IVC WEALTH ADVISORS LLC Holdings
IVC WEALTH ADVISORS LLC is an investment fund managing more than 124.24M US dollars. The largest holdings include Vanguard Growth Index Fund, Schwab U.S. Large-Cap Value ETF and Apple. In Q3 2022 the fund bought assets of total value of 1.68M US dollars and sold assets of total value of 6.31M US dollars.
IVC WEALTH ADVISORS LLC portfolio value:
$124.23M
portfolio value
IVC WEALTH ADVISORS LLC quarter portfolio value change:
-5.22%
quarter
IVC WEALTH ADVISORS LLC 1 year portfolio value change:
-23.94%
1 year
IVC WEALTH ADVISORS LLC portfolio changes
| Period | Buy | Sel |
|---|---|---|
| Q1 2021 | 23827000 | 1715000 |
| Q2 2021 | 15383000 | 314000 |
| Q3 2021 | 5612000 | 2659000 |
| Q4 2021 | 9846000 | 51000 |
| Q2 2022 | -635000 | 21672000 |
| Q3 2022 | 1678000 | 6313000 |
IVC WEALTH ADVISORS LLC 13F holdings
| Stock |
|---|
| Portfolio share: 9.12% Portfolio value: 11.32M Avg. open price: $283.26 Current price: $229.48 P/L: -18.98% Sold -0.43% shares Q3 2022 |
| Portfolio share: 8.92% Portfolio value: 11.08M Avg. open price: $61.31 Current price: $68.24 P/L: +11.30% Sold -0.80% shares Q3 2022 |
| Portfolio share: 8.47% Portfolio value: 10.51M Avg. open price: $136.56 Current price: $147.21 P/L: +7.80% Sold -0.67% shares Q3 2022 |
| Portfolio share: 2.77% Portfolio value: 3.44M Avg. open price: N/A Current price: $24.11 P/L: N/A Sold -0.14% shares Q3 2022 |
| Portfolio share: 2.10% Portfolio value: 2.61M Avg. open price: $53.55 Current price: $49.94 P/L: -6.76% Bought +5.18% shares Q3 2022 |
| Portfolio share: 1.70% Portfolio value: 2.11M Avg. open price: $47.43 Current price: $43.06 P/L: -9.22% Bought +5.45% shares Q3 2022 |
| Portfolio share: 1.68% Portfolio value: 2.09M Avg. open price: $60.09 Current price: $50.05 P/L: -16.71% Sold -0.26% shares Q3 2022 |
| Portfolio share: 1.65% Portfolio value: 2.04M Avg. open price: $23.32 Current price: $21.07 P/L: -9.66% Bought +1.38% shares Q3 2022 |
| Portfolio share: 1.56% Portfolio value: 1.94M Avg. open price: $123.22 Current price: $109.12 P/L: -11.45% Sold -15.51% shares Q3 2022 |
| Portfolio share: 1.55% Portfolio value: 1.92M Avg. open price: $213.86 Current price: $190.18 P/L: -11.07% Bought +10.21% shares Q3 2022 |
| Portfolio share: 1.52% Portfolio value: 1.89M Avg. open price: $59.2 Current price: $48.23 P/L: -18.54% Sold -1.47% shares Q3 2022 |
| Portfolio share: 1.52% Portfolio value: 1.88M Avg. open price: $162.68 Current price: $178.5 P/L: +9.72% Sold -0.61% shares Q3 2022 |
| Portfolio share: 1.47% Portfolio value: 1.82M Avg. open price: $78.09 Current price: $109.88 P/L: +40.70% Bought 0.00% shares Q3 2022 |
| Portfolio share: 1.33% Portfolio value: 1.65M Avg. open price: $129.05 Current price: $140.43 P/L: +8.82% Bought +9.48% shares Q3 2022 |
| Portfolio share: 1.24% Portfolio value: 1.54M Avg. open price: $134.11 Current price: $130.55 P/L: -2.66% Bought +7.72% shares Q3 2022 |
| Portfolio share: 1.22% Portfolio value: 1.51M Avg. open price: $108.15 Current price: $103.79 P/L: -4.03% Bought +0.20% shares Q3 2022 |
