Ivc Wealth Advisors LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $173 Million distributed in 163 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $17.2M, Apple Inc. with a value of $11.9M, J P Morgan Exchange Traded Fd with a value of $8.72M, Schwab Strategic Tr Us Large C with a value of $7.93M, and Pacer Fds Tr Us Cash Cows 100 with a value of $6.8M.
Examining the 13F form we can see an increase of $12.4M in the current position value, from $160M to 173M.
Below you can find more details about Ivc Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$173 Million
ETFs: $76.4 Million
Technology: $25.9 Million
Financial Services: $14.8 Million
Healthcare: $12.4 Million
Industrials: $12.1 Million
Consumer Cyclical: $8.28 Million
Energy: $6.63 Million
Communication Services: $4.42 Million
Other: $11.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions