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  Name: IVC Wealth Advisors LLC
  City: Silverdale
  State: PA
  Zip: 18962-0539
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $173,285,000
  Total Value Change : $12,455,000
  Securities Held Change : 2
   
All Securities Held : 163
  New Positions : 9
  Closed Positions : 8
  Increased Positions : 70
  Unchanged Positions : 18
  Decreased Positions : 66

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (VCR)1 Year Chart         VCR Vanguard Cnsmr Discre VIPERs 164 Closed $303.29 $0 0 0% -218,000 -715 0    Closed - End Fund - E...
   (ZOM)1 Year Chart         ZOM Zomedica Corp 170 Closed $0.10 $0 0 0% -4,000 -20,000 0    N/A
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 169 Closed $41.24 $0 0 0% -205,000 -4,000 0    Drug Manufacturers - ...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 168 Closed $372.63 $0 0 0% -333,000 -987 0    Medical Appliances & ...
   (GNMA)1 Year Chart         GNMA Ishares Barclays Gnma Bond ... 167 Closed $42.37 $0 0 0% -208,000 -4,700 0    N/A
   (VTNR)1 Year Chart         VTNR Vertex Energy Inc 166 Closed $1.08 $0 0 0% -38,000 -11,300 0    Waste Management
   (SNOW)1 Year Chart         SNOW Snowflake Inc. 165 Closed $156.16 $0 0 0% -228,000 -1,145 0    N/A
   (BCI)1 Year Chart         BCI Aberdeen Standard Bloomberg... 171 Closed $21.09 $0 0 0% -225,000 -11,605 0    N/A

      8 Records Found
  1    
Page 1 of 1
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