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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 $178,748,437
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 50,086 $20,557,347 11.5%
2.
Apple Inc.
 AAPL 61,709 $15,453,159 8.64%
3.
J P Morgan Exchange Traded F
 168,421 $9,689,231 5.42%
4.
Pacer Fds Tr
 133,123 $7,518,787 4.2%
5.
Schwab Strategic Trust
 FNDF 284,010 $7,404,140 4.14%
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)