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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 $185,915,440
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 48,357 $17,931,799 9.65%
2.
Apple Inc.
 AAPL 59,680 $13,256,827 7.13%
3.
J P Morgan Exchange Traded F
 190,409 $10,879,993 5.85%
4.
Putnam Etf Trust
 182,596 $6,953,256 3.74%
5.
Schwab Strategic Trust
 FNDF 258,683 $6,875,804 3.7%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)