| Portfolio share: 1.18% Portfolio value: 1.46M Avg. open price: $104.66 Current price: $123.43 P/L: +17.93% Bought +0.77% shares Q3 2022 |
| Portfolio share: 1.14% Portfolio value: 1.41M Avg. open price: $117.02 Current price: $128.06 P/L: +9.44% Sold -0.27% shares Q3 2022 |
| Portfolio share: 1.13% Portfolio value: 1.40M Avg. open price: $188.64 Current price: $165.19 P/L: -12.43% Bought +9.74% shares Q3 2022 |
| Portfolio share: 0.99% Portfolio value: 1.22M Avg. open price: $93.61 Current price: $105.15 P/L: +12.33% Sold -0.68% shares Q3 2022 |
| Portfolio share: 0.99% Portfolio value: 1.22M Avg. open price: $232.25 Current price: $272.11 P/L: +17.16% Bought +0.78% shares Q3 2022 |
| Portfolio share: 0.96% Portfolio value: 1.19M Avg. open price: $49.79 Current price: $46.15 P/L: -7.32% Bought +10.91% shares Q3 2022 |
| Portfolio share: 0.93% Portfolio value: 1.15M Avg. open price: $47.16 Current price: $44.92 P/L: -4.74% Sold -18.62% shares Q3 2022 |
| Portfolio share: 0.91% Portfolio value: 1.13M Avg. open price: $94.81 Current price: $117.95 P/L: +24.41% Sold -0.48% shares Q3 2022 |
| Portfolio share: 0.91% Portfolio value: 1.12M Avg. open price: $532.06 Current price: $334.49 P/L: -37.13% Sold -0.20% shares Q3 2022 |
| Portfolio share: 0.86% Portfolio value: 1.07M Avg. open price: $225.07 Current price: $215.31 P/L: -4.34% Sold -0.33% shares Q3 2022 |
| Portfolio share: 0.85% Portfolio value: 1.05M Avg. open price: $156.83 Current price: $168 P/L: +7.12% Sold -0.39% shares Q3 2022 |
| Portfolio share: 0.83% Portfolio value: 1.03M Avg. open price: $105.24 Current price: $139.23 P/L: +32.29% Sold -0.39% shares Q3 2022 |
| Portfolio share: 0.83% Portfolio value: 1.03M Avg. open price: $146.79 Current price: $183.79 P/L: +25.21% Bought +0.68% shares Q3 2022 |
| Portfolio share: 0.82% Portfolio value: 1.01M Avg. open price: $46.13 Current price: $50.55 P/L: +9.58% Bought +8.26% shares Q3 2022 |
| Portfolio share: 0.80% Portfolio value: 997K Avg. open price: $367.81 Current price: $536.83 P/L: +45.95% Bought +0.41% shares Q3 2022 |
| Portfolio share: 0.78% Portfolio value: 970K Avg. open price: $179.36 Current price: $372.33 P/L: +107.59% Bought +0.30% shares Q3 2022 |
| Portfolio share: 0.78% Portfolio value: 963K Avg. open price: $110.17 Current price: $135.25 P/L: +22.76% Bought +0.68% shares Q3 2022 |
| Portfolio share: 0.75% Portfolio value: 936K Avg. open price: $96.48 Current price: $83.59 P/L: -13.36% Bought +1.05% shares Q3 2022 |
| Portfolio share: 0.73% Portfolio value: 909K Avg. open price: $82.82 Current price: $82.19 P/L: -0.76% Sold -0.02% shares Q3 2022 |
| Portfolio share: 0.71% Portfolio value: 884K Avg. open price: $25.44 Current price: $26.94 P/L: +5.90% Bought +0.47% shares Q3 2022 |
| Portfolio share: 0.70% Portfolio value: 868K Avg. open price: $62.49 Current price: $67.09 P/L: +7.36% Bought +8.99% shares Q3 2022 |
| Portfolio share: 0.69% Portfolio value: 857K Avg. open price: $175.77 Current price: $97.27 P/L: -44.66% Sold -3.34% shares Q3 2022 |
| Portfolio share: 0.68% Portfolio value: 839K Avg. open price: $132.36 Current price: $136.84 P/L: +3.39% Bought +1.32% shares Q3 2022 |
