Ivc Wealth Advisors LLC Portfolio Holdings

Ivc Wealth Advisors LLC

  • $184 Million
  • Q1 2025

Ivc Wealth Advisors LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $184 Million distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $17.9M, Apple Inc. with a value of $13.3M, J P Morgan Exchange Traded Fd with a value of $10.8M, Putnam ETF Tr Putnam Focused L with a value of $6.87M, and Schwab Strategic Tr Us Large C with a value of $6.81M.

Examining the 13F form we can see an increase of $6.55M in the current position value, from $177M to 184M.

Below you can find more details about Ivc Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Million
ETFs: $90.7 Million
Technology: $27.7 Million
Financial Services: $14.2 Million
Industrials: $10.3 Million
Healthcare: $8.94 Million
Consumer Cyclical: $6.07 Million
Energy: $5.22 Million
Communication Services: $4.36 Million
Other: $9.73 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$138B
$524,000 0.28% of portfolio
1,408
Q1 2025 Added 12.19%
$51.1B
$512,000 0.28% of portfolio
1,712
Q1 2025 Added 9.81%
$112B
$503,000 0.27% of portfolio
5,604
Q1 2025 Added 10.55%
$91.3B
$501,000 0.27% of portfolio
1,423
Q1 2025 Reduced 0.21%
$82.3B
$456,000 0.25% of portfolio
20,093
Q1 2025 Added 15.66%
$7.13B
$434,000 0.24% of portfolio
5,482
Q1 2025 Reduced 1.63%
$176B
$432,000 0.23% of portfolio
9,541
Q1 2025 Added 3.61%
$272B
$407,000 0.22% of portfolio
2,436
Q1 2025 Added 5.14%
$691B
$405,000 0.22% of portfolio
772
Q1 2025 Reduced 0.39%
$21.1B
$402,000 0.22% of portfolio
11,537
Q1 2025 Reduced 4.53%
$68.5B
$381,000 0.21% of portfolio
100
Q1 2025 Added 5.26%
$94.2B
$390,000 0.21% of portfolio
2,795
Q1 2025 Reduced 3.42%
$184B
$383,000 0.21% of portfolio
2,898
Q1 2025 Reduced 1.4%
$68.5B
$383,000 0.21% of portfolio
2,635
Q1 2025 Added 4.65%
$27.9B
$390,000 0.21% of portfolio
2,215
Q1 2025 Reduced 2.38%
$14.4B
$385,000 0.21% of portfolio
4,240
Q1 2025 Added 17.29%
$96.2B
$365,000 0.2% of portfolio
3,737
Q1 2025 Reduced 10.49%
$366B
$349,000 0.19% of portfolio
953
Q1 2025 Reduced 15.74%
$150B
$353,000 0.19% of portfolio
1,135
Q1 2025 Added 34.96%
$55.8B
$325,000 0.18% of portfolio
4,068
Q1 2025 Reduced 3.35%
$55.1B
$336,000 0.18% of portfolio
1,382
Q1 2025 Reduced 3.49%
$16.8B
$325,000 0.18% of portfolio
6,095
Q1 2025 Reduced 4.69%
$39.2B
$338,000 0.18% of portfolio
3,065
Q1 2025 Reduced 9.0%
$6.34B
$335,000 0.18% of portfolio
2,430
Q1 2025 Reduced 12.27%
$156B
$331,000 0.18% of portfolio
3,229
Q1 2025 Added 9.05%
$20.5B
$337,000 0.18% of portfolio
9,020
Q1 2025 Reduced 11.46%
$382B
$338,000 0.18% of portfolio
1,985
Q1 2025 Reduced 4.11%
$4.5B
$309,000 0.17% of portfolio
6,542
Q1 2025 Added 4.61%
$329B
$309,000 0.17% of portfolio
1,478
Q1 2025 Reduced 1.53%
$4.8B
$308,000 0.17% of portfolio
2,883
Q1 2025 Reduced 13.08%
$29.7B
$320,000 0.17% of portfolio
2,664
Q1 2025 Reduced 0.3%
$186B
$293,000 0.16% of portfolio
537
Q1 2025 Added 2.48%
$102B
$290,000 0.16% of portfolio
4,767
Q1 2025 Reduced 2.6%
$197B
$295,000 0.16% of portfolio
2,535
Q4 2024 Added 0.64%
$129B
$267,000 0.15% of portfolio
10,556
Q1 2025 Added 0.76%
$59.3B
$267,000 0.15% of portfolio
6,327
Q1 2025 Added 15.22%
$25.9B
$253,000 0.14% of portfolio
5,230
Q1 2025 Added 12.23%
$50.7B
$260,000 0.14% of portfolio
1,779
Q1 2025 Added 12.45%
$967B
$246,000 0.13% of portfolio
1,596
Q1 2025 Added 0.44%
$7.21B
$235,000 0.13% of portfolio
1,860
Q1 2025 Added 0.54%
$3.71B
$236,000 0.13% of portfolio
6,762
Q1 2025 New
$191B
$213,000 0.12% of portfolio
7,554
Q1 2025 Reduced 25.87%
$185B
$215,000 0.12% of portfolio
692
Q1 2025 New
$3.37B
$220,000 0.12% of portfolio
6,875
Q1 2025 New
$139B
$218,000 0.12% of portfolio
465
Q1 2025 New
$106B
$220,000 0.12% of portfolio
1,293
Q1 2025 Added 0.86%
$129B
$217,000 0.12% of portfolio
1,945
Q1 2025 New
$50B
$213,000 0.12% of portfolio
1,730
Q1 2025 New
$3.77B
$215,000 0.12% of portfolio
10,008
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $184 Million
  • Prior Value $177 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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