IVC Wealth Advisors

IVC Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for IVC Wealth Advisors

IVC Wealth Advisors holds 151 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 11.5 $21M 50k 410.44
Apple (AAPL) 8.6 $16M 62k 250.42
J P Morgan Exchange Traded F Equity Premium (JEPI) 5.4 $9.7M 168k 57.53
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.2 $7.5M 133k 56.48
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.1 $7.4M 284k 26.07
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.0 $5.4M 106k 50.71
Ishares Tr Usd Inv Grde Etf (USIG) 2.5 $4.4M 87k 50.28
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.4 $4.3M 76k 56.38
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.2 $3.9M 15k 253.76
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.8 $3.2M 20k 161.77
NVIDIA Corporation (NVDA) 1.8 $3.1M 23k 134.29
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.7 $3.1M 15k 210.13
Pacer Fds Tr Developed Mrkt (ICOW) 1.5 $2.7M 94k 29.19
Meta Platforms Cl A (META) 1.4 $2.5M 4.3k 585.55
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.3 $2.2M 43k 51.70
Truist Financial Corp equities (TFC) 1.2 $2.2M 51k 43.38
Merck & Co (MRK) 1.1 $2.0M 20k 99.48
Allstate Corporation (ALL) 1.0 $1.8M 9.5k 192.78
Pacer Fds Tr Pacer Us Small (CALF) 1.0 $1.8M 40k 44.01
Visa Com Cl A (V) 0.9 $1.7M 5.3k 316.03
Adobe Systems Incorporated (ADBE) 0.9 $1.7M 3.7k 444.68
Paychex (PAYX) 0.9 $1.7M 12k 140.21
AutoNation (AN) 0.9 $1.6M 9.4k 169.84
Citizens & Northern Corporation (CZNC) 0.9 $1.5M 82k 18.60
Johnson & Johnson (JNJ) 0.8 $1.5M 10k 144.62
Eaton Corp SHS (ETN) 0.8 $1.5M 4.4k 331.89
Caterpillar (CAT) 0.8 $1.4M 4.0k 362.76
Prudential Financial (PRU) 0.8 $1.4M 12k 118.53
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.8 $1.4M 31k 45.34
International Business Machines (IBM) 0.8 $1.4M 6.2k 219.83
Republic Services (RSG) 0.7 $1.3M 6.3k 201.18
McDonald's Corporation (MCD) 0.7 $1.3M 4.3k 289.88
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.7 $1.2M 8.6k 144.61
Univest Corp. of PA (UVSP) 0.7 $1.2M 40k 29.51
Microsoft Corporation (MSFT) 0.6 $1.2M 2.7k 421.49
Eli Lilly & Co. (LLY) 0.6 $1.1M 1.4k 772.00
Ametek (AME) 0.6 $1.0M 5.6k 180.27
Cisco Systems (CSCO) 0.6 $1.0M 17k 59.20
Motorola Solutions Com New (MSI) 0.6 $997k 2.2k 462.23
Public Service Enterprise (PEG) 0.5 $951k 11k 84.49
Waste Management (WM) 0.5 $941k 4.7k 201.77
Tesla Motors (TSLA) 0.5 $939k 2.3k 403.84
Wells Fargo & Company (WFC) 0.5 $898k 13k 70.24
Netflix (NFLX) 0.5 $887k 995.00 891.32
Kimberly-Clark Corporation (KMB) 0.5 $872k 6.7k 131.04
Cheniere Energy Com New (LNG) 0.5 $865k 4.0k 214.90
Lyondellbasell Industries N Shs - A - (LYB) 0.5 $854k 12k 74.27
JPMorgan Chase & Co. (JPM) 0.5 $845k 3.5k 239.71
UnitedHealth (UNH) 0.5 $827k 1.6k 505.75
Pepsi (PEP) 0.4 $772k 5.1k 152.07
EOG Resources (EOG) 0.4 $756k 6.2k 122.58
Crown Castle Intl (CCI) 0.4 $744k 8.2k 90.76
Amazon (AMZN) 0.4 $708k 3.2k 219.39
Coca-Cola Company (KO) 0.4 $701k 11k 62.26
3M Company (MMM) 0.4 $697k 5.4k 129.08
Analog Devices (ADI) 0.4 $680k 3.2k 212.47
Exxon Mobil Corporation (XOM) 0.4 $675k 6.3k 107.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $663k 1.1k 586.07
CoStar (CSGP) 0.3 $617k 8.6k 71.59
Ishares Tr Tips Bd Etf (TIP) 0.3 $617k 5.8k 106.55
Broadcom (AVGO) 0.3 $602k 2.6k 231.84
Rio Tinto Sponsored Adr (RIO) 0.3 $600k 10k 58.81
salesforce (CRM) 0.3 $579k 1.7k 334.33
Bank of New York Mellon Corporation (BK) 0.3 $574k 7.5k 76.83
ConocoPhillips (COP) 0.3 $568k 5.7k 99.17
Vanguard World Energy Etf (VDE) 0.3 $559k 4.6k 121.31
Vanguard World Inf Tech Etf (VGT) 0.3 $536k 862.00 621.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $521k 19k 27.87
Pacer Fds Tr Pac Asset Fltg (FLRT) 0.3 $501k 11k 47.54
Blackstone Group Inc Com Cl A (BX) 0.3 $499k 2.9k 172.42
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.3 $498k 11k 46.24
Teleflex Incorporated (TFX) 0.3 $493k 2.8k 177.98
Crowdstrike Hldgs Cl A (CRWD) 0.3 $488k 1.4k 342.16
Dow (DOW) 0.3 $485k 12k 40.13
