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 Market Cap. of $10 Billions to $200 Billions
