Ivc Wealth Advisors LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $178 Million distributed in 165 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $17.8M, Apple Inc. with a value of $14.3M, J P Morgan Exchange Traded Fd with a value of $8.96M, Schwab Strategic Tr Us Large C with a value of $7.29M, and Pacer Fds Tr Us Cash Cows 100 with a value of $6.6M.
Examining the 13F form we can see an increase of $5.18M in the current position value, from $173M to 178M.
Below you can find more details about Ivc Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$178 Million
ETFs: $79.7 Million
Technology: $29.9 Million
Financial Services: $14.7 Million
Healthcare: $11.7 Million
Industrials: $11.6 Million
Consumer Cyclical: $7.15 Million
Energy: $6.38 Million
Communication Services: $4.89 Million
Other: $12 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions