Ivc Wealth Advisors LLC Sells in Q2 2025

Ivc Wealth Advisors LLC

  • $203 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
-115K
- 44.47%
$23.55 - $27.67 $2.71M - $3.18M
144K $3.97M
UNH
Unitedhealth Group Inc

Healthcare
-114
- 7.28%
$274.35 - $599.47 $31.3K - $68.3K
1.45K $452K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-3.8K
- 34.17%
$53.23 - $70.65 $202K - $269K
7.32K $423K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-2.86K
- 36.51%
$116.09 - $139.09 $332K - $398K
4.98K $692K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-4.97K
- 16.08%
$45.2 - $46.6 $225K - $232K
25.9K $1.2M
MRK
Merck & Co., Inc.

Healthcare
-193
- 0.99%
$73.47 - $87.12 $14.2K - $16.8K
19.2K $1.52M
CZNC
Citizens & Northern Corp

Financial Services
-6.83K
- 9.24%
$18.07 - $20.04 $123K - $137K
67.1K $1.27M
PAYX
Paychex Inc

Industrials
-838
- 7.73%
$137.01 - $159.78 $115K - $134K
10K $1.46M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.23K
- 10.41%
$47.46 - $55.3 $201K - $234K
36.4K $2.01M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.03K
- 1.59%
$51.14 - $57.0 $155K - $173K
187K $10.7M
KMB
Kimberly Clark Corp

Consumer Defensive
-150
- 2.29%
$126.84 - $145.22 $19K - $21.8K
6.39K $823K
XOM
Exxon Mobil Corp

Energy
-41
- 0.49%
$99.93 - $119.04 $4.1K - $4.88K
8.36K $900K
COP
Conocophillips

Energy
-58
- 1.03%
$82.66 - $106.1 $4.79K - $6.15K
5.55K $498K
VDE
Vanguard Energy ETF

ETFs
-350
- 6.53%
$105.87 - $130.56 $37.1K - $45.7K
5.01K $600K
CLX
Clorox CO

Consumer Defensive
-90
- 3.57%
$118.01 - $148.69 $10.6K - $13.4K
2.43K $292K
EEFT
Euronet Worldwide, Inc.

Technology
-596
- 20.67%
$87.44 - $112.74 $52.1K - $67.2K
2.29K $231K
EOG
Eog Resources Inc

Energy
-164
- 2.84%
$104.61 - $129.97 $17.2K - $21.3K
5.61K $670K
ED
Consolidated Edison Inc

Utilities
-384
- 12.53%
$98.05 - $113.3 $37.7K - $43.5K
2.68K $269K
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.09K
- 23.39%
$50.37 - $57.97 $55K - $63.2K
3.57K $202K
PRU
Prudential Financial Inc

Financial Services
-79
- 0.65%
$95.12 - $112.71 $7.51K - $8.9K
12.1K $1.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
-513
- 10.29%
$107.93 - $110.97 $55.4K - $56.9K
4.47K $491K
DVN
Devon Energy Corp

Energy
-248
- 2.75%
$26.8 - $37.92 $6.65K - $9.4K
8.77K $279K
VZ
Verizon Communications Inc

Communication Services
-799
- 8.37%
$41.67 - $45.62 $33.3K - $36.5K
8.74K $378K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-2.59K
- 29.03%
$32.41 - $42.59 $84K - $110K
6.34K $269K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-44
- 5.7%
$483.48 - $539.8 $21.3K - $23.8K
728 $353K
FDX
Fedex Corp

Industrials
-120
- 8.68%
$198.07 - $245.17 $23.8K - $29.4K
1.26K $286K
ADBE
Adobe Inc.

Technology
-151
- 4.21%
$340.0 - $420.68 $51.3K - $63.5K
3.43K $1.33M
IQV
Iqvia Holdings Inc.

Healthcare
-30
- 1.35%
$137.0 - $174.37 $4.11K - $5.23K
2.19K $344K
IP
International Paper CO

Consumer Cyclical
-80
- 1.31%
$43.89 - $54.46 $3.51K - $4.36K
6.02K $281K
VGIT
Vanguard Intermediate Term Tre

ETFs
-741
- 12.2%
$58.63 - $59.9 $43.4K - $44.4K
5.33K $318K
ABBV
Abb Vie Inc.

Healthcare
-39
- 2.64%
$170.16 - $206.27 $6.64K - $8.04K
1.44K $267K
FTSL
First Trust Senior Ln Fund

ETFs
-880
- 8.4%
$44.58 - $46.07 $39.2K - $40.5K
9.6K $440K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.27K
- 14.77%
$27.29 - $29.28 $34.5K - $37K
7.3K $213K
PG
Procter & Gamble CO

Consumer Defensive
-39
- 1.96%
$157.66 - $172.39 $6.15K - $6.72K
1.95K $310K
IEMG
Ishares Inc

ETFs
-459
- 6.79%
N/A
6.3K $337K
RIO
Rio Tinto PLC

Basic Materials
-64
- 0.62%
$52.32 - $62.75 $3.35K - $4.02K
10.3K $598K
PFE
Pfizer Inc

Healthcare
-367
- 3.48%
$21.59 - $24.84 $7.92K - $9.12K
10.2K $246K
CSGP
Costar Group, Inc.

Real Estate
-363
- 5.32%
$72.62 - $83.22 $26.4K - $30.2K
6.46K $519K
SO
Southern CO

Utilities
-212
- 3.71%
$84.91 - $92.56 $18K - $19.6K
5.5K $505K
WFC
Wells Fargo & Company

Financial Services
-1.56K
- 12.23%
$60.98 - $80.12 $95.1K - $125K
11.2K $896K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.4K
- 12.95%
$32.66 - $40.75 $45.8K - $57.1K
9.42K $381K
GILD
Gilead Sciences, Inc.

Healthcare
-123
- 6.32%
$96.91 - $113.0 $11.9K - $13.9K
1.82K $202K
AZO
Autozone Inc

Consumer Cyclical
-1
- 1.0%
$3478.38 - $3880.15 $3.48K - $3.88K
99 $367K
NFG
National Fuel Gas CO

Energy
-505
- 9.21%
$73.0 - $86.01 $36.9K - $43.4K
4.98K $421K
TENB
Tenable Holdings, Inc.

Technology
-129
- 1.91%
$30.45 - $35.17 $3.93K - $4.54K
6.63K $224K
AKAM
Akamai Technologies Inc

Technology
-75
- 1.77%
N/A
4.17K $378K
TJX
Tjx Companies Inc

Consumer Cyclical
-38
- 2.15%
$119.13 - $135.03 $4.53K - $5.13K
1.73K $213K
GLD
Spdr Gold Trust

ETFs
-88
- 5.82%
$273.71 - $316.29 $24.1K - $27.8K
1.42K $434K
Solventum Corp
-316
- 4.38%
N/A
6.9K $0
Activity Summary
Buys All Purchases 87 New Holdings 16 Increased Positions 71 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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