Ivc Wealth Advisors LLC Reduced Holdings in Q3 2024

Ivc Wealth Advisors LLC

  • $181 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-4.58K
- 14.79%
$98.91 - $134.91 $453K - $618K
26.4K $3.2M
META
Meta Platforms, Inc.

Communication Services
-1.54K
- 25.83%
$453.41 - $572.44 $700K - $883K
4.43K $2.54M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-8.33K
- 21.69%
$44.9 - $47.55 $374K - $396K
30.1K $1.42M
AMD
Advanced Micro Devices Inc

Technology
-2K
- 46.56%
$128.67 - $183.96 $257K - $368K
2.29K $376K
LLY
Eli Lilly & CO

Healthcare
-311
- 17.06%
$772.14 - $960.02 $240K - $299K
1.51K $1.34M
ADBE
Adobe Inc.

Technology
-295
- 7.33%
$508.13 - $586.55 $150K - $173K
3.73K $1.93M
WM
Waste Management Inc

Industrials
-1.18K
- 18.96%
$196.96 - $223.45 $233K - $265K
5.06K $1.05M
MRK
Merck & Co., Inc.

Healthcare
-416
- 1.91%
$111.15 - $128.97 $46.2K - $53.7K
21.4K $2.43M
DVN
Devon Energy Corp

Energy
-3.34K
- 21.2%
$37.87 - $48.65 $127K - $163K
12.4K $486K
SYK
Stryker Corp

Healthcare
-745
- 30.25%
$315.94 - $371.96 $235K - $277K
1.72K $620K
INTC
Intel Corp

Technology
-3.06K
- 17.67%
$18.9 - $34.87 $57.8K - $107K
14.3K $334K
UPS
United Parcel Service Inc

Industrials
-1.38K
- 45.84%
$123.32 - $147.38 $170K - $203K
1.63K $222K
NUE
Nucor Corp

Basic Materials
-1.02K
- 27.7%
$137.77 - $166.14 $140K - $169K
2.66K $399K
COP
Conocophillips

Energy
-933
- 11.31%
$102.3 - $116.61 $95.4K - $109K
7.31K $770K
WFC
Wells Fargo & Company

Financial Services
-2.22K
- 14.65%
$51.58 - $60.97 $114K - $135K
12.9K $729K
PSX
Phillips 66

Energy
-1K
- 36.86%
$125.0 - $147.17 $126K - $148K
1.72K $226K
AMZN
Amazon Com Inc

Consumer Cyclical
-659
- 13.59%
$161.02 - $200.0 $106K - $132K
4.19K $780K
CSGP
Costar Group, Inc.

Real Estate
-2.15K
- 16.79%
$71.59 - $79.61 $154K - $171K
10.6K $802K
MSI
Motorola Solutions, Inc.

Technology
-749
- 24.09%
$385.65 - $450.49 $289K - $337K
2.36K $1.06M
PEP
Pepsico Inc

Consumer Defensive
-985
- 15.26%
$161.9 - $179.3 $159K - $177K
5.47K $930K
IQV
Iqvia Holdings Inc.

Healthcare
-899
- 26.64%
$206.81 - $251.55 $186K - $226K
2.48K $586K
PRU
Prudential Financial Inc

Financial Services
-1.47K
- 10.85%
$105.53 - $127.32 $155K - $187K
12K $1.46M
ACN
Accenture PLC

Technology
-502
- 42.65%
$295.44 - $355.81 $148K - $179K
675 $238K
HAL
Halliburton CO

Energy
-2.22K
- 20.3%
$27.81 - $36.44 $61.8K - $81K
8.73K $253K
CRM
Salesforce, Inc.

Technology
-525
- 23.17%
$238.42 - $276.53 $125K - $145K
1.74K $476K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-982
- 8.35%
$92.56 - $99.46 $90.9K - $97.7K
10.8K $1.03M
EOG
Eog Resources Inc

Energy
-461
- 5.61%
$117.9 - $132.65 $54.4K - $61.2K
7.76K $954K
AMT
American Tower Corp

Real Estate
-500
- 36.36%
$192.27 - $242.73 $96.1K - $121K
875 $203K
RTX
Raytheon Technologies Corp

Industrials
-1.26K
- 29.47%
$99.55 - $123.34 $126K - $156K
3.02K $366K
IEMG
Ishares Inc

ETFs
-1.2K
- 13.41%
$53.64 - $53.64 $64.5K - $64.5K
7.76K $416K
MDT
Medtronic PLC

Healthcare
-1.48K
- 21.35%
$76.84 - $91.03 $114K - $135K
5.46K $491K
FTSL
First Trust Senior Ln Fund

ETFs
-1.25K
- 10.38%
$45.51 - $46.26 $56.9K - $57.9K
10.8K $495K
DE
Deere & CO

Industrials
-201
- 24.54%
$344.84 - $418.0 $69.3K - $84K
618 $257K
BNDX
Vanguard Total International B

ETFs
-1.17K
- 11.97%
$48.42 - $50.35 $56.7K - $58.9K
8.6K $432K
PFE
Pfizer Inc

Healthcare
-1.65K
- 12.11%
$27.7 - $31.39 $45.6K - $51.7K
12K $345K
PAYX
Paychex Inc

Industrials
-1.88K
- 13.49%
$116.17 - $135.19 $218K - $254K
12K $1.62M
SBUX
Starbucks Corp

Consumer Cyclical
-1.7K
- 25.38%
$72.51 - $98.6 $123K - $167K
4.99K $486K
AMGN
Amgen Inc

Healthcare
-149
- 10.7%
$309.38 - $337.38 $46.1K - $50.3K
1.24K $400K
TIP
Ishares Tr Tips Bd ETF

ETFs
-539
- 7.54%
$105.92 - $110.83 $57.1K - $59.7K
6.61K $730K
VGIT
Vanguard Intermediate Term Tre

ETFs
-659
- 10.02%
$57.8 - $60.8 $38.1K - $40.1K
5.92K $357K
MBB
Ishares Tr

ETFs
-387
- 9.58%
$90.85 - $96.66 $35.2K - $37.4K
3.65K $349K
CVX
Chevron Corp

Energy
-13
- 0.64%
$137.88 - $161.97 $1.79K - $2.11K
2.02K $298K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.01K
- 10.18%
$28.11 - $29.42 $28.3K - $29.7K
8.89K $261K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-976
- 12.74%
$34.48 - $38.87 $33.7K - $37.9K
6.69K $257K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-263
- 9.44%
$76.94 - $79.54 $20.2K - $20.9K
2.52K $200K
VCIT
Vanguard Intermediate Term Cor

ETFs
-426
- 7.16%
$79.29 - $84.02 $33.8K - $35.8K
5.53K $462K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-910
- 11.84%
$41.9 - $48.26 $38.1K - $43.9K
6.77K $324K
GS
Goldman Sachs Group Inc

Financial Services
-70
- 11.82%
$459.02 - $510.25 $32.1K - $35.7K
522 $258K
ADI
Analog Devices Inc

Technology
-49
- 1.51%
$200.56 - $243.33 $9.83K - $11.9K
3.2K $735K
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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