Ivc Wealth Advisors LLC Portfolio Holdings

Ivc Wealth Advisors LLC

  • $203 Million
  • Q2 2025

Ivc Wealth Advisors LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $203 Million distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $20.4M, Apple Inc. with a value of $12.3M, Putnam ETF Tr Putnam Focused L with a value of $10.9M, J P Morgan Exchange Traded Fd with a value of $10.7M, and Ishares Tr Broad Usd Inbd Etfv with a value of $7.03M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $184M to 203M.

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

Portfolio value $203 Million
ETFs: $100 Million
Technology: $31 Million
Financial Services: $14.4 Million
Industrials: $11.1 Million
Healthcare: $8.23 Million
Consumer Cyclical: $7 Million
Communication Services: $6 Million
Energy: $5.23 Million
Other: $9.22 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.4 Million 10.06% of portfolio
46,625
Q2 2025 Reduced 3.58%
$0
$10.9 Million 5.36% of portfolio
270,420
Q2 2025 Added 48.1%
$0
$10.7 Million 5.24% of portfolio
187,376
Q2 2025 Reduced 1.59%
$0
$7.03 Million 3.46% of portfolio
136,590
Q2 2025 Added 27.62%
$0
$6.95 Million 3.42% of portfolio
137,003
Q2 2025 Added 13.15%
$0
$6.51 Million 3.2% of portfolio
22,891
Q2 2025 Added 11.35%
$0
$6.43 Million 3.17% of portfolio
118,255
Q2 2025 Added 17.33%
$0
$4.74 Million 2.34% of portfolio
28,844
Q2 2025 Added 16.1%
$0
$4.1 Million 2.02% of portfolio
91,069
Q2 2025 Added 213.52%
$0
$3.97 Million 1.96% of portfolio
143,641
Q2 2025 Reduced 44.47%
$0
$3.89 Million 1.92% of portfolio
102,602
Q2 2025 Added 19.41%
$0
$3.28 Million 1.61% of portfolio
15,736
Q2 2025 Reduced 5.02%
$0
$3.14 Million 1.55% of portfolio
59,559
Q2 2025 Added 17.75%
$0
$2.17 Million 1.07% of portfolio
11,108
Q2 2025 Added 14.48%
$0
$2.01 Million 0.99% of portfolio
36,420
Q2 2025 Reduced 10.41%
$0
$1.2 Million 0.59% of portfolio
25,945
Q2 2025 Reduced 16.08%
$0
$700,000 0.34% of portfolio
1,133
Q2 2025 Added 0.09%
$0
$628,000 0.31% of portfolio
2,532
Q2 2025 Added 3.9%
$0
$638,000 0.31% of portfolio
962
Q2 2025 Added 11.6%
$0
$600,000 0.3% of portfolio
5,010
Q2 2025 Reduced 6.53%
$0
$513,000 0.25% of portfolio
17,569
Q2 2025 Reduced 5.25%
$0
$513,000 0.25% of portfolio
15,077
Q2 2025 Added 9.74%
$0
$491,000 0.24% of portfolio
4,471
Q2 2025 Reduced 10.29%
$0
$493,000 0.24% of portfolio
5,953
Q2 2025 Added 1.17%
$0
$464,000 0.23% of portfolio
9,391
Q2 2025 Reduced 0.43%
$0
$461,000 0.23% of portfolio
5,179
Q2 2025 Added 10.14%
$0
$461,000 0.23% of portfolio
11,593
Q2 2025 Reduced 5.62%
$0
$440,000 0.22% of portfolio
9,600
Q2 2025 Reduced 8.4%
$116B
$434,000 0.21% of portfolio
1,424
Q2 2025 Reduced 5.82%
$0
$416,000 0.2% of portfolio
19,671
Q2 2025 Added 4.57%
$0
$381,000 0.19% of portfolio
9,423
Q2 2025 Reduced 12.95%
$0
$337,000 0.17% of portfolio
6,297
Q2 2025 Reduced 6.79%
$0
$354,000 0.17% of portfolio
3,780
Q2 2025 Added 2.63%
$0
$318,000 0.16% of portfolio
5,331
Q2 2025 Reduced 12.2%
$0
$319,000 0.16% of portfolio
1,460
Q2 2025 Added 0.07%
$0
$331,000 0.16% of portfolio
915
Q2 2025 Added 6.4%
$0
$325,000 0.16% of portfolio
6,745
Q2 2025 Added 0.6%
$0
$313,000 0.15% of portfolio
2,900
Q4 2024 Added 4.88%
$0
$296,000 0.15% of portfolio
1,735
Q2 2025 Added 15.36%
$0
$283,000 0.14% of portfolio
3,267
Q3 2024 Reduced 0.37%
$0
$266,000 0.13% of portfolio
4,290
Q2 2023 New
$0
$269,000 0.13% of portfolio
6,336
Q2 2025 Reduced 29.03%
$0
$273,000 0.13% of portfolio
1,505
Q2 2025 Added 5.17%
$0
$236,000 0.12% of portfolio
845
Q4 2024 Reduced 5.59%
$0
$227,000 0.11% of portfolio
1,785
Q2 2025 New
$0
$233,000 0.11% of portfolio
1,345
Q2 2025 New
$0
$232,000 0.11% of portfolio
4,587
Q2 2025 New
$0
$202,000 0.1% of portfolio
3,574
Q2 2025 Reduced 23.39%
$0
$213,000 0.1% of portfolio
7,300
Q2 2025 Reduced 14.77%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $203 Million
  • Prior Value $184 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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