Ivc Wealth Advisors LLC
CIK:0001842811
Investment Adviser
$224M AUM
183 holdings
Silverdale, PA, USA
IVC Wealth Advisors LLC is an investment adviser registered with the Securities and Exchange Commission, offering advisory accounts and services.
Top Buys
A
AAPLAPPLE INC+$2.7M
P
PVALPUTNAM ETF TRUST+$2.3M
V
VUGVANGUARD INDEX FDS+$2.0M
J
JMBSJANUS DETROIT STR TR+$1.6M
J
JEPQJ P MORGAN EXCHANGE TRADED F+$985.2K
Top Sells
C
COWZPACER FDS TR-$936.3K
S
SCHVSCHWAB STRATEGIC TR-$846.3K
L
LYBLYONDELLBASELL INDUSTRIES N-$423.8K
P
PAYXPAYCHEX INC-$340.8K
V
VMBSVANGUARD SCOTTSDALE FDS-$329.8K
Top Holdings
V
VUGVANGUARD INDEX FDS+10.0%$22.4M
A
AAPLAPPLE INC+6.7%$14.9M
P
PVALPUTNAM ETF TRUST+5.9%$13.1M
J
JEPIJ P MORGAN EXCHANGE TRADED F+5.0%$11.1M
U
USIGISHARES TR+3.5%$7.8M
Equity Positions (183)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 10.03% | $22.4M | 46,777 | $256.31 | $479.61 | +$2.0M |
A AAPL | APPLE INC | 6.67% | $14.9M | 58,643 | $133.12 | $254.63 | +$2.7M |
P PVAL | PUTNAM ETF TRUST | 5.87% | $13.1M | 307,662 | $39.26 | $42.72 | +$2.3M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 4.95% | $11.1M | 194,071 | $55.14 | $57.10 | +$429.1K |
U USIG | ISHARES TR | 3.47% | $7.8M | 148,477 | $53.51 | $52.22 | +$727.3K |
Industry Allocation
ELECTRONIC COMPUTERS
+6.7%
SEMICONDUCTORS & RELATED DEVICES
+3.7%
SERVICES-PREPACKAGED SOFTWARE
+3.1%
PHARMACEUTICAL PREPARATIONS
+2.4%
NATIONAL COMMERCIAL BANKS
+2.3%