IVC Wealth Advisors

IVC Wealth Advisors as of March 31, 2025

Portfolio Holdings for IVC Wealth Advisors

IVC Wealth Advisors holds 162 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 9.6 $18M 48k 370.82
Apple (AAPL) 7.1 $13M 60k 222.13
J P Morgan Exchange Traded F Equity Premium (JEPI) 5.9 $11M 190k 57.14
Putnam Etf Trust Focused Lar Cap (PVAL) 3.7 $7.0M 183k 38.08
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.7 $6.9M 259k 26.58
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.3 $6.1M 121k 50.71
Ishares Tr Usd Inv Grde Etf (USIG) 2.9 $5.5M 107k 51.08
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.8 $5.2M 101k 51.78
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.7 $5.0M 21k 244.64
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.1 $4.0M 25k 160.54
Ishares Tr Hdg Msci Eafe (HEFA) 1.7 $3.1M 86k 36.29
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.7 $3.1M 17k 186.36
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.4 $2.6M 51k 52.37
Meta Platforms Cl A (META) 1.4 $2.5M 4.4k 576.41
NVIDIA Corporation (NVDA) 1.3 $2.5M 23k 108.38
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.2 $2.2M 41k 54.76
Truist Financial Corp equities (TFC) 1.1 $2.1M 51k 41.15
Allstate Corporation (ALL) 1.0 $1.9M 9.3k 207.06
Visa Com Cl A (V) 1.0 $1.8M 5.3k 350.48
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $1.8M 9.7k 186.29
Johnson & Johnson (JNJ) 1.0 $1.8M 11k 165.83
Merck & Co (MRK) 0.9 $1.7M 19k 89.76
Paychex (PAYX) 0.9 $1.7M 11k 154.28
International Business Machines (IBM) 0.8 $1.5M 6.1k 248.66
Republic Services (RSG) 0.8 $1.5M 6.2k 242.16
Citizens & Northern Corporation (CZNC) 0.8 $1.5M 74k 20.12
AutoNation (AN) 0.8 $1.5M 9.0k 161.92
Microsoft Corporation (MSFT) 0.8 $1.5M 3.9k 375.39
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.8 $1.4M 31k 46.31
Caterpillar (CAT) 0.8 $1.4M 4.3k 329.77
Adobe Systems Incorporated (ADBE) 0.7 $1.4M 3.6k 383.53
McDonald's Corporation (MCD) 0.7 $1.4M 4.4k 312.34
Prudential Financial (PRU) 0.7 $1.4M 12k 111.68
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.7 $1.3M 29k 45.20
Eli Lilly & Co. (LLY) 0.6 $1.2M 1.4k 825.91
Eaton Corp SHS (ETN) 0.6 $1.1M 4.2k 271.85
Univest Corp. of PA (UVSP) 0.6 $1.1M 40k 28.36
Waste Management (WM) 0.6 $1.1M 4.6k 231.51
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.6 $1.0M 7.8k 133.09
Cisco Systems (CSCO) 0.6 $1.0M 17k 61.71
Motorola Solutions Com New (MSI) 0.5 $1.0M 2.3k 437.81
Exxon Mobil Corporation (XOM) 0.5 $999k 8.4k 118.93
Ametek (AME) 0.5 $969k 5.6k 172.13
Netflix (NFLX) 0.5 $946k 1.0k 932.53
Kimberly-Clark Corporation (KMB) 0.5 $930k 6.5k 142.21
Wells Fargo & Company (WFC) 0.5 $915k 13k 71.79
Crown Castle Intl (CCI) 0.5 $906k 8.7k 104.23
Cheniere Energy Com New (LNG) 0.5 $901k 3.9k 231.39
Public Service Enterprise (PEG) 0.5 $897k 11k 82.30
Coca-Cola Company (KO) 0.4 $836k 12k 71.62
UnitedHealth (UNH) 0.4 $820k 1.6k 523.74
