Instuitional Investor - Ivc Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Ivc Wealth Advisors Llc |
| Portfolio Value | $223,754,307 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 46,777 | $22,434,880 | 10.03% | |
| 2. | AAPL | 58,643 | $14,932,179 | 6.67% | |
| 3. | Putnam Etf Trust | 307,662 | $13,143,319 | 5.87% | |
| 4. | J P Morgan Exchange Traded F | 194,071 | $11,081,441 | 4.95% | |
| 5. | Ishares Tr - USD INV GRDE ETF | 148,477 | $7,753,493 | 3.47% |
Hedge Fund Resource Center 
