Paul Joseph McColgan

@Ivc Wealth Advisors Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$178.748M

Total holdings151

Assets growth rate-2.17%

Assets growth rate (2-Q avg)0.01%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ivc Wealth Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 151 positions.

Assets under management

The assets under management (AUM) of Ivc Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 178.748M in assets, with a quarterly growth rate of -2.17% and a 2-quarter average growth rate of 0.01%. The portfolio is managed by Paul Joseph McColgan, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FBCGFidelity Covington Trust Recent Activity New Position	0.18%	$316,095 6,833 shares@ $46.27 avg price	New Position
PLTRPalantir Technologies Inc Recent Activity New Position	0.14%	$248,066 3,280 shares@ $75.63 avg price	New Position
SNOWSnowflake Inc Recent Activity New Position	0.14%	$244,277 1,582 shares@ $154.42 avg price	New Position
WHRWhirlpool Corp Recent Activity New Position	0.14%	$236,058 2,062 shares@ $114.49 avg price	New Position
BABoeing Co Recent Activity New Position	0.13%	$226,914 1,282 shares@ $177.0 avg price	New Position
DOCUDocusign Inc Recent Activity New Position	0.13%	$224,580 2,497 shares@ $89.94 avg price	New Position
VOOVanguard Index Fds Recent Activity New Position	0.13%	$218,218 405 shares@ $538.81 avg price	New Position