Ivc Wealth Advisors LLC Reduced Holdings in Q4 2024

Ivc Wealth Advisors LLC

  • $177 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-3.69K
- 37.0%
$105.51 - $125.37 $389K - $462K
6.28K $675K
CZNC
Citizens & Northern Corp

Financial Services
-17.9K
- 17.94%
$18.36 - $20.85 $329K - $374K
82K $1.52M
MRK
Merck & Co., Inc.

Healthcare
-1.12K
- 5.24%
$96.31 - $114.76 $108K - $129K
20.3K $2.02M
JNJ
Johnson & Johnson

Healthcare
-634
- 5.79%
$143.34 - $165.86 $90.9K - $105K
10.3K $1.49M
UNH
Unitedhealth Group Inc

Healthcare
-252
- 13.35%
$485.52 - $625.25 $122K - $158K
1.64K $827K
CAT
Caterpillar Inc

Industrials
-381
- 8.73%
$360.37 - $416.88 $137K - $159K
3.99K $1.45M
LLY
Eli Lilly & CO

Healthcare
-94
- 6.22%
$727.2 - $932.06 $68.4K - $87.6K
1.42K $1.09M
MSFT
Microsoft Corp

Technology
-503
- 15.54%
$406.35 - $454.46 $204K - $229K
2.73K $1.15M
SO
Southern CO

Utilities
-2.14K
- 27.22%
$81.5 - $94.15 $174K - $201K
5.71K $470K
NEM
Newmont Corp

Basic Materials
-282
- 2.17%
$37.0 - $58.68 $10.4K - $16.5K
12.7K $472K
COP
Conocophillips

Energy
-1.58K
- 21.66%
$95.12 - $114.72 $151K - $182K
5.73K $568K
TFX
Teleflex Inc

Healthcare
-37
- 1.32%
$172.66 - $245.13 $6.39K - $9.07K
2.77K $493K
EOG
Eog Resources Inc

Energy
-1.6K
- 20.57%
$118.22 - $136.54 $189K - $218K
6.17K $755K
IBM
International Business Machines Corp

Technology
-850
- 12.13%
$204.9 - $238.04 $174K - $202K
6.16K $1.35M
CSGP
Costar Group, Inc.

Real Estate
-2.02K
- 19.0%
$69.7 - $81.97 $141K - $166K
8.62K $617K
AMGN
Amgen Inc

Healthcare
-402
- 32.34%
$258.78 - $328.31 $104K - $132K
841 $219K
KO
Coca Cola CO

Consumer Defensive
-1.01K
- 8.2%
$61.74 - $71.71 $62.1K - $72.1K
11.3K $701K
VZ
Verizon Communications Inc

Communication Services
-2.77K
- 23.15%
$39.6 - $45.21 $110K - $125K
9.21K $368K
SYK
Stryker Corp

Healthcare
-463
- 26.95%
$345.14 - $392.15 $160K - $182K
1.26K $451K
PEP
Pepsico Inc

Consumer Defensive
-393
- 7.18%
$151.29 - $176.1 $59.5K - $69.2K
5.08K $772K
DVN
Devon Energy Corp

Energy
-2.24K
- 18.04%
$30.52 - $42.96 $68.4K - $96.3K
10.2K $333K
KMB
Kimberly Clark Corp

Consumer Defensive
-530
- 7.38%
$130.37 - $146.09 $69.1K - $77.4K
6.65K $871K
IQV
Iqvia Holdings Inc.

Healthcare
-207
- 8.36%
$190.97 - $236.63 $39.5K - $49K
2.27K $445K
FDX
Fedex Corp

Industrials
-516
- 26.49%
$260.5 - $305.15 $134K - $157K
1.43K $402K
HD
Home Depot, Inc.

Consumer Cyclical
-278
- 19.73%
$385.02 - $431.37 $107K - $120K
1.13K $439K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.1K
- 35.15%
$112.15 - $127.2 $123K - $140K
2.03K $245K
AN
Autonation, Inc.

Consumer Cyclical
-185
- 1.93%
$155.47 - $182.16 $28.8K - $33.7K
9.4K $1.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
-827
- 12.5%
$106.33 - $110.69 $87.9K - $91.5K
5.79K $616K
IEMG
Ishares Inc

ETFs
-2.04K
- 26.3%
N/A
5.72K $306K
WM
Waste Management Inc

Industrials
-396
- 7.83%
$201.79 - $228.46 $79.9K - $90.5K
4.66K $941K
PG
Procter & Gamble CO

Consumer Defensive
-553
- 21.08%
$161.05 - $179.7 $89.1K - $99.4K
2.07K $347K
SBUX
Starbucks Corp

Consumer Cyclical
-817
- 16.37%
$87.44 - $102.5 $71.4K - $83.7K
4.18K $380K
MDT
Medtronic PLC

Healthcare
-387
- 7.09%
$79.61 - $92.24 $30.8K - $35.7K
5.07K $404K
MMM
3 M CO

Industrials
-222
- 3.95%
$124.74 - $137.12 $27.7K - $30.4K
5.4K $696K
AMZN
Amazon Com Inc

Consumer Cyclical
-960
- 22.92%
$180.88 - $232.93 $174K - $224K
3.23K $708K
PFE
Pfizer Inc

Healthcare
-1.48K
- 12.37%
$24.8 - $30.19 $36.7K - $44.7K
10.5K $277K
ETN
Eaton Corp PLC

Industrials
-214
- 4.66%
$326.96 - $377.52 $70K - $80.8K
4.38K $1.45M
PEG
Public Service Enterprise Group Inc

Utilities
-163
- 1.43%
$81.87 - $94.51 $13.3K - $15.4K
11.3K $950K
MSI
Motorola Solutions, Inc.

Technology
-204
- 8.64%
$449.08 - $504.6 $91.6K - $103K
2.16K $996K
MPC
Marathon Petroleum Corp

Energy
-11
- 0.43%
$131.65 - $174.84 $1.45K - $1.92K
2.52K $351K
VHT
Vanguard Health Care ETF

ETFs
-50
- 3.1%
$250.81 - $283.3 $12.5K - $14.2K
1.56K $396K
NVDA
Nvidia Corp

Technology
-2.95K
- 11.19%
$117.0 - $148.88 $345K - $439K
23.4K $3.15M
ALL
Allstate Corp

Financial Services
-408
- 4.1%
$181.25 - $208.2 $74K - $84.9K
9.54K $1.84M
CLX
Clorox CO

Consumer Defensive
-265
- 9.51%
$156.51 - $169.74 $41.5K - $45K
2.52K $409K
VGT
Vanguard Information Technolog

ETFs
-125
- 12.66%
$571.78 - $647.97 $71.5K - $81K
862 $535K
ABBV
Abb Vie Inc.

Healthcare
-36
- 2.34%
$164.99 - $203.87 $5.94K - $7.34K
1.5K $266K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-80
- 0.92%
$143.69 - $159.92 $11.5K - $12.8K
8.6K $1.24M
VNQ
Vanguard Specialized Funds Van

ETFs
-42
- 1.23%
$87.85 - $98.6 $3.69K - $4.14K
3.38K $301K
BX
Blackstone Inc.

Financial Services
-553
- 16.04%
$148.45 - $199.05 $82.1K - $110K
2.89K $498K
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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