JPMorgan Chase & Co. (JPM) 0.4 $803k 3.3k 245.33
3M Company (MMM) 0.4 $786k 5.4k 146.85
Lyondellbasell Industries N Shs - A - (LYB) 0.4 $783k 11k 70.40
Pepsi (PEP) 0.4 $752k 5.0k 149.95
EOG Resources (EOG) 0.4 $740k 5.8k 128.23
Vanguard World Energy Etf (VDE) 0.4 $695k 5.4k 129.71
Tesla Motors (TSLA) 0.4 $678k 2.6k 259.16
Newmont Mining Corporation (NEM) 0.4 $665k 14k 48.28
Pacer Fds Tr Pac Asset Fltg (FLRT) 0.4 $657k 14k 47.09
Vanguard World Health Car Etf (VHT) 0.3 $645k 2.4k 264.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $633k 1.1k 559.53
Amazon (AMZN) 0.3 $623k 3.3k 190.26
Analog Devices (ADI) 0.3 $621k 3.1k 201.68
Rio Tinto Sponsored Adr (RIO) 0.3 $621k 10k 60.08
ConocoPhillips (COP) 0.3 $589k 5.6k 105.02
Broadcom (AVGO) 0.3 $578k 3.5k 167.43
Ishares Tr Tips Bd Etf (TIP) 0.3 $554k 5.0k 111.09
salesforce (CRM) 0.3 $552k 2.1k 268.36
Solventum Corp Com Shs (SOLV) 0.3 $549k 7.2k 76.04
CoStar (CSGP) 0.3 $540k 6.8k 79.23
Bank of New York Mellon Corporation (BK) 0.3 $531k 6.3k 83.87
Southern Company (SO) 0.3 $526k 5.7k 91.95
Stryker Corporation (SYK) 0.3 $524k 1.4k 372.21
Public Storage (PSA) 0.3 $512k 1.7k 299.29
Medtronic SHS (MDT) 0.3 $504k 5.6k 89.86
Crowdstrike Hldgs Cl A (CRWD) 0.3 $502k 1.4k 352.58
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $481k 5.9k 81.76
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.3 $478k 11k 45.65
Vanguard World Inf Tech Etf (VGT) 0.3 $468k 862.00 542.38
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $464k 19k 25.04
Pacer Fds Tr Us Small Cap Cas (CALF) 0.2 $461k 12k 37.50
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $461k 9.4k 48.82
Intel Corporation (INTC) 0.2 $456k 20k 22.71
Spdr Gold Tr Gold Shs (GLD) 0.2 $436k 1.5k 288.14
National Fuel Gas (NFG) 0.2 $434k 5.5k 79.19
Verizon Communications (VZ) 0.2 $433k 9.5k 45.36
Pacer Fds Tr Developed Mrkt (ICOW) 0.2 $432k 14k 31.41
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $426k 4.7k 90.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $411k 772.00 532.58
Chevron Corporation (CVX) 0.2 $408k 2.4k 167.29
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $405k 19k 21.51
Dow (DOW) 0.2 $403k 12k 34.92
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $394k 11k 36.41
Blackstone Group Inc Com Cl A (BX) 0.2 $391k 2.8k 139.78
Iqvia Holdings (IQV) 0.2 $391k 2.2k 176.30
Marathon Petroleum Corp (MPC) 0.2 $384k 2.6k 145.69
Raytheon Technologies Corp (RTX) 0.2 $384k 2.9k 132.45
AutoZone (AZO) 0.2 $381k 100.00 3812.78
Fiserv (FI) 0.2 $380k 1.7k 220.83
Clorox Company (CLX) 0.2 $372k 2.5k 147.26
Starbucks Corporation (SBUX) 0.2 $367k 3.7k 98.10
Ishares Core Msci Emkt (IEMG) 0.2 $365k 6.8k 53.97
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $361k 6.1k 59.40
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $360k 5.0k 71.97
Amgen (AMGN) 0.2 $354k 1.1k 311.44
Home Depot (HD) 0.2 $349k 953.00 366.58
Ishares Tr Mbs Etf (MBB) 0.2 $345k 3.7k 93.78
Akamai Technologies (AKAM) 0.2 $341k 4.2k 80.50
Consolidated Edison (ED) 0.2 $339k 3.1k 110.59
Procter & Gamble Company (PG) 0.2 $338k 2.0k 170.42
Devon Energy Corporation (DVN) 0.2 $337k 9.0k 37.40
FedEx Corporation (FDX) 0.2 $337k 1.4k 243.71
Teleflex Incorporated (TFX) 0.2 $336k 2.4k 138.19
Advanced Micro Devices (AMD) 0.2 $332k 3.2k 102.74
Johnson Ctls Intl SHS (JCI) 0.2 $326k 4.1k 80.11
International Paper Company (IP) 0.2 $325k 6.1k 53.35
Nucor Corporation (NUE) 0.2 $321k 2.7k 120.34
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $320k 8.9k 35.88
Vanguard World Consum Stp Etf (VDC) 0.2 $319k 1.5k 218.89
Spdr Ser Tr Russell Yield (ONEY) 0.2 $317k 2.9k 109.24
Abbvie (ABBV) 0.2 $310k 1.5k 209.52
Sonoco Products Company (SON) 0.2 $309k 6.5k 47.24
Euronet Worldwide (EEFT) 0.2 $308k 2.9k 106.85
Morgan Stanley Com New (MS) 0.2 $296k 2.5k 116.67
Goldman Sachs (GS) 0.2 $293k 537.00 546.29
Bristol Myers Squibb (BMY) 0.2 $291k 4.8k 60.99
Vanguard World Consum Dis Etf (VCR) 0.2 $280k 860.00 325.51
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $269k 4.7k 57.60
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $268k 6.7k 39.97
Pfizer (PFE) 0.1 $268k 11k 25.34
Us Bancorp Del Com New (USB) 0.1 $267k 6.3k 42.22
Knife River Corp Common Stock (KNF) 0.1 $263k 2.9k 90.21
Snowflake Cl A (SNOW) 0.1 $260k 1.8k 146.16
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $260k 3.3k 79.46
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $255k 4.3k 59.51
Microchip Technology (MCHP) 0.1 $253k 5.2k 48.41
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $248k 1.4k 173.23
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $247k 8.6k 28.86
Alphabet Cap Stk Cl A (GOOGL) 0.1 $247k 1.6k 154.64
Tenable Hldgs (TENB) 0.1 $237k 6.8k 34.98
Generac Holdings (GNRC) 0.1 $236k 1.9k 126.65
Vanguard World Comm Srvc Etf (VOX) 0.1 $223k 1.5k 148.37
Boeing Company (BA) 0.1 $221k 1.3k 170.55
Jfrog Ord Shs (FROG) 0.1 $220k 6.9k 32.00
Deere & Company (DE) 0.1 $218k 465.00 469.35
Gilead Sciences (GILD) 0.1 $218k 1.9k 112.05
Accenture Plc Ireland Shs Class A (ACN) 0.1 $216k 692.00 312.04
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.1 $216k 7.0k 30.79
TJX Companies (TJX) 0.1 $215k 1.8k 121.81
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $214k 10k 21.36
Phillips 66 (PSX) 0.1 $214k 1.7k 123.49
At&t (T) 0.1 $214k 7.6k 28.28
Boston Scientific Corporation (BSX) 0.1 $212k 2.1k 100.88
Citigroup Com New (C) 0.1 $210k 3.0k 70.99
Vanguard World Industrial Etf (VIS) 0.1 $209k 845.00 247.55
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $206k 2.6k 78.94
Docusign (DOCU) 0.1 $203k 2.5k 81.40
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $200k 7.4k 26.89
Hewlett Packard Enterprise (HPE) 0.1 $176k 11k 15.43
Northwest Bancshares (NWBI) 0.1 $127k 11k 12.02
Nuveen Muni Value Fund (NUV) 0.1 $113k 13k 8.77