| Portfolio share: 0.67% Portfolio value: 836K Avg. open price: $59.34 Current price: $60.41 P/L: +1.79% Bought +0.14% shares Q3 2022 |
| Portfolio share: 0.67% Portfolio value: 831K Avg. open price: $222.36 Current price: $122.87 P/L: -44.75% Sold -1.48% shares Q3 2022 |
| Portfolio share: 0.67% Portfolio value: 828K Avg. open price: $133.03 Current price: $174.09 P/L: +30.86% Bought +1.13% shares Q3 2022 |
| Portfolio share: 0.65% Portfolio value: 804K Avg. open price: $54.67 Current price: $37.16 P/L: -32.04% Bought +0.80% shares Q3 2022 |
| Portfolio share: 0.61% Portfolio value: 756K Avg. open price: $100 Current price: $121.13 P/L: +21.13% Sold -1.07% shares Q3 2022 |
| Portfolio share: 0.60% Portfolio value: 745K Avg. open price: $193.97 Current price: $269.62 P/L: +39.00% Bought +0.76% shares Q3 2022 |
| Portfolio share: 0.60% Portfolio value: 741K Avg. open price: $47.32 Current price: $49.52 P/L: +4.66% Bought +4.35% shares Q3 2022 |
| Portfolio share: 0.59% Portfolio value: 734K Avg. open price: $127.67 Current price: $143.09 P/L: +12.07% Bought +0.02% shares Q3 2022 |
| Portfolio share: 0.59% Portfolio value: 728K Avg. open price: N/A Current price: N/A P/L: N/A Bought +18.68% shares Q3 2022 |
| Portfolio share: 0.56% Portfolio value: 697K Avg. open price: $127.26 Current price: $147.4 P/L: +15.83% Bought +3.08% shares Q3 2022 |
| Portfolio share: 0.55% Portfolio value: 679K Avg. open price: $203.2 Current price: $233.8 P/L: +15.06% Bought +1.77% shares Q3 2022 |
| Portfolio share: 0.55% Portfolio value: 678K Avg. open price: $165.54 Current price: $183.1 P/L: +10.61% Sold -2.78% shares Q3 2022 |
| Portfolio share: 0.54% Portfolio value: 677K Avg. open price: $71.57 Current price: $107.66 P/L: +50.43% Sold -2.36% shares Q3 2022 |
| Portfolio share: 0.53% Portfolio value: 658K Avg. open price: $140.28 Current price: $160.73 P/L: +14.57% Bought +1.61% shares Q3 2022 |
| Portfolio share: 0.52% Portfolio value: 651K Avg. open price: $300.03 Current price: $250.69 P/L: -16.44% Bought +0.54% shares Q3 2022 |
| Portfolio share: 0.52% Portfolio value: 646K Avg. open price: N/A Current price: $210.81 P/L: N/A Sold -5.31% shares Q2 2022 |
| Portfolio share: 0.52% Portfolio value: 644K Avg. open price: $53.71 Current price: $63.47 P/L: +18.16% Sold -1.63% shares Q3 2022 |
| Portfolio share: 0.51% Portfolio value: 634K Avg. open price: $31.04 Current price: $27.27 P/L: -12.16% Bought +8.54% shares Q3 2022 |
| Portfolio share: 0.50% Portfolio value: 626K Avg. open price: $62.64 Current price: $80.98 P/L: +29.27% Sold -1.53% shares Q3 2022 |
| Portfolio share: 0.50% Portfolio value: 620K Avg. open price: $51.12 Current price: $35.18 P/L: -31.18% Bought +2.77% shares Q3 2022 |
| Portfolio share: 0.49% Portfolio value: 607K Avg. open price: $107.56 Current price: $70.56 P/L: -34.40% Sold -0.46% shares Q3 2022 |
| Portfolio share: 0.46% Portfolio value: 569K Avg. open price: $186.03 Current price: $124.78 P/L: -32.93% Bought +3.25% shares Q3 2022 |
