IVC Wealth Advisors

IVC Wealth Advisors as of June 30, 2025

Portfolio Holdings for IVC Wealth Advisors

IVC Wealth Advisors holds 174 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 10.0 $20M 47k 438.40
Apple (AAPL) 6.0 $12M 60k 205.17
Putnam Etf Trust Focused Lar Cap (PVAL) 5.3 $11M 270k 40.23
J P Morgan Exchange Traded F Equity Premium (JEPI) 5.2 $11M 187k 56.85
Ishares Tr Usd Inv Grde Etf (USIG) 3.4 $7.0M 137k 51.44
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.4 $7.0M 137k 50.75
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.2 $6.5M 23k 284.39
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 3.1 $6.4M 118k 54.40
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.3 $4.7M 29k 164.46
Janus Detroit Str Tr Henderson Mtg (JMBS) 2.0 $4.1M 91k 45.05
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.9 $4.0M 144k 27.67
Ishares Tr Hdg Msci Eafe (HEFA) 1.9 $3.9M 103k 37.96
NVIDIA Corporation (NVDA) 1.9 $3.8M 24k 157.99
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.6 $3.3M 16k 208.47
Meta Platforms Cl A (META) 1.6 $3.2M 4.4k 738.17
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.5 $3.1M 60k 52.76
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $2.2M 11k 195.01
Truist Financial Corp equities (TFC) 1.0 $2.1M 50k 42.99
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.0 $2.0M 36k 55.10
Microsoft Corporation (MSFT) 1.0 $2.0M 4.0k 497.38
Allstate Corporation (ALL) 0.9 $1.9M 9.3k 201.31
Visa Com Cl A (V) 0.9 $1.9M 5.2k 355.03
AutoNation (AN) 0.9 $1.8M 9.1k 198.65
International Business Machines (IBM) 0.9 $1.8M 6.1k 294.78
Johnson & Johnson (JNJ) 0.8 $1.7M 11k 152.75
Caterpillar (CAT) 0.8 $1.6M 4.0k 388.22
Republic Services (RSG) 0.7 $1.5M 6.2k 246.61
Merck & Co (MRK) 0.7 $1.5M 19k 79.16
Eaton Corp SHS (ETN) 0.7 $1.5M 4.1k 357.02
Paychex (PAYX) 0.7 $1.5M 10k 145.46
Adobe Systems Incorporated (ADBE) 0.6 $1.3M 3.4k 386.88
Prudential Financial (PRU) 0.6 $1.3M 12k 107.44
McDonald's Corporation (MCD) 0.6 $1.3M 4.4k 292.19
Citizens & Northern Corporation (CZNC) 0.6 $1.3M 67k 18.94
Netflix (NFLX) 0.6 $1.3M 937.00 1339.13
Univest Corp. of PA (UVSP) 0.6 $1.2M 40k 30.04
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.6 $1.2M 26k 46.34
Cisco Systems (CSCO) 0.6 $1.2M 17k 69.38
Eli Lilly & Co. (LLY) 0.6 $1.1M 1.5k 779.53
Waste Management (WM) 0.5 $1.1M 4.7k 228.84
Ametek (AME) 0.5 $1.0M 5.8k 180.97
Broadcom (AVGO) 0.5 $1.0M 3.7k 275.65
Motorola Solutions Com New (MSI) 0.5 $985k 2.3k 420.46
JPMorgan Chase & Co. (JPM) 0.5 $965k 3.3k 289.90
Crown Castle Intl (CCI) 0.5 $923k 9.0k 102.73
Cheniere Energy Com New (LNG) 0.4 $915k 3.8k 243.53
Public Service Enterprise (PEG) 0.4 $913k 11k 84.18
Exxon Mobil Corporation (XOM) 0.4 $901k 8.4k 107.80
Wells Fargo & Company (WFC) 0.4 $897k 11k 80.12
Amazon (AMZN) 0.4 $836k 3.8k 219.39
Coca-Cola Company (KO) 0.4 $835k 12k 70.75
Tesla Motors (TSLA) 0.4 $834k 2.6k 317.66
Kimberly-Clark Corporation (KMB) 0.4 $824k 6.4k 128.93
Newmont Mining Corporation (NEM) 0.4 $813k 14k 58.26
3M Company (MMM) 0.4 $802k 5.3k 152.23
Crowdstrike Hldgs Cl A (CRWD) 0.4 $747k 1.5k 509.31