Solventum Corp Com Shs (SOLV) 0.3 $479k 7.2k 66.06
Newmont Mining Corporation (NEM) 0.3 $472k 13k 37.22
Southern Company (SO) 0.3 $470k 5.7k 82.32
Public Storage (PSA) 0.3 $467k 1.6k 299.44
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $457k 5.7k 80.27
Stryker Corporation (SYK) 0.3 $452k 1.3k 359.95
Iqvia Holdings (IQV) 0.2 $446k 2.3k 196.51
Home Depot (HD) 0.2 $440k 1.1k 389.07
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $434k 8.9k 49.05
Clorox Company (CLX) 0.2 $410k 2.5k 162.42
Medtronic SHS (MDT) 0.2 $405k 5.1k 79.88
FedEx Corporation (FDX) 0.2 $403k 1.4k 281.36
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.2 $402k 9.1k 44.18
Vanguard World Health Car Etf (VHT) 0.2 $396k 1.6k 253.69
Spdr Gold Tr Gold Shs (GLD) 0.2 $395k 1.6k 242.13
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $393k 19k 21.06
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $387k 11k 34.13
Starbucks Corporation (SBUX) 0.2 $381k 4.2k 91.24
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $376k 6.5k 58.00
Verizon Communications (VZ) 0.2 $368k 9.2k 39.99
Advanced Micro Devices (AMD) 0.2 $358k 3.0k 120.79
Ishares Tr Mbs Etf (MBB) 0.2 $353k 3.9k 91.68
Fiserv (FI) 0.2 $352k 1.7k 205.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $351k 775.00 453.28
Marathon Petroleum Corp (MPC) 0.2 $351k 2.5k 139.50
Intel Corporation (INTC) 0.2 $348k 17k 20.05
Procter & Gamble Company (PG) 0.2 $347k 2.1k 167.65
Akamai Technologies (AKAM) 0.2 $346k 3.6k 95.65
International Paper Company (IP) 0.2 $344k 6.4k 53.82
Euronet Worldwide (EEFT) 0.2 $341k 3.3k 102.84
Raytheon Technologies Corp (RTX) 0.2 $340k 2.9k 115.70
National Fuel Gas (NFG) 0.2 $338k 5.6k 60.68
Chevron Corporation (CVX) 0.2 $336k 2.3k 144.84
Devon Energy Corporation (DVN) 0.2 $333k 10k 32.73
Johnson Ctls Intl SHS (JCI) 0.2 $332k 4.2k 78.93
Morgan Stanley Com New (MS) 0.2 $319k 2.5k 125.72
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.2 $316k 6.8k 46.26
Spdr Ser Tr Russell Yield (ONEY) 0.2 $316k 2.9k 108.86
Nucor Corporation (NUE) 0.2 $312k 2.7k 116.71
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $310k 3.8k 81.58
Vanguard World Consum Stp Etf (VDC) 0.2 $308k 1.5k 211.32
Sonoco Products Company (SON) 0.2 $306k 6.3k 48.85
AutoZone (AZO) 0.2 $304k 95.00 3202.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $301k 3.4k 89.08
Alphabet Cap Stk Cl A (GOOGL) 0.2 $301k 1.6k 189.30
Consolidated Edison (ED) 0.2 $301k 3.4k 89.23
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $300k 8.7k 34.33
Goldman Sachs (GS) 0.2 $300k 524.00 572.62
Ishares Core Msci Emkt (IEMG) 0.2 $299k 5.7k 52.22
Knife River Corp Common Stock (KNF) 0.2 $296k 2.9k 101.64
Generac Holdings (GNRC) 0.2 $287k 1.9k 155.05
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $284k 3.3k 86.89
Pfizer (PFE) 0.2 $278k 11k 26.53
Bristol Myers Squibb (BMY) 0.2 $277k 4.9k 56.56
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $269k 4.7k 57.31
Microchip Technology (MCHP) 0.1 $267k 4.7k 57.35
Abbvie (ABBV) 0.1 $267k 1.5k 177.70
Us Bancorp Del Com New (USB) 0.1 $263k 5.5k 47.83
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $255k 8.9k 28.67
Palantir Technologies Cl A (PLTR) 0.1 $248k 3.3k 75.63
TJX Companies (TJX) 0.1 $245k 2.0k 120.82
Snowflake Cl A (SNOW) 0.1 $244k 1.6k 154.41
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $244k 4.3k 56.88
Citigroup Com New (C) 0.1 $236k 3.4k 70.39
Whirlpool Corporation (WHR) 0.1 $236k 2.1k 114.48
Oracle Corporation (ORCL) 0.1 $232k 1.4k 166.64
At&t (T) 0.1 $232k 10k 22.77
Vanguard World Consum Dis Etf (VCR) 0.1 $229k 610.00 375.38
Boeing Company (BA) 0.1 $227k 1.3k 177.00
Docusign (DOCU) 0.1 $225k 2.5k 89.94
Amgen (AMGN) 0.1 $219k 841.00 260.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $218k 405.00 538.81
Vanguard World Industrial Etf (VIS) 0.1 $215k 845.00 254.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $203k 2.6k 78.01
Invesco Van Kampen Bond Fund (VBF) 0.1 $162k 11k 15.43
Northwest Bancshares (NWBI) 0.1 $139k 11k 13.19
Nuveen Muni Value Fund (NUV) 0.1 $110k 13k 8.59