IVC Wealth Advisors

IVC Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for IVC Wealth Advisors

IVC Wealth Advisors holds 179 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 9.9 $23M 46k 487.86
Apple (AAPL) 6.6 $15M 56k 271.86
Putnam Etf Trust Focused Lar Cap (PVAL) 6.2 $14M 312k 45.57
J P Morgan Exchange Traded F Equity Premium (JEPI) 5.0 $12M 203k 57.24
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.6 $8.3M 164k 50.58
Ishares Tr Usd Inv Grde Etf (USIG) 3.4 $7.9M 152k 51.77
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 3.4 $7.8M 135k 58.12
Janus Detroit Str Tr Henderson Mtg (JMBS) 2.6 $6.1M 133k 45.69
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.5 $5.9M 21k 279.14
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.3 $5.4M 30k 177.37
NVIDIA Corporation (NVDA) 2.1 $4.8M 26k 186.50
Ishares Tr Hdg Msci Eafe (HEFA) 1.9 $4.4M 107k 41.36
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.6 $3.7M 16k 235.99
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.4 $3.3M 110k 29.61
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.4 $3.2M 61k 52.88
Meta Platforms Cl A (META) 1.3 $3.0M 4.6k 660.03
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $2.6M 12k 211.79
Truist Financial Corp equities (TFC) 1.0 $2.4M 48k 49.21
Caterpillar (CAT) 1.0 $2.3M 4.0k 572.87
Merck & Co (MRK) 1.0 $2.3M 22k 105.26
Johnson & Johnson (JNJ) 0.9 $2.2M 10k 206.96
Allstate Corporation (ALL) 0.9 $2.1M 10k 208.15
Microsoft Corporation (MSFT) 0.9 $2.1M 4.4k 483.67
Visa Com Cl A (V) 0.8 $1.9M 5.4k 350.68
International Business Machines (IBM) 0.8 $1.8M 6.1k 296.21
AutoNation (AN) 0.8 $1.8M 8.6k 206.48
Eli Lilly & Co. (LLY) 0.7 $1.5M 1.4k 1074.68
Newmont Mining Corporation (NEM) 0.6 $1.4M 14k 99.85
McDonald's Corporation (MCD) 0.6 $1.4M 4.5k 305.60
Prudential Financial (PRU) 0.6 $1.3M 12k 112.88
Cisco Systems (CSCO) 0.6 $1.3M 17k 77.03
Eaton Corp SHS (ETN) 0.6 $1.3M 4.1k 318.53
Republic Services (RSG) 0.6 $1.3M 6.0k 211.93
Broadcom (AVGO) 0.6 $1.3M 3.7k 346.10
Tesla Motors (TSLA) 0.5 $1.2M 2.7k 449.72
Solstice Advanced Matls Com Shs (SOLS) 0.5 $1.2M 25k 48.58
Adobe Systems Incorporated (ADBE) 0.5 $1.2M 3.4k 349.99
Ametek (AME) 0.5 $1.2M 5.8k 205.29
Citizens & Northern Corporation (CZNC) 0.5 $1.2M 58k 20.17
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 3.5k 322.19
Ralliant Corp (RAL) 0.5 $1.1M 22k 50.91
Waste Management (WM) 0.5 $1.1M 5.1k 219.72
Netflix (NFLX) 0.5 $1.1M 12k 93.76
Amazon (AMZN) 0.4 $1.0M 4.4k 230.82
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $999k 17k 60.17
Wells Fargo & Company (WFC) 0.4 $996k 11k 93.20
Exxon Mobil Corporation (XOM) 0.4 $989k 8.2k 120.34
Motorola Solutions Com New (MSI) 0.4 $980k 2.6k 383.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $898k 1.4k 627.13
Rio Tinto Sponsored Adr (RIO) 0.4 $877k 11k 80.03
Coca-Cola Company (KO) 0.4 $856k 12k 69.91
Analog Devices (ADI) 0.4 $809k 3.0k 271.24
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $804k 17k 47.08
Paychex (PAYX) 0.3 $802k 7.1k 112.18
3M Company (MMM) 0.3 $781k 4.9k 160.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $773k 1.1k 681.96
Crown Castle Intl (CCI) 0.3 $768k 8.6k 88.87
Vanguard World Health Car Etf (VHT) 0.3 $753k 2.6k 287.85
Intel Corporation (INTC) 0.3 $753k 20k 36.90
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $750k 9.0k 83.75
Univest Corp. of PA (UVSP) 0.3 $734k 22k 32.74
Pepsi (PEP) 0.3 $731k 5.1k 143.52
Public Service Enterprise (PEG) 0.3 $719k 9.0k 80.30
Advanced Micro Devices (AMD) 0.3 $716k 3.3k 214.16
Vanguard World Inf Tech Etf (VGT) 0.3 $712k 945.00 753.78
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.3 $703k 4.4k 159.91
Crowdstrike Hldgs Cl A (CRWD) 0.3 $700k 1.5k 468.76
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $699k 15k 48.32
Hewlett Packard Enterprise (HPE) 0.3 $684k 29k 24.02
Cheniere Energy Com New (LNG) 0.3 $676k 3.5k 194.38
Bank of New York Mellon Corporation (BK) 0.3 $657k 5.7k 116.09
Alphabet Cap Stk Cl A (GOOGL) 0.3 $640k 2.0k 313.00
Morgan Stanley Com New (MS) 0.3 $624k 3.5k 177.53
salesforce (CRM) 0.3 $602k 2.3k 264.91
Alphabet Cap Stk Cl C (GOOG) 0.3 $595k 1.9k 313.80
Palantir Technologies Cl A (PLTR) 0.3 $591k 3.3k 177.75
EOG Resources (EOG) 0.2 $567k 5.4k 105.00
Medtronic SHS (MDT) 0.2 $555k 5.8k 96.06
Ishares Tr Mbs Etf (MBB) 0.2 $549k 5.8k 95.22
Raytheon Technologies Corp (RTX) 0.2 $547k 3.0k 183.43
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $546k 17k 32.62
Vanguard World Energy Etf (VDE) 0.2 $534k 4.2k 125.92
Solventum Corp Com Shs (SOLV) 0.2 $517k 6.5k 79.24
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $514k 8.6k 59.93
Southern Company (SO) 0.2 $501k 5.7k 87.20
Public Storage (PSA) 0.2 $499k 1.9k 259.50
Stryker Corporation (SYK) 0.2 $498k 1.4k 351.59
Amgen (AMGN) 0.2 $491k 1.5k 327.26
Blackstone Group Inc Com Cl A (BX) 0.2 $479k 3.1k 154.14
Iqvia Holdings (IQV) 0.2 $478k 2.1k 225.41
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $465k 22k 20.89
Chevron Corporation (CVX) 0.2 $464k 3.0k 152.41
ConocoPhillips (COP) 0.2 $461k 4.9k 93.62
Goldman Sachs (GS) 0.2 $454k 517.00 879.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $450k 5.1k 88.49
Pacer Fds Tr Developed Mrkt (ICOW) 0.2 $445k 12k 38.68
PNC Financial Services (PNC) 0.2 $444k 2.1k 208.73
Nucor Corporation (NUE) 0.2 $437k 2.7k 163.11
GSK Sponsored Adr (GSK) 0.2 $425k 8.7k 49.04
Johnson Ctls Intl SHS (JCI) 0.2 $422k 3.5k 119.75
Abbvie (ABBV) 0.2 $421k 1.8k 228.49
Marathon Petroleum Corp (MPC) 0.2 $