Ivc Wealth Advisors LLC Incresed Positions in Q4 2025

Ivc Wealth Advisors LLC

  • $222 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
14.1K
+ 9.42%
$50.55 - $50.74 $713K - $715K
164K $8.29M
PVAL
Putnam ETF Tr Putnam Focused L
4.17K
+ 1.36%
$41.58 - $44.36 $173K - $185K
312K $13.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
737
+ 106.04%
$600.51 - $631.95 $443K - $466K
1.43K $884K
MRK
Merck & Co., Inc.

Healthcare
2.91K
+ 15.54%
$82.49 - $92.93 $240K - $271K
21.7K $2.01M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.77K
+ 4.52%
$56.0 - $57.6 $491K - $505K
203K $11.5M
LLY
Eli Lilly & CO

Healthcare
20
+ 1.42%
$799.57 - $1025.28 $16K - $20.5K
1.43K $1.46M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.78K
+ 4.48%
$56.33 - $59.22 $326K - $342K
135K $7.79M
JMBS
Janus Detroit Str Tr Henderson

ETFs
7.91K
+ 6.31%
$45.54 - $46.2 $360K - $366K
133K $6.08M
CAT
Caterpillar Inc

Industrials
14
+ 0.35%
$480.82 - $585.49 $6.73K - $8.2K
4.01K $2.21M
HEFA
Ishares Currency Hedged Msci E

ETFs
2.61K
+ 2.51%
$39.63 - $41.86 $103K - $109K
107K $4.39M
CSCO
Cisco Systems, Inc.

Technology
55
+ 0.32%
$67.46 - $78.0 $3.71K - $4.29K
17.2K $1.34M
MS
Morgan Stanley

Financial Services
944
+ 36.76%
$151.86 - $169.92 $143K - $160K
3.51K $559K
VOE
Vanguard Mid Cap Value Index F

ETFs
958
+ 3.26%
$169.53 - $176.53 $162K - $169K
30.3K $5.27M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.42K
+ 2.3%
$51.77 - $52.69 $177K - $180K
152K $7.86M
GOOG
Alphabet Inc.

Communication Services
125
+ 7.06%
$237.49 - $291.74 $29.7K - $36.5K
1.9K $541K
VBR
Vanguard Small Cap Value ETF

ETFs
710
+ 6.19%
$201.42 - $211.15 $143K - $150K
12.2K $2.5M
AMZN
Amazon Com Inc

Consumer Cyclical
170
+ 4.04%
$213.04 - $254.0 $36.2K - $43.2K
4.38K $1.03M
PNC
Pnc Financial Services Group, Inc.

Financial Services
688
+ 47.88%
$178.37 - $198.46 $123K - $137K
2.13K $390K
NFLX
Netflix Inc

Communication Services
10.6K
+ 1076.68%
$110.29 - $1241.35 $1.17M - $13.1M
11.6K $1.27M
AMGN
Amgen Inc

Healthcare
11
+ 0.74%
$290.13 - $341.71 $3.19K - $3.76K
1.5K $512K
PEP
Pepsico Inc

Consumer Defensive
387
+ 8.22%
$138.84 - $153.71 $53.7K - $59.5K
5.1K $753K
NVDA
Nvidia Corp

Technology
478
+ 1.9%
$179.83 - $207.04 $86K - $99K
25.6K $4.79M
ABBV
Abb Vie Inc.

Healthcare
305
+ 19.82%
$211.96 - $244.38 $64.6K - $74.5K
1.84K $431K
MSFT
Microsoft Corp

Technology
233
+ 5.57%
$496.82 - $542.07 $116K - $126K
4.42K $2.24M
KO
Coca Cola CO

Consumer Defensive
273
+ 2.28%
$66.1 - $71.61 $18K - $19.5K
12.2K $865K
GOOGL
Alphabet Inc.

Communication Services
6
+ 0.29%
$236.57 - $291.31 $1.42K - $1.75K
2.05K $565K
BNDX
Vanguard Total International B

ETFs
1.28K
+ 9.7%
$49.3 - $49.91 $63.1K - $63.9K
14.5K $715K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.59K
+ 2.41%
$28.46 - $29.45 $73.7K - $76.2K
110K $3.19M
SNOW
Snowflake Inc.

Technology
6
+ 0.33%
$230.55 - $277.14 $1.38K - $1.66K
1.8K $463K
RIO
Rio Tinto PLC

Basic Materials
129
+ 1.19%
$65.44 - $72.58 $8.44K - $9.36K
11K $772K
XOM
Exxon Mobil Corp

Energy
35
+ 0.43%
$110.64 - $119.78 $3.87K - $4.19K
8.21K $966K
NUE
Nucor Corp

Basic Materials
22
+ 0.83%
$131.78 - $154.43 $2.9K - $3.4K
2.68K $395K
VGIT
Vanguard Intermediate Term Tre

ETFs
549
+ 6.84%
$59.84 - $60.54 $32.9K - $33.2K
8.57K $514K
RTX
Raytheon Technologies Corp

Industrials
45
+ 1.53%
$157.0 - $179.44 $7.07K - $8.07K
2.98K $523K
FDX
Fedex Corp

Industrials
6
+ 0.57%
$224.63 - $268.67 $1.35K - $1.61K
1.05K $279K
IEMG
Ishares Inc

ETFs
583
+ 14.71%
N/A
4.55K $243K
AME
Ametek Inc

Industrials
1
+ 0.02%
$179.28 - $202.11 $179 - $202
5.78K $1.12M
VCIT
Vanguard Intermediate Term Cor

ETFs
431
+ 5.06%
$83.45 - $84.82 $36K - $36.6K
8.95K $747K
MCD
Mcdonalds Corp

Consumer Cyclical
85
+ 1.92%
$293.81 - $310.11 $25K - $26.4K
4.52K $1.38M
CRM
Salesforce, Inc.

Technology
122
+ 5.67%
$235.69 - $263.41 $28.8K - $32.1K
2.27K $538K
AEP
American Electric Power CO Inc

Utilities
46
+ 2.01%
$112.75 - $122.73 $5.19K - $5.65K
2.34K $283K
USRT
Ishares Core U.S. Reit ETF

ETFs
484
+ 13.71%
$56.64 - $59.67 $27.4K - $28.9K
4.01K $232K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
37
+ 5.08%
$475.68 - $513.11 $17.6K - $19K
765 $389K
MBB
Ishares Tr

ETFs
245
+ 4.44%
$94.9 - $96.23 $23.3K - $23.6K
5.76K $547K
VGSH
Vanguard

ETFs
365
+ 7.01%
$58.64 - $58.96 $21.4K - $21.5K
5.57K $327K
SCHP
Schwab Strategic Us Tips ETF

ETFs
834
+ 7.55%
$26.75 - $27.15 $22.3K - $22.6K
11.9K $318K
BSX
Boston Scientific Corp

Healthcare
50
+ 2.01%
$94.95 - $104.98 $4.75K - $5.25K
2.54K $260K
WMT
Walmart Inc.

Consumer Defensive
129
+ 5.81%
$101.18 - $109.03 $13.1K - $14.1K
2.35K $241K
VTWV
Vanguard Russell 2000 Value Et

ETFs
142
+ 3.34%
$151.74 - $159.89 $21.5K - $22.7K
4.39K $675K
Activity Summary
Buys All Purchases 98 New Holdings 10 Increased Positions 88 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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