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
$35.1B
$396,000 0.19% of portfolio
5,635
Q2 2025 Added 7.74%
$249B
$382,000 0.19% of portfolio
540
Q2 2025 Added 0.56%
$79.3B
$367,000 0.18% of portfolio
99
Q2 2025 Reduced 1.0%
$252B
$360,000 0.18% of portfolio
2,562
Q2 2025 Added 1.07%
$103B
$342,000 0.17% of portfolio
3,740
Q2 2025 Added 0.08%
$34.1B
$344,000 0.17% of portfolio
2,185
Q2 2025 Reduced 1.35%
$0
$337,000 0.17% of portfolio
6,297
Q2 2025 Reduced 6.79%
$37.6B
$344,000 0.17% of portfolio
2,660
Q2 2025 Reduced 0.15%
$70.1B
$346,000 0.17% of portfolio
3,290
Q2 2025 New
$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%
$0
$354,000 0.17% of portfolio
3,780
Q2 2025 Added 2.63%
$0
$318,000 0.16% of portfolio
5,331
Q2 2025 Reduced 12.2%
$0
$319,000 0.16% of portfolio
1,460
Q2 2025 Added 0.07%
$0
$331,000 0.16% of portfolio
915
Q2 2025 Added 6.4%
$0
$325,000 0.16% of portfolio
6,745
Q2 2025 Added 0.6%
$0
$313,000 0.15% of portfolio
2,900
Q4 2024 Added 4.88%
$0
$296,000 0.15% of portfolio
1,735
Q2 2025 Added 15.36%
$4.76B
$302,000 0.15% of portfolio
6,900
Q2 2025 Added 0.36%
$374B
$310,000 0.15% of portfolio
1,946
Q2 2025 Reduced 1.96%
$72.1B
$310,000 0.15% of portfolio
6,866
Q2 2025 Added 8.52%
$1.26T
$296,000 0.15% of portfolio
1,680
Q2 2025 Added 5.26%
$14.8B
$292,000 0.14% of portfolio
2,433
Q2 2025 Reduced 3.57%
$1.29T
$280,000 0.14% of portfolio
1,582
Q2 2025 New
$4.55B
$287,000 0.14% of portfolio
6,601
Q2 2025 Added 0.9%
$23.8B
$279,000 0.14% of portfolio
8,772
Q2 2025 Reduced 2.75%
$607B
$290,000 0.14% of portfolio
1,330
Q2 2025 New
$3.69B
$277,000 0.14% of portfolio
14,289
Q2 2025 Added 42.78%
$58.3B
$286,000 0.14% of portfolio
1,262
Q2 2025 Reduced 8.68%
$0
$283,000 0.14% of portfolio
3,267
Q3 2024 Reduced 0.37%
$17.5B
$281,000 0.14% of portfolio
6,015
Q2 2025 Reduced 1.31%
$11.5B
$254,000 0.13% of portfolio
1,780
Q2 2025 Reduced 4.3%
$101B
$254,000 0.13% of portfolio
5,505
Q2 2025 Added 15.48%
$0
$266,000 0.13% of portfolio
4,290
Q2 2023 New
$34.5B
$269,000 0.13% of portfolio
2,681
Q2 2025 Reduced 12.53%
$0
$269,000 0.13% of portfolio
6,336
Q2 2025 Reduced 29.03%
$0
$273,000 0.13% of portfolio
1,505
Q2 2025 Added 5.17%
$375B
$267,000 0.13% of portfolio
1,439
Q2 2025 Reduced 2.64%
$153B
$236,000 0.12% of portfolio
2,199
Q2 2025 Added 4.86%
$1.82B
$253,000 0.12% of portfolio
6,572
Q2 2025 New
$140B
$246,000 0.12% of portfolio
10,189
Q2 2025 Reduced 3.48%
$0
$236,000 0.12% of portfolio
845
Q4 2024 Reduced 5.59%
$4.93B
$243,000 0.12% of portfolio
2,397
Q2 2025 New
$141B
$243,000 0.12% of portfolio
1,160
Q2 2025 Reduced 10.29%
$144B
$235,000 0.12% of portfolio
463
Q2 2025 Reduced 0.43%
$4.52B
$231,000 0.11% of portfolio
2,287
Q2 2025 Reduced 20.67%
$207B
$231,000 0.11% of portfolio
8,006
Q2 2025 Added 5.98%
$0
$227,000 0.11% of portfolio
1,785
Q2 2025 New
$0
$233,000 0.11% of portfolio
1,345
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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