+ 32.4%
$51.45 - $58.51 $1.27M - $1.44M
101K $5.22M
JMBS
Janus Detroit Str Tr Henderson

ETFs
19.9K
+ 218.88%
$43.53 - $45.42 $868K - $906K
29K $1.31M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.6K
+ 14.75%
$50.48 - $51.04 $785K - $794K
121K $6.13M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.92K
+ 24.68%
$156.61 - $168.02 $770K - $826K
24.8K $3.95M
XOM
Exxon Mobil Corp

Energy
2.12K
+ 33.73%
$105.44 - $118.93 $223K - $252K
8.4K $998K
JNJ
Johnson & Johnson

Healthcare
495
+ 4.8%
$142.06 - $167.7 $70.3K - $83K
10.8K $1.79M
MSFT
Microsoft Corp

Technology
1.13K
+ 41.44%
$375.39 - $447.2 $425K - $507K
3.87K $1.45M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.43K
New
$169.43 - $182.84 $242K - $262K
1.43K $245K
VHT
Vanguard Health Care ETF

ETFs
875
+ 56.02%
$254.06 - $273.83 $222K - $240K
2.44K $640K
TENB
Tenable Holdings, Inc.

Technology
6.76K
New
$34.94 - $44.5 $236K - $301K
6.76K $236K
VOX
Vanguard Communication Service

ETFs
1.5K
New
$147.73 - $169.24 $222K - $255K
1.5K $222K
FROG
J Frog LTD

Technology
6.88K
New
$30.59 - $42.03 $210K - $289K
6.88K $220K
DE
Deere & CO

Industrials
465
New
$408.57 - $509.27 $190K - $237K
465 $218K
GILD
Gilead Sciences, Inc.

Healthcare
1.95K
New
$89.14 - $117.41 $173K - $228K
1.95K $217K
ACN
Accenture PLC

Technology
692
New
$300.91 - $398.25 $208K - $276K
692 $215K
PAGP
Plains Gp Holdings LP

Energy
10K
New
$18.52 - $22.13 $185K - $221K
10K $215K
PSX
Phillips 66

Energy
1.73K
New
$113.93 - $131.55 $197K - $228K
1.73K $213K
BSX
Boston Scientific Corp

Healthcare
2.1K
New
$89.38 - $106.18 $187K - $223K
2.1K $211K
SCHP
Schwab Strategic Us Tips ETF

ETFs
7.44K
New
$25.69 - $26.89 $191K - $200K
7.44K $199K
NEM
Newmont Corp

Basic Materials
1.09K
+ 8.55%
$37.79 - $48.39 $41K - $52.5K
13.8K $665K
HPE
Hewlett Packard Enterprise CO

Technology
11.4K
New
$14.77 - $24.42 $168K - $278K
11.4K $175K
CCI
Crown Castle International Corp

Real Estate
488
+ 5.95%
$84.33 - $106.39 $41.2K - $51.9K
8.69K $905K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
3.42K
+ 32.49%
$47.03 - $47.8 $161K - $164K
14K $656K
KO
Coca Cola CO

Consumer Defensive
413
+ 3.67%
$60.81 - $72.32 $25.1K - $29.9K
11.7K $836K
AMGN
Amgen Inc

Healthcare
294
+ 34.96%
$258.59 - $327.36 $76K - $96.2K
1.14K $353K
VDE
Vanguard Energy ETF

ETFs
750
+ 16.27%
$119.14 - $132.76 $89.4K - $99.6K
5.36K $688K
VNQ
Vanguard Specialized Funds Van

ETFs
1.32K
+ 39.11%
$85.55 - $94.34 $113K - $125K
4.7K $421K
MCD
Mcdonalds Corp

Consumer Cyclical
58
+ 1.34%
$279.74 - $321.29 $16.2K - $18.6K
4.39K $1.37M
INTC
Intel Corp

Technology
2.72K
+ 15.66%
$19.1 - $27.39 $52K - $74.5K
20.1K $456K
MDT
Medtronic PLC

Healthcare
535
+ 10.55%
$79.84 - $94.5 $42.7K - $50.6K
5.6K $503K
LLY
Eli Lilly & CO

Healthcare
16
+ 1.13%
$725.72 - $929.72 $11.6K - $14.9K
1.43K $1.18M
AZO
Autozone Inc

Consumer Cyclical
5
+ 5.26%
$3193.96 - $3828.11 $16K - $19.1K
100 $381K
SYK
Stryker Corp

Healthcare
153
+ 12.19%
$355.18 - $399.9 $54.3K - $61.2K
1.41K $524K
CVX
Chevron Corp

Energy
119
+ 5.14%
$146.71 - $167.97 $17.5K - $20K
2.44K $407K
VTWG
Vanguard Russell 2000 Growth E

ETFs
2.05K
+ 14.1%
$185.73 - $221.19 $380K - $453K
16.6K $3.12M
VZ
Verizon Communications Inc

Communication Services
332
+ 3.61%
$37.81 - $46.49 $12.6K - $15.4K
9.54K $432K
NFLX
Netflix Inc

Communication Services
19
+ 1.91%
$828.4 - $1058.6 $15.7K - $20.1K
1.01K $945K
AKAM
Akamai Technologies Inc

Technology
625
+ 17.29%
N/A
4.24K $385K
IEMG
Ishares Inc

ETFs
1.04K
+ 18.15%
N/A
6.76K $362K
SO
Southern CO

Utilities
4
+ 0.07%
$80.96 - $92.96 $324 - $372
5.72K $525K
VCR
Vanguard Consumer Discretionar

ETFs
250
+ 40.98%
$318.51 - $391.75 $79.6K - $97.9K
860 $280K
PSA
Public Storage

Real Estate
153
+ 9.81%
$288.99 - $313.98 $44.2K - $48K
1.71K $512K
MPC
Marathon Petroleum Corp

Energy
117
+ 4.65%
$134.72 - $159.03 $15.8K - $18.6K
2.64K $383K
Activity Summary
Buys All Purchases 79 New Holdings 16 Increased Positions 63 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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