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| Name: |
IVC Wealth Advisors LLC |
| City: |
Silverdale |
| State: |
PA |
| Zip: |
18962-0539 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
JEPQ |
Jpmorgan Nasdaq Equity Prem... |
44 |
New |
$0.00 |
$1,030,000 |
18,990 |
0.59% |
1,030,000 |
18,990 |
0.021 |
N/A |
|
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CCI |
Crown Castle International ... |
93 |
New |
$102.50 |
$432,000 |
4,081 |
0.25% |
432,000 |
4,081 |
0.001 |
Integrated Telecommun... |
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FLRT |
Pacific Global Senior Loan Etf |
122 |
New |
$49.19 |
$302,000 |
6,351 |
0.17% |
302,000 |
6,351 |
0.071 |
N/A |
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SQ |
Square Inc |
141 |
New |
$64.08 |
$247,000 |
2,921 |
0.14% |
247,000 |
2,921 |
0.001 |
N/A |
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C |
Citigroup Inc |
152 |
New |
$62.31 |
$215,000 |
3,398 |
0.12% |
215,000 |
3,398 |
0 |
Domestic Money Center... |
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WHR |
Whirlpool Corp |
155 |
New |
$104.67 |
$204,000 |
1,705 |
0.12% |
204,000 |
1,705 |
0.003 |
Appliances |
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MDU |
MDU Resources Group Inc |
157 |
New |
$25.24 |
$202,000 |
8,008 |
0.12% |
202,000 |
8,008 |
0 |
Multi Utilities |
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WMB |
Williams Companies Inc |
156 |
New |
$41.51 |
$202,000 |
5,175 |
0.12% |
202,000 |
5,175 |
0.004 |
Oil & Gas Pipelines &... |
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DNA |
Ginkgo Bioworks Holdings, Inc |
163 |
New |
$0.53 |
$14,000 |
12,400 |
0.01% |
14,000 |
12,400 |
0.001 |
N/A |
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