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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$12.3 Million 6.04% of portfolio
59,834
Q2 2025 Added 0.26%
$426B
$3.84 Million 1.89% of portfolio
24,299
Q2 2025 Added 5.75%
$1.65T
$3.21 Million 1.58% of portfolio
4,352
Q2 2025 Reduced 0.37%
$3.77T
$1.99 Million 0.98% of portfolio
4,001
Q2 2025 Added 3.47%
$572B
$1.86 Million 0.92% of portfolio
5,246
Q2 2025 Reduced 0.1%
$216B
$1.8 Million 0.88% of portfolio
6,095
Q2 2025 Reduced 0.73%
$466B
$1.66 Million 0.82% of portfolio
10,853
Q2 2025 Added 0.44%
$220B
$1.56 Million 0.77% of portfolio
4,006
Q2 2025 Reduced 5.81%
$217B
$1.52 Million 0.75% of portfolio
19,206
Q2 2025 Reduced 0.99%
$232B
$1.3 Million 0.64% of portfolio
4,442
Q2 2025 Added 1.25%
$540B
$1.25 Million 0.62% of portfolio
937
Q2 2025 Reduced 7.59%
$278B
$1.15 Million 0.57% of portfolio
16,607
Q2 2025 Reduced 1.27%
$699B
$1.14 Million 0.56% of portfolio
1,463
Q2 2025 Added 2.02%
$879B
$964,000 0.47% of portfolio
3,327
Q2 2025 Added 1.62%
$310B
$896,000 0.44% of portfolio
11,193
Q2 2025 Reduced 12.23%
$478B
$900,000 0.44% of portfolio
8,356
Q2 2025 Reduced 0.49%
$2.3T
$835,000 0.41% of portfolio
3,810
Q2 2025 Added 16.3%
$1.04T
$833,000 0.41% of portfolio
2,625
Q2 2025 Added 0.38%
$207B
$676,000 0.33% of portfolio
5,120
Q2 2025 Added 2.09%
$253B
$559,000 0.28% of portfolio
2,050
Q2 2025 Reduced 0.34%
$308B
$500,000 0.25% of portfolio
3,675
Q2 2025 New
$262B
$483,000 0.24% of portfolio
3,405
Q2 2025 Added 5.45%
$289B
$452,000 0.22% of portfolio
1,452
Q2 2025 Reduced 7.28%
$232B
$425,000 0.21% of portfolio
2,914
Q2 2025 Added 0.55%
$317B
$386,000 0.19% of portfolio
2,700
Q2 2025 Added 10.84%
$249B
$382,000 0.19% of portfolio
540
Q2 2025 Added 0.56%
$252B
$360,000 0.18% of portfolio
2,562
Q2 2025 Added 1.07%
$416B
$353,000 0.17% of portfolio
964
Q2 2025 Added 1.15%
$652B
$353,000 0.17% of portfolio
728
Q2 2025 Reduced 5.7%
$374B
$310,000 0.15% of portfolio
1,946
Q2 2025 Reduced 1.96%
$1.26T
$296,000 0.15% of portfolio
1,680
Q2 2025 Added 5.26%
$1.29T
$280,000 0.14% of portfolio
1,582
Q2 2025 New
$607B
$290,000 0.14% of portfolio
1,330
Q2 2025 New
$375B
$267,000 0.13% of portfolio
1,439
Q2 2025 Reduced 2.64%
$207B
$231,000 0.11% of portfolio
8,006
Q2 2025 Added 5.98%
$266B
$206,000 0.1% of portfolio
2,108
Q2 2025 New

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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