IVC Wealth Advisors

IVC Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for IVC Wealth Advisors

IVC Wealth Advisors holds 156 positions in its portfolio as reported in the December 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) 9.0 $12M 186k 66.02
Vanguard Index Fds Growth Etf (VUG) 8.3 $11M 66k 170.76
Apple (AAPL) 7.2 $9.8M 75k 129.93
Citizens & Northern Corporation (CZNC) 2.4 $3.2M 140k 22.86
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.8 $2.5M 50k 49.82
Merck & Co (MRK) 1.7 $2.3M 21k 110.95
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.6 $2.2M 41k 54.49
Truist Financial Corp equities (TFC) 1.5 $2.1M 48k 43.03
Ishares Core Msci Emkt (IEMG) 1.5 $2.0M 44k 46.70
Johnson & Johnson (JNJ) 1.5 $2.0M 12k 176.66
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.5 $2.0M 11k 179.76
Ishares Tr Usd Inv Grde Etf (USIG) 1.5 $2.0M 41k 49.11
Ishares Tr Gl Clean Ene Etf (ICLN) 1.4 $2.0M 99k 19.85
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.4 $1.9M 14k 135.24
Starbucks Corporation (SBUX) 1.3 $1.8M 18k 99.20
Ishares Tr Tips Bd Etf (TIP) 1.3 $1.7M 16k 106.44
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.3 $1.7M 14k 121.77
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.1 $1.5M 9.8k 155.71
Allstate Corporation (ALL) 1.1 $1.5M 11k 135.60
Paychex (PAYX) 1.1 $1.5M 13k 115.56
Prudential Financial (PRU) 1.0 $1.4M 14k 99.46
Adobe Systems Incorporated (ADBE) 1.0 $1.4M 4.1k 336.53
McDonald's Corporation (MCD) 1.0 $1.4M 5.3k 263.52
Visa Com Cl A (V) 0.9 $1.3M 11k 111.00
Pepsi (PEP) 0.9 $1.2M 6.8k 180.65
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.9 $1.2M 27k 45.52
Pfizer (PFE) 0.9 $1.2M 23k 51.24
AutoNation (AN) 0.9 $1.2M 11k 107.30
Eli Lilly & Co. (LLY) 0.8 $1.1M 3.0k 365.84
Univest Corp. of PA (UVSP) 0.8 $1.1M 41k 26.13
Lyondellbasell Industries N Shs - A - (LYB) 0.8 $1.1M 13k 83.03
UnitedHealth (UNH) 0.8 $1.0M 4.8k 217.79
Kimberly-Clark Corporation (KMB) 0.8 $1.0M 7.6k 135.75
Waste Management (WM) 0.8 $1.0M 6.6k 156.88
EOG Resources (EOG) 0.8 $1.0M 7.9k 129.52
Ishares Tr Msci Eafe Etf (EFA) 0.7 $1.0M 15k 65.64
CoStar (CSGP) 0.7 $1.0M 13k 77.28
Caterpillar (CAT) 0.7 $996k 4.2k 239.57
Republic Services (RSG) 0.7 $965k 7.5k 128.99
Verizon Communications (VZ) 0.7 $953k 32k 29.77
Pvh Corporation (PVH) 0.7 $948k 13k 70.59
Exxon Mobil Corporation (XOM) 0.7 $923k 8.4k 110.30
Public Service Enterprise (PEG) 0.7 $908k 15k 61.27
Ametek (AME) 0.7 $904k 6.5k 139.72
Cisco Systems (CSCO) 0.7 $902k 19k 47.64
ConocoPhillips (COP) 0.6 $861k 7.3k 118.00
Boeing Company (BA) 0.6 $860k 4.5k 190.49
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.6 $857k 19k 44.59
Motorola Solutions Com New (MSI) 0.6 $848k 3.3k 257.71
International Business Machines (IBM) 0.6 $842k 6.0k 140.89
Eaton Corp SHS (ETN) 0.6 $775k 6.8k 114.31
Walt Disney Company (DIS) 0.6 $766k 8.8k 86.88
Cheniere Energy Com New (LNG) 0.6 $748k 5.0k 149.95
Coca-Cola Company (KO) 0.5 $741k 12k 63.61
Meta Platforms Cl A (META) 0.5 $739k 6.1k 120.34
United Parcel Service CL B (UPS) 0.5 $737k 5.7k 129.15
Iqvia Holdings (IQV) 0.5 $730k 3.6k 204.89
Teleflex Incorporated (TFX) 0.5 $682k 2.7k 249.63
Microsoft Corporation (MSFT) 0.5 $668k 2.8k 239.85
3M Company (MMM) 0.5 $661k 5.5k 119.92
Bristol Myers Squibb (BMY) 0.5 $646k 9.0k 71.95
Stryker Corporation (SYK) 0.5 $634k 2.6k 244.50
Wells Fargo & Company (WFC) 0.5 $631k 24k 26.35
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.4 $599k 22k 27.02
Analog Devices (ADI) 0.4 $550k 3.4k 164.05
NVIDIA Corporation (NVDA) 0.4 $546k 3.7k 146.14
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $536k 11k 50.13
Southern Company (SO) 0.4 $528k 7.4k 71.41
JPMorgan Chase & Co. (JPM) 0.4 $501k 3.7k 134.09
Procter & Gamble Company (PG) 0.4 $495k 3.3k 151.56
Intel Corporation (INTC) 0.3 $470k 18k 26.43
Nucor Corporation (NUE) 0.3 $466k 3.5k 131.81
Vanguard World Fds Health Car Etf (VHT) 0.3 $464k 34k 13.50
Home Depot (HD) 0.3 $452k 1.4k 315.92
Cassava Sciences (SAVA) 0.3 $452k 15k 29.54
Raytheon Technologies Corp (RTX) 0.3 $449k 4.5k 100.93
Vanguard World Fds Energy Etf (VDE) 0.3 $449k 3.7k 121.28
Clorox Company (CLX) 0.3 $444k 3.2k 140.34
