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

Companies in the IVC Wealth Advisors portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 8.8 $13M +2% 190k 67.48
Vanguard Index Fds Growth Etf (VUG) 8.5 $12M 43k 290.18
Apple (AAPL) 8.4 $12M +2% 86k 141.50
Ishares Tr Tips Bd Etf (TIP) 4.0 $5.8M +10% 46k 127.69
Citizens & Northern Corporation (CZNC) 2.6 $3.8M -3% 149k 25.26
First Tr Exchange-traded Senior Ln Fd (FTSL) 2.2 $3.2M +9% 68k 47.86
Truist Financial Corp equities (TFC) 2.0 $2.9M 50k 58.64
Adobe Systems Incorporated (ADBE) 1.7 $2.5M +2% 4.4k 575.69
Ishares Tr Usd Inv Grde Etf (USIG) 1.5 $2.2M +2% 36k 60.11
Starbucks Corporation (SBUX) 1.5 $2.1M +2% 19k 110.29
Facebook Cl A (FB) 1.4 $2.0M -2% 6.0k 339.41
Ishares Tr Gl Clean Ene Etf (ICLN) 1.4 $2.0M +9% 94k 21.65
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.4 $2.0M +7% 37k 54.63
Johnson & Johnson (JNJ) 1.3 $1.9M +3% 12k 161.51

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Walt Disney Company (DIS) 1.2 $1.8M +3% 10k 169.19
Ishares Core Msci Emkt (IEMG) 1.2 $1.7M +5% 28k 61.75
Republic Services (RSG) 1.1 $1.6M +4% 13k 120.07
AutoNation (AN) 1.1 $1.6M 13k 121.75
Prudential Financial (PRU) 1.1 $1.6M +3% 15k 105.20
Pvh Corporation (PVH) 1.1 $1.6M +3% 15k 102.79
Paychex (PAYX) 1.1 $1.5M -4% 14k 112.43
Merck & Co (MRK) 1.0 $1.5M -2% 20k 75.13
Allstate Corporation (ALL) 1.0 $1.5M 12k 127.30
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.0 $1.4M 6.0k 236.25
Ishares Tr Barclays 7 10 Yr (IEF) 0.9 $1.3M +5% 11k 115.18
McDonald's Corporation (MCD) 0.9 $1.3M +3% 5.4k 241.19
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.9 $1.3M +4% 9.2k 139.57
CoStar (CSGP) 0.9 $1.3M +3% 15k 86.07
Visa Com Cl A (V) 0.9 $1.3M +4% 5.7k 222.73
Univest Corp. of PA (UVSP) 0.8 $1.2M -2% 45k 27.39
Boeing Company (BA) 0.8 $1.2M +5% 5.4k 219.97
Verizon Communications (VZ) 0.8 $1.2M 22k 54.02
Lyondellbasell Industries N Shs - A - (LYB) 0.8 $1.2M +4% 12k 93.86
Pepsi (PEP) 0.8 $1.2M 7.7k 150.38
Public Service Enterprise (PEG) 0.7 $988k +6% 16k 60.91
Waste Management (WM) 0.7 $979k 6.6k 149.37
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.7 $976k +17% 6.9k 140.51
Iqvia Holdings (IQV) 0.7 $962k 4.0k 239.66
Docusign (DOCU) 0.6 $933k -17% 3.6k 257.38
3M Company (MMM) 0.6 $920k +10% 5.2k 175.34
Pfizer (PFE) 0.6 $914k +3% 21k 43.00
Kimberly-Clark Corporation (KMB) 0.6 $890k +4% 6.7k 132.46
UnitedHealth (UNH) 0.6 $887k 2.3k 390.75
United Parcel Service CL B (UPS) 0.6 $877k -3% 4.8k 182.06
International Business Machines (IBM) 0.6 $867k 6.2k 138.99
Cisco Systems (CSCO) 0.6 $837k 15k 54.46
Ametek (AME) 0.6 $832k +3% 6.7k 124.07