| Portfolio share: 0.46% Portfolio value: 566K Avg. open price: $227 Current price: $186.96 P/L: -17.64% Bought +1.04% shares Q3 2022 |
| Portfolio share: 0.43% Portfolio value: 533K Avg. open price: $66.21 Current price: $67.34 P/L: +1.71% Bought +17.95% shares Q3 2022 |
| Portfolio share: 0.42% Portfolio value: 528K Avg. open price: $349.02 Current price: $237.77 P/L: -31.87% Bought +4.17% shares Q3 2022 |
| Portfolio share: 0.42% Portfolio value: 526K Avg. open price: $222.24 Current price: $240.16 P/L: +8.06% Bought +2.00% shares Q3 2022 |
| Portfolio share: 0.38% Portfolio value: 470K Avg. open price: $162.69 Current price: $167.77 P/L: +3.12% Sold -0.44% shares Q3 2022 |
| Portfolio share: 0.37% Portfolio value: 455K Avg. open price: $2,424.95 Current price: $91.58 P/L: -96.22% Bought +5.81% shares Q3 2022 |
| Portfolio share: 0.36% Portfolio value: 449K Avg. open price: $110.72 Current price: $79.11 P/L: -28.55% Bought +3.08% shares Q3 2022 |
| Portfolio share: 0.34% Portfolio value: 419K Avg. open price: $80.02 Current price: $78.82 P/L: -1.50% Bought +26.42% shares Q3 2022 |
| Portfolio share: 0.33% Portfolio value: 412K Avg. open price: $232.57 Current price: $253.96 P/L: +9.20% Sold -0.22% shares Q3 2022 |
| Portfolio share: 0.33% Portfolio value: 410K Avg. open price: $140.4 Current price: $149.47 P/L: +6.46% Bought +1.76% shares Q3 2022 |
| Portfolio share: 0.33% Portfolio value: 407K Avg. open price: $185.39 Current price: $148.94 P/L: -19.66% Bought +3.60% shares Q3 2022 |
| Portfolio share: 0.33% Portfolio value: 404K Avg. open price: $429.11 Current price: $401.42 P/L: -6.45% Bought +0.09% shares Q2 2022 |
| Portfolio share: 0.32% Portfolio value: 400K Avg. open price: $39.59 Current price: $29.25 P/L: -26.12% Bought +29.27% shares Q3 2022 |
| Portfolio share: 0.32% Portfolio value: 397K Avg. open price: $52.44 Current price: $49.18 P/L: -6.23% Sold -0.16% shares Q3 2022 |
| Portfolio share: 0.31% Portfolio value: 381K Avg. open price: $136.41 Current price: $131.8 P/L: -3.38% Sold -0.30% shares Q3 2022 |
| Portfolio share: 0.30% Portfolio value: 378K Avg. open price: $148.65 Current price: $150.91 P/L: +1.52% Sold -0.06% shares Q3 2022 |
| Portfolio share: 0.30% Portfolio value: 376K Avg. open price: $220.11 Current price: $138.25 P/L: -37.19% Bought +2.51% shares Q3 2022 |
| Portfolio share: 0.30% Portfolio value: 376K Avg. open price: $100.72 Current price: $94.04 P/L: -6.63% Bought +13.42% shares Q3 2022 |
| Portfolio share: 0.30% Portfolio value: 376K Avg. open price: $71.29 Current price: $126.02 P/L: +76.77% Sold -2.76% shares Q2 2022 |
| Portfolio share: 0.30% Portfolio value: 372K Avg. open price: N/A Current price: N/A P/L: N/A Bought +1.38% shares Q3 2022 |
| Portfolio share: 0.30% Portfolio value: 370K Avg. open price: N/A Current price: $31.61 P/L: N/A Sold -8.50% shares Q4 2021 |
| Portfolio share: 0.29% Portfolio value: 363K Avg. open price: $80.08 Current price: $100.95 P/L: +26.05% Sold -0.11% shares Q3 2022 |
| Portfolio share: 0.29% Portfolio value: 360K Avg. open price: $28.72 Current price: $26.17 P/L: -8.88% Sold -6.49% shares Q3 2022 |
