IVC Wealth Advisors

IVC Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for IVC Wealth Advisors

IVC Wealth Advisors holds 183 positions in its portfolio as reported in the September 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 $22M 47k 479.61
Apple (AAPL) 6.7 $15M 59k 254.63
Putnam Etf Trust Focused Lar Cap (PVAL) 5.9 $13M 308k 42.72
J P Morgan Exchange Traded F Equity Premium (JEPI) 5.0 $11M 194k 57.10
Ishares Tr Usd Inv Grde Etf (USIG) 3.5 $7.8M 149k 52.22
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.4 $7.6M 150k 50.78
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 3.3 $7.4M 129k 57.52
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.0 $6.7M 23k 293.79
Janus Detroit Str Tr Henderson Mtg (JMBS) 2.6 $5.7M 125k 45.67
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.3 $5.1M 29k 174.58
NVIDIA Corporation (NVDA) 2.1 $4.7M 25k 186.58
Ishares Tr Hdg Msci Eafe (HEFA) 1.8 $4.1M 104k 39.61
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.6 $3.6M 16k 233.77
Meta Platforms Cl A (META) 1.5 $3.3M 4.5k 734.30
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.5 $3.2M 61k 53.03
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.4 $3.1M 108k 29.11
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $2.4M 12k 208.72
Truist Financial Corp equities (TFC) 1.0 $2.3M 50k 45.72
Microsoft Corporation (MSFT) 1.0 $2.2M 4.2k 517.90
Johnson & Johnson (JNJ) 0.9 $2.0M 11k 185.41
Allstate Corporation (ALL) 0.9 $1.9M 9.1k 214.65
Caterpillar (CAT) 0.9 $1.9M 4.0k 477.11
AutoNation (AN) 0.8 $1.9M 8.6k 218.77
Visa Com Cl A (V) 0.8 $1.8M 5.4k 341.39
International Business Machines (IBM) 0.8 $1.7M 6.1k 282.16
Merck & Co (MRK) 0.7 $1.6M 19k 83.93
Eaton Corp SHS (ETN) 0.7 $1.5M 4.1k 374.28
Republic Services (RSG) 0.6 $1.4M 6.2k 229.48
McDonald's Corporation (MCD) 0.6 $1.3M 4.4k 303.88
Prudential Financial (PRU) 0.6 $1.3M 12k 103.74
Broadcom (AVGO) 0.6 $1.2M 3.8k 329.91
Citizens & Northern Corporation (CZNC) 0.5 $1.2M 62k 19.81
Univest Corp. of PA (UVSP) 0.5 $1.2M 40k 30.02
Newmont Mining Corporation (NEM) 0.5 $1.2M 14k 84.31
Tesla Motors (TSLA) 0.5 $1.2M 2.7k 444.72
Netflix (NFLX) 0.5 $1.2M 982.00 1198.92
Cisco Systems (CSCO) 0.5 $1.2M 17k 68.42
Paychex (PAYX) 0.5 $1.1M 8.8k 126.76
Motorola Solutions Com New (MSI) 0.5 $1.1M 2.4k 457.29
Adobe Systems Incorporated (ADBE) 0.5 $1.1M 3.1k 352.75
Ametek (AME) 0.5 $1.1M 5.8k 188.00
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 3.4k 315.46
Eli Lilly & Co. (LLY) 0.5 $1.1M 1.4k 763.00
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.5 $1.1M 19k 57.47
Waste Management (WM) 0.5 $1.1M 4.8k 220.82
Amazon (AMZN) 0.4 $924k 4.2k 219.57
Exxon Mobil Corporation (XOM) 0.4 $922k 8.2k 112.75
Crown Castle Intl (CCI) 0.4 $898k 9.3k 96.49
Wells Fargo & Company (WFC) 0.4 $895k 11k 83.82
Ralliant Corp (RAL) 0.4 $873k 20k 43.73
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.4 $873k 19k 46.96
Cheniere Energy Com New (LNG) 0.4 $816k 3.5k 235.01
Kimberly-Clark Corporation (KMB) 0.4 $795k 6.4k 124.35
Coca-Cola Company (KO) 0.4 $794k 12k 66.32
3M Company (MMM) 0.3 $768k 4.9k 155.17
Public Service Enterprise (PEG) 0.3 $763k 9.1k 83.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $755k 1.1k 666.07
Crowdstrike Hldgs Cl A (CRWD) 0.3 $738k 1.5k 490.38