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $444k 15k 29.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $438k 1.4k 308.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $433k 1.1k 382.57
CSX Corporation (CSX) 0.3 $430k 14k 30.98
Medtronic SHS (MDT) 0.3 $430k 9.7k 44.47
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.3 $421k 19k 22.06
Deere & Company (DE) 0.3 $405k 944.00 428.54
Amgen (AMGN) 0.3 $402k 1.5k 262.58
Dow (DOW) 0.3 $385k 7.6k 50.39
Chevron Corporation (CVX) 0.3 $381k 2.1k 179.49
Amazon (AMZN) 0.3 $365k 4.4k 84.00
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $364k 4.7k 77.51
Netflix (NFLX) 0.3 $360k 1.2k 294.88
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $357k 7.5k 47.43
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $354k 1.1k 319.41
Bank of New York Mellon Corporation (BK) 0.3 $346k 7.6k 45.52
Consolidated Edison (ED) 0.3 $345k 3.6k 95.31
General Mills (GIS) 0.3 $341k 4.1k 83.85
salesforce (CRM) 0.2 $332k 2.5k 132.59
Global X Fds Glbx Suprinc Etf (SPFF) 0.2 $330k 35k 9.41
Marathon Petroleum Corp (MPC) 0.2 $330k 2.8k 116.40
Ishares Tr Mbs Etf (MBB) 0.2 $322k 3.5k 92.75
Thermo Fisher Scientific (TMO) 0.2 $320k 581.00 550.69
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $317k 1.7k 191.57
FedEx Corporation (FDX) 0.2 $317k 1.8k 173.17
Advanced Micro Devices (AMD) 0.2 $315k 4.9k 64.77
Accenture Plc Ireland Shs Class A (ACN) 0.2 $313k 1.2k 266.84
Spdr Gold Tr Gold Shs (GLD) 0.2 $313k 1.8k 169.64
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $308k 5.3k 58.48
Phillips 66 (PSX) 0.2 $293k 2.8k 104.09
Alliant Energy Corporation (LNT) 0.2 $292k 5.3k 55.21
Intuitive Surgical Com New (ISRG) 0.2 $292k 1.1k 265.35
Target Corporation (TGT) 0.2 $292k 2.0k 149.05
Danaher Corporation (DHR) 0.2 $291k 1.1k 265.51
Sonoco Products Company (SON) 0.2 $289k 4.8k 60.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $285k 7.3k 38.98
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $283k 5.1k 55.56
Abbvie (ABBV) 0.2 $266k 1.6k 161.61
Goldman Sachs (GS) 0.2 $265k 773.00 343.38
Devon Energy Corporation (DVN) 0.2 $265k 4.3k 61.51
Johnson Ctls Intl SHS (JCI) 0.2 $261k 4.1k 64.00
Microchip Technology (MCHP) 0.2 $260k 3.7k 70.25
Spdr Ser Tr Russell Yield (ONEY) 0.2 $259k 2.8k 93.70
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $257k 3.9k 65.34
Hormel Foods Corporation (HRL) 0.2 $255k 5.6k 45.55
TJX Companies (TJX) 0.2 $246k 3.1k 79.60
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $242k 13k 19.29
American Tower Reit (AMT) 0.2 $238k 1.1k 211.86
West Pharmaceutical Services (WST) 0.2 $235k 1.0k 235.35
Hartford Financial Services (HIG) 0.2 $234k 3.1k 75.82
Lowe's Companies (LOW) 0.2 $234k 1.2k 199.29
Ishares Tr Core Msci Eafe (IEFA) 0.2 $233k 3.8k 61.64
MDU Resources (MDU) 0.2 $233k 7.7k 30.34
Blackstone Group Inc Com Cl A (BX) 0.2 $229k 3.1k 74.19
Kellogg Company (K) 0.2 $227k 3.2k 71.24
Travelers Companies (TRV) 0.2 $222k 1.2k 187.49
PPL Corporation (PPL) 0.2 $219k 7.5k 29.22
Honeywell International (HON) 0.2 $218k 1.0k 214.30
Lockheed Martin Corporation (LMT) 0.2 $216k 444.00 486.12
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $216k 6.9k 31.47
Strategy Ns 7handl Idx (HNDL) 0.2 $215k 11k 19.58
AutoZone (AZO) 0.2 $215k 87.00 2466.18
National Fuel Gas (NFG) 0.2 $213k 3.4k 63.30
Public Storage (PSA) 0.2 $213k 760.00 280.19
Docusign (DOCU) 0.2 $208k 3.8k 55.42
Morgan Stanley Com New (MS) 0.2 $207k 2.4k 85.02
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $204k 2.7k 75.19
At&t (T) 0.1 $203k 11k 18.41
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.1 $202k 4.3k 47.06
Newell Rubbermaid (NWL) 0.1 $150k 12k 13.08
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $24k 177k 0.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $8.0k 24k 0.33
Vanguard Index Fds Value Etf (VTV) 0.0 $3.8k 31k 0.12
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.0 $1.6k 24k 0.07
Axalta Coating Sys (AXTA) 0.0 $414.530600 20k 0.02
Urban Outfitters (URBN) 0.0 $386.120000 20k 0.02
Uber Technologies (UBER) 0.0 $303.928500 12k 0.03
Grab Holdings Class A Ord (GRAB) 0.0 $61.659000 24k 0.00