Ivc Wealth Advisors LLC Purchases and Sells in Q4 2024

Ivc Wealth Advisors LLC

$177 Million
Q4 2024

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	3.62K + 7.79%	$378.79 - $428.11 $1.37M - $1.55M	50.1K $20.6M
JEPQ	17.3K + 29.42%	$53.94 - $58.15 $933K - $1.01M	76.1K $4.29M
JAAA	18K + 20.58%	$50.62 - $50.97 $912K - $918K	106K $5.35M
COWZ	7.56K + 6.02%	$56.06 - $61.35 $424K - $464K	133K $7.52M
VOT	395 + 2.67%	$241.48 - $274.89 $95.4K - $109K	15.2K $3.86M
AVGO	199 + 8.3%	$159.67 - $250.0 $31.8K - $49.8K	2.6K $601K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBCG	6.83K New	$42.05 - $48.31 $287K - $330K	6.83K $316K
PLTR	3.28K New	$36.46 - $82.38 $120K - $270K	3.28K $248K
SNOW	1.58K New	$109.65 - $186.51 $173K - $295K	1.58K $244K
WHR	2.06K New	$99.28 - $124.45 $205K - $257K	2.06K $236K
BA	1.28K New	$138.14 - $180.72 $177K - $232K	1.28K $226K
DOCU	2.5K New	$61.42 - $106.99 $153K - $267K	2.5K $224K

Top Sells

Reduced Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	-3.69K - 37.0%	$105.51 - $125.37 $389K - $462K	6.28K $675K
CZNC	-17.9K - 17.94%	$18.36 - $20.85 $329K - $374K	82K $1.52M
MRK	-1.12K - 5.24%	$96.31 - $114.76 $108K - $129K	20.3K $2.02M
JNJ	-634 - 5.79%	$143.34 - $165.86 $90.9K - $105K	10.3K $1.49M
UNH	-252 - 13.35%	$485.52 - $625.25 $122K - $158K	1.64K $827K
CAT	-381 - 8.73%	$360.37 - $416.88 $137K - $159K	3.99K $1.45M

Activity Summary All Purchases 61 New Holdings 7 Increased Positions 54 All Sells 83 Reductions 83 Sold out 0 Calls 0 Puts 0

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