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
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.44K
+ 22.73%
$42.28 - $45.71 $60.9K - $65.8K
7.78K $353K
GLD
Spdr Gold Trust

ETFs
18
+ 1.26%
$300.96 - $355.47 $5.42K - $6.4K
1.44K $512K
CVX
Chevron Corp

Energy
272
+ 10.07%
$145.57 - $161.83 $39.6K - $44K
2.97K $461K
AZO
Autozone Inc

Consumer Cyclical
4
+ 4.04%
$3649.42 - $4354.54 $14.6K - $17.4K
103 $441K
MPC
Marathon Petroleum Corp

Energy
16
+ 0.62%
$158.59 - $198.69 $2.54K - $3.18K
2.58K $497K
RTX
Raytheon Technologies Corp

Industrials
24
+ 0.82%
$144.19 - $167.33 $3.46K - $4.02K
2.94K $491K
META
Meta Platforms, Inc.

Communication Services
109
+ 2.5%
$695.21 - $791.73 $75.8K - $86.3K
4.46K $3.28M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.35K
+ 11.94%
$20.76 - $21.78 $48.8K - $51.2K
22K $474K
VHT
Vanguard Health Care ETF

ETFs
100
+ 3.95%
$239.12 - $259.95 $23.9K - $26K
2.63K $683K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.09%
$617.65 - $666.84 $618 - $667
1.13K $755K
GS
Goldman Sachs Group Inc

Financial Services
8
+ 1.48%
$696.56 - $806.32 $5.57K - $6.45K
548 $436K
MDT
Medtronic PLC

Healthcare
8
+ 0.14%
$87.67 - $95.74 $701 - $766
5.83K $555K
MS
Morgan Stanley

Financial Services
6
+ 0.23%
$139.09 - $161.16 $835 - $967
2.57K $408K
IYW
Ishares Dj Us Tech ETF

ETFs
75
+ 5.58%
$171.38 - $197.01 $12.9K - $14.8K
1.42K $278K
C
Citigroup Inc

Financial Services
18
+ 0.71%
$85.57 - $103.49 $1.54K - $1.86K
2.54K $257K
AME
Ametek Inc

Industrials
1
+ 0.02%
$176.44 - $192.03 $176 - $192
5.78K $1.09M
HESM
Hess Midstream LP

Energy
1.87K
+ 28.51%
$34.55 - $43.53 $64.7K - $81.6K
8.45K $291K
CSCO
Cisco Systems, Inc.

Technology
584
+ 3.52%
$66.2 - $71.79 $38.7K - $41.9K
17.2K $1.18M
SO
Southern CO

Utilities
72
+ 1.31%
$90.83 - $96.0 $6.54K - $6.91K
5.58K $528K
WMT
Walmart Inc.

Consumer Defensive
112
+ 5.31%
$94.4 - $104.27 $10.6K - $11.7K
2.22K $228K
AMGN
Amgen Inc

Healthcare
43
+ 2.98%
$271.18 - $309.22 $11.7K - $13.3K
1.49K $419K
BA
Boeing CO

Industrials
18
+ 1.55%
$209.79 - $237.38 $3.78K - $4.27K
1.18K $254K
BSX
Boston Scientific Corp

Healthcare
290
+ 13.19%
$97.03 - $108.14 $28.1K - $31.4K
2.49K $243K
SNOW
Snowflake Inc.

Technology
18
+ 1.01%
$191.73 - $241.0 $3.45K - $4.34K
1.8K $405K
SON
Sonoco Products CO

Consumer Cyclical
241
+ 3.65%
$42.77 - $48.68 $10.3K - $11.7K
6.84K $294K
FISV
Fiserv Inc

Technology
12
+ 0.7%
N/A
1.73K $217K
Linde PLC
438
New
N/A
438 $0
AMCR
Amcor PLC

Consumer Cyclical
1.94K
+ 12.44%
$7.97 - $9.94 $15.5K - $19.3K
17.5K $143K
Knife River Corp
1.13K
+ 39.95%
N/A
3.94K $0
Ralliant Corp
20K
New
N/A
20K $0
PAGP
Plains Gp Holdings LP

Energy
873
+ 6.11%
$18.12 - $20.08 $15.8K - $17.5K
15.2K $276K
T
At&T Inc.

Communication Services
17
+ 0.21%
$26.94 - $29.62 $458 - $504
8.02K $226K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.07%
$212.64 - $225.25 $213 - $225
1.46K $312K
PG
Procter & Gamble CO

Consumer Defensive
17
+ 0.87%
$150.47 - $161.22 $2.56K - $2.74K
1.96K $301K
TENB
Tenable Holdings, Inc.

Technology
711
+ 10.72%
$28.58 - $35.46 $20.3K - $25.2K
7.34K $214K
CRWD
Crowd Strike Holdings, Inc.

Technology
37
+ 2.52%
$412.46 - $514.1 $15.3K - $19K
1.5K $737K
WM
Waste Management Inc

Industrials
107
+ 2.28%
$213.88 - $237.1 $22.9K - $25.4K
4.8K $1.06M
ACN
Accenture PLC

Technology
103
+ 13.21%
$232.56 - $304.78 $24K - $31.4K
883 $217K
CCI
Crown Castle International Corp

Real Estate
317
+ 3.53%
$92.96 - $113.91 $29.5K - $36.1K
9.31K $897K
V
Visa Inc.

Financial Services
127
+ 2.42%
$332.09 - $358.86 $42.2K - $45.6K
5.37K $1.83M
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.02%
$121.72 - $136.77 $122 - $137
6.39K $794K
MCHP
Microchip Technology Inc

Technology
94
+ 1.67%
$60.95 - $75.26 $5.73K - $7.07K
5.73K $367K
SYK
Stryker Corp

Healthcare
2
+ 0.14%
$368.57 - $403.53 $737 - $807
1.41K $520K
KO
Coca Cola CO

Consumer Defensive
174
+ 1.48%
$65.67 - $71.67 $11.4K - $12.5K
12K $793K
PRU
Prudential Financial Inc

Financial Services
17
+ 0.14%
$100.68 - $109.89 $1.71K - $1.87K
12.1K $1.26M
CRM
Salesforce, Inc.

Technology
100
+ 4.88%
$231.66 - $273.65 $23.2K - $27.4K
2.15K $509K
IBM
International Business Machines Corp

Technology
31
+ 0.51%
$234.77 - $292.47 $7.28K - $9.07K
6.13K $1.73M
NFLX
Netflix Inc

Communication Services
45
+ 4.8%
$1147.87 - $1297.18 $51.7K - $58.4K
982 $1.18M
RSG
Republic Services, Inc.

Industrials
9
+ 0.14%
$225.33 - $246.01 $2.03K - $2.21K
6.22K $1.43M
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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