Ivc Wealth Advisors LLC Reduced Holdings in Q3 2024

Ivc Wealth Advisors LLC

  • $181 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AME
Ametek Inc

Industrials
-199
- 3.19%
$152.74 - $176.01 $30.4K - $35K
6.03K $1.04M
TXN
Texas Instruments Inc

Technology
-8
- 0.74%
$194.6 - $194.6 $1.56K - $1.56K
1.07K $207K
NEM
Newmont Corp

Basic Materials
-3.62K
- 21.82%
$41.65 - $55.85 $151K - $202K
13K $693K
Knife River Corp
-2K
- 40.18%
N/A
2.98K $0
SON
Sonoco Products CO

Consumer Cyclical
-375
- 6.73%
$48.33 - $56.57 $18.1K - $21.2K
5.19K $283K
KMB
Kimberly Clark Corp

Consumer Defensive
-199
- 2.7%
$135.05 - $148.35 $26.9K - $29.5K
7.18K $1.02M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-667
- 5.6%
$33.74 - $37.96 $22.5K - $25.3K
11.2K $422K
RSG
Republic Services, Inc.

Industrials
-177
- 2.74%
$189.34 - $208.21 $33.5K - $36.9K
6.29K $1.26M
VGT
Vanguard Information Technolog

ETFs
-5
- 0.5%
$514.43 - $606.85 $2.57K - $3.03K
987 $578K
TGT
Target Corp

Consumer Defensive
-3
- 0.2%
$133.47 - $159.25 $400 - $478
1.51K $235K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-12
- 0.37%
$81.1 - $89.18 $973 - $1.07K
3.27K $286K
GLD
Spdr Gold Trust

ETFs
-153
- 8.29%
$215.56 - $246.98 $33K - $37.8K
1.69K $411K
PG
Procter & Gamble CO

Consumer Defensive
-25
- 0.94%
$160.76 - $177.82 $4.02K - $4.45K
2.62K $454K
USRT
Ishares Core U.S. Reit ETF

ETFs
-160
- 4.12%
$53.07 - $62.66 $8.49K - $10K
3.73K $229K
VIS
Vanguard Industrial ETF

ETFs
-2
- 0.22%
$232.12 - $260.07 $464 - $520
895 $232K
NFLX
Netflix Inc

Communication Services
-10
- 0.99%
$598.55 - $722.26 $5.99K - $7.22K
1K $709K
ABBV
Abb Vie Inc.

Healthcare
-64
- 4.0%
$163.84 - $199.33 $10.5K - $12.8K
1.54K $303K
ORCL
Oracle Corp

Technology
-101
- 6.4%
$125.9 - $170.35 $12.7K - $17.2K
1.48K $251K
T
At&T Inc.

Communication Services
-112
- 1.01%
$18.21 - $22.28 $2.04K - $2.5K
10.9K $240K
CSCO
Cisco Systems, Inc.

Technology
-1.48K
- 7.55%
$44.74 - $53.22 $66.2K - $78.7K
18.1K $964K
ED
Consolidated Edison Inc

Utilities
-156
- 4.44%
$88.42 - $104.97 $13.8K - $16.4K
3.36K $349K
VZ
Verizon Communications Inc

Communication Services
-229
- 1.88%
$38.89 - $45.0 $8.91K - $10.3K
12K $538K
NFG
National Fuel Gas CO

Energy
-20
- 0.36%
$54.14 - $61.22 $1.08K - $1.22K
5.6K $339K
GNRC
Generac Holdings Inc.

Industrials
-100
- 4.88%
$133.16 - $159.78 $13.3K - $16K
1.95K $309K
RIO
Rio Tinto PLC

Basic Materials
-166
- 1.7%
$59.71 - $71.21 $9.91K - $11.8K
9.59K $682K
BMY
Bristol Myers Squibb CO

Healthcare
-217
- 3.89%
$39.66 - $51.75 $8.61K - $11.2K
5.36K $277K
JCI
Johnson Controls International PLC

Industrials
-22
- 0.51%
$65.52 - $77.61 $1.44K - $1.71K
4.33K $336K
V
Visa Inc.

Financial Services
-79
- 1.39%
$253.74 - $291.56 $20K - $23K
5.59K $1.54M
TSLA
Tesla, Inc.

Consumer Cyclical
-518
- 17.15%
$191.76 - $263.26 $99.3K - $136K
2.5K $654K
KO
Coca Cola CO

Consumer Defensive
-622
- 4.82%
$62.69 - $73.01 $39K - $45.4K
12.3K $881K
PEG
Public Service Enterprise Group Inc

Utilities
-1.5K
- 11.61%
$73.58 - $89.21 $110K - $134K
11.4K $1.02M
HD
Home Depot, Inc.

Consumer Cyclical
-45
- 3.09%
$333.64 - $405.2 $15K - $18.2K
1.41K $570K
TFX
Teleflex Inc

Healthcare
-150
- 5.07%
$211.25 - $247.28 $31.7K - $37.1K
2.81K $694K
VUG
Vanguard Growth ETF

ETFs
-1.03K
- 2.17%
$341.08 - $391.94 $351K - $404K
46.5K $17.8M
BK
Bank Of New York Mellon Corp

Financial Services
-160
- 2.14%
$59.54 - $72.17 $9.53K - $11.5K
7.31K $525K
BX
Blackstone Inc.

Financial Services
-103
- 2.9%
$120.77 - $159.66 $12.4K - $16.4K
3.45K $527K
PSA
Public Storage

Real Estate
-4
- 0.27%
$283.13 - $365.01 $1.13K - $1.46K
1.46K $531K
AN
Autonation, Inc.

Consumer Cyclical
-475
- 4.72%
$156.14 - $190.72 $74.2K - $90.6K
9.58K $1.71M
CZNC
Citizens & Northern Corp

Financial Services
-3.51K
- 3.4%
$16.85 - $21.95 $59.2K - $77.1K
99.9K $1.97M
UNH
Unitedhealth Group Inc

Healthcare
-18
- 0.94%
$488.01 - $604.18 $8.78K - $10.9K
1.89K $1.1M
MMM
3 M CO

Industrials
-114
- 1.99%
$99.69 - $139.42 $11.4K - $15.9K
5.62K $768K
TFC
Truist Financial Corp

Financial Services
-310
- 0.59%
$38.22 - $44.94 $11.8K - $13.9K
51.8K $2.22M
MCD
Mcdonalds Corp

Consumer Cyclical
-186
- 3.71%
$245.82 - $304.51 $45.7K - $56.6K
4.82K $1.47M
SAVA
Cassava Sciences Inc

Healthcare
-700
- 5.23%
$9.57 - $35.08 $6.7K - $24.6K
12.7K $372K
ALL
Allstate Corp

Financial Services
-168
- 1.66%
$158.43 - $192.86 $26.6K - $32.4K
9.95K $1.89M
IBM
International Business Machines Corp

Technology
-186
- 2.59%
$175.1 - $223.38 $32.6K - $41.5K
7.01K $1.55M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.7K
- 3.76%
$73.43 - $80.37 $272K - $297K
94.7K $7.61M
VOE
Vanguard Mid Cap Value Index F

ETFs
-95
- 0.48%
$149.02 - $167.67 $14.2K - $15.9K
19.6K $3.29M
AAPL
Apple Inc.

Technology
-4.41K
- 6.49%
$207.23 - $234.82 $913K - $1.03M
63.5K $14.8M
Activity Summary
Buys All Purchases 50 New Holdings 10 Increased Positions 40 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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