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 December 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) 9.5 $15M +5% 201k 73.22
Apple (AAPL) 9.2 $14M -7% 80k 177.57
Vanguard Index Fds Growth Etf (VUG) 9.0 $14M 43k 320.89
Ishares Tr Tips Bd Etf (TIP) 4.2 $6.4M +9% 50k 129.20
Citizens & Northern Corporation (CZNC) 2.4 $3.8M -2% 145k 26.12
First Tr Exchange-traded Senior Ln Fd (FTSL) 2.3 $3.5M +8% 74k 47.91
Truist Financial Corp equities (TFC) 1.8 $2.8M -2% 49k 58.54
Ishares Tr Usd Inv Grde Etf (USIG) 1.6 $2.4M +11% 41k 59.74
Adobe Systems Incorporated (ADBE) 1.5 $2.3M -5% 4.1k 566.99
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.5 $2.3M +16% 43k 53.88
Starbucks Corporation (SBUX) 1.4 $2.2M -3% 19k 116.99
Ishares Tr Gl Clean Ene Etf (ICLN) 1.3 $2.0M 94k 21.17
Johnson & Johnson (JNJ) 1.3 $1.9M -4% 11k 171.04
Meta Platforms Cl A (FB) 1.2 $1.9M -4% 5.8k 336.35