Analog Devices (ADI) 0.4 $728k 3.1k 238.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $700k 1.1k 617.61
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.3 $692k 5.0k 139.09
Pepsi (PEP) 0.3 $676k 5.1k 132.05
EOG Resources (EOG) 0.3 $671k 5.6k 119.60
Vanguard World Inf Tech Etf (VGT) 0.3 $638k 962.00 663.28
Vanguard World Health Car Etf (VHT) 0.3 $629k 2.5k 248.34
Rio Tinto Sponsored Adr (RIO) 0.3 $599k 10k 58.33
Vanguard World Energy Etf (VDE) 0.3 $597k 5.0k 119.12
Bank of New York Mellon Corporation (BK) 0.3 $569k 6.2k 91.11
salesforce (CRM) 0.3 $559k 2.1k 272.69
Stryker Corporation (SYK) 0.3 $556k 1.4k 395.74
Public Storage (PSA) 0.3 $544k 1.9k 293.42
Solventum Corp Com Shs (SOLV) 0.3 $524k 6.9k 75.84
CoStar (CSGP) 0.3 $519k 6.5k 80.40
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $513k 18k 29.21
Pacer Fds Tr Developed Mrkt (ICOW) 0.3 $513k 15k 34.03
Hewlett Packard Enterprise (HPE) 0.2 $511k 25k 20.45
Medtronic SHS (MDT) 0.2 $507k 5.8k 87.17
Southern Company (SO) 0.2 $505k 5.5k 91.83
Palantir Technologies Cl A (PLTR) 0.2 $501k 3.7k 136.32
ConocoPhillips (COP) 0.2 $498k 5.6k 89.73
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $494k 6.0k 82.92
Ishares Tr Tips Bd Etf (TIP) 0.2 $492k 4.5k 110.04
Advanced Micro Devices (AMD) 0.2 $483k 3.4k 141.90
Intel Corporation (INTC) 0.2 $478k 21k 22.40
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $475k 5.1k 93.99
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $465k 9.4k 49.51
Pacer Fds Tr Us Small Cap Cas (CALF) 0.2 $462k 12k 39.81
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $461k 5.2k 89.06
UnitedHealth (UNH) 0.2 $453k 1.5k 311.87
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $441k 9.6k 45.89
Spdr Gold Tr Gold Shs (GLD) 0.2 $434k 1.4k 304.83
Marathon Petroleum Corp (MPC) 0.2 $426k 2.6k 166.11
Blackstone Group Inc Com Cl A (BX) 0.2 $426k 2.8k 149.58
Raytheon Technologies Corp (RTX) 0.2 $426k 2.9k 146.03
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $424k 7.3k 57.86
National Fuel Gas (NFG) 0.2 $422k 5.0k 84.71
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $416k 20k 21.16
Amgen (AMGN) 0.2 $404k 1.4k 279.27
Snowflake Cl A (SNOW) 0.2 $398k 1.8k 223.77
Microchip Technology (MCHP) 0.2 $397k 5.6k 70.37
Johnson Ctls Intl SHS (JCI) 0.2 $394k 3.7k 105.62
Chevron Corporation (CVX) 0.2 $387k 2.7k 143.19
Goldman Sachs (GS) 0.2 $382k 540.00 707.75
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $382k 9.4k 40.49
Verizon Communications (VZ) 0.2 $378k 8.7k 43.27
Ishares Core Msci Emkt (IEMG) 0.2 $378k 6.3k 60.03
AutoZone (AZO) 0.2 $368k 99.00 3712.23
Morgan Stanley Com New (MS) 0.2 $361k 2.6k 140.86
Ishares Tr Mbs Etf (MBB) 0.2 $355k 3.8k 93.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $354k 728.00 485.77
Home Depot (HD) 0.2 $354k 964.00 366.73
Roblox Corp Cl A (RBLX) 0.2 $346k 3.3k 105.20
Nucor Corporation (NUE) 0.2 $345k 2.7k 129.54
Iqvia Holdings (IQV) 0.2 $344k 2.2k 157.59
Starbucks Corporation (SBUX) 0.2 $343k 3.7k 91.64
Akamai Technologies (AKAM) 0.2 $332k 4.2k 79.76
Vanguard World Consum Dis Etf (VCR) 0.2 $332k 915.00 362.32
