Ivc Wealth Advisors LLC Incresed Positions in Q2 2025

Ivc Wealth Advisors LLC

  • $203 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
87.8K
+ 48.1%
$33.6 - $40.23 $2.95M - $3.53M
270K $10.9M
JMBS
Janus Detroit Str Tr Henderson

ETFs
62K
+ 213.52%
$43.89 - $45.45 $2.72M - $2.82M
91.1K $4.1M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
29.6K
+ 27.62%
$49.73 - $51.44 $1.47M - $1.52M
137K $7.03M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.33K
+ 11.35%
$216.28 - $284.39 $505K - $663K
22.9K $6.51M
NVDA
Nvidia Corp

Technology
1.32K
+ 5.75%
$94.31 - $157.99 $125K - $209K
24.3K $3.84M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17.5K
+ 17.33%
$45.88 - $54.4 $801K - $950K
118K $6.43M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.9K
+ 13.15%
$49.79 - $50.75 $793K - $808K
137K $6.95M
VOE
Vanguard Mid Cap Value Index F

ETFs
4K
+ 16.1%
$141.87 - $164.49 $567K - $658K
28.8K $4.74M
HEFA
Ishares Currency Hedged Msci E

ETFs
16.7K
+ 19.41%
$32.11 - $38.21 $536K - $637K
103K $3.89M
MSFT
Microsoft Corp

Technology
134
+ 3.47%
$354.56 - $497.45 $47.5K - $66.7K
4K $1.99M
AVGO
Broadcom Inc.

Technology
221
+ 6.4%
$146.29 - $275.65 $32.3K - $60.9K
3.67K $1.01M
VBR
Vanguard Small Cap Value ETF

ETFs
1.41K
+ 14.48%
$162.76 - $195.77 $229K - $275K
11.1K $2.17M
AN
Autonation, Inc.

Consumer Cyclical
78
+ 0.87%
$155.71 - $201.03 $12.1K - $15.7K
9.07K $1.8M
HPE
Hewlett Packard Enterprise CO

Technology
13.6K
+ 119.42%
$12.51 - $20.45 $170K - $278K
25K $510K
CRWD
Crowd Strike Holdings, Inc.

Technology
44
+ 3.09%
$321.63 - $509.31 $14.2K - $22.4K
1.47K $747K
AMZN
Amazon Com Inc

Consumer Cyclical
534
+ 16.3%
$167.32 - $223.3 $89.3K - $119K
3.81K $835K
VGT
Vanguard Information Technolog

ETFs
100
+ 11.6%
$470.37 - $663.28 $47K - $66.3K
962 $638K
JPM
Jpmorgan Chase & CO

Financial Services
53
+ 1.62%
$210.28 - $289.91 $11.1K - $15.4K
3.33K $964K
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 0.38%
$221.86 - $362.89 $2.22K - $3.63K
2.63K $833K
AMD
Advanced Micro Devices Inc

Technology
176
+ 5.45%
$78.21 - $143.81 $13.8K - $25.3K
3.41K $483K
NEM
Newmont Corp

Basic Materials
173
+ 1.26%
$44.18 - $59.46 $7.64K - $10.3K
13.9K $812K
MCHP
Microchip Technology Inc

Technology
405
+ 7.74%
$35.34 - $71.6 $14.3K - $29K
5.64K $396K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.56%
$462.22 - $707.75 $1.39K - $2.12K
540 $382K
FROG
J Frog LTD

Technology
25
+ 0.36%
$27.99 - $44.55 $700 - $1.11K
6.9K $302K
AME
Ametek Inc

Industrials
150
+ 2.67%
$151.41 - $182.75 $22.7K - $27.4K
5.78K $1.05M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.34K
+ 9.74%
$27.79 - $34.16 $37.2K - $45.7K
15.1K $513K
VOX
Vanguard Communication Service

ETFs
231
+ 15.36%
$133.12 - $171.03 $30.8K - $39.5K
1.74K $296K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.09%
$496.48 - $617.85 $496 - $618
1.13K $700K
MS
Morgan Stanley

Financial Services
27
+ 1.07%
$99.83 - $140.86 $2.7K - $3.8K
2.56K $360K
PAGP
Plains Gp Holdings LP

Energy
4.28K
+ 42.78%
$17.24 - $21.61 $73.8K - $92.5K
14.3K $277K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
40
+ 0.6%
$35.12 - $48.24 $1.4K - $1.93K
6.75K $325K
VCR
Vanguard Consumer Discretionar

ETFs
55
+ 6.4%
$290.42 - $364.35 $16K - $20K
915 $331K
GOOGL
Alphabet Inc.

Communication Services
84
+ 5.26%
$144.7 - $178.6 $12.2K - $15K
1.68K $296K
AMGN
Amgen Inc

Healthcare
310
+ 27.31%
$262.28 - $309.85 $81.3K - $96.1K
1.45K $403K
USB
Us Bancorp \De\

Financial Services
539
+ 8.52%
$36.4 - $45.76 $19.6K - $24.7K
6.87K $310K
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
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
T
At&T Inc.

Communication Services
452
+ 5.98%
$26.33 - $28.94 $11.9K - $13.1K
8.01K $231K
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
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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