IVC Wealth Advisors
Latest statistics and disclosures from IVC Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, AAPL, PVAL, JEPI, USIG, and represent 30.99% of IVC Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: PVAL, JMBS, RAL, JAAA, USIG, JEPQ, VOO, JEPI, VGSH, SCHP.
- Started 17 new stock positions in VGSH, ENB, RAL, USHY, LIN, COST, MUB, AEP, WPM, PNC. RGLD, VOO, VWO, CEG, DUK, TRV, SCHP.
- Reduced shares in these 10 stocks: SCHV, COWZ, , VMBS, FBCG, AAPL, UNH, WHR, EEFT, ANGL.
- Sold out of its positions in ECL, EEFT, FBCG, GILD, NWBI, ANGL, WHR, LYB.
- IVC Wealth Advisors was a net buyer of stock by $5.7M.
- IVC Wealth Advisors has $224M in assets under management (AUM), dropping by 9.09%.
- Central Index Key (CIK): 0001842811
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Portfolio Holdings for IVC Wealth Advisors
IVC Wealth Advisors holds 183 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 10.0 | $22M | 47k | 479.61 |
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| Apple (AAPL) | 6.7 | $15M | 59k | 254.63 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 5.9 | $13M | +13% | 308k | 42.72 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 5.0 | $11M | +3% | 194k | 57.10 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 3.5 | $7.8M | +8% | 149k | 52.22 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.4 | $7.6M | +9% | 150k | 50.78 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 3.3 | $7.4M | +9% | 129k | 57.52 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 3.0 | $6.7M | 23k | 293.79 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 2.6 | $5.7M | +37% | 125k | 45.67 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.3 | $5.1M | 29k | 174.58 |
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| NVIDIA Corporation (NVDA) | 2.1 | $4.7M | +3% | 25k | 186.58 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 1.8 | $4.1M | 104k | 39.61 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 1.6 | $3.6M | 16k | 233.77 |
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| Meta Platforms Cl A (META) | 1.5 | $3.3M | +2% | 4.5k | 734.30 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.5 | $3.2M | +2% | 61k | 53.03 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.4 | $3.1M | -25% | 108k | 29.11 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.1 | $2.4M | +3% | 12k | 208.72 |
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| Truist Financial Corp equities (TFC) | 1.0 | $2.3M | 50k | 45.72 |
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| Microsoft Corporation (MSFT) | 1.0 | $2.2M | +4% | 4.2k | 517.90 |
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| Johnson & Johnson (JNJ) | 0.9 | $2.0M | -2% | 11k | 185.41 |
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| Allstate Corporation (ALL) | 0.9 | $1.9M | -2% | 9.1k | 214.65 |
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| Caterpillar (CAT) | 0.9 | $1.9M | 4.0k | 477.11 |
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| AutoNation (AN) | 0.8 | $1.9M | -4% | 8.6k | 218.77 |
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| Visa Com Cl A (V) | 0.8 | $1.8M | +2% | 5.4k | 341.39 |
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| International Business Machines (IBM) | 0.8 | $1.7M | 6.1k | 282.16 |
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| Merck & Co (MRK) | 0.7 | $1.6M | -2% | 19k | 83.93 |
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| Eaton Corp SHS (ETN) | 0.7 | $1.5M | 4.1k | 374.28 |
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| Republic Services (RSG) | 0.6 | $1.4M | 6.2k | 229.48 |
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| McDonald's Corporation (MCD) | 0.6 | $1.3M | 4.4k | 303.88 |
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| Prudential Financial (PRU) | 0.6 | $1.3M | 12k | 103.74 |
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| Broadcom (AVGO) | 0.6 | $1.2M | +2% | 3.8k | 329.91 |
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| Citizens & Northern Corporation (CZNC) | 0.5 | $1.2M | -7% | 62k | 19.81 |
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| Univest Corp. of PA (UVSP) | 0.5 | $1.2M | 40k | 30.02 |
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| Newmont Mining Corporation (NEM) | 0.5 | $1.2M | 14k | 84.31 |
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| Tesla Motors (TSLA) | 0.5 | $1.2M | +2% | 2.7k | 444.72 |
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| Netflix (NFLX) | 0.5 | $1.2M | +4% | 982.00 | 1198.92 |
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| Cisco Systems (CSCO) | 0.5 | $1.2M | +3% | 17k | 68.42 |
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| Paychex (PAYX) | 0.5 | $1.1M | -12% | 8.8k | 126.76 |
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| Motorola Solutions Com New (MSI) | 0.5 | $1.1M | +3% | 2.4k | 457.29 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $1.1M | -8% | 3.1k | 352.75 |
