IVC Wealth Advisors

IVC Wealth Advisors as of March 31, 2023

Portfolio Holdings for IVC Wealth Advisors

IVC Wealth Advisors holds 142 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 9.3 $13M 53k 249.44
Apple (AAPL) 8.7 $12M 74k 164.90
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 8.7 $12M 186k 65.58
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.2 $4.6M 84k 54.60
Citizens & Northern Corporation (CZNC) 2.1 $3.0M 140k 21.38
Ishares Tr Usd Inv Grde Etf (USIG) 1.9 $2.7M 52k 50.66
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.7 $2.4M 12k 194.89
Merck & Co (MRK) 1.6 $2.2M 21k 106.39
Ishares Core Msci Emkt (IEMG) 1.5 $2.1M 43k 48.79
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.5 $2.1M 41k 50.54
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.4 $2.0M 15k 134.07
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.4 $1.9M 41k 46.55
Starbucks Corporation (SBUX) 1.3 $1.8M 17k 104.13
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.3 $1.8M 15k 120.50
Johnson & Johnson (JNJ) 1.3 $1.8M 11k 155.00
Ishares Tr Tips Bd Etf (TIP) 1.2 $1.7M 15k 110.25
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.2 $1.7M 10k 165.05
Truist Financial Corp equities (TFC) 1.2 $1.7M 49k 34.10
Adobe Systems Incorporated (ADBE) 1.1 $1.6M 4.1k 385.37
Ishares Tr Msci Eafe Etf (EFA) 1.1 $1.5M 21k 71.52
Paychex (PAYX) 1.0 $1.5M 13k 114.59
McDonald's Corporation (MCD) 1.0 $1.4M 5.1k 279.63
AutoNation (AN) 1.0 $1.4M 11k 134.36
Visa Com Cl A (V) 0.9 $1.3M 5.9k 225.44
Meta Platforms Cl A (META) 0.9 $1.3M 6.1k 211.94
Pepsi (PEP) 0.9 $1.3M 6.9k 182.29
Allstate Corporation (ALL) 0.9 $1.2M 11k 110.81
Prudential Financial (PRU) 0.8 $1.1M 14k 82.74
Lyondellbasell Industries N Shs - A - (LYB) 0.8 $1.1M 12k 93.89
Pvh Corporation (PVH) 0.8 $1.1M 13k 89.16
Waste Management (WM) 0.7 $1.1M 6.5k 163.17
Eli Lilly & Co. (LLY) 0.7 $1.0M 3.0k 343.42
NVIDIA Corporation (NVDA) 0.7 $1.0M 3.6k 277.77
Republic Services (RSG) 0.7 $981k 7.3k 135.22
Univest Corp. of PA (UVSP) 0.7 $967k 41k 23.74
Cisco Systems (CSCO) 0.7 $953k 18k 52.27
Ametek (AME) 0.7 $941k 6.5k 145.33
Verizon Communications (VZ) 0.7 $932k 24k 38.89
Kimberly-Clark Corporation (KMB) 0.7 $930k 6.9k 134.21
Pfizer (PFE) 0.7 $925k 23k 40.80
Exxon Mobil Corporation (XOM) 0.7 $922k 8.4k 109.66
Caterpillar (CAT) 0.6 $913k 4.0k 228.83
Boeing Company (BA) 0.6 $912k 4.3k 212.43
Motorola Solutions Com New (MSI) 0.6 $910k 3.2k 286.13
EOG Resources (EOG) 0.6 $905k 7.9k 114.64
UnitedHealth (UNH) 0.6 $900k 1.9k 472.50
CoStar (CSGP) 0.6 $876k 13k 68.85
Walt Disney Company (DIS) 0.6 $875k 8.7k 100.13
Public Service Enterprise (PEG) 0.6 $871k 14k 62.45
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.6 $823k 18k 45.24
United Parcel Service CL B (UPS) 0.6 $816k 4.2k 193.97
Eaton Corp SHS (ETN) 0.6 $809k 4.7k 171.34
Ishares Tr Gl Clean Ene Etf (ICLN) 0.6 $804k 41k 19.78
Microsoft Corporation (MSFT) 0.6 $793k 2.8k 288.27
International Business Machines (IBM) 0.5 $766k 5.8k 131.09
Cheniere Energy Com New (LNG) 0.5 $747k 4.7k 157.60
Stryker Corporation (SYK) 0.5 $725k 2.5k 285.42
ConocoPhillips (COP) 0.5 $723k 7.3k 99.22
Coca-Cola Company (KO) 0.5 $721k 12k 62.03
Iqvia Holdings (IQV) 0.5 $709k 3.6k 198.89
Teleflex Incorporated (TFX) 0.5 $707k 2.8k 253.31
Analog Devices (ADI) 0.5 $661k 3.4k 197.24
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.5 $660k 24k 28.02
Bristol Myers Squibb (BMY) 0.4 $614k 8.9k 69.31
3M Company (MMM) 0.4 $602k 5.7k 105.11
Nucor Corporation (NUE) 0.4 $553k 3.6k 154.47
Intel Corporation (INTC) 0.4 $545k 17k 32.67
Wells Fargo & Company (WFC) 0.4 $541k 15k 37.38
salesforce (CRM) 0.4 $498k 2.5k 199.78
JPMorgan Chase & Co. (JPM) 0.4 $496k 3.8k 130.32
Procter & Gamble Company (PG) 0.3 $481k 3.2k 148.69
