Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IVC WEALTH ADVISORS LLC | 04-19-2024 | 03-31-2024 | 163 | 173,287,845 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $17,229,914 | 50,058 | 0.01 | 0.01 | 53 | 0.11 | 03-31-2024 |
| APPLE INC | COM | 2 | $11,853,819 | 69,127 | 0.01 | 0.01 | -1,531 | -2.17 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 3 | $8,724,478 | 150,786 | 0.01 | 0.01 | 3,316 | 2.25 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 4 | $7,932,818 | 104,407 | 0.00 | 0.00 | -6,384 | -5.76 | 03-31-2024 |