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| Ametek (AME) | 0.5 | $1.1M | 5.8k | 188.00 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.1M | +3% | 3.4k | 315.46 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.1M | -3% | 1.4k | 763.00 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $1.1M | -48% | 19k | 57.47 |
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| Waste Management (WM) | 0.5 | $1.1M | +2% | 4.8k | 220.82 |
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| Amazon (AMZN) | 0.4 | $924k | +10% | 4.2k | 219.57 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $922k | -2% | 8.2k | 112.75 |
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| Crown Castle Intl (CCI) | 0.4 | $898k | +3% | 9.3k | 96.49 |
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| Wells Fargo & Company (WFC) | 0.4 | $895k | -4% | 11k | 83.82 |
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| Ralliant Corp (RAL) | 0.4 | $873k | NEW | 20k | 43.73 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $873k | -28% | 19k | 46.96 |
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| Cheniere Energy Com New (LNG) | 0.4 | $816k | -7% | 3.5k | 235.01 |
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| Kimberly-Clark Corporation (KMB) | 0.4 | $795k | 6.4k | 124.35 |
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| Coca-Cola Company (KO) | 0.4 | $794k | 12k | 66.32 |
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| 3M Company (MMM) | 0.3 | $768k | -6% | 4.9k | 155.17 |
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| Public Service Enterprise (PEG) | 0.3 | $763k | -15% | 9.1k | 83.46 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $755k | 1.1k | 666.07 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $738k | +2% | 1.5k | 490.38 |
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| Analog Devices (ADI) | 0.3 | $735k | -2% | 3.0k | 245.68 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $718k | 961.00 | 746.63 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $717k | +43% | 8.5k | 84.11 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $715k | +5% | 11k | 66.01 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $699k | +4% | 3.8k | 182.42 |
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| Intel Corporation (INTC) | 0.3 | $686k | -4% | 20k | 33.55 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $683k | +3% | 2.6k | 259.60 |
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| Hewlett Packard Enterprise (HPE) | 0.3 | $668k | +8% | 27k | 24.56 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.3 | $663k | -14% | 4.3k | 155.85 |
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| Pepsi (PEP) | 0.3 | $661k | -8% | 4.7k | 140.44 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $653k | +40% | 13k | 49.46 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $640k | -6% | 5.9k | 108.96 |
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| EOG Resources (EOG) | 0.3 | $623k | 5.6k | 112.13 |
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| Vanguard World Energy Etf (VDE) | 0.3 | $574k | -8% | 4.6k | 125.86 |
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| Medtronic SHS (MDT) | 0.2 | $555k | 5.8k | 95.24 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $551k | 17k | 31.91 |
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| Advanced Micro Devices (AMD) | 0.2 | $547k | 3.4k | 161.79 |
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| Public Storage (PSA) | 0.2 | $534k | 1.9k | 288.85 |
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| Southern Company (SO) | 0.2 | $528k | 5.6k | 94.77 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $525k | +46% | 5.5k | 95.15 |
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| Stryker Corporation (SYK) | 0.2 | $520k | 1.4k | 369.65 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $513k | 1.4k | 355.47 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $511k | +5% | 3.0k | 170.85 |
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| salesforce (CRM) | 0.2 | $510k | +4% | 2.2k | 237.00 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $505k | 5.1k | 99.81 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $497k | 2.6k | 192.74 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $496k | +21% | 2.0k | 243.10 |
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| CoStar (CSGP) | 0.2 | $494k | -9% | 5.9k | 84.37 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $492k | 2.9k | 167.33 |
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| Solventum Corp Com Shs (SOLV) | 0.2 | $486k | -3% | 6.7k | 73.00 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $482k | +50% | 8.0k | 60.03 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $475k | +11% | 22k | 21.57 |
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| ConocoPhillips (COP) | 0.2 | $473k | -9% | 5.0k | 94.59 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $469k | 5.1k | 91.42 |
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| Chevron Corporation (CVX) | 0.2 | $462k | +10% | 3.0k | 155.29 |
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| Roblox Corp Cl A (RBLX) | 0.2 | $458k | 3.3k | 138.52 |
