Ivc Wealth Advisors LLC Portfolio Holdings
Ivc Wealth Advisors LLC
- $181 Million
- Q3 2024
Ivc Wealth Advisors LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $181 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 $17.8M, Apple Inc. with a value of $14.8M, J P Morgan Exchange Traded Fd with a value of $9.53M, Schwab Strategic Tr Us Large C with a value of $7.61M, and Pacer Fds Tr Us Cash Cows 100 with a value of $7.26M.
Examining the 13F form we can see an increase of $3.48M in the current position value, from $178M to 181M.
Below you can find more details about Ivc Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$181 Million
ETFs: $84.9 Million
Technology: $29.2 Million
Financial Services: $15.1 Million
Industrials: $11 Million
Healthcare: $10.7 Million
Consumer Cyclical: $7.55 Million
Energy: $6.01 Million
Consumer Defensive: $4.44 Million
Other: $12.5 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 163
- Current Value $181 Million
- Prior Value $178 Million
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 10 stocks
- Additional Purchases 40 stocks
- Sold out of 0 stocks
- Reduced holdings in 100 stocks