Instuitional Investor - Ivc Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Ivc Wealth Advisors Llc |
| Portfolio Value | $256,391,376 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 274,451 | $23,641,229 | 9.22% | |
| 2. | Putnam Etf Trust | 318,688 | $16,237,138 | 6.33% | |
| 3. | AAPL | 54,919 | $15,891,339 | 6.2% | |
| 4. | J P Morgan Exchange Traded F | 223,038 | $12,597,199 | 4.91% | |
| 5. | J P Morgan Exchange Traded F | 151,657 | $9,320,838 | 3.64% |
Hedge Fund Resource Center 
