IVC Wealth Advisors

IVC Wealth Advisors as of Sept. 30, 2022

Portfolio Holdings for IVC Wealth Advisors

IVC Wealth Advisors holds 141 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 9.1 $11M 53k 213.95
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 8.9 $11M 189k 58.51
Apple (AAPL) 8.5 $11M 76k 138.21
Citizens & Northern Corporation (CZNC) 2.8 $3.4M 142k 24.18
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.1 $2.6M 53k 49.29
Truist Financial Corp equities (TFC) 1.7 $2.1M 49k 43.53
Ishares Tr Usd Inv Grde Etf (USIG) 1.7 $2.1M 44k 48.05
Ishares Tr Gl Clean Ene Etf (ICLN) 1.6 $2.0M 107k 19.09
Ishares Tr Tips Bd Etf (TIP) 1.6 $1.9M 19k 104.87
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.5 $1.9M 11k 170.50
Ishares Core Msci Emkt (IEMG) 1.5 $1.9M 44k 42.98
Johnson & Johnson (JNJ) 1.5 $1.9M 12k 163.40
Merck & Co (MRK) 1.5 $1.8M 21k 86.10
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.3 $1.7M 14k 121.80
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.2 $1.5M 14k 113.28
Starbucks Corporation (SBUX) 1.2 $1.5M 18k 84.25
Paychex (PAYX) 1.2 $1.5M 13k 112.21
Allstate Corporation (ALL) 1.1 $1.4M 11k 124.49
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.1 $1.4M 9.3k 150.39
Prudential Financial (PRU) 1.0 $1.2M 14k 85.75
McDonald's Corporation (MCD) 1.0 $1.2M 5.3k 230.81
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.0 $1.2M 26k 45.11
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.9 $1.2M 26k 44.09
AutoNation (AN) 0.9 $1.1M 11k 101.91
Adobe Systems Incorporated (ADBE) 0.9 $1.1M 4.1k 275.28
Visa Com Cl A (V) 0.9 $1.1M 6.0k 177.68
Waste Management (WM) 0.8 $1.1M 6.6k 160.16
Republic Services (RSG) 0.8 $1.0M 7.6k 135.98
Pepsi (PEP) 0.8 $1.0M 6.4k 163.20
Pfizer (PFE) 0.8 $1.0M 23k 43.76
UnitedHealth (UNH) 0.8 $997k 2.0k 505.07
Eli Lilly & Co. (LLY) 0.8 $970k 3.0k 323.33
EOG Resources (EOG) 0.8 $963k 8.6k 111.72
Lyondellbasell Industries N Shs - A - (LYB) 0.8 $936k 12k 75.26
CoStar (CSGP) 0.7 $909k 13k 69.67
Univest Corp. of PA (UVSP) 0.7 $884k 38k 23.48
Ishares Tr Msci Eafe Etf (EFA) 0.7 $868k 16k 56.02
Walt Disney Company (DIS) 0.7 $857k 9.1k 94.36
Kimberly-Clark Corporation (KMB) 0.7 $839k 7.5k 112.48
Public Service Enterprise (PEG) 0.7 $836k 15k 56.22
Meta Platforms Cl A (META) 0.7 $831k 6.1k 135.74
Cheniere Energy Com New (LNG) 0.7 $828k 5.0k 165.87
Verizon Communications (VZ) 0.6 $804k 21k 37.99
ConocoPhillips (COP) 0.6 $756k 7.4k 102.30
Motorola Solutions Com New (MSI) 0.6 $745k 3.3k 223.93
Cisco Systems (CSCO) 0.6 $741k 19k 40.00
Ametek (AME) 0.6 $734k 6.5k 113.43
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.6 $728k 15k 50.16
International Business Machines (IBM) 0.6 $697k 5.9k 118.88
Caterpillar (CAT) 0.5 $679k 4.1k 164.05
United Parcel Service CL B (UPS) 0.5 $678k 4.2k 161.43
Exxon Mobil Corporation (XOM) 0.5 $677k 7.8k 87.35
Eaton Corp SHS (ETN) 0.5 $658k 4.9k 133.28
Microsoft Corporation (MSFT) 0.5 $651k 2.8k 232.83
Iqvia Holdings (IQV) 0.5 $646k 3.6k 181.26
Coca-Cola Company (KO) 0.5 $644k 12k 56.04
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.5 $634k 24k 26.21
Bristol Myers Squibb (BMY) 0.5 $626k 8.8k 71.10
Cassava Sciences (SAVA) 0.5 $620k 15k 41.85
Pvh Corporation (PVH) 0.5 $607k 14k 44.82
3M Company (MMM) 0.5 $569k 5.1k 110.53
Boeing Company (BA) 0.5 $566k 4.7k 121.15
Southern Company (SO) 0.4 $533k 7.8k 68.05
Teleflex Incorporated (TFX) 0.4 $528k 2.6k 201.53
Stryker Corporation (SYK) 0.4 $526k 2.6k 202.62
Analog Devices (ADI) 0.4 $470k 3.4k 139.42
Amazon (AMZN) 0.4 $455k 4.0k 113.02
Medtronic SHS (MDT) 0.4 $449k 5.6k 80.73
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $419k 5.5k 75.74
Vanguard World Fds Health Car Etf (VHT) 0.3 $412k 1.8k 223.55