Eaton Corp SHS (ETN) 0.6 $831k +5% 5.6k 149.30
Motorola Solutions Com New (MSI) 0.6 $822k 3.5k 232.27
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $821k +5% 23k 36.22
Eli Lilly & Co. (LLY) 0.6 $807k -4% 3.5k 231.03
Ishares Tr Core Msci Eafe (IEFA) 0.6 $804k +3% 11k 74.25
Caterpillar (CAT) 0.5 $789k +4% 4.1k 191.97
Wells Fargo & Company (WFC) 0.5 $710k 15k 46.42
EOG Resources (EOG) 0.5 $685k 8.5k 80.27
Stryker Corporation (SYK) 0.5 $669k 2.5k 263.59
Ishares Tr Short Treas Bd (SHV) 0.5 $667k +48% 6.0k 110.45
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.4 $650k +8% 20k 33.04
Microsoft Corporation (MSFT) 0.4 $641k 2.3k 281.76
Intel Corporation (INTC) 0.4 $622k 12k 53.30
Cassava Sciences (SAVA) 0.4 $613k 9.9k 62.08
Global X Fds Glbx Suprinc Etf (SPFF) 0.4 $607k 51k 11.97
Teleflex Incorporated (TFX) 0.4 $606k 1.6k 376.40
Medtronic SHS (MDT) 0.4 $606k +3% 4.8k 125.36
Clorox Company (CLX) 0.4 $597k 3.6k 165.74
Cheniere Energy Com New (LNG) 0.4 $596k -2% 6.1k 97.61
Coca-Cola Company (KO) 0.4 $591k +4% 11k 52.51
Analog Devices (ADI) 0.4 $586k 3.5k 167.62
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.4 $566k +6% 2.6k 213.99
Target Corporation (TGT) 0.4 $555k -14% 2.4k 228.68
Accenture Plc Ireland Shs Class A (ACN) 0.4 $548k -10% 1.7k 319.72
Home Depot (HD) 0.4 $543k +3% 1.7k 328.30
ConocoPhillips (COP) 0.4 $540k 8.0k 67.76
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $508k 3.4k 148.02
FedEx Corporation (FDX) 0.3 $486k +13% 2.2k 219.12
Procter & Gamble Company (PG) 0.3 $481k +4% 3.4k 139.74
Bristol Myers Squibb (BMY) 0.3 $473k -3% 8.0k 59.18
JPMorgan Chase & Co. (JPM) 0.3 $470k 2.9k 163.65
salesforce (CRM) 0.3 $455k NEW 1.7k 271.32
Vanguard World Fds Health Car Etf (VHT) 0.3 $454k +15% 1.8k 247.14
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.3 $453k 6.0k 75.63
CSX Corporation (CSX) 0.3 $451k -16% 15k 29.73
Amazon (AMZN) 0.3 $447k -3% 136.00 3286.76
Intuitive Surgical Com New (ISRG) 0.3 $442k 445.00 993.26
Blackstone Group Inc Com Cl A (BX) 0.3 $435k 3.7k 116.43
Spdr Gold Tr Gold Shs (GLD) 0.3 $431k +2% 2.6k 164.07
Xilinx (XLNX) 0.3 $421k 2.8k 151.17
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $417k +10% 1.0k 400.96
Lowe's Companies (LOW) 0.3 $415k +4% 2.0k 202.64
Bank of New York Mellon Corporation (BK) 0.3 $409k +5% 7.9k 51.78
Southern Company (SO) 0.3 $397k -5% 6.4k 61.94
Exxon Mobil Corporation (XOM) 0.3 $385k +5% 6.5k 58.82
Raytheon Technologies Corp (RTX) 0.3 $382k 4.4k 85.90
Unity Software (U) 0.3 $369k -3% 2.9k 126.15
Square Cl A (SQ) 0.2 $356k +7% 1.5k 239.89
Southwest Airlines (LUV) 0.2 $351k -26% 6.8k 51.39
NVIDIA Corporation (NVDA) 0.2 $349k +286% 1.7k 207.24
