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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$299B
$834,000 0.41% of portfolio
11,795
Q2 2025 Added 0.99%
$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%
$60.2B
$812,000 0.4% of portfolio
13,947
Q2 2025 Added 1.26%
$85.3B
$801,000 0.39% of portfolio
5,266
Q2 2025 Reduced 1.57%
$88.8B
$747,000 0.37% of portfolio
1,467
Q2 2025 Added 3.09%
$128B
$728,000 0.36% of portfolio
3,059
Q2 2025 Reduced 0.62%
$0
$692,000 0.34% of portfolio
4,976
Q2 2025 Reduced 36.51%
$0
$700,000 0.34% of portfolio
1,133
Q2 2025 Added 0.09%
$207B
$676,000 0.33% of portfolio
5,120
Q2 2025 Added 2.09%
$73.9B
$670,000 0.33% of portfolio
5,609
Q2 2025 Reduced 2.84%
$0
$628,000 0.31% of portfolio
2,532
Q2 2025 Added 3.9%
$0
$638,000 0.31% of portfolio
962
Q2 2025 Added 11.6%
$0
$600,000 0.3% of portfolio
5,010
Q2 2025 Reduced 6.53%
$100B
$598,000 0.29% of portfolio
10,267
Q2 2025 Reduced 0.62%
$84.6B
$569,000 0.28% of portfolio
6,247
Q2 2025 Reduced 1.39%
$148B
$555,000 0.27% of portfolio
1,405
Q2 2025 Reduced 0.21%
$50.6B
$543,000 0.27% of portfolio
1,853
Q2 2025 Added 8.24%
$35.8B
$519,000 0.26% of portfolio
6,457
Q2 2025 Reduced 5.32%
$0
$513,000 0.25% of portfolio
17,569
Q2 2025 Reduced 5.25%
$0
$513,000 0.25% of portfolio
15,077
Q2 2025 Added 9.74%
$100B
$505,000 0.25% of portfolio
5,504
Q2 2025 Reduced 3.71%
$124B
$507,000 0.25% of portfolio
5,821
Q2 2025 Added 3.87%
$29.2B
$510,000 0.25% of portfolio
24,972
Q2 2025 Added 119.42%
$308B
$500,000 0.25% of portfolio
3,675
Q2 2025 New
$126B
$498,000 0.25% of portfolio
5,553
Q2 2025 Reduced 1.03%
$0
$491,000 0.24% of portfolio
4,471
Q2 2025 Reduced 10.29%
$0
$493,000 0.24% of portfolio
5,953
Q2 2025 Added 1.17%
$262B
$483,000 0.24% of portfolio
3,405
Q2 2025 Added 5.45%
$0
$464,000 0.23% of portfolio
9,391
Q2 2025 Reduced 0.43%
$0
$461,000 0.23% of portfolio
5,179
Q2 2025 Added 10.14%
$99.4B
$477,000 0.23% of portfolio
21,325
Q2 2025 Added 6.13%
$0
$461,000 0.23% of portfolio
11,593
Q2 2025 Reduced 5.62%
$289B
$452,000 0.22% of portfolio
1,452
Q2 2025 Reduced 7.28%
$0
$440,000 0.22% of portfolio
9,600
Q2 2025 Reduced 8.4%
$232B
$425,000 0.21% of portfolio
2,914
Q2 2025 Added 0.55%
$112B
$434,000 0.21% of portfolio
1,424
Q2 2025 Reduced 5.82%
$89.8B
$425,000 0.21% of portfolio
2,563
Q2 2025 Reduced 2.73%
$7.96B
$421,000 0.21% of portfolio
4,977
Q2 2025 Reduced 9.21%
$18.2B
$423,000 0.21% of portfolio
7,324
Q2 2025 Reduced 34.17%
$120B
$425,000 0.21% of portfolio
2,845
Q2 2025 Added 1.79%
$74.8B
$398,000 0.2% of portfolio
1,779
Q1 2025 Added 12.45%
$0
$416,000 0.2% of portfolio
19,671
Q2 2025 Added 4.57%
$153B
$403,000 0.2% of portfolio
1,445
Q2 2025 Added 27.31%
$317B
$386,000 0.19% of portfolio
2,700
Q2 2025 Added 10.84%
$0
$381,000 0.19% of portfolio
9,423
Q2 2025 Reduced 12.95%
$73B
$393,000 0.19% of portfolio
3,728
Q2 2025 Reduced 8.36%
$184B
$378,000 0.19% of portfolio
8,742
Q2 2025 Reduced 8.37%
$14.4B
$378,000 0.19% of portfolio
4,165
Q2 2025 Reduced 1.77%

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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