| Portfolio share: 0.29% Portfolio value: 356K Avg. open price: $273.67 Current price: $322.01 P/L: +17.66% Bought +4.54% shares Q3 2022 |
| Portfolio share: 0.28% Portfolio value: 353K Avg. open price: $372.3 Current price: $438.42 P/L: +17.76% Bought +1.05% shares Q3 2022 |
| Portfolio share: 0.28% Portfolio value: 352K Avg. open price: $33.97 Current price: $30.59 P/L: -9.94% Bought +15.51% shares Q3 2022 |
| Portfolio share: 0.28% Portfolio value: 350K Avg. open price: N/A Current price: $59.16 P/L: N/A Sold -0.68% shares Q3 2022 |
| Portfolio share: 0.28% Portfolio value: 348K Avg. open price: $41.84 Current price: $44.41 P/L: +6.15% Bought +0.19% shares Q3 2022 |
| Portfolio share: 0.28% Portfolio value: 347K Avg. open price: N/A Current price: $9.98 P/L: N/A Sold -5.39% shares Q3 2022 |
| Portfolio share: 0.28% Portfolio value: 346K Avg. open price: $214.42 Current price: $285.52 P/L: +33.16% Sold -0.07% shares Q3 2022 |
| Portfolio share: 0.28% Portfolio value: 342K Avg. open price: $42.16 Current price: $40.38 P/L: -4.23% Bought +24.00% shares Q3 2022 |
| Portfolio share: 0.27% Portfolio value: 341K Avg. open price: $366.95 Current price: $342.31 P/L: -6.72% Bought +1.65% shares Q3 2022 |
| Portfolio share: 0.25% Portfolio value: 311K Avg. open price: $67.74 Current price: $86.22 P/L: +27.28% Bought +0.02% shares Q3 2022 |
| Portfolio share: 0.25% Portfolio value: 311K Avg. open price: $262.58 Current price: $293.86 P/L: +11.91% Sold -0.98% shares Q3 2022 |
| Portfolio share: 0.25% Portfolio value: 308K Avg. open price: $100.96 Current price: $177.95 P/L: +76.25% Sold -1.74% shares Q3 2022 |
| Portfolio share: 0.25% Portfolio value: 307K Avg. open price: $73.18 Current price: $97.22 P/L: +32.85% Bought +1.42% shares Q3 2022 |
| Portfolio share: 0.25% Portfolio value: 306K Avg. open price: $578.55 Current price: $557.15 P/L: -3.70% Bought +1.17% shares Q3 2022 |
| Portfolio share: 0.25% Portfolio value: 305K Avg. open price: $109.34 Current price: $74.29 P/L: -32.06% Sold -0.48% shares Q3 2022 |
| Portfolio share: 0.24% Portfolio value: 303K Avg. open price: N/A Current price: $56 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.24% Portfolio value: 300K Avg. open price: $82.68 Current price: $114.51 P/L: +38.50% Bought +5.01% shares Q3 2022 |
| Portfolio share: 0.24% Portfolio value: 296K Avg. open price: $48.36 Current price: $44.34 P/L: -8.31% Bought +1.45% shares Q3 2022 |
| Portfolio share: 0.23% Portfolio value: 291K Avg. open price: $173.37 Current price: $157.13 P/L: -9.37% Bought +0.77% shares Q3 2022 |
| Portfolio share: 0.23% Portfolio value: 291K Avg. open price: $278.03 Current price: $268.81 P/L: -3.32% Bought +1.72% shares Q3 2022 |
| Portfolio share: 0.23% Portfolio value: 286K Avg. open price: N/A Current price: $317.04 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.23% Portfolio value: 285K Avg. open price: $139.13 Current price: $59.76 P/L: -57.05% Sold -21.18% shares Q3 2022 |
| Portfolio share: 0.23% Portfolio value: 285K Avg. open price: $165.63 Current price: $164.78 P/L: -0.52% Sold -25.96% shares Q3 2022 |
