Ivc-Wealth-Advisors

Filing Details

13F-HR2025-03-31
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% identified
129 identified33 unidentified

Holdings

162 positions • $185.9M total value
Manager:
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Page 9 of 9
Northwest Bancshares, Inc.
Shares:10.6K
Value:$126.8K
% of Portfolio:0.1% ($126.8K/$185.9M)
NUVEEN MUNICIPAL VALUE FUND INC
Shares:12.8K
Value:$112.7K
% of Portfolio:0.1% ($112.7K/$185.9M)