Ivc Wealth Advisors LLC Purchases in Q2 2025

Ivc Wealth Advisors LLC

  • $203 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
16
+ 0.55%
$113.75 - $148.48 $1.82K - $2.38K
2.91K $425K
VNQ
Vanguard Specialized Funds Van

ETFs
477
+ 10.14%
$79.79 - $91.42 $38.1K - $43.6K
5.18K $461K
BX
Blackstone Inc.

Financial Services
50
+ 1.79%
$120.07 - $151.11 $6K - $7.56K
2.85K $425K
PSA
Public Storage

Real Estate
141
+ 8.24%
$266.31 - $309.77 $37.5K - $43.7K
1.85K $543K
RSP
Invesco S&P 500 Equal Weight E

ETFs
74
+ 5.17%
$152.93 - $181.74 $11.3K - $13.4K
1.51K $273K
BSX
Boston Scientific Corp

Healthcare
102
+ 4.86%
$89.7 - $107.41 $9.15K - $11K
2.2K $236K
GROY
Gold Royalty Corp.

Basic Materials
10.1K
New
$1.29 - $2.36 $13K - $23.9K
10.1K $22K
INTC
Intel Corp

Technology
1.23K
+ 6.13%
$18.13 - $22.69 $22.3K - $28K
21.3K $477K
CCI
Crown Castle International Corp

Real Estate
298
+ 3.43%
$94.83 - $107.06 $28.3K - $31.9K
8.99K $923K
ACN
Accenture PLC

Technology
88
+ 12.72%
$279.23 - $323.21 $24.6K - $28.4K
780 $233K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
859
+ 4.57%
$18.94 - $21.67 $16.3K - $18.6K
19.7K $416K
VCIT
Vanguard Intermediate Term Cor

ETFs
69
+ 1.17%
$79.56 - $82.92 $5.49K - $5.72K
5.95K $493K
MBB
Ishares Tr

ETFs
97
+ 2.63%
$91.41 - $94.22 $8.87K - $9.14K
3.78K $354K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.07%
$204.89 - $224.73 $205 - $225
1.46K $319K
MDT
Medtronic PLC

Healthcare
217
+ 3.87%
$80.68 - $88.86 $17.5K - $19.3K
5.82K $507K
WM
Waste Management Inc

Industrials
75
+ 1.63%
$216.47 - $242.1 $16.2K - $18.2K
4.69K $1.07M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 1.15%
$335.24 - $380.78 $3.69K - $4.19K
964 $353K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12
+ 0.46%
$77.94 - $79.5 $935 - $954
2.62K $208K
Everus Constr Group
4.67K
New
N/A
4.67K $0
Fidelity Wise Origin Bitcoin
55
+ 1.1%
N/A
5.06K $0
FISV
Fiserv Inc

Technology
3
+ 0.17%
N/A
1.72K $215K
Pacer Fds Tr
1.6K
+ 22.86%
N/A
8.6K $0
KO
Coca Cola CO

Consumer Defensive
116
+ 0.99%
$68.37 - $73.9 $7.93K - $8.57K
11.8K $834K
PSX
Phillips 66

Energy
5
+ 0.29%
$92.87 - $125.73 $464 - $629
1.74K $206K
VHT
Vanguard Health Care ETF

ETFs
95
+ 3.9%
$236.71 - $261.92 $22.5K - $24.9K
2.53K $628K
CVX
Chevron Corp

Energy
264
+ 10.84%
$133.73 - $168.51 $35.3K - $44.5K
2.7K $386K
SON
Sonoco Products CO

Consumer Cyclical
59
+ 0.9%
$40.6 - $47.93 $2.4K - $2.83K
6.6K $287K
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.08%
$79.69 - $99.41 $239 - $298
3.74K $342K
MSI
Motorola Solutions, Inc.

Technology
31
+ 1.34%
$394.72 - $440.39 $12.2K - $13.7K
2.34K $984K
BMY
Bristol Myers Squibb CO

Healthcare
738
+ 15.48%
$44.12 - $59.6 $32.6K - $44K
5.51K $254K
LLY
Eli Lilly & CO

Healthcare
29
+ 2.02%
$713.71 - $898.95 $20.7K - $26.1K
1.46K $1.14M
ALL
Allstate Corp

Financial Services
35
+ 0.38%
$180.53 - $212.64 $6.32K - $7.44K
9.29K $1.87M
MCD
Mcdonalds Corp

Consumer Cyclical
55
+ 1.25%
$285.55 - $321.23 $15.7K - $17.7K
4.44K $1.3M
PEP
Pepsico Inc

Consumer Defensive
105
+ 2.09%
$128.02 - $151.37 $13.4K - $15.9K
5.12K $676K
JNJ
Johnson & Johnson

Healthcare
48
+ 0.44%
$146.36 - $159.82 $7.03K - $7.67K
10.9K $1.66M
AAPL
Apple Inc.

Technology
154
+ 0.26%
$172.42 - $223.89 $26.6K - $34.5K
59.8K $12.3M
Activity Summary
Buys All Purchases 87 New Holdings 16 Increased Positions 71 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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