| Portfolio share: 0.23% Portfolio value: 284K Avg. open price: $181.47 Current price: $197.3 P/L: +8.72% Sold -0.12% shares Q3 2022 |
| Portfolio share: 0.22% Portfolio value: 275K Avg. open price: $53.28 Current price: $54.19 P/L: +1.71% Sold -0.84% shares Q2 2022 |
| Portfolio share: 0.22% Portfolio value: 272K Avg. open price: $254.4 Current price: $167.73 P/L: -34.07% Sold -3.82% shares Q3 2022 |
| Portfolio share: 0.22% Portfolio value: 270K Avg. open price: $57.04 Current price: $60.96 P/L: +6.87% Bought +28.30% shares Q3 2022 |
| Portfolio share: 0.22% Portfolio value: 269K Avg. open price: $283.86 Current price: $177.73 P/L: -37.39% Sold -8.30% shares Q3 2022 |
| Portfolio share: 0.21% Portfolio value: 264K Avg. open price: $47.23 Current price: $47.05 P/L: -0.40% Sold -6.44% shares Q3 2022 |
| Portfolio share: 0.21% Portfolio value: 263K Avg. open price: $124.23 Current price: $82.62 P/L: -33.50% Bought +0.32% shares Q3 2022 |
| Portfolio share: 0.21% Portfolio value: 257K Avg. open price: $59.13 Current price: $67.41 P/L: +14.00% Sold -0.07% shares Q3 2022 |
| Portfolio share: 0.20% Portfolio value: 251K Avg. open price: $920.13 Current price: $184.17 P/L: -79.98% Bought +3.27% shares Q3 2022 |
| Portfolio share: 0.20% Portfolio value: 246K Avg. open price: N/A Current price: $237.45 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.19% Portfolio value: 241K Avg. open price: N/A Current price: $53.32 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.19% Portfolio value: 239K Avg. open price: $54.33 Current price: $51.1 P/L: -5.96% Bought +20.27% shares Q3 2022 |
| Portfolio share: 0.19% Portfolio value: 237K Avg. open price: N/A Current price: $68.64 P/L: N/A Sold -10.97% shares Q3 2022 |
| Portfolio share: 0.19% Portfolio value: 236K Avg. open price: $251.22 Current price: $216.82 P/L: -13.69% Bought +11.68% shares Q2 2022 |
| Portfolio share: 0.19% Portfolio value: 230K Avg. open price: $88.58 Current price: $98.82 P/L: +11.56% Sold -0.36% shares Q2 2022 |
| Portfolio share: 0.18% Portfolio value: 229K Avg. open price: $168.66 Current price: $208.26 P/L: +23.48% Sold -2.32% shares Q3 2022 |
| Portfolio share: 0.18% Portfolio value: 227K Avg. open price: N/A Current price: $76.69 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.18% Portfolio value: 224K Avg. open price: $71.34 Current price: $72.98 P/L: +2.30% Bought +0.81% shares Q3 2022 |
| Portfolio share: 0.18% Portfolio value: 223K Avg. open price: N/A Current price: $291.9 P/L: N/A N/A Q2 2021 |
| Portfolio share: 0.18% Portfolio value: 222K Avg. open price: $83.37 Current price: $104.85 P/L: +25.77% Bought +0.40% shares Q3 2022 |
| Portfolio share: 0.18% Portfolio value: 221K Avg. open price: $153.24 Current price: $164.05 P/L: +7.06% Bought +7.44% shares Q3 2022 |
| Portfolio share: 0.17% Portfolio value: 216K Avg. open price: $212.81 Current price: $44.21 P/L: -79.23% Sold -2.17% shares Q2 2022 |
