Portfolio (Quarterly)
Guide ↗
IVC Wealth Advisors LLC
· CIK 0001842811| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SOLV | SOLVENTUM CORP | Healthcare | 6,528 | $517K | 0.23% | SOLD |
| 2 | BOND | PIMCO ETF TR | — | 4,082 | $380K | 0.17% | SOLD |
| 3 | CSGP | COSTAR GROUP INC | Real Estate | 5,464 | $367K | 0.16% | SOLD |
| 4 | ITOT | ISHARES TR | — | 2,448 | $364K | 0.16% | SOLD |
| 5 | ACN | ACCENTURE PLC IRELAND | Technology | 927 | $249K | 0.11% | SOLD |
| 6 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,539 | $242K | 0.10% | SOLD |
| 7 | AXP | AMERICAN EXPRESS CO | Financial Services | 633 | $234K | 0.10% | SOLD |
| 8 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 5,865 | $231K | 0.10% | SOLD |
| 9 | IVV | ISHARES TR | — | 325 | $223K | 0.10% | SOLD |
| 10 | — | ASTRAZENECA PLC | — | 2,343 | $215K | 0.09% | SOLD |
| 11 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 648 | $214K | 0.09% | SOLD |
| 12 | GTO | INVESCO ACTIVELY MANAGED EXC | — | 4,369 | $207K | 0.09% | SOLD |
| 13 | CAH | CARDINAL HEALTH INC | Healthcare | 1,003 | $206K | 0.09% | SOLD |
| 14 | BA | BOEING CO | Industrials | 941 | $204K | 0.09% | SOLD |
| 15 | — | AMCOR PLC | — | 16,338 | $136K | 0.06% | SOLD |
Sector Allocation
Technology
32.6%
Financial Services
15.6%
Industrials
11.5%
Healthcare
9.8%
Consumer Cyclical
6.5%
Energy
6.5%
Basic Materials
5.8%
Communication Services
5.5%
Consumer Defensive
2.7%
Utilities
2.3%