IVC Wealth Advisors

Latest statistics and disclosures from IVC Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by IVC Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for IVC Wealth Advisors

IVC Wealth Advisors holds 139 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 9.2 $12M -7% 191k 62.42
Vanguard Index Fds Growth Etf (VUG) 9.2 $12M +19% 53k 222.88
Apple (AAPL) 8.1 $11M -3% 77k 136.72
Citizens & Northern Corporation (CZNC) 2.7 $3.4M 143k 24.17
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.0 $2.5M +7% 50k 50.55
Ishares Tr Tips Bd Etf (TIP) 1.9 $2.5M -55% 22k 113.92
Ishares Tr Usd Inv Grde Etf (USIG) 1.7 $2.2M 44k 50.97
Ishares Core Msci Emkt (IEMG) 1.7 $2.2M +39% 45k 49.06
Truist Financial Corp equities (TFC) 1.7 $2.2M 46k 47.43
Johnson & Johnson (JNJ) 1.6 $2.1M 12k 177.47
Ishares Tr Gl Clean Ene Etf (ICLN) 1.6 $2.0M +9% 106k 19.05
Merck & Co (MRK) 1.5 $1.9M 21k 91.16
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.4 $1.8M +45% 10k 175.38
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.2 $1.6M 12k 129.48

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Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.2 $1.5M +38% 13k 119.17
Adobe Systems Incorporated (ADBE) 1.2 $1.5M 4.1k 366.16
Paychex (PAYX) 1.1 $1.5M 13k 113.86
Allstate Corporation (ALL) 1.1 $1.4M 11k 126.70
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.1 $1.4M -56% 32k 44.11
Prudential Financial (PRU) 1.1 $1.4M 14k 95.66
Starbucks Corporation (SBUX) 1.1 $1.4M 18k 76.38
McDonald's Corporation (MCD) 1.0 $1.3M 5.3k 246.86
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.0 $1.3M +109% 8.5k 149.98
AutoNation (AN) 1.0 $1.3M -6% 11k 111.78
Visa Com Cl A (V) 0.9 $1.2M 6.1k 196.90
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.9 $1.1M +235% 24k 47.80
Pfizer (PFE) 0.9 $1.1M 21k 52.42
Lyondellbasell Industries N Shs - A - (LYB) 0.8 $1.1M 12k 87.42
Verizon Communications (VZ) 0.8 $1.1M 21k 50.73
Pepsi (PEP) 0.8 $1.1M -10% 6.3k 166.69
Waste Management (WM) 0.8 $1.0M 6.6k 153.02
UnitedHealth (UNH) 0.8 $1.0M -11% 2.0k 513.73
Meta Platforms Cl A (META) 0.8 $1.0M 6.2k 161.25
Republic Services (RSG) 0.8 $1.0M -37% 7.7k 130.88
Kimberly-Clark Corporation (KMB) 0.8 $995k +3% 7.4k 135.15
Eli Lilly & Co. (LLY) 0.8 $970k -7% 3.0k 324.31
Univest Corp. of PA (UVSP) 0.7 $953k -7% 38k 25.43
EOG Resources (EOG) 0.7 $946k 8.6k 110.49
Public Service Enterprise (PEG) 0.7 $940k 15k 63.30
Ishares Tr Msci Eafe Etf (EFA) 0.7 $888k NEW 14k 62.46
Walt Disney Company (DIS) 0.7 $887k -9% 9.4k 94.40
International Business Machines (IBM) 0.6 $803k +2% 5.7k 141.17
United Parcel Service CL B (UPS) 0.6 $789k 4.3k 182.64
CoStar (CSGP) 0.6 $788k -14% 13k 60.38
Pvh Corporation (PVH) 0.6 $774k -3% 14k 56.89
Iqvia Holdings (IQV) 0.6 $773k -5% 3.6k 216.89
Cisco Systems (CSCO) 0.6 $757k +4% 18k 42.64
Coca-Cola Company (KO) 0.6 $735k 12k 62.92
Caterpillar (CAT) 0.6 $727k 4.1k 178.76
Microsoft Corporation (MSFT) 0.6 $714k +9% 2.8k 256.74
Ametek (AME) 0.6 $711k 6.5k 109.89
Motorola Solutions Com New (MSI) 0.5 $692k 3.3k 209.57
Bristol Myers Squibb (BMY) 0.5 $689k 8.9k 77.05
Exxon Mobil Corporation (XOM) 0.5 $680k +5% 7.9k 85.67
ConocoPhillips (COP) 0.5 $671k 7.5k 89.83
Cheniere Energy Com New (LNG) 0.5 $657k 4.9k 133.10
3M Company (MMM) 0.5 $645k +2% 5.0k 129.36
Boeing Company (BA) 0.5 $632k -9% 4.6k 136.68
Teleflex Incorporated (TFX) 0.5 $618k +5% 2.5k 245.73
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $613k NEW 12k 50.12
Eaton Corp SHS (ETN) 0.5 $612k 4.9k 125.95
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.5 $602k -3% 22k 27.01
Stryker Corporation (SYK) 0.4 $506k 2.5k 198.82
Analog Devices (ADI) 0.4 $495k 3.4k 146.19
Medtronic SHS (MDT) 0.4 $484k +2% 5.4k 89.70
Southern Company (SO) 0.4 $474k -2% 6.6k 71.37
Procter & Gamble Company (PG) 0.4 $458k +3% 3.2k 143.66
Intel Corporation (INTC) 0.3 $449k +6% 12k 37.38
FedEx Corporation (FDX) 0.3 $448k 2.0k 226.84
