IVC Wealth Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IW IVC Wealth Advisors LLC | Institutional Filer | ▲ 0.17% | $230.3M | 173 |
Current Portfolio Holdings
Showing all 173 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | — | 46K | $20.3M | 8.82% |
| 2 | PVAL | PUTNAM ETF TRUST | — | 321K | $14.9M | 6.47% |
| 3 | AAPL | Apple Inc. | Technology | 56K | $14.2M | 6.16% |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 220K | $12.4M | 5.40% |
| 5 | JAAA | JANUS DETROIT STR TR | — | 179K | $9.0M | 3.91% |
| 6 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 151K | $8.4M | 3.65% |
| 7 | USIG | ISHARES TR | — | 156K | $8.0M | 3.47% |
| 8 | JMBS | JANUS DETROIT STR TR | — | 143K | $6.5M | 2.80% |
| 9 | VOE | VANGUARD INDEX FDS | — | 34K | $6.3M | 2.73% |
| 10 | VOT | VANGUARD INDEX FDS | — | 24K | $6.3M | 2.73% |
| 11 | HEFA | ISHARES TR | — | 129K | $5.5M | 2.38% |
| 12 | NVDA | NVIDIA Corporation | Technology | 26K | $4.5M | 1.95% |
| 13 | VTWG | VANGUARD SCOTTSDALE FDS | — | 17K | $3.8M | 1.65% |
| 14 | IGSB | ISHARES TR | — | 63K | $3.3M | 1.44% |
| 15 | SCHV | SCHWAB STRATEGIC TR | — | 105K | $3.2M | 1.39% |
Showing 1 to 15 of 173 holdings