| Portfolio share: 0.17% Portfolio value: 214K Avg. open price: N/A Current price: $371.12 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.17% Portfolio value: 211K Avg. open price: N/A Current price: $20.49 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.17% Portfolio value: 210K Avg. open price: $256.5 Current price: $270.08 P/L: +5.29% Sold -0.97% shares Q3 2022 |
| Portfolio share: 0.17% Portfolio value: 210K Avg. open price: N/A Current price: $30.69 P/L: N/A N/A Q2 2022 |
| Portfolio share: 0.17% Portfolio value: 209K Avg. open price: N/A Current price: $86.5 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.17% Portfolio value: 207K Avg. open price: $66.05 Current price: $63.36 P/L: -4.07% Bought +5.49% shares Q3 2022 |
| Portfolio share: 0.17% Portfolio value: 205K Avg. open price: $27.59 Current price: $29.06 P/L: +5.33% Sold -3.83% shares Q2 2022 |
| Portfolio share: 0.16% Portfolio value: 201K Avg. open price: N/A Current price: $75.4 P/L: N/A Sold -9.26% shares Q3 2022 |
| Portfolio share: 0.16% Portfolio value: 200K Avg. open price: N/A Current price: N/A P/L: N/A Sold -18.11% shares Q2 2022 |
| Portfolio share: 0.16% Portfolio value: 195K Avg. open price: $25.52 Current price: $18.77 P/L: -26.47% Sold -6.39% shares Q3 2022 |
| Portfolio share: 0.08% Portfolio value: 94K Avg. open price: N/A Current price: $10.97 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.06% Portfolio value: 73K Avg. open price: $33.38 Current price: $4.79 P/L: -85.65% Bought +1.97% shares Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $37.15 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $57.88 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $410.18 Current price: $351.48 P/L: -14.31% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $24.89 Current price: $20.09 P/L: -19.28% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $37.97 Current price: $32.52 P/L: -14.37% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $71.39 Current price: $74.4 P/L: +4.22% Sold -100.00% shares Q3 2022 |
Showing TOP 147 IVC WEALTH ADVISORS's 13F holdings.
Frequently Asked Questions (FAQ)
What is the biggest position of IVC WEALTH ADVISORS LLC?
The biggest position of the IVC WEALTH ADVISORS LLC is Vanguard Growth Index Fund (VUG) with 9.12% portfolio share worth of 11.33M US dollars.
Top 5 IVC WEALTH ADVISORS's holdings represent 31.37% of the portfolio:
- Vanguard Growth Index Fund (VUG) – 9.12%
- Schwab U.S. Large-Cap Value ETF (SCHV) – 8.92%
- Apple Inc. (AAPL) – 8.47%
- Citizens & Northern Corporation (CZNC) – 2.77%
- iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) – 2.1%
Who is the portfolio manager of IVC WEALTH ADVISORS LLC?
The portfolio manager of the IVC WEALTH ADVISORS LLC is .
What is the total asset value of the IVC WEALTH ADVISORS LLC portfolio?
IVC WEALTH ADVISORS LLC total asset value (portfolio value) is 124.24M US dollars.
Who is ?
is the portfolio manager of the IVC WEALTH ADVISORS LLC.
What is (IVC WEALTH ADVISORS LLC) fund performance?
IVC WEALTH ADVISORS's quarterly performance is -5.22%, annualy -23.94%.
What is the IVC WEALTH ADVISORS LLC CIK?
IVC WEALTH ADVISORS's Central Index Key is 0001842811 .