Procter & Gamble Company (PG) 0.3 $410k 3.2k 126.39
Clorox Company (CLX) 0.3 $407k 3.2k 128.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $404k 1.1k 357.21
Intel Corporation (INTC) 0.3 $400k 16k 25.76
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $397k 8.3k 47.79
JPMorgan Chase & Co. (JPM) 0.3 $381k 3.6k 104.64
Nucor Corporation (NUE) 0.3 $378k 3.5k 107.11
salesforce (CRM) 0.3 $376k 2.6k 143.68
Vanguard World Fds Energy Etf (VDE) 0.3 $376k 3.7k 101.48
Ishares Tr Mbs Etf (MBB) 0.3 $376k 4.1k 91.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $372k 1.4k 266.86
CSX Corporation (CSX) 0.3 $370k 14k 26.66
Raytheon Technologies Corp (RTX) 0.3 $363k 4.4k 81.87
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.3 $360k 14k 25.85
Home Depot (HD) 0.3 $356k 1.3k 275.97
Deere & Company (DE) 0.3 $353k 1.1k 333.65
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $352k 14k 25.78
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $350k 6.0k 58.25
Wells Fargo & Company (WFC) 0.3 $348k 8.6k 40.25
Global X Fds Glbx Suprinc Etf (SPFF) 0.3 $347k 35k 9.89
Amgen (AMGN) 0.3 $346k 1.5k 225.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $342k 9.4k 36.47
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $341k 1.1k 307.76
General Mills (GIS) 0.3 $311k 4.1k 76.56
Accenture Plc Ireland Shs Class A (ACN) 0.3 $311k 1.2k 257.66
Chevron Corporation (CVX) 0.2 $308k 2.1k 143.79
Consolidated Edison (ED) 0.2 $307k 3.6k 85.78
Thermo Fisher Scientific (TMO) 0.2 $306k 603.00 507.46
Advanced Micro Devices (AMD) 0.2 $305k 4.8k 63.33
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $303k 5.9k 51.18
Marathon Petroleum Corp (MPC) 0.2 $300k 3.0k 99.34
Bank of New York Mellon Corporation (BK) 0.2 $296k 7.7k 38.55
Target Corporation (TGT) 0.2 $291k 2.0k 148.55
Danaher Corporation (DHR) 0.2 $291k 1.1k 258.44
Netflix (NFLX) 0.2 $286k 1.2k 235.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $285k 5.1k 55.89
Spdr Gold Tr Gold Shs (GLD) 0.2 $285k 1.8k 154.47
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $284k 1.7k 171.81
Alliant Energy Corporation (LNT) 0.2 $275k 5.2k 53.01
NVIDIA Corporation (NVDA) 0.2 $272k 2.2k 121.32
Sonoco Products Company (SON) 0.2 $270k 4.8k 56.72
FedEx Corporation (FDX) 0.2 $269k 1.8k 148.54
Hormel Foods Corporation (HRL) 0.2 $264k 5.8k 45.45
Blackstone Group Inc Com Cl A (BX) 0.2 $263k 3.1k 83.78
Devon Energy Corporation (DVN) 0.2 $257k 4.3k 60.23
Tesla Motors (TSLA) 0.2 $251k 948.00 264.77
West Pharmaceutical Services (WST) 0.2 $246k 1.0k 246.00
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $241k 4.7k 51.74
Dow (DOW) 0.2 $239k 5.4k 43.88
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $237k 3.9k 60.34
American Tower Reit (AMT) 0.2 $236k 1.1k 214.55
Spdr Ser Tr Russell Yield (ONEY) 0.2 $230k 2.8k 83.18
Lowe's Companies (LOW) 0.2 $229k 1.2k 187.55
Microchip Technology (MCHP) 0.2 $227k 3.7k 60.94
Kellogg Company (K) 0.2 $224k 3.2k 69.54
Public Storage (PSA) 0.2 $223k 760.00 293.42
Phillips 66 (PSX) 0.2 $222k 2.7k 80.82
Abbvie (ABBV) 0.2 $221k 1.6k 134.26
Docusign (DOCU) 0.2 $216k 4.0k 53.36
Goldman Sachs (GS) 0.2 $214k 729.00 293.55
Strategy Ns 7handl Idx (HNDL) 0.2 $211k 11k 19.18
MDU Resources (MDU) 0.2 $210k 7.7k 27.36
Intuitive Surgical Com New (ISRG) 0.2 $210k 1.1k 187.67
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $209k 2.6k 80.26
National Fuel Gas (NFG) 0.2 $207k 3.4k 61.52
PPL Corporation (PPL) 0.2 $205k 8.1k 25.37
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $201k 2.7k 74.36
Ishares Tr Core Msci Eafe (IEFA) 0.2 $200k 3.8k 52.77
At&t (T) 0.2 $195k 13k 15.31
Viatris (VTRS) 0.1 $94k 11k 8.49
Riot Blockchain (RIOT) 0.1 $73k 10k 7.05