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
RTX
Raytheon Technologies Corp

Industrials
-84
- 2.78%
$114.45 - $127.21 $9.61K - $10.7K
2.94K $340K
AME
Ametek Inc

Industrials
-415
- 6.88%
$165.89 - $197.38 $68.8K - $81.9K
5.62K $1.01M
GNRC
Generac Holdings Inc.

Industrials
-100
- 5.13%
$154.28 - $195.11 $15.4K - $19.5K
1.85K $286K
VDC
Vanguard Consumer Staples ETF

ETFs
-48
- 3.19%
$210.96 - $223.62 $10.1K - $10.7K
1.46K $308K
ORCL
Oracle Corp

Technology
-83
- 5.62%
$165.41 - $192.43 $13.7K - $16K
1.39K $232K
VIS
Vanguard Industrial ETF

ETFs
-50
- 5.59%
$254.39 - $279.7 $12.7K - $14K
845 $214K
VBF
Invesco Bond Fund

Financial Services
-36
- 0.34%
$15.36 - $17.05 $553 - $614
10.5K $161K
GLD
Spdr Gold Trust

ETFs
-61
- 3.61%
$236.59 - $257.5 $14.4K - $15.7K
1.63K $394K
T
At&T Inc.

Communication Services
-733
- 6.71%
$21.22 - $23.88 $15.6K - $17.5K
10.2K $232K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-5
- 0.06%
$28.6 - $29.27 $143 - $146
8.89K $254K
JCI
Johnson Controls International PLC

Industrials
-122
- 2.82%
$74.23 - $86.6 $9.06K - $10.6K
4.21K $332K
NWBI
Northwest Bancshares, Inc.

Financial Services
-100
- 0.94%
$12.86 - $15.28 $1.29K - $1.53K
10.6K $139K
BMY
Bristol Myers Squibb CO

Healthcare
-469
- 8.75%
$51.92 - $59.94 $24.4K - $28.1K
4.89K $276K
NFG
National Fuel Gas CO

Energy
-27
- 0.48%
$58.89 - $64.23 $1.59K - $1.73K
5.57K $338K
Knife River Corp
-62
- 2.08%
N/A
2.92K $0
FISV
Fiserv Inc

Technology
-1
- 0.06%
N/A
1.72K $214K
JPM
Jpmorgan Chase & CO

Financial Services
-487
- 12.14%
$205.18 - $250.29 $99.9K - $122K
3.53K $845K
Fidelity Wise Origin Bitcoin
-775
- 16.94%
N/A
3.8K $0
FTSL
First Trust Senior Ln Fund

ETFs
-24
- 0.22%
$45.9 - $46.48 $1.1K - $1.12K
10.8K $498K
TFC
Truist Financial Corp

Financial Services
-566
- 1.09%
$41.51 - $48.1 $23.5K - $27.2K
51.3K $2.22M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.35%
$567.81 - $607.81 $2.27K - $2.43K
1.13K $663K
C
Citigroup Inc

Financial Services
-69
- 2.01%
$61.31 - $72.5 $4.23K - $5K
3.36K $236K
META
Meta Platforms, Inc.

Communication Services
-85
- 1.92%
$554.08 - $632.68 $47.1K - $53.8K
4.35K $2.56M
CSCO
Cisco Systems, Inc.

Technology
-1.2K
- 6.62%
$52.45 - $60.02 $62.9K - $72K
16.9K $1M
PAYX
Paychex Inc

Industrials
-241
- 2.0%
$135.86 - $148.73 $32.7K - $35.8K
11.8K $1.66M
LNG
Cheniere Energy, Inc.

Energy
-356
- 8.13%
$181.07 - $225.92 $64.5K - $80.4K
4.02K $864K
CRM
Salesforce, Inc.

Technology
-8
- 0.46%
$270.87 - $367.87 $2.17K - $2.94K
1.73K $579K
V
Visa Inc.

Financial Services
-248
- 4.44%
$273.87 - $320.91 $67.9K - $79.6K
5.34K $1.69M
WFC
Wells Fargo & Company

Financial Services
-136
- 1.05%
$54.98 - $77.35 $7.48K - $10.5K
12.8K $898K
NFLX
Netflix Inc

Communication Services
-5
- 0.5%
$687.65 - $936.56 $3.44K - $4.68K
995 $886K
TSLA
Tesla, Inc.

Consumer Cyclical
-177
- 7.07%
$213.65 - $479.86 $37.8K - $84.9K
2.33K $939K
AAPL
Apple Inc.

Technology
-1.81K
- 2.85%
$221.69 - $259.02 $401K - $469K
61.7K $15.5M
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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