Ivc Wealth Advisors LLC Incresed Positions in Q4 2024

Ivc Wealth Advisors LLC

  • $177 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
3.62K
+ 7.79%
$378.79 - $428.11 $1.37M - $1.55M
50.1K $20.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17.3K
+ 29.42%
$53.94 - $58.15 $933K - $1.01M
76.1K $4.29M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
18K
+ 20.58%
$50.62 - $50.97 $912K - $918K
106K $5.35M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.56K
+ 6.02%
$56.06 - $61.35 $424K - $464K
133K $7.52M
VOT
Vanguard Mid Cap Growth Index

ETFs
395
+ 2.67%
$241.48 - $274.89 $95.4K - $109K
15.2K $3.86M
AVGO
Broadcom Inc.

Technology
199
+ 8.3%
$159.67 - $250.0 $31.8K - $49.8K
2.6K $601K
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.27K
+ 5.17%
$57.53 - $60.83 $476K - $503K
168K $9.69M
EEFT
Euronet Worldwide, Inc.

Technology
1.13K
+ 51.88%
$96.0 - $106.61 $109K - $121K
3.32K $341K
AKAM
Akamai Technologies Inc

Technology
1.38K
+ 61.38%
N/A
3.62K $328K
CRWD
Crowd Strike Holdings, Inc.

Technology
100
+ 7.54%
$275.15 - $388.2 $27.5K - $38.8K
1.43K $487K
VTWG
Vanguard Russell 2000 Growth E

ETFs
116
+ 0.81%
$202.91 - $229.76 $23.5K - $26.7K
14.5K $3.05M
MS
Morgan Stanley

Financial Services
16
+ 0.64%
$104.42 - $134.99 $1.67K - $2.16K
2.54K $318K
GOOGL
Alphabet Inc.

Communication Services
96
+ 6.43%
$161.86 - $196.66 $15.5K - $18.9K
1.59K $300K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
1.1K
+ 11.66%
$47.5 - $47.86 $52.3K - $52.6K
10.5K $500K
BK
Bank Of New York Mellon Corp

Financial Services
167
+ 2.29%
$70.82 - $81.87 $11.8K - $13.7K
7.48K $574K
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.06K
+ 30.84%
$33.93 - $38.37 $70K - $79.1K
8.75K $300K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.38%
$486.1 - $608.57 $972 - $1.22K
524 $300K
USRT
Ishares Core U.S. Reit ETF

ETFs
970
+ 26.03%
$55.97 - $62.75 $54.3K - $60.9K
4.7K $269K
CVX
Chevron Corp

Energy
293
+ 14.48%
$141.15 - $162.53 $41.4K - $47.6K
2.32K $335K
SCHG
Schwab Strategic Tr Us Large C

ETFs
14K
+ 295.58%
$25.93 - $105.3 $362K - $1.47M
18.7K $520K
SON
Sonoco Products CO

Consumer Cyclical
1.06K
+ 20.41%
$48.6 - $54.89 $51.5K - $58.2K
6.25K $305K
VGIT
Vanguard Intermediate Term Tre

ETFs
559
+ 9.45%
$57.78 - $60.4 $32.3K - $33.8K
6.47K $375K
INTC
Intel Corp

Technology
3.12K
+ 21.86%
$19.07 - $26.23 $59.4K - $81.7K
17.4K $348K
USB
Us Bancorp \De\

Financial Services
1
+ 0.02%
$43.98 - $53.66 $44 - $53.7
5.49K $262K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
135
+ 4.88%
$108.28 - $117.54 $14.6K - $15.9K
2.9K $315K
JMBS
Janus Detroit Str Tr Henderson

ETFs
592
+ 6.95%
$44.03 - $46.65 $26.1K - $27.6K
9.11K $402K
RSG
Republic Services, Inc.

Industrials
8
+ 0.13%
$198.0 - $218.75 $1.58K - $1.75K
6.3K $1.27M
MBB
Ishares Tr

ETFs
202
+ 5.53%
$91.26 - $95.82 $18.4K - $19.4K
3.85K $353K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.89K
+ 4.66%
$50.14 - $52.56 $195K - $204K
87.4K $4.4M
BNDX
Vanguard Total International B

ETFs
249
+ 2.89%
$48.91 - $50.61 $12.2K - $12.6K
8.85K $434K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
79
+ 3.13%
$77.86 - $79.27 $6.15K - $6.26K
2.6K $202K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.16K
+ 5.74%
$43.84 - $48.76 $94.7K - $105K
39.8K $1.75M
Solventum Corp
594
+ 8.93%
N/A
7.24K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 1.04%
$442.29 - $483.08 $3.54K - $3.86K
775 $351K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.13K
+ 3.76%
$45.17 - $47.23 $51.1K - $53.4K
31.2K $1.41M
VCIT
Vanguard Intermediate Term Cor

ETFs
169
+ 3.06%
$80.13 - $83.77 $13.5K - $14.2K
5.7K $457K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
447
+ 1.04%
$51.54 - $52.55 $23K - $23.5K
43.3K $2.24M
AMD
Advanced Micro Devices Inc

Technology
668
+ 29.13%
$118.88 - $172.8 $79.4K - $115K
2.96K $357K
PRU
Prudential Financial Inc

Financial Services
18
+ 0.15%
$114.59 - $129.52 $2.06K - $2.33K
12.1K $1.43M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
103
+ 0.92%
$34.13 - $37.35 $3.52K - $3.85K
11.3K $387K
MCHP
Microchip Technology Inc

Technology
871
+ 22.99%
$55.51 - $79.05 $48.3K - $68.9K
4.66K $267K
ED
Consolidated Edison Inc

Utilities
7
+ 0.21%
$88.87 - $107.38 $622 - $752
3.37K $300K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
5.68K
+ 6.42%
$28.89 - $31.63 $164K - $180K
94.2K $2.75M
ADI
Analog Devices Inc

Technology
2
+ 0.06%
$206.35 - $236.48 $413 - $473
3.2K $679K
VOE
Vanguard Mid Cap Value Index F

ETFs
331
+ 1.69%
$160.89 - $176.18 $53.3K - $58.3K
19.9K $3.22M
PSA
Public Storage

Real Estate
98
+ 6.71%
$289.33 - $360.21 $28.4K - $35.3K
1.56K $466K
CCI
Crown Castle International Corp

Real Estate
1.32K
+ 19.09%
$89.78 - $119.11 $118K - $157K
8.2K $744K
RIO
Rio Tinto PLC

Basic Materials
618
+ 6.45%
$58.59 - $71.15 $36.2K - $44K
10.2K $600K
NUE
Nucor Corp

Basic Materials
12
+ 0.45%
$115.78 - $167.74 $1.39K - $2.01K
2.67K $311K
Activity Summary
Buys All Purchases 61 New Holdings 7 Increased Positions 54 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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