Ivc Wealth Advisors LLC Reduced Holdings in Q1 2025

Ivc Wealth Advisors LLC

  • $184 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-92.5K
- 69.46%
$53.6 - $58.97 $4.96M - $5.45M
40.7K $2.21M
VUG
Vanguard Growth ETF

ETFs
-1.73K
- 3.45%
$369.1 - $427.61 $638K - $739K
48.4K $17.9M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-80.4K
- 85.41%
$29.06 - $32.62 $2.34M - $2.62M
13.7K $436K
AAPL
Apple Inc.

Technology
-2.03K
- 3.29%
$209.68 - $247.1 $425K - $501K
59.7K $13.3M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-27.5K
- 69.13%
$36.64 - $45.76 $1.01M - $1.26M
12.3K $459K
NVDA
Nvidia Corp

Technology
-462
- 1.97%
$106.98 - $149.43 $49.4K - $69K
23K $2.49M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-25.3K
- 8.92%
$25.77 - $27.6 $653K - $699K
259K $6.81M
ETN
Eaton Corp PLC

Industrials
-165
- 3.77%
$271.83 - $371.23 $44.9K - $61.3K
4.21K $1.15M
ADBE
Adobe Inc.

Technology
-160
- 4.27%
$377.84 - $464.11 $60.5K - $74.3K
3.59K $1.37M
MRK
Merck & Co., Inc.

Healthcare
-866
- 4.27%
$83.01 - $101.02 $71.9K - $87.5K
19.4K $1.74M
TFX
Teleflex Inc

Healthcare
-340
- 12.27%
$130.79 - $183.66 $44.5K - $62.4K
2.43K $335K
AN
Autonation, Inc.

Consumer Cyclical
-401
- 4.27%
$156.67 - $195.15 $62.8K - $78.3K
9K $1.46M
TFC
Truist Financial Corp

Financial Services
-175
- 0.34%
$39.48 - $48.15 $6.91K - $8.43K
51.1K $2.1M
BX
Blackstone Inc.

Financial Services
-99
- 3.42%
$136.53 - $186.74 $13.5K - $18.5K
2.8K $390K
HD
Home Depot, Inc.

Consumer Cyclical
-178
- 15.74%
$347.25 - $424.87 $61.8K - $75.6K
953 $349K
DOW
Dow Inc.

Basic Materials
-548
- 4.53%
$34.36 - $41.92 $18.8K - $23K
11.5K $402K
CSGP
Costar Group, Inc.

Real Estate
-1.8K
- 20.9%
$69.29 - $80.37 $125K - $145K
6.82K $540K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-368
- 3.2%
$69.82 - $78.67 $25.7K - $29K
11.1K $783K
FDX
Fedex Corp

Industrials
-50
- 3.49%
$230.33 - $281.53 $11.5K - $14.1K
1.38K $336K
TIP
Ishares Tr Tips Bd ETF

ETFs
-803
- 13.88%
$106.22 - $111.09 $85.3K - $89.2K
4.98K $551K
ADI
Analog Devices Inc

Technology
-121
- 3.78%
$201.56 - $243.82 $24.4K - $29.5K
3.08K $620K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-144
- 0.77%
$24.91 - $29.02 $3.59K - $4.18K
18.5K $463K
IQV
Iqvia Holdings Inc.

Healthcare
-54
- 2.38%
$176.3 - $209.96 $9.52K - $11.3K
2.22K $390K
PEG
Public Service Enterprise Group Inc

Utilities
-357
- 3.17%
$78.2 - $90.39 $27.9K - $32.3K
10.9K $896K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-128
- 1.87%
$39.97 - $48.7 $5.12K - $6.23K
6.71K $268K
BK
Bank Of New York Mellon Corp

Financial Services
-1.14K
- 15.25%
$75.42 - $88.95 $86K - $101K
6.34K $531K
JPM
Jpmorgan Chase & CO

Financial Services
-252
- 7.15%
$225.19 - $279.95 $56.7K - $70.5K
3.27K $803K
CZNC
Citizens & Northern Corp

Financial Services
-8.1K
- 9.88%
$18.14 - $22.36 $147K - $181K
73.9K $1.49M
EEFT
Euronet Worldwide, Inc.

Technology
-434
- 13.08%
$94.42 - $110.06 $41K - $47.8K
2.88K $308K
TJX
Tjx Companies Inc

Consumer Cyclical
-264
- 13.02%
$112.81 - $126.16 $29.8K - $33.3K
1.76K $214K
C
Citigroup Inc

Financial Services
-402
- 11.98%
$67.23 - $84.63 $27K - $34K
2.95K $209K
PEP
Pepsico Inc

Consumer Defensive
-62
- 1.22%
$142.64 - $156.42 $8.84K - $9.7K
5.02K $751K
FTSL
First Trust Senior Ln Fund

ETFs
-297
- 2.76%
$45.65 - $46.48 $13.6K - $13.8K
10.5K $478K
IP
International Paper CO

Consumer Cyclical
-300
- 4.69%
$49.38 - $60.09 $14.8K - $18K
6.1K $325K
T
At&T Inc.

Communication Services
-2.64K
- 25.87%
$21.56 - $28.28 $56.8K - $74.5K
7.55K $213K
EOG
Eog Resources Inc

Energy
-392
- 6.36%
$120.54 - $138.05 $47.3K - $54.1K
5.77K $740K
VGIT
Vanguard Intermediate Term Tre

ETFs
-402
- 6.21%
$57.44 - $59.4 $23.1K - $23.9K
6.07K $360K
SBUX
Starbucks Corp

Consumer Cyclical
-438
- 10.49%
$91.75 - $115.81 $40.2K - $50.7K
3.74K $365K
PG
Procter & Gamble CO

Consumer Defensive
-85
- 4.11%
$158.56 - $176.26 $13.5K - $15K
1.99K $338K
MBB
Ishares Tr

ETFs
-171
- 4.44%
$90.37 - $94.08 $15.5K - $16.1K
3.68K $344K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-322
- 3.62%
$28.55 - $29.09 $9.19K - $9.37K
8.57K $246K
JCI
Johnson Controls International PLC

Industrials
-141
- 3.35%
$76.12 - $90.6 $10.7K - $12.8K
4.07K $325K
UNH
Unitedhealth Group Inc

Healthcare
-69
- 4.22%
$461.52 - $548.18 $31.8K - $37.8K
1.57K $820K
USRT
Ishares Core U.S. Reit ETF

ETFs
-31
- 0.66%
$55.14 - $60.29 $1.71K - $1.87K
4.67K $266K
Solventum Corp
-24
- 0.33%
N/A
7.22K $0
DVN
Devon Energy Corp

Energy
-1.17K
- 11.46%
$33.15 - $38.55 $38.7K - $45K
9.02K $337K
NUE
Nucor Corp

Basic Materials
-8
- 0.3%
$114.48 - $142.52 $916 - $1.14K
2.66K $320K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-521
- 4.59%
$33.84 - $37.77 $17.6K - $19.7K
10.8K $397K
BMY
Bristol Myers Squibb CO

Healthcare
-127
- 2.6%
$53.9 - $63.11 $6.85K - $8.01K
4.77K $290K
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
Track This Portfolio

Track Ivc Wealth Advisors LLC Portfolio

Follow Ivc Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ivc Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email