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
Knife River Corp
-100
- 3.43%
N/A
2.82K $0
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-690
- 5.62%
$32.0 - $39.87 $22.1K - $27.5K
11.6K $461K
BNDX
Vanguard Total International B

ETFs
-41
- 0.43%
$48.77 - $49.55 $2K - $2.03K
9.39K $464K
C
Citigroup Inc

Financial Services
-433
- 14.66%
$58.13 - $85.12 $25.2K - $36.9K
2.52K $214K
CRM
Salesforce, Inc.

Technology
-7
- 0.34%
$236.26 - $291.15 $1.65K - $2.04K
2.05K $559K
LNG
Cheniere Energy, Inc.

Energy
-136
- 3.49%
$197.25 - $244.33 $26.8K - $33.2K
3.76K $914K
MMM
3 M CO

Industrials
-84
- 1.57%
$126.09 - $154.15 $10.6K - $12.9K
5.27K $801K
PEG
Public Service Enterprise Group Inc

Utilities
-44
- 0.4%
$77.13 - $84.18 $3.39K - $3.7K
10.9K $913K
DE
Deere & CO

Industrials
-2
- 0.43%
$412.99 - $531.48 $826 - $1.06K
463 $235K
GNRC
Generac Holdings Inc.

Industrials
-80
- 4.3%
$101.92 - $143.21 $8.15K - $11.5K
1.78K $254K
BA
Boeing CO

Industrials
-133
- 10.29%
$136.59 - $217.51 $18.2K - $28.9K
1.16K $243K
NUE
Nucor Corp

Basic Materials
-4
- 0.15%
$103.22 - $131.43 $413 - $526
2.66K $344K
TFC
Truist Financial Corp

Financial Services
-1.5K
- 2.94%
$34.79 - $42.99 $52.3K - $64.7K
49.6K $2.13M
SYK
Stryker Corp

Healthcare
-3
- 0.21%
$337.37 - $395.63 $1.01K - $1.19K
1.41K $555K
BK
Bank Of New York Mellon Corp

Financial Services
-88
- 1.39%
$73.31 - $91.62 $6.45K - $8.06K
6.25K $569K
MPC
Marathon Petroleum Corp

Energy
-72
- 2.73%
$118.55 - $170.08 $8.54K - $12.2K
2.56K $425K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-974
- 5.25%
$22.27 - $29.21 $21.7K - $28.5K
17.6K $513K
JCI
Johnson Controls International PLC

Industrials
-340
- 8.36%
$71.14 - $105.62 $24.2K - $35.9K
3.73K $393K
ADI
Analog Devices Inc

Technology
-19
- 0.62%
$164.6 - $238.02 $3.13K - $4.52K
3.06K $728K
CSCO
Cisco Systems, Inc.

Technology
-213
- 1.27%
$53.19 - $69.38 $11.3K - $14.8K
16.6K $1.15M
CAT
Caterpillar Inc

Industrials
-247
- 5.81%
$273.94 - $388.21 $67.7K - $95.9K
4.01K $1.56M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-832
- 5.02%
$163.6 - $208.47 $136K - $173K
15.7K $3.28M
IBM
International Business Machines Corp

Technology
-45
- 0.73%
$221.03 - $294.78 $9.95K - $13.3K
6.1K $1.8M
NFLX
Netflix Inc

Communication Services
-77
- 7.59%
$855.86 - $1339.13 $65.9K - $103K
937 $1.25M
ETN
Eaton Corp PLC

Industrials
-76
- 1.8%
$246.52 - $356.99 $18.7K - $27.1K
4.14K $1.48M
META
Meta Platforms, Inc.

Communication Services
-16
- 0.37%
$484.66 - $738.09 $7.75K - $11.8K
4.35K $3.21M
VUG
Vanguard Growth ETF

ETFs
-1.73K
- 3.58%
$329.49 - $438.4 $571K - $759K
46.6K $20.4M
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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