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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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