Ivc-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "FROG", "AKAM", "SNOW", "ACN", null, "MMM", "ABBV", "ADBE", null, "ALL", "GOOGL", "VDE", null, null, "SCHH", "T", "CAT", "AVGO", "BSX", null, "CCI", "NUV", "NWBI", "PAGP", "EOG", "UVSP", null, "GILD", "HD", null, "MCD", null, "META", null, null, "HEFA", null, null, "IQV", "MPC", "MDT", "MSFT", "MS", null, "BX", "PAYX", "VGIT", null, "VHT", "PEP", "IEMG", "DOW", "UNH", "AAPL", "SPY", "NVDA", "GS", "HPE", "INTC", "PRU", "PFE", "PG", "MRK", "VZ", "AMGN", null, null, "RIO", "RTX", "SPDW", "GLD", "RSG", "IBM", "SYK", "SBUX", "TJX", "TFC", "VNQ", "NEM", "VOE", null, null, "VCIT", null, null, "TENB", null, "NFG", "AMD", "FI", "IP", "GNRC", "WM", "EEFT", "KNF", "PEG", "AMZN", "MSI", null, null, null, null, "VGT", null, "USB", "VUG", null, null, "BNDX", "VBR", "VOT", "V", "WFC", "SOLV", "SCHG", "JCI", "SO", "SON", "PSX", "CRM", null, "TFX", null, "LYB", null, "PSA", "NUE", "FDX", "AME", "KMB", "AN", "AZO", "BK", "BRK-B", "BA", "BMY", "CVX", "LNG", "CSCO", "C", "CLX", "CZNC", "KO", "COP", "ED", "CSGP", "CRWD", "DE", "DVN", "DOCU", "RSP", "ADI", "ETN", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "MCHP", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-08
- Total Holdings
- 162
- Total Value
- 185915440
- Accession Number
- 0001667731-25-000382
- Form Type
- 13F-HR
- Manager Name
- Ivc-Wealth-Advisors
Data Enrichment
80% identified129 identified33 unidentified
Holdings
162 positions • $185.9M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
10.6K | QoQ 0.00% (-0)YoY -0.93% (-100) | All Managers (Combined) | $126.8K | 0.1% ($126.8K/$185.9M) | ||
12.8K | All Managers (Combined) | $112.7K | 0.1% ($112.7K/$185.9M) |