Ivc Wealth Advisors LLC Sells in Q4 2025

Ivc Wealth Advisors LLC

  • $222 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.84K
- 8.05%
$279.76 - $298.12 $514K - $547K
21K $5.87M
UVSP
Univest Financial Corp

Financial Services
-17.7K
- 44.08%
$28.3 - $30.95 $500K - $547K
22.4K $689K
PAYX
Paychex Inc

Industrials
-1.64K
- 18.67%
$111.08 - $128.59 $182K - $211K
7.15K $801K
AN
Autonation, Inc.

Consumer Cyclical
-78
- 0.9%
$190.8 - $224.38 $14.9K - $17.5K
8.56K $1.68M
RSG
Republic Services, Inc.

Industrials
-181
- 2.91%
$204.12 - $227.29 $36.9K - $41.1K
6.04K $1.27M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.35K
- 34.03%
$41.61 - $44.26 $139K - $148K
6.5K $282K
GLD
Spdr Gold Trust

ETFs
-460
- 31.9%
$354.79 - $403.15 $163K - $185K
982 $369K
CSGP
Costar Group, Inc.

Real Estate
-396
- 6.76%
$67.23 - $84.8 $26.6K - $33.6K
5.46K $371K
PLTR
Palantir Technologies Inc.

Technology
-506
- 13.21%
$172.14 - $207.18 $87.1K - $105K
3.33K $578K
TFC
Truist Financial Corp

Financial Services
-1.64K
- 3.31%
$41.09 - $45.64 $67.6K - $75K
48K $2.15M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.02K
- 10.85%
$55.63 - $58.98 $112K - $119K
16.6K $973K
ORCL
Oracle Corp

Technology
-52
- 3.75%
$217.57 - $313.0 $11.3K - $16.3K
1.33K $293K
CZNC
Citizens & Northern Corp

Financial Services
-3.78K
- 6.09%
$19.01 - $19.68 $71.8K - $74.3K
58.2K $1.14M
HD
Home Depot, Inc.

Consumer Cyclical
-110
- 12.46%
$358.03 - $397.02 $39.4K - $43.7K
773 $276K
CLX
Clorox CO

Consumer Defensive
-321
- 13.49%
$103.68 - $123.19 $33.3K - $39.5K
2.06K $213K
BA
Boeing CO

Industrials
-237
- 20.12%
$191.81 - $225.32 $45.5K - $53.4K
941 $180K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.51K
- 8.12%
$46.85 - $47.44 $70.7K - $71.6K
17.1K $801K
NFG
National Fuel Gas CO

Energy
-71
- 1.46%
$77.99 - $92.46 $5.54K - $6.56K
4.81K $389K
IP
International Paper CO

Consumer Cyclical
-150
- 2.49%
$36.32 - $49.1 $5.45K - $7.37K
5.87K $219K
CRSP
Crispr Therapeutics Ag

Healthcare
-114
- 2.28%
$51.11 - $76.78 $5.83K - $8.75K
4.88K $269K
ADI
Analog Devices Inc

Technology
-9
- 0.3%
$225.32 - $246.37 $2.03K - $2.22K
2.98K $685K
SON
Sonoco Products CO

Consumer Cyclical
-657
- 9.6%
$39.27 - $43.32 $25.8K - $28.5K
6.19K $253K
DY
Dycom Industries Inc

Industrials
-135
- 10.23%
$279.52 - $298.82 $37.7K - $40.3K
1.19K $345K
COP
Conocophillips

Energy
-76
- 1.52%
$85.66 - $95.46 $6.51K - $7.25K
4.92K $436K
GS
Goldman Sachs Group Inc

Financial Services
-31
- 5.66%
$744.6 - $838.97 $23.1K - $26K
517 $400K
TIP
Ishares Tr Tips Bd ETF

ETFs
-280
- 8.37%
$110.58 - $112.2 $31K - $31.4K
3.06K $339K
VCR
Vanguard Consumer Discretionar

ETFs
-40
- 4.37%
$376.54 - $399.33 $15.1K - $16K
875 $332K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-236
- 0.39%
$52.76 - $53.18 $12.5K - $12.6K
61K $3.22M
EOG
Eog Resources Inc

Energy
-151
- 2.72%
$105.0 - $111.92 $15.9K - $16.9K
5.4K $596K
USB
Us Bancorp \De\

Financial Services
-79
- 1.04%
$45.28 - $48.26 $3.58K - $3.81K
7.48K $340K
VDE
Vanguard Energy ETF

ETFs
-320
- 7.02%
$120.37 - $129.34 $38.5K - $41.4K
4.24K $548K
C
Citigroup Inc

Financial Services
-166
- 6.54%
$93.93 - $102.87 $15.6K - $17.1K
2.37K $233K
PEG
Public Service Enterprise Group Inc

Utilities
-194
- 2.12%
$79.86 - $84.83 $15.5K - $16.5K
8.95K $741K
AKAM
Akamai Technologies Inc

Technology
-236
- 5.68%
N/A
3.92K $356K
VZ
Verizon Communications Inc

Communication Services
-17
- 0.26%
$38.4 - $43.83 $653 - $745
6.48K $265K
FTSL
First Trust Senior Ln Fund

ETFs
-436
- 6.85%
$45.62 - $45.98 $19.9K - $20K
5.93K $272K
VOX
Vanguard Communication Service

ETFs
-34
- 1.96%
$180.26 - $190.8 $6.13K - $6.49K
1.7K $306K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-344
- 7.68%
$50.57 - $50.77 $17.4K - $17.5K
4.13K $209K
BK
Bank Of New York Mellon Corp

Financial Services
-213
- 3.63%
$104.54 - $112.64 $22.3K - $24K
5.66K $624K
VNQ
Vanguard Specialized Funds Van

ETFs
-48
- 0.94%
$88.13 - $92.69 $4.23K - $4.45K
5.08K $455K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-523
- 3.03%
$31.41 - $33.69 $16.4K - $17.6K
16.7K $540K
VFH
Vanguard Financial ETF

ETFs
-35
- 1.96%
$125.75 - $131.12 $4.4K - $4.59K
1.75K $223K
VIS
Vanguard Industrial ETF

ETFs
-23
- 2.72%
$289.12 - $301.69 $6.65K - $6.94K
822 $240K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-45
- 1.55%
$109.53 - $114.14 $4.93K - $5.14K
2.86K $319K
AMCR
Amcor PLC

Consumer Cyclical
-1.19K
- 6.79%
$7.82 - $8.58 $9.31K - $10.2K
16.3K $138K
VGT
Vanguard Information Technolog

ETFs
-16
- 1.66%
$736.33 - $801.52 $11.8K - $12.8K
945 $714K
CEG
Constellation Energy Corp

Utilities
-27
- 3.31%
$335.74 - $401.43 $9.06K - $10.8K
788 $266K
MUB
Ishares National Muni Bond ETF

ETFs
-3
- 0.12%
$106.36 - $107.61 $319 - $323
2.56K $273K
Everus Constr Group
-125
- 2.8%
N/A
4.34K $0
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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