Instuitional Investor - Ivc Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Ivc Wealth Advisors Llc |
| Portfolio Value | $230,320,841 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 46,499 | $20,310,149 | 8.82% | |
| 2. | Putnam Etf Trust | 321,032 | $14,895,898 | 6.47% | |
| 3. | AAPL | 55,873 | $14,179,894 | 6.16% | |
| 4. | J P Morgan Exchange Traded F | 219,531 | $12,443,025 | 5.4% | |
| 5. | Janus Detroit Str Tr | 178,808 | $9,006,562 | 3.91% |
Hedge Fund Resource Center 