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Ishares Core Msci Emkt (IEMG) 1.2 $1.8M +8% 30k 59.85
Republic Services (RSG) 1.1 $1.7M -7% 12k 139.44
Paychex (PAYX) 1.1 $1.7M -8% 13k 136.51
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $1.7M +19% 11k 150.35
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.1 $1.6M +7% 6.5k 254.64
Walt Disney Company (DIS) 1.0 $1.6M -2% 10k 154.87
Merck & Co (MRK) 1.0 $1.6M 20k 76.62
Prudential Financial (PRU) 1.0 $1.5M -8% 14k 108.27
McDonald's Corporation (MCD) 0.9 $1.4M -2% 5.3k 268.08
Pvh Corporation (PVH) 0.9 $1.4M -12% 13k 106.63
AutoNation (AN) 0.9 $1.4M -7% 12k 116.85
Allstate Corporation (ALL) 0.9 $1.4M 12k 117.62
Pepsi (PEP) 0.8 $1.3M -5% 7.2k 173.77
Visa Com Cl A (V) 0.8 $1.2M 5.8k 216.78
Ishares Tr Barclays 7 10 Yr (IEF) 0.8 $1.2M -6% 11k 115.02
Pfizer (PFE) 0.8 $1.2M -2% 21k 59.05
Univest Corp. of PA (UVSP) 0.8 $1.2M -8% 41k 29.92
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.8 $1.2M +16% 8.1k 145.27
Lyondellbasell Industries N Shs - A - (LYB) 0.7 $1.1M -2% 12k 92.24
CoStar (CSGP) 0.7 $1.1M -4% 14k 79.03
Verizon Communications (VZ) 0.7 $1.1M -2% 22k 51.95
Waste Management (WM) 0.7 $1.1M 6.5k 166.90
Iqvia Holdings (IQV) 0.7 $1.1M -6% 3.8k 282.15
UnitedHealth (UNH) 0.7 $1.1M -6% 2.1k 501.89
Boeing Company (BA) 0.7 $1.0M -5% 5.1k 201.37
Public Service Enterprise (PEG) 0.7 $1.0M -6% 15k 66.73
Kimberly-Clark Corporation (KMB) 0.6 $1.0M +4% 7.1k 142.94
Cisco Systems (CSCO) 0.6 $999k +2% 16k 63.35
United Parcel Service CL B (UPS) 0.6 $977k -5% 4.6k 214.30
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $957k +15% 26k 36.47
Ametek (AME) 0.6 $942k -4% 6.4k 147.03
Motorola Solutions Com New (MSI) 0.6 $885k -7% 3.3k 271.72
3M Company (MMM) 0.6 $875k -6% 4.9k 177.59
Eli Lilly & Co. (LLY) 0.5 $845k -12% 3.1k 276.32
Eaton Corp SHS (ETN) 0.5 $835k -13% 4.8k 172.81
Caterpillar (CAT) 0.5 $826k -2% 4.0k 206.76
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.5 $766k +18% 23k 32.97
Ishares Tr Core Msci Eafe (IEFA) 0.5 $766k -5% 10k 74.66
Microsoft Corporation (MSFT) 0.5 $763k 2.3k 336.12
EOG Resources (EOG) 0.5 $759k 8.5k 88.89
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.5 $742k +31% 3.5k 213.46
Wells Fargo & Company (WFC) 0.5 $734k 15k 47.97
Accenture Plc Ireland Shs Class A (ACN) 0.5 $713k 1.7k 414.29
International Business Machines (IBM) 0.5 $709k -14% 5.3k 133.70
Home Depot (HD) 0.4 $683k 1.6k 415.20
Stryker Corporation (SYK) 0.4 $679k 2.5k 267.43
Teleflex Incorporated (TFX) 0.4 $650k +22% 2.0k 328.28
Coca-Cola Company (KO) 0.4 $643k -3% 11k 59.23
Ishares Tr Short Treas Bd (SHV) 0.4 $624k -6% 5.6k 110.48
Clorox Company (CLX) 0.4 $618k 3.5k 174.38
Analog Devices (ADI) 0.4 $604k 3.4k 175.79
Global X Fds Glbx Suprinc Etf (SPFF) 0.4 $589k 50k 11.72
ConocoPhillips (COP) 0.4 $575k 8.0k 72.15
Xilinx (XLNX) 0.4 $569k -3% 2.7k 211.92
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $562k 3.4k 163.75
Intel Corporation (INTC) 0.4 $562k -6% 11k 51.48
Target Corporation (TGT) 0.4 $558k 2.4k 231.63
Docusign (DOCU) 0.4 $551k 3.6k 152.29
Cassava Sciences (SAVA) 0.4 $550k +27% 13k 43.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $537k +72% 1.1k 475.22
Lowe's Companies (LOW) 0.3 $527k 2.0k 258.71
NVIDIA Corporation (NVDA) 0.3 $527k +6% 1.8k 294.25
CSX Corporation (CSX) 0.3 $522k -8% 14k 37.61
FedEx Corporation (FDX) 0.3 $521k -9% 2.0k 258.43
Bristol Myers Squibb (BMY) 0.3 $515k +3% 8.3k 62.33
Cheniere Energy Com New (LNG) 0.3 $510k -17% 5.0k 101.45
Medtronic SHS (MDT) 0.3 $500k 4.8k 103.48
Vanguard World Fds Health Car Etf (VHT) 0.3 $492k 1.8k 266.38
Procter & Gamble Company (PG) 0.3 $483k -14% 3.0k 163.56
Intuitive Surgical Com New (ISRG) 0.3 $483k +202% 1.3k 359.38
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $479k 1.0k 458.37
West Pharmaceutical Services (WST) 0.3 $469k NEW 1.0k 469.00
Amazon (AMZN) 0.3 $463k +2% 139.00 3330.94
JPMorgan Chase & Co. (JPM) 0.3 $458k 2.9k 158.42
salesforce (CRM) 0.3 $456k +6% 1.8k 254.18
Southern Company (SO) 0.3 $454k +3% 6.6k 68.53
Spdr Gold Tr Gold Shs (GLD) 0.3 $443k 2.6k 170.91
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.3 $432k -11% 5.3k 81.46
Bank of New York Mellon Corporation (BK) 0.3 $424k -7% 7.3k 58.09
Unity Software (U) 0.3 $419k 2.9k 143.00
Exxon Mobil Corporation (XOM) 0.3 $406k 6.6k 61.14
Nucor Corporation (NUE) 0.3 $394k 3.5k 114.20
Ishares Jp Mrg Em Crp Bd (CEMB) 0.3 $393k +19% 7.7k 50.95
Blackstone Group Inc Com Cl A (BX) 0.3 $389k -19% 3.0k 129.24
Thermo Fisher Scientific (TMO) 0.2 $384k 576.00 666.67
Raytheon Technologies Corp (RTX) 0.2 $383k 4.5k 86.01
Danaher Corporation (DHR) 0.2 $356k 1.1k 329.32
Amgen (AMGN) 0.2 $350k +7% 1.6k 225.23
Deere & Company (DE) 0.2 $348k -2% 1.0k 342.86
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $331k 1.7k 200.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $327k 1.1k 299.45
Alliant Energy Corporation (LNT) 0.2 $322k +7% 5.2k 61.46
Hormel Foods Corporation (HRL) 0.2 $305k -23% 6.2k 48.88
Consolidated Edison (ED) 0.2 $300k +4% 3.5k 85.45
Vanguard World Fds Energy Etf (VDE) 0.2 $296k 3.8k 77.69
At&t (T) 0.2 $291k 12k 24.64
PPL Corporation (PPL) 0.2 $290k 9.6k 30.11
American Tower Reit (AMT) 0.2 $288k 985.00 292.39
Block Cl A (SQ) 0.2 $287k +19% 1.8k 161.33
Public Storage (PSA) 0.2 $285k 760.00 375.00
Lockheed Martin Corporation (LMT) 0.2 $280k -5% 787.00 355.78
Spdr Ser Tr Russell Yield (ONEY) 0.2 $279k -11% 2.8k 100.54
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $271k +3% 2.0k 132.26
S&p Global (SPGI) 0.2 $259k 549.00 471.77
C3 Ai Cl A (AI) 0.2 $258k NEW 8.3k 31.25
Sherwin-Williams Company (SHW) 0.2 $258k 734.00 351.50
Tenable Hldgs (TENB) 0.2 $257k 4.7k 54.97
TJX Companies (TJX) 0.2 $255k 3.4k 75.83
Tractor Supply Company (TSCO) 0.2 $244k 1.0k 238.98
General Mills (GIS) 0.2 $240k NEW 3.6k 67.40
Chevron Corporation (CVX) 0.2 $233k -10% 2.0k 117.14
Riot Blockchain (RIOT) 0.1 $225k +7% 10k 22.33
Northrop Grumman Corporation (NOC) 0.1 $222k -2% 572.00 388.11
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $221k 650.00 340.00
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.1 $220k 4.5k 48.67
Hartford Financial Services (HIG) 0.1 $219k 3.2k 69.11
Costco Wholesale Corporation (COST) 0.1 $208k NEW 367.00 566.76
Kellogg Company (K) 0.1 $204k NEW 3.2k 64.33
Abbott Laboratories (ABT) 0.1 $202k NEW 1.4k 141.06
Marathon Petroleum Corp (MPC) 0.1 $201k NEW 3.1k 63.89
PNC Financial Services (PNC) 0.1 $201k NEW 1.0k 201.00

Past Filings by IVC Wealth Advisors

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