Analog Devices (ADI) 0.3 $735k 3.0k 245.68
Vanguard World Inf Tech Etf (VGT) 0.3 $718k 961.00 746.63
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $717k 8.5k 84.11
Rio Tinto Sponsored Adr (RIO) 0.3 $715k 11k 66.01
Palantir Technologies Cl A (PLTR) 0.3 $699k 3.8k 182.42
Intel Corporation (INTC) 0.3 $686k 20k 33.55
Vanguard World Health Car Etf (VHT) 0.3 $683k 2.6k 259.60
Hewlett Packard Enterprise (HPE) 0.3 $668k 27k 24.56
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.3 $663k 4.3k 155.85
Pepsi (PEP) 0.3 $661k 4.7k 140.44
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $653k 13k 49.46
Bank of New York Mellon Corporation (BK) 0.3 $640k 5.9k 108.96
EOG Resources (EOG) 0.3 $623k 5.6k 112.13
Vanguard World Energy Etf (VDE) 0.3 $574k 4.6k 125.86
Medtronic SHS (MDT) 0.2 $555k 5.8k 95.24
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $551k 17k 31.91
Advanced Micro Devices (AMD) 0.2 $547k 3.4k 161.79
Public Storage (PSA) 0.2 $534k 1.9k 288.85
Southern Company (SO) 0.2 $528k 5.6k 94.77
Ishares Tr Mbs Etf (MBB) 0.2 $525k 5.5k 95.15
Stryker Corporation (SYK) 0.2 $520k 1.4k 369.65
Spdr Gold Tr Gold Shs (GLD) 0.2 $513k 1.4k 355.47
Blackstone Group Inc Com Cl A (BX) 0.2 $511k 3.0k 170.85
salesforce (CRM) 0.2 $510k 2.2k 237.00
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $505k 5.1k 99.81
Marathon Petroleum Corp (MPC) 0.2 $497k 2.6k 192.74
Alphabet Cap Stk Cl A (GOOGL) 0.2 $496k 2.0k 243.10
CoStar (CSGP) 0.2 $494k 5.9k 84.37
Raytheon Technologies Corp (RTX) 0.2 $492k 2.9k 167.33
Solventum Corp Com Shs (SOLV) 0.2 $486k 6.7k 73.00
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $482k 8.0k 60.03
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $475k 22k 21.57
ConocoPhillips (COP) 0.2 $473k 5.0k 94.59
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $469k 5.1k 91.42
Chevron Corporation (CVX) 0.2 $462k 3.0k 155.29
Roblox Corp Cl A (RBLX) 0.2 $458k 3.3k 138.52
National Fuel Gas (NFG) 0.2 $451k 4.9k 92.37
AutoZone (AZO) 0.2 $442k 103.00 4290.24
Goldman Sachs (GS) 0.2 $436k 548.00 796.35
Pacer Fds Tr Us Small Cap Cas (CALF) 0.2 $431k 9.9k 43.78
Alphabet Cap Stk Cl C (GOOG) 0.2 $431k 1.8k 243.55
Pacer Fds Tr Developed Mrkt (ICOW) 0.2 $430k 12k 36.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $426k 695.00 612.38
Amgen (AMGN) 0.2 $420k 1.5k 282.23
Iqvia Holdings (IQV) 0.2 $408k 2.2k 189.94
Morgan Stanley Com New (MS) 0.2 $408k 2.6k 158.96
Snowflake Com Shs (SNOW) 0.2 $405k 1.8k 225.55
Johnson Ctls Intl SHS (JCI) 0.2 $404k 3.7k 109.95
Oracle Corporation (ORCL) 0.2 $390k 1.4k 281.24
Dycom Industries (DY) 0.2 $385k 1.3k 291.76
Everus Constr Group (ECG) 0.2 $383k 4.5k 85.75
Ishares Tr Tips Bd Etf (TIP) 0.2 $372k 3.3k 111.22
Microchip Technology (MCHP) 0.2 $368k 5.7k 64.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $366k 728.00 502.74
Us Bancorp Del Com New (USB) 0.2 $366k 7.6k 48.33
Vanguard World Consum Dis Etf (VCR) 0.2 $363k 915.00 396.15
Nucor Corporation (NUE) 0.2 $359k 2.7k 135.43
Home Depot (HD) 0.2 $358k 883.00 405.30
Abbvie (ABBV) 0.2 $356k 1.5k 231.54
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $354k 7.8k 45.51
Spdr Series Trust Russell Yield (ONEY) 0.1 $328k 2.9k 113.16
Jfrog Ord Shs (FROG) 0.1 $327k 6.9k 47.33
Vanguard World Comm Srvc Etf (VOX) 0.1 $326k 1.7k 187.77