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| National Fuel Gas (NFG) | 0.2 | $451k | -2% | 4.9k | 92.37 |
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| AutoZone (AZO) | 0.2 | $442k | +4% | 103.00 | 4290.24 |
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| Goldman Sachs (GS) | 0.2 | $436k | 548.00 | 796.35 |
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.2 | $431k | -15% | 9.9k | 43.78 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $431k | +11% | 1.8k | 243.55 |
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| Pacer Fds Tr Developed Mrkt (ICOW) | 0.2 | $430k | -21% | 12k | 36.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $426k | NEW | 695.00 | 612.38 |
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| Amgen (AMGN) | 0.2 | $420k | +2% | 1.5k | 282.23 |
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| Iqvia Holdings (IQV) | 0.2 | $408k | 2.2k | 189.94 |
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| Morgan Stanley Com New (MS) | 0.2 | $408k | 2.6k | 158.96 |
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| Snowflake Com Shs (SNOW) | 0.2 | $405k | 1.8k | 225.55 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $404k | 3.7k | 109.95 |
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| Oracle Corporation (ORCL) | 0.2 | $390k | +4% | 1.4k | 281.24 |
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| Dycom Industries (DY) | 0.2 | $385k | 1.3k | 291.76 |
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| Everus Constr Group (ECG) | 0.2 | $383k | -4% | 4.5k | 85.75 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $372k | -25% | 3.3k | 111.22 |
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| Microchip Technology (MCHP) | 0.2 | $368k | 5.7k | 64.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $366k | 728.00 | 502.74 |
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| Us Bancorp Del Com New (USB) | 0.2 | $366k | +10% | 7.6k | 48.33 |
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| Vanguard World Consum Dis Etf (VCR) | 0.2 | $363k | 915.00 | 396.15 |
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| Nucor Corporation (NUE) | 0.2 | $359k | 2.7k | 135.43 |
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| Home Depot (HD) | 0.2 | $358k | -8% | 883.00 | 405.30 |
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| Abbvie (ABBV) | 0.2 | $356k | +6% | 1.5k | 231.54 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $354k | +22% | 7.8k | 45.51 |
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| Spdr Series Trust Russell Yield (ONEY) | 0.1 | $328k | 2.9k | 113.16 |
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| Jfrog Ord Shs (FROG) | 0.1 | $327k | 6.9k | 47.33 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $326k | 1.7k | 187.77 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $324k | +8% | 5.0k | 64.81 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $320k | +53% | 4.0k | 79.93 |
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| Akamai Technologies (AKAM) | 0.1 | $315k | 4.2k | 75.76 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $312k | 1.5k | 213.75 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $306k | NEW | 5.2k | 58.85 |
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| Knife River Corp Common Stock (KNF) | 0.1 | $303k | +39% | 3.9k | 76.87 |
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| Procter & Gamble Company (PG) | 0.1 | $302k | 2.0k | 153.65 |
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| Devon Energy Corporation (DVN) | 0.1 | $301k | -2% | 8.6k | 35.06 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $298k | NEW | 11k | 26.95 |
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| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.1 | $297k | 3.2k | 91.56 |
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| Sonoco Products Company (SON) | 0.1 | $295k | +3% | 6.8k | 43.09 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $294k | NEW | 5.4k | 54.18 |
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| Clorox Company (CLX) | 0.1 | $294k | -2% | 2.4k | 123.31 |
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| Hess Midstream Cl A Shs (HESM) | 0.1 | $292k | +28% | 8.4k | 34.55 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $292k | -33% | 6.4k | 45.84 |
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| PNC Financial Services (PNC) | 0.1 | $289k | NEW | 1.4k | 200.93 |
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| Verizon Communications (VZ) | 0.1 | $286k | -25% | 6.5k | 43.95 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $286k | 1.5k | 189.70 |
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| Generac Holdings (GNRC) | 0.1 | $281k | -5% | 1.7k | 167.40 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $280k | 4.3k | 65.21 |