Deere & Company (DE) 0.2 $348k -8% 1.0k 334.62
Nucor Corporation (NUE) 0.2 $340k 3.5k 98.55
Ishares Jp Mrg Em Crp Bd (CEMB) 0.2 $336k +7% 6.5k 51.92
Hormel Foods Corporation (HRL) 0.2 $335k 8.2k 41.03
Danaher Corporation (DHR) 0.2 $329k -18% 1.1k 304.91
Thermo Fisher Scientific (TMO) 0.2 $329k -25% 575.00 572.17
At&t (T) 0.2 $325k -8% 12k 27.02
Amgen (AMGN) 0.2 $307k -14% 1.4k 212.75
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $297k +6% 1.7k 179.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $296k -12% 1.1k 272.81
Spdr Ser Tr Russell Yield (ONEY) 0.2 $291k 3.1k 93.12
Lockheed Martin Corporation (LMT) 0.2 $287k +5% 832.00 344.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $281k 655.00 429.01
Vanguard World Fds Energy Etf (VDE) 0.2 $280k +4% 3.8k 73.88
Alliant Energy Corporation (LNT) 0.2 $274k 4.9k 56.04
PPL Corporation (PPL) 0.2 $271k 9.7k 27.85
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $264k NEW 2.0k 133.00
American Tower Reit (AMT) 0.2 $261k 985.00 264.97
Roku Com Cl A (ROKU) 0.2 $257k +20% 820.00 313.41
Consolidated Edison (ED) 0.2 $244k +8% 3.4k 72.60
Riot Blockchain (RIOT) 0.2 $242k +9% 9.4k 25.74
S&p Global (SPGI) 0.2 $233k 549.00 424.41
Public Storage (PSA) 0.2 $226k 760.00 297.37
Chevron Corporation (CVX) 0.2 $225k 2.2k 101.35
Hartford Financial Services (HIG) 0.2 $222k -13% 3.2k 70.14
TJX Companies (TJX) 0.2 $221k 3.3k 66.03
Tenable Hldgs (TENB) 0.1 $216k NEW 4.7k 46.20
Invesco Van Kampen Bond Fund (VBF) 0.1 $215k 11k 20.38
Northrop Grumman Corporation (NOC) 0.1 $212k NEW 588.00 360.54
Tractor Supply Company (TSCO) 0.1 $210k NEW 1.0k 202.51
Enbridge (ENB) 0.1 $204k 5.1k 39.72
Crowdstrike Hldgs Cl A (CRWD) 0.1 $203k NEW 825.00 246.06
Sherwin-Williams Company (SHW) 0.1 $203k NEW 726.00 279.61
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $201k NEW 650.00 309.23
Texas Instruments Incorporated (TXN) 0.1 $201k 1.0k 192.34
Honeywell International (HON) 0.1 $201k -7% 945.00 212.70
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.1 $201k 4.5k 44.47
Nuveen Select Tax-free Incom Sh Ben Int (Principal) (NXP) 0.1 $78k NEW 4.5k 17.27
Bionano Genomics (BNGO) 0.0 $65k NEW 12k 5.53
Hancock John Prem Divid Com Sh Ben Int (Principal) (PDT) 0.0 $46k NEW 2.7k 16.76
Verb Techn (VERB) 0.0 $36k NEW 19k 1.95
Cohen & Steers Quality Income Realty (Principal) (RQI) 0.0 $27k NEW 1.8k 15.06
TCW Strategic Income Fund (Principal) (TSI) 0.0 $19k NEW 3.3k 5.75
John Hancock Pref. Income Fund II (Principal) (HPF) 0.0 $11k NEW 500.00 22.00
First Tr Mlp & Energy Income (Principal) (FEI) 0.0 $7.0k NEW 1.0k 7.00

Past Filings by IVC Wealth Advisors

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