Ivc Wealth Advisors LLC Purchases in Q3 2024

Ivc Wealth Advisors LLC

  • $181 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
18.5K
+ 26.74%
$50.52 - $50.95 $933K - $941K
87.5K $4.45M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
16.7K
+ 39.8%
$49.7 - $56.11 $832K - $940K
58.8K $3.23M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.4K
+ 3.63%
$53.41 - $57.9 $235K - $255K
126K $7.26M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.06K
+ 1.3%
$54.98 - $59.51 $113K - $122K
160K $9.53M
JMBS
Janus Detroit Str Tr Henderson

ETFs
8.52K
New
$44.13 - $47.01 $376K - $400K
8.52K $397K
VTWG
Vanguard Russell 2000 Growth E

ETFs
683
+ 4.98%
$186.75 - $211.16 $128K - $144K
14.4K $2.99M
XOM
Exxon Mobil Corp

Energy
2.66K
+ 36.31%
$109.72 - $119.0 $291K - $316K
9.97K $1.17M
K
Kellogg CO

Consumer Defensive
3.24K
New
$56.19 - $80.81 $182K - $262K
3.24K $261K
CAT
Caterpillar Inc

Industrials
6
+ 0.14%
$316.8 - $391.12 $1.9K - $2.35K
4.37K $1.71M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.25K
+ 9.45%
$42.22 - $48.62 $137K - $158K
37.6K $1.75M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
4.09K
+ 4.84%
$29.08 - $31.84 $119K - $130K
88.5K $2.8M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
765
+ 0.92%
$49.82 - $52.8 $38.1K - $40.4K
83.5K $4.39M
AXP
American Express CO

Financial Services
814
New
$225.92 - $271.17 $184K - $221K
814 $220K
EEFT
Euronet Worldwide, Inc.

Technology
2.18K
New
$92.68 - $108.63 $202K - $237K
2.18K $216K
JNJ
Johnson & Johnson

Healthcare
232
+ 2.17%
$145.48 - $167.38 $33.8K - $38.8K
10.9K $1.77M
GIS
General Mills Inc

Consumer Defensive
2.81K
New
$62.5 - $75.15 $176K - $211K
2.81K $207K
ECL
Ecolab Inc.

Basic Materials
814
New
$228.86 - $255.76 $186K - $208K
814 $207K
VCR
Vanguard Consumer Discretionar

ETFs
610
New
$291.88 - $341.94 $178K - $209K
610 $207K
DUK
Duke Energy Corp

Utilities
1.77K
New
$99.35 - $117.71 $176K - $209K
1.77K $204K
AKAM
Akamai Technologies Inc

Technology
2.24K
New
N/A
2.24K $203K
CCI
Crown Castle International Corp

Real Estate
290
+ 4.4%
$95.29 - $120.24 $27.6K - $34.9K
6.89K $817K
VTWV
Vanguard Russell 2000 Value Et

ETFs
370
+ 4.45%
$132.06 - $150.96 $48.9K - $55.9K
8.68K $1.28M
SO
Southern CO

Utilities
42
+ 0.54%
$77.0 - $90.52 $3.23K - $3.8K
7.85K $707K
ETN
Eaton Corp PLC

Industrials
26
+ 0.57%
$272.52 - $333.02 $7.09K - $8.66K
4.59K $1.52M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
468
+ 1.1%
$51.02 - $52.74 $23.9K - $24.7K
42.9K $2.26M
WMB
Williams Companies, Inc.

Energy
1.17K
+ 20.54%
$41.24 - $46.22 $48.4K - $54.3K
6.89K $314K
LOW
Lowes Companies Inc

Consumer Cyclical
11
+ 0.92%
$213.3 - $270.78 $2.35K - $2.98K
1.21K $328K
VNQ
Vanguard Specialized Funds Van

ETFs
185
+ 5.72%
$82.97 - $98.97 $15.3K - $18.3K
3.42K $333K
AVGO
Broadcom Inc.

Technology
2.18K
+ 979.73%
$136.27 - $1745.86 $296K - $3.8M
2.4K $413K
JPM
Jpmorgan Chase & CO

Financial Services
78
+ 1.98%
$194.9 - $224.8 $15.2K - $17.5K
4.01K $845K
USB
Us Bancorp \De\

Financial Services
3
+ 0.05%
$39.04 - $47.23 $117 - $142
5.49K $251K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.09%
$517.38 - $573.86 $517 - $574
1.14K $651K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
693
+ 7.93%
$47.43 - $47.88 $32.9K - $33.2K
9.43K $448K
AZO
Autozone Inc

Consumer Cyclical
4
+ 4.4%
$2815.0 - $3212.87 $11.3K - $12.9K
95 $299K
VDE
Vanguard Energy ETF

ETFs
400
+ 9.5%
$117.44 - $131.06 $47K - $52.4K
4.61K $564K
DOW
Dow Inc.

Basic Materials
164
+ 1.44%
$50.15 - $55.41 $8.22K - $9.09K
11.5K $629K
TJX
Tjx Companies Inc

Consumer Cyclical
19
+ 0.61%
$107.93 - $120.23 $2.05K - $2.28K
3.13K $367K
VDC
Vanguard Consumer Staples ETF

ETFs
2
+ 0.13%
$201.77 - $221.32 $404 - $443
1.51K $329K
MS
Morgan Stanley

Financial Services
38
+ 1.53%
$92.07 - $106.96 $3.5K - $4.06K
2.52K $262K
MSFT
Microsoft Corp

Technology
167
+ 5.44%
$395.15 - $467.56 $66K - $78.1K
3.24K $1.39M
MCHP
Microchip Technology Inc

Technology
497
+ 15.1%
$72.0 - $95.98 $35.8K - $47.7K
3.79K $304K
FISV
Fiserv Inc

Technology
5
+ 0.29%
N/A
1.72K $214K
GOOGL
Alphabet Inc.

Communication Services
133
+ 9.78%
$148.65 - $191.18 $19.8K - $25.4K
1.49K $247K
Fidelity Wise Origin Bitcoin
4.58K
New
N/A
4.58K $0
Solventum Corp
318
+ 5.02%
N/A
6.65K $0
C
Citigroup Inc

Financial Services
35
+ 1.03%
$56.11 - $67.61 $1.96K - $2.37K
3.43K $214K
MPC
Marathon Petroleum Corp

Energy
60
+ 2.43%
$158.61 - $180.75 $9.52K - $10.8K
2.53K $411K
CRWD
Crowd Strike Holdings, Inc.

Technology
288
+ 27.75%
$217.89 - $392.15 $62.8K - $113K
1.33K $371K
FDX
Fedex Corp

Industrials
38
+ 1.99%
$254.64 - $313.52 $9.68K - $11.9K
1.95K $533K
Activity Summary
Buys All Purchases 50 New Holdings 10 Increased Positions 40 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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