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| International Paper Company (IP) | 0.1 | $279k | 6.0k | 46.40 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $278k | +5% | 1.4k | 195.86 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $277k | +6% | 15k | 18.24 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $273k | NEW | 2.6k | 106.48 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $273k | -32% | 6.4k | 42.79 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.1 | $272k | -12% | 7.5k | 36.30 |
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| Constellation Energy (CEG) | 0.1 | $268k | NEW | 815.00 | 329.11 |
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| Starbucks Corporation (SBUX) | 0.1 | $268k | -15% | 3.2k | 84.60 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $261k | -37% | 4.0k | 65.91 |
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| American Electric Power Company (AEP) | 0.1 | $258k | NEW | 2.3k | 112.50 |
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| Citigroup Com New (C) | 0.1 | $258k | 2.5k | 101.50 |
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| Consolidated Edison (ED) | 0.1 | $257k | -4% | 2.6k | 100.52 |
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| Boeing Company (BA) | 0.1 | $254k | 1.2k | 215.83 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $250k | 845.00 | 296.29 |
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| FedEx Corporation (FDX) | 0.1 | $247k | -16% | 1.0k | 235.72 |
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| Boston Scientific Corporation (BSX) | 0.1 | $243k | +13% | 2.5k | 97.63 |
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| TJX Companies (TJX) | 0.1 | $240k | -3% | 1.7k | 144.55 |
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| Bristol Myers Squibb (BMY) | 0.1 | $236k | -5% | 5.2k | 45.10 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $234k | 1.8k | 131.24 |
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| Pfizer (PFE) | 0.1 | $232k | -10% | 9.1k | 25.48 |
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| Enbridge (ENB) | 0.1 | $232k | NEW | 4.6k | 50.46 |
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| Phillips 66 (PSX) | 0.1 | $231k | -2% | 1.7k | 136.03 |
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| Royal Gold (RGLD) | 0.1 | $230k | NEW | 1.1k | 200.58 |
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| Wal-Mart Stores (WMT) | 0.1 | $229k | +5% | 2.2k | 103.06 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $227k | -2% | 4.5k | 50.73 |
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| At&t (T) | 0.1 | $227k | 8.0k | 28.24 |
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| Fiserv (FI) | 0.1 | $224k | 1.7k | 128.93 |
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| Teleflex Incorporated (TFX) | 0.1 | $223k | 1.8k | 122.36 |
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| UnitedHealth (UNH) | 0.1 | $222k | -55% | 643.00 | 345.30 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $219k | NEW | 5.8k | 37.78 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $218k | +13% | 883.00 | 246.60 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $217k | NEW | 1.9k | 111.84 |
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| Tenable Hldgs (TENB) | 0.1 | $214k | +10% | 7.3k | 29.16 |
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| Travelers Companies (TRV) | 0.1 | $210k | NEW | 753.00 | 279.22 |
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| Costco Wholesale Corporation (COST) | 0.1 | $210k | NEW | 227.00 | 925.72 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $210k | NEW | 1.7k | 123.75 |
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| Linde SHS (LIN) | 0.1 | $208k | NEW | 438.00 | 475.00 |
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| Deere & Company (DE) | 0.1 | $208k | 455.00 | 456.92 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $207k | 3.5k | 58.72 |
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| Amcor Ord (AMCR) | 0.1 | $143k | +12% | 18k | 8.18 |
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| Nuveen Muni Value Fund (NUV) | 0.1 | $115k | 13k | 8.98 |
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| Gold Royalty Corp Common Shares (GROY) | 0.0 | $39k | 10k | 3.86 |
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Past Filings by IVC Wealth Advisors
SEC 13F filings are viewable for IVC Wealth Advisors going back to 2020
- IVC Wealth Advisors 2025 Q3 filed Oct. 9, 2025
- IVC Wealth Advisors 2025 Q2 filed July 22, 2025
- IVC Wealth Advisors 2025 Q1 filed April 8, 2025
- IVC Wealth Advisors 2024 Q4 filed Jan. 17, 2025
- IVC Wealth Advisors 2024 Q3 filed Oct. 24, 2024
- IVC Wealth Advisors 2024 Q2 filed July 16, 2024
- IVC Wealth Advisors 2024 Q1 filed April 19, 2024
- IVC Wealth Advisors 2023 Q4 filed Jan. 10, 2024
- IVC Wealth Advisors 2023 Q3 filed Oct. 5, 2023
- IVC Wealth Advisors 2023 Q2 filed July 13, 2023
- IVC Wealth Advisors 2023 Q1 filed April 13, 2023
- IVC Wealth Advisors 2022 Q4 filed Jan. 17, 2023
- IVC Wealth Advisors 2022 Q3 filed Oct. 12, 2022
- IVC Wealth Advisors 2022 Q2 filed July 11, 2022
- IVC Wealth Advisors 2022 Q1 restated filed April 27, 2022
- IVC Wealth Advisors 2022 Q1 filed April 18, 2022