Portfolio (Quarterly)
Guide ↗
IVC Wealth Advisors LLC
· CIK 0001842811| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | — | 1,505 | $289K | 0.12% | SOLD |
| 2 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 5,684 | $285K | 0.12% | SOLD |
| 3 | T | AT&T INC | Communication Services | 8,056 | $234K | 0.10% | SOLD |
| 4 | CALF | PACER FDS TR | — | 5,186 | $233K | 0.10% | SOLD |
| 5 | ENB | ENBRIDGE INC | Energy | 3,875 | $210K | 0.09% | SOLD |
| 6 | CLX | CLOROX CO DEL | Consumer Defensive | 2,000 | $207K | 0.09% | SOLD |
| 7 | PFE | PFIZER INC | Healthcare | 7,233 | $203K | 0.09% | SOLD |
| 8 | CEG | CONSTELLATION ENERGY CORP | Utilities | 726 | $203K | 0.09% | SOLD |
Sector Allocation
Technology
36.8%
Financial Services
15.7%
Industrials
13.3%
Healthcare
9.3%
Consumer Cyclical
5.8%
Basic Materials
5.6%
Energy
4.8%
Communication Services
3.8%
Consumer Defensive
2.0%
Utilities
1.9%