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
USHY
Ishares Tr Broad Usd High Yiel

ETFs
394
+ 6.81%
$37.19 - $37.8 $14.7K - $14.9K
6.18K $230K
RGLD
Royal Gold Inc

Basic Materials
153
+ 13.34%
$169.08 - $206.65 $25.9K - $31.6K
1.3K $241K
CVX
Chevron Corp

Energy
75
+ 2.52%
$148.9 - $157.72 $11.2K - $11.8K
3.05K $471K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
128
+ 3.19%
$79.55 - $80.13 $10.2K - $10.3K
4.14K $329K
ED
Consolidated Edison Inc

Utilities
58
+ 2.27%
$96.11 - $102.39 $5.57K - $5.94K
2.61K $265K
WM
Waste Management Inc

Industrials
308
+ 6.42%
$196.77 - $219.98 $60.6K - $67.8K
5.1K $1.07M
ADBE
Adobe Inc.

Technology
286
+ 9.15%
$325.07 - $359.91 $93K - $103K
3.41K $1.11M
ACN
Accenture PLC

Technology
44
+ 4.98%
$234.02 - $253.35 $10.3K - $11.1K
927 $223K
DUK
Duke Energy Corp

Utilities
25
+ 1.47%
$121.57 - $129.03 $3.04K - $3.23K
1.72K $215K
TJX
Tjx Companies Inc

Consumer Cyclical
11
+ 0.66%
$138.56 - $147.63 $1.52K - $1.62K
1.67K $244K
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 3.52%
$910.94 - $954.99 $7.29K - $7.64K
235 $214K
SCHC
Schwab Strategic Tr Intl Small

ETFs
135
+ 1.74%
$44.43 - $46.12 $6K - $6.23K
7.91K $356K
SBUX
Starbucks Corp

Consumer Cyclical
28
+ 0.88%
$78.46 - $87.26 $2.2K - $2.44K
3.19K $270K
Knife River Corp
395
+ 10.02%
N/A
4.34K $0
Ralliant Corp
2.24K
+ 11.24%
N/A
22.2K $0
PAGP
Plains Gp Holdings LP

Energy
221
+ 1.46%
$16.85 - $18.3 $3.72K - $4.04K
15.4K $274K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
234
+ 1.06%
$20.85 - $21.86 $4.88K - $5.12K
22.3K $471K
WFC
Wells Fargo & Company

Financial Services
12
+ 0.11%
$77.62 - $87.3 $931 - $1.05K
10.7K $891K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.07%
$206.7 - $217.75 $207 - $218
1.46K $307K
PSA
Public Storage

Real Estate
73
+ 3.95%
$272.78 - $311.8 $19.9K - $22.8K
1.92K $527K
SO
Southern CO

Utilities
165
+ 2.96%
$90.58 - $99.72 $14.9K - $16.5K
5.74K $520K
VTWG
Vanguard Russell 2000 Growth E

ETFs
363
+ 2.35%
$227.0 - $244.79 $82.4K - $88.9K
15.8K $3.61M
PG
Procter & Gamble CO

Consumer Defensive
30
+ 1.53%
$145.5 - $153.18 $4.37K - $4.6K
1.99K $290K
SYK
Stryker Corp

Healthcare
9
+ 0.64%
$353.81 - $388.35 $3.18K - $3.5K
1.42K $509K
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.78%
$320.52 - $369.92 $1.6K - $1.85K
648 $207K
HPE
Hewlett Packard Enterprise CO

Technology
1.29K
+ 4.75%
$22.5 - $26.25 $29K - $33.9K
28.5K $650K
T
At&T Inc.

Communication Services
49
+ 0.61%
$24.44 - $27.55 $1.2K - $1.35K
8.07K $205K
JPM
Jpmorgan Chase & CO

Financial Services
92
+ 2.67%
$294.11 - $320.41 $27.1K - $29.5K
3.53K $1.06M
MCHP
Microchip Technology Inc

Technology
656
+ 11.45%
$53.48 - $67.52 $35.1K - $44.3K
6.39K $341K
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.97%
$3576.14 - $4253.71 $3.58K - $4.25K
104 $401K
V
Visa Inc.

Financial Services
61
+ 1.14%
$325.75 - $352.42 $19.9K - $21.5K
5.43K $1.77M
LNG
Cheniere Energy, Inc.

Energy
3
+ 0.09%
$205.63 - $235.74 $617 - $707
3.48K $748K
ETN
Eaton Corp PLC

Industrials
28
+ 0.68%
$352.39 - $387.75 $9.87K - $10.9K
4.12K $1.45M
BX
Blackstone Inc.

Financial Services
114
+ 3.81%
$138.42 - $168.45 $15.8K - $19.2K
3.11K $429K
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 0.15%
$401.99 - $468.37 $1.61K - $1.87K
2.69K $1.1M
MSI
Motorola Solutions, Inc.

Technology
141
+ 5.84%
$379.98 - $462.26 $53.6K - $65.2K
2.56K $971K
META
Meta Platforms, Inc.

Communication Services
109
+ 2.44%
$609.01 - $751.67 $66.4K - $81.9K
4.57K $2.79M
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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