Vanguard World Fds Health Car Etf (VHT) 0.3 $435k 1.8k 235.52
Clorox Company (CLX) 0.3 $431k +2% 3.1k 140.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $427k 1.1k 377.54
Raytheon Technologies Corp (RTX) 0.3 $427k 4.4k 96.19
salesforce (CRM) 0.3 $421k +14% 2.6k 164.90
Spdr Gold Tr Gold Shs (GLD) 0.3 $420k -3% 2.5k 168.54
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $412k +27% 8.3k 49.51
JPMorgan Chase & Co. (JPM) 0.3 $411k +5% 3.7k 112.54
Cassava Sciences (SAVA) 0.3 $405k 14k 28.10
Amazon (AMZN) 0.3 $404k +2278% 3.8k 106.18
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.3 $404k +36% 15k 27.13
CSX Corporation (CSX) 0.3 $403k 14k 29.04
Global X Fds Glbx Suprinc Etf (SPFF) 0.3 $381k -10% 37k 10.27
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $375k -5% 6.5k 57.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $375k +6% 1.4k 272.73
Amgen (AMGN) 0.3 $374k 1.5k 243.49
Advanced Micro Devices (AMD) 0.3 $370k 4.8k 76.46
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $370k -9% 6.1k 61.16
Nucor Corporation (NUE) 0.3 $369k 3.5k 104.50
Vanguard World Fds Energy Etf (VDE) 0.3 $369k -2% 3.7k 99.60
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $356k 1.1k 326.61
Ishares Tr Mbs Etf (MBB) 0.3 $353k +60% 3.6k 97.46
NVIDIA Corporation (NVDA) 0.3 $353k +13% 2.3k 151.44
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $350k -12% 4.4k 79.98
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $341k -62% 12k 28.85
Home Depot (HD) 0.3 $339k -10% 1.2k 274.72
Wells Fargo & Company (WFC) 0.3 $338k -43% 8.6k 39.16
Accenture Plc Ireland Shs Class A (ACN) 0.3 $338k -9% 1.2k 277.28
Consolidated Edison (ED) 0.3 $336k 3.5k 95.21
Thermo Fisher Scientific (TMO) 0.3 $324k +3% 596.00 543.62
Chevron Corporation (CVX) 0.2 $316k 2.2k 144.95
Bank of New York Mellon Corporation (BK) 0.2 $316k 7.6k 41.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $315k +3% 7.6k 41.65
Deere & Company (DE) 0.2 $314k +2% 1.0k 299.90
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $307k 1.7k 185.50
General Mills (GIS) 0.2 $306k +14% 4.1k 75.35
Alliant Energy Corporation (LNT) 0.2 $304k 5.2k 58.60
West Pharmaceutical Services (WST) 0.2 $302k 1.0k 302.00
Hormel Foods Corporation (HRL) 0.2 $294k 6.2k 47.36
At&t (T) 0.2 $285k +8% 14k 20.94
Blackstone Group Inc Com Cl A (BX) 0.2 $285k +4% 3.1k 91.08
Danaher Corporation (DHR) 0.2 $281k +2% 1.1k 253.84
American Tower Reit (AMT) 0.2 $281k +11% 1.1k 255.45
Target Corporation (TGT) 0.2 $275k -9% 1.9k 141.46
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $269k -15% 4.4k 60.97
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $255k +20% 12k 21.07
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $252k +14% 8.1k 31.28
Spdr Ser Tr Russell Yield (ONEY) 0.2 $246k 2.8k 88.97
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $245k -6% 4.2k 58.85
Public Storage (PSA) 0.2 $238k 760.00 313.16
Marathon Petroleum Corp (MPC) 0.2 $236k 2.9k 82.06
Abbvie (ABBV) 0.2 $235k 1.5k 153.39
Devon Energy Corporation (DVN) 0.2 $235k 4.3k 55.04
Dow (DOW) 0.2 $234k +6% 4.5k 51.67
Docusign (DOCU) 0.2 $232k -2% 4.0k 57.31
Kellogg Company (K) 0.2 $228k NEW 3.2k 71.36
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $227k -11% 3.0k 76.20
Intuitive Surgical Com New (ISRG) 0.2 $227k -18% 1.1k 200.88
Phillips 66 (PSX) 0.2 $224k 2.7k 81.87
Ishares Tr Core Msci Eafe (IEFA) 0.2 $223k -18% 3.8k 58.84
PPL Corporation (PPL) 0.2 $219k -3% 8.1k 27.10
Lowe's Companies (LOW) 0.2 $218k -17% 1.3k 174.40
Sonoco Products Company (SON) 0.2 $212k NEW 3.7k 57.14
Tenable Hldgs (TENB) 0.2 $212k 4.7k 45.35
Hartford Financial Services (HIG) 0.2 $212k +2% 3.2k 65.39
National Fuel Gas (NFG) 0.2 $211k 3.2k 66.14
MDU Resources (MDU) 0.2 $207k NEW 7.7k 26.97
Tesla Motors (TSLA) 0.2 $206k +18% 306.00 673.20
S&p Global (SPGI) 0.2 $202k +8% 599.00 337.23
Riot Blockchain (RIOT) 0.0 $43k 10k 4.15

Past Filings by IVC Wealth Advisors

SEC 13F filings are viewable for IVC Wealth Advisors going back to 2020