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Home > Institutional Investor > Ivc Wealth Advisors Llc > Profile

Instuitional Investor - Ivc Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Ivc Wealth Advisors Llc
Portfolio Value $149,549,166
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 50,005 $15,545,681 9.66%
2.
Apple Inc.
 AAPL 70,658 $13,603,863 8.45%
3.
J P Morgan Exchange Traded F
 147,470 $8,107,901 5.04%
4.
Schwab Strategic Trust
 FNDF 110,791 $7,766,430 4.82%
5.
Pacer Fds Tr
 106,024 $5,512,188 3.42%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)