Crispr Therapeutics Namen Akt (CRSP) 0.1 $324k 5.0k 64.81
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $320k 4.0k 79.93
Akamai Technologies (AKAM) 0.1 $315k 4.2k 75.76
Vanguard World Consum Stp Etf (VDC) 0.1 $312k 1.5k 213.75
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $306k 5.2k 58.85
Knife River Corp Common Stock (KNF) 0.1 $303k 3.9k 76.87
Procter & Gamble Company (PG) 0.1 $302k 2.0k 153.65
Devon Energy Corporation (DVN) 0.1 $301k 8.6k 35.06
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $298k 11k 26.95
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.1 $297k 3.2k 91.56
Sonoco Products Company (SON) 0.1 $295k 6.8k 43.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $294k 5.4k 54.18
Clorox Company (CLX) 0.1 $294k 2.4k 123.31
Hess Midstream Cl A Shs (HESM) 0.1 $292k 8.4k 34.55
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $292k 6.4k 45.84
PNC Financial Services (PNC) 0.1 $289k 1.4k 200.93
Verizon Communications (VZ) 0.1 $286k 6.5k 43.95
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $286k 1.5k 189.70
Generac Holdings (GNRC) 0.1 $281k 1.7k 167.40
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $280k 4.3k 65.21
International Paper Company (IP) 0.1 $279k 6.0k 46.40
Ishares Tr U.s. Tech Etf (IYW) 0.1 $278k 1.4k 195.86
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $277k 15k 18.24
Ishares Tr National Mun Etf (MUB) 0.1 $273k 2.6k 106.48
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $273k 6.4k 42.79
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.1 $272k 7.5k 36.30
Constellation Energy (CEG) 0.1 $268k 815.00 329.11
Starbucks Corporation (SBUX) 0.1 $268k 3.2k 84.60
Ishares Core Msci Emkt (IEMG) 0.1 $261k 4.0k 65.91
American Electric Power Company (AEP) 0.1 $258k 2.3k 112.50
Citigroup Com New (C) 0.1 $258k 2.5k 101.50
Consolidated Edison (ED) 0.1 $257k 2.6k 100.52
Boeing Company (BA) 0.1 $254k 1.2k 215.83
Vanguard World Industrial Etf (VIS) 0.1 $250k 845.00 296.29
FedEx Corporation (FDX) 0.1 $247k 1.0k 235.72
Boston Scientific Corporation (BSX) 0.1 $243k 2.5k 97.63
TJX Companies (TJX) 0.1 $240k 1.7k 144.55
Bristol Myers Squibb (BMY) 0.1 $236k 5.2k 45.10
Vanguard World Financials Etf (VFH) 0.1 $234k 1.8k 131.24
Pfizer (PFE) 0.1 $232k 9.1k 25.48
Enbridge (ENB) 0.1 $232k 4.6k 50.46
Phillips 66 (PSX) 0.1 $231k 1.7k 136.03
Royal Gold (RGLD) 0.1 $230k 1.1k 200.58
Wal-Mart Stores (WMT) 0.1 $229k 2.2k 103.06
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $227k 4.5k 50.73
At&t (T) 0.1 $227k 8.0k 28.24
Fiserv (FI) 0.1 $224k 1.7k 128.93
Teleflex Incorporated (TFX) 0.1 $223k 1.8k 122.36
UnitedHealth (UNH) 0.1 $222k 643.00 345.30
Ishares Tr Broad Usd High (USHY) 0.1 $219k 5.8k 37.78
Accenture Plc Ireland Shs Class A (ACN) 0.1 $218k 883.00 246.60
Wheaton Precious Metals Corp (WPM) 0.1 $217k 1.9k 111.84
Tenable Hldgs (TENB) 0.1 $214k 7.3k 29.16
Travelers Companies (TRV) 0.1 $210k 753.00 279.22
Costco Wholesale Corporation (COST) 0.1 $210k 227.00 925.72
Duke Energy Corp Com New (DUK) 0.1 $210k 1.7k 123.75
Linde SHS (LIN) 0.1 $208k 438.00 475.00
Deere & Company (DE) 0.1 $208k 455.00 456.92
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $207k 3.5k 58.72
Amcor Ord (AMCR) 0.1 $143k 18k 8.18
Nuveen Muni Value Fund (NUV) 0.1 $115k 13k 8.98
Gold Royalty Corp Common Shares (GROY) 0.0 $39k 10k 3.86