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $481k 15k 32.12
Medtronic SHS (MDT) 0.3 $468k 5.8k 80.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $463k 1.1k 409.32
Southern Company (SO) 0.3 $454k 6.5k 69.58
Amazon (AMZN) 0.3 $450k 4.4k 103.29
Clorox Company (CLX) 0.3 $444k 2.8k 158.25
Vanguard World Fds Health Car Etf (VHT) 0.3 $440k 1.8k 238.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $438k 1.4k 308.77
Raytheon Technologies Corp (RTX) 0.3 $437k 4.5k 97.94
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $427k 1.1k 385.47
Home Depot (HD) 0.3 $427k 1.4k 295.18
Advanced Micro Devices (AMD) 0.3 $426k 4.3k 98.01
Vanguard World Fds Energy Etf (VDE) 0.3 $423k 3.7k 114.23
FedEx Corporation (FDX) 0.3 $421k 1.8k 228.52
Dow (DOW) 0.3 $397k 7.2k 54.82
Deere & Company (DE) 0.3 $388k 939.00 412.92
Netflix (NFLX) 0.3 $385k 1.1k 345.48
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $376k 4.7k 80.22
Amgen (AMGN) 0.3 $369k 1.5k 241.67
West Pharmaceutical Services (WST) 0.2 $347k 1.0k 346.47
Chevron Corporation (CVX) 0.2 $344k 2.1k 163.16
Bank of New York Mellon Corporation (BK) 0.2 $343k 7.5k 45.44
Ishares Tr Mbs Etf (MBB) 0.2 $340k 3.6k 94.73
Spdr Gold Tr Gold Shs (GLD) 0.2 $338k 1.8k 183.22
Thermo Fisher Scientific (TMO) 0.2 $338k 586.00 576.37
Marathon Petroleum Corp (MPC) 0.2 $338k 2.5k 134.83
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $332k 5.1k 65.17
Accenture Plc Ireland Shs Class A (ACN) 0.2 $331k 1.2k 285.81
Cassava Sciences (SAVA) 0.2 $330k 14k 24.12
Target Corporation (TGT) 0.2 $329k 2.0k 165.64
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $320k 1.7k 193.52
CSX Corporation (CSX) 0.2 $319k 11k 29.94
Blackstone Group Inc Com Cl A (BX) 0.2 $314k 3.6k 87.84
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $308k 5.1k 59.96
Consolidated Edison (ED) 0.2 $308k 3.2k 95.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $301k 7.4k 40.40
General Mills (GIS) 0.2 $296k 3.5k 85.46
Phillips 66 (PSX) 0.2 $285k 2.8k 101.39
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $281k 5.7k 48.92
Microchip Technology (MCHP) 0.2 $275k 3.3k 83.78
Danaher Corporation (DHR) 0.2 $274k 1.1k 251.95
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $273k 13k 20.77
Sonoco Products Company (SON) 0.2 $266k 4.4k 61.00
Alliant Energy Corporation (LNT) 0.2 $261k 4.9k 53.40
Spdr Ser Tr Russell Yield (ONEY) 0.2 $261k 2.8k 94.31
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $258k 3.8k 68.44
Intuitive Surgical Com New (ISRG) 0.2 $254k 995.00 255.47
TJX Companies (TJX) 0.2 $246k 3.1k 78.36
Johnson Ctls Intl SHS (JCI) 0.2 $243k 4.0k 60.22
Abbvie (ABBV) 0.2 $239k 1.5k 159.37
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $234k 6.9k 33.71
Lowe's Companies (LOW) 0.2 $231k 1.2k 200.03
Public Storage (PSA) 0.2 $230k 760.00 302.14
Global X Fds Glbx Suprinc Etf (SPFF) 0.2 $229k 24k 9.38
Ishares Tr Core Msci Eafe (IEFA) 0.2 $227k 3.4k 66.84
Morgan Stanley Com New (MS) 0.2 $224k 2.5k 87.80
Strategy Ns 7handl Idx (HNDL) 0.2 $223k 11k 20.23
MDU Resources (MDU) 0.2 $220k 7.2k 30.48
Docusign (DOCU) 0.2 $219k 3.8k 58.30
Goldman Sachs (GS) 0.2 $218k 665.00 327.11
Hartford Financial Services (HIG) 0.2 $215k 3.1k 69.69
American Tower Reit (AMT) 0.2 $215k 1.1k 204.34
AutoZone (AZO) 0.2 $214k 87.00 2458.15
Ishares Tr Gnma Bond Etf (GNMA) 0.1 $209k 4.7k 44.46
PPL Corporation (PPL) 0.1 $208k 7.5k 27.79
Texas Instruments Incorporated (TXN) 0.1 $207k 1.1k 186.01
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $204k 2.7k 76.23
Travelers Companies (TRV) 0.1 $203k 1.2k 171.41
Lockheed Martin Corporation (LMT) 0.1 $203k 429.00 472.36
Newell Rubbermaid (NWL) 0.1 $175k 14k 12.44
Zomedica Corp (ZOM) 0.0 $4.2k 20k 0.21