IW

IVC Wealth Advisors LLC

13F
IVC Wealth Advisors LLC
Last update 2025-04-09 162 Stocks (16 new)
Value $186.00 Mil Turnover 14 %
Countries:
Top Holdings: VUG(9.65%)AAPL(7.13%)JEPI(5.85%)PVAL(3.74%)SCHV(3.70%)
Summary Stock Picks Current Portfolio
IVC Wealth Advisors LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
48,357
17,931.8
-3.45%
9.650
-0.40%
0.010
+31.93%
+10.22%
168,198.6
 
AAPL
Apple Inc
59,680
13,256.8
-3.29%
7.130
-0.28%
0.000
+10.53%
-14.65%
3,184,691.5
Hardware
JEPI
JPMorgan Equity Premium Income ETF
190,409
10,880.0
+13.06%
5.850
+0.68%
0.030
+10.98%
+3.55%
41,073.7
 
PVAL
Putnam Focused Large Cap Value ETF
182,596
6,953.3
New Holding
3.740
+3.74%
0.260
+18.07%
+10.93%
3,604.8
 
SCHV
Schwab U.S. Large-Cap Value ETF
258,683
6,875.8
-8.92%
3.700
-0.37%
0.060
+15.14%
+8.91%
12,842.2
 
JAAA
Janus Henderson AAA CLO ETF
121,085
6,140.2
+14.75%
3.300
+0.42%
0.030
+2.21%
+2.65%
22,316.6
 
USIG
iShares U.S. Credit Bond ETF
107,032
5,467.2
+22.44%
2.940
+0.54%
0.040
+3.75%
+4.22%
14,179.6
 
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
100,786
5,218.7
+32.40%
2.810
+0.69%
0.030
+19.09%
+3.49%
25,465.4
 
VOT
Vanguard Mid-Cap Growth ETF
20,558
5,029.3
+35.11%
2.710
+0.70%
0.030
+27.19%
+14.39%
16,527.6
 
VOE
Vanguard Mid-Cap Value ETF
24,844
3,988.5
+24.68%
2.150
+0.43%
0.020
+13.16%
+4.71%
17,523.5
 

IVC Wealth Advisors LLC's Historical Top Holdings Breakdowns

IVC Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PVAL
Putnam Focused Large Cap Value ETF
2025-03-31
New Buy
New Buy
+3.74%
●
36.8 ($38.31) 39.59
$40.92
6.83%
New holding
182,596
182,596
COWZ
Pacer US Cash Cows 100 ETF
2025-03-31
Reduce
Reduce
-2.92%
●
53.6 ($56.92) 58.97
$56.06
-1.51%
Reduce -69.46%
40,653
-92,470
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
2025-03-31
New Buy
New Buy
+1.68%
●
34.83 ($36.45) 37.46
$37.66
3.31%
New holding
85,923
85,923
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
Pacer Developed Markets International Cash Cows 100 ETF
2025-03-31
Reduce
Reduce
-1.32%
●
29.06 ($30.82) 32.62
$34.24
11.11%
Reduce -85.41%
13,739
-80,437
VBR
Vanguard Small Cap Value ETF
2025-03-31
New Buy
New Buy
+0.97%
●
182.99 ($197.54) 207.75
$200.92
1.71%
New holding
9,703
9,703
VOT
Vanguard Mid-Cap Growth ETF
2025-03-31
Add
Add
+0.70%
●
237.55 ($260.02) 276.98
$289.35
11.28%
Add 35.11%
20,558
5,342
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2025-03-31
Add
Add
+0.69%
●
51.45 ($55.7) 58.51
$54.97
-1.30%
Add 32.4%
100,786
24,662
JEPI
JPMorgan Equity Premium Income ETF
2025-03-31
Add
Add
+0.68%
●
56.17 ($58.26) 59.71
$57.01
-2.15%
Add 13.06%
190,409
21,988
CALF
Pacer US Small Cap Cash Cows ETF
2025-03-31
Reduce
Reduce
-0.68%
●
36.64 ($41.46) 45.76
$40.73
-1.75%
Reduce -69.13%
12,283
-27,501
USIG
iShares U.S. Credit Bond ETF
2025-03-31
Add
Add
+0.54%
●
49.67 ($50.66) 51.43
$51.20
1.06%
Add 22.44%
107,032
19,617

IVC Wealth Advisors LLC Total Holding History ($B)

To

IVC Wealth Advisors LLC's Asset Allocation

To

IVC Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

IVC Wealth Advisors LLC's Hypothetical Growth since 2025-03-31

IVC Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

IVC Wealth Advisors LLC's Holdings Heat Map

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IVC Wealth Advisors LLC's Holdings Bubble Chart

IVC Wealth Advisors LLC News

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