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.2 $325k 6.7k 48.24
Dycom Industries (DY) 0.2 $323k 1.3k 244.39
Vanguard World Consum Stp Etf (VDC) 0.2 $320k 1.5k 219.05
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $319k 5.3k 59.81
Spdr Series Trust Russell Yield (ONEY) 0.2 $314k 2.9k 108.27
Us Bancorp Del Com New (USB) 0.2 $311k 6.9k 45.25
Procter & Gamble Company (PG) 0.2 $310k 1.9k 159.32
Jfrog Ord Shs (FROG) 0.1 $303k 6.9k 43.88
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.1 $302k 8.6k 35.11
Fiserv (FI) 0.1 $297k 1.7k 172.41
Vanguard World Comm Srvc Etf (VOX) 0.1 $297k 1.7k 170.98
Everus Constr Group (ECG) 0.1 $297k 4.7k 63.53
Alphabet Cap Stk Cl A (GOOGL) 0.1 $296k 1.7k 176.23
Clorox Company (CLX) 0.1 $292k 2.4k 120.08
Oracle Corporation (ORCL) 0.1 $291k 1.3k 218.63
Sonoco Products Company (SON) 0.1 $288k 6.6k 43.56
FedEx Corporation (FDX) 0.1 $287k 1.3k 227.33
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.1 $284k 3.3k 86.87
International Paper Company (IP) 0.1 $282k 6.0k 46.83
Alphabet Cap Stk Cl C (GOOG) 0.1 $281k 1.6k 177.39
Devon Energy Corporation (DVN) 0.1 $279k 8.8k 31.81
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $278k 14k 19.43
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $274k 1.5k 181.74
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $270k 6.3k 42.59
Consolidated Edison (ED) 0.1 $269k 2.7k 100.35
Abbvie (ABBV) 0.1 $267k 1.4k 185.62
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $267k 4.3k 62.14
Generac Holdings (GNRC) 0.1 $255k 1.8k 143.21
Bristol Myers Squibb (BMY) 0.1 $255k 5.5k 46.29
Hess Midstream Cl A Shs (HESM) 0.1 $253k 6.6k 38.51
Pfizer (PFE) 0.1 $247k 10k 24.24
Whirlpool Corporation (WHR) 0.1 $243k 2.4k 101.42
Boeing Company (BA) 0.1 $243k 1.2k 209.53
Vanguard World Industrial Etf (VIS) 0.1 $237k 845.00 280.07
Boston Scientific Corporation (BSX) 0.1 $236k 2.2k 107.41
Deere & Company (DE) 0.1 $236k 463.00 508.86
Accenture Plc Ireland Shs Class A (ACN) 0.1 $233k 780.00 298.89
Ishares Tr U.s. Tech Etf (IYW) 0.1 $233k 1.3k 173.27
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $233k 4.6k 50.68
Euronet Worldwide (EEFT) 0.1 $232k 2.3k 101.38
At&t (T) 0.1 $232k 8.0k 28.94
Knife River Corp Common Stock (KNF) 0.1 $230k 2.8k 81.64
Vanguard World Financials Etf (VFH) 0.1 $227k 1.8k 127.30
Crispr Therapeutics Namen Akt (CRSP) 0.1 $225k 4.6k 48.64
Tenable Hldgs (TENB) 0.1 $224k 6.6k 33.78
Teleflex Incorporated (TFX) 0.1 $219k 1.9k 118.36
Citigroup Com New (C) 0.1 $215k 2.5k 85.12
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $214k 7.3k 29.28
TJX Companies (TJX) 0.1 $213k 1.7k 123.50
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $208k 2.6k 79.50
Phillips 66 (PSX) 0.1 $207k 1.7k 119.31
Wal-Mart Stores (WMT) 0.1 $206k 2.1k 97.78
Ecolab (ECL) 0.1 $204k 755.00 269.55
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $202k 3.6k 56.56
Gilead Sciences (GILD) 0.1 $202k 1.8k 110.87
Amcor Ord (AMCR) 0.1 $143k 16k 9.19
Northwest Bancshares (NWBI) 0.1 $135k 11k 12.78
Nuveen Muni Value Fund (NUV) 0.1 $112k 13k 8.69
Gold Royalty Corp Common Shares (GROY) 0.0 $22k 10k 2.21