Ivc Wealth Advisors LLC Sells in Q3 2025

Ivc Wealth Advisors LLC

  • $221 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-17.8K
- 48.86%
$55.15 - $58.11 $981K - $1.03M
18.6K $1.07M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-36.2K
- 25.19%
$27.61 - $29.15 $999K - $1.05M
107K $3.13M
PAYX
Paychex Inc

Industrials
-1.21K
- 12.13%
$126.69 - $147.99 $154K - $180K
8.79K $1.11M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-7.37K
- 28.39%
$45.72 - $47.27 $337K - $348K
18.6K $872K
UNH
Unitedhealth Group Inc

Healthcare
-809
- 55.72%
$237.77 - $353.61 $192K - $286K
643 $222K
ADBE
Adobe Inc.

Technology
-308
- 8.97%
$333.65 - $392.1 $103K - $121K
3.13K $1.1M
PEG
Public Service Enterprise Group Inc

Utilities
-1.7K
- 15.7%
$79.99 - $90.14 $136K - $154K
9.15K $763K
FTSL
First Trust Senior Ln Fund

ETFs
-3.24K
- 33.73%
$45.81 - $46.18 $148K - $150K
6.36K $291K
IEMG
Ishares Inc

ETFs
-2.33K
- 37.07%
N/A
3.96K $212K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.13K
- 25.21%
$109.11 - $111.88 $123K - $126K
3.34K $371K
LNG
Cheniere Energy, Inc.

Energy
-282
- 7.51%
$222.68 - $244.28 $62.8K - $68.9K
3.47K $816K
VZ
Verizon Communications Inc

Communication Services
-2.24K
- 25.63%
$40.84 - $45.06 $91.5K - $101K
6.5K $285K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-3.27K
- 21.66%
$33.78 - $36.74 $110K - $120K
11.8K $430K
SBUX
Starbucks Corp

Consumer Cyclical
-574
- 15.35%
$81.9 - $96.86 $47K - $55.6K
3.17K $267K
LLY
Eli Lilly & CO

Healthcare
-52
- 3.55%
$625.65 - $812.69 $32.5K - $42.3K
1.41K $1.08M
EOG
Eog Resources Inc

Energy
-57
- 1.02%
$112.12 - $126.1 $6.39K - $7.19K
5.55K $622K
CZNC
Citizens & Northern Corp

Financial Services
-5.1K
- 7.6%
$18.39 - $20.55 $93.8K - $105K
62K $1.23M
FDX
Fedex Corp

Industrials
-214
- 16.96%
$217.1 - $243.2 $46.5K - $52K
1.05K $247K
MMM
3 M CO

Industrials
-320
- 6.08%
$144.41 - $160.2 $46.2K - $51.3K
4.95K $767K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.74K
- 15.03%
$39.37 - $44.24 $68.6K - $77.1K
9.85K $431K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-724
- 14.55%
$138.45 - $158.63 $100K - $115K
4.25K $662K
DE
Deere & CO

Industrials
-8
- 1.73%
$457.26 - $524.37 $3.66K - $4.19K
455 $208K
VDE
Vanguard Energy ETF

ETFs
-450
- 8.98%
$118.37 - $129.65 $53.3K - $58.3K
4.56K $573K
COP
Conocophillips

Energy
-554
- 9.98%
$91.0 - $98.99 $50.4K - $54.8K
5K $472K
CSGP
Costar Group, Inc.

Real Estate
-597
- 9.25%
$81.42 - $96.83 $48.6K - $57.8K
5.86K $494K
BMY
Bristol Myers Squibb CO

Healthcare
-283
- 5.14%
$43.31 - $48.98 $12.3K - $13.9K
5.22K $235K
PFE
Pfizer Inc

Healthcare
-1.08K
- 10.64%
$23.29 - $25.88 $25.2K - $28.1K
9.11K $231K
PEP
Pepsico Inc

Consumer Defensive
-412
- 8.05%
$133.81 - $152.16 $55.1K - $62.7K
4.71K $661K
ED
Consolidated Edison Inc

Utilities
-128
- 4.77%
$95.57 - $105.36 $12.2K - $13.5K
2.55K $256K
PSA
Public Storage

Real Estate
-3
- 0.16%
$271.94 - $298.09 $816 - $894
1.85K $534K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-110
- 2.4%
$50.47 - $50.74 $5.55K - $5.58K
4.48K $227K
WFC
Wells Fargo & Company

Financial Services
-514
- 4.59%
$77.05 - $85.16 $39.6K - $43.8K
10.7K $895K
AKAM
Akamai Technologies Inc

Technology
-8
- 0.19%
N/A
4.16K $377K
Solventum Corp
-251
- 3.64%
N/A
6.65K $0
Everus Constr Group
-200
- 4.29%
N/A
4.47K $0
Pacer Fds Tr
-1.1K
- 12.79%
N/A
7.5K $0
CLX
Clorox CO

Consumer Defensive
-53
- 2.18%
$117.67 - $131.43 $6.24K - $6.97K
2.38K $293K
TFX
Teleflex Inc

Healthcare
-30
- 1.62%
$109.79 - $132.5 $3.29K - $3.98K
1.82K $222K
HD
Home Depot, Inc.

Consumer Cyclical
-81
- 8.4%
$357.4 - $423.42 $28.9K - $34.3K
883 $357K
USRT
Ishares Core U.S. Reit ETF

ETFs
-45
- 1.26%
$55.64 - $59.37 $2.5K - $2.67K
3.53K $207K
ADI
Analog Devices Inc

Technology
-67
- 2.19%
$220.68 - $255.63 $14.8K - $17.1K
2.99K $735K
VNQ
Vanguard Specialized Funds Van

ETFs
-48
- 0.93%
$88.47 - $93.24 $4.25K - $4.48K
5.13K $469K
JCI
Johnson Controls International PLC

Industrials
-54
- 1.45%
$103.24 - $111.73 $5.57K - $6.03K
3.67K $403K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-27
- 0.83%
$87.07 - $93.06 $2.35K - $2.51K
3.24K $296K
NUE
Nucor Corp

Basic Materials
-6
- 0.23%
$133.3 - $150.33 $800 - $902
2.65K $359K
XOM
Exxon Mobil Corp

Energy
-177
- 2.12%
$105.83 - $117.22 $18.7K - $20.7K
8.18K $922K
DVN
Devon Energy Corp

Energy
-183
- 2.09%
$31.75 - $36.99 $5.81K - $6.77K
8.59K $301K
PSX
Phillips 66

Energy
-35
- 2.02%
$118.37 - $139.46 $4.14K - $4.88K
1.7K $231K
TJX
Tjx Companies Inc

Consumer Cyclical
-66
- 3.82%
$121.35 - $144.54 $8.01K - $9.54K
1.66K $239K
Activity Summary
Buys All Purchases 100 New Holdings 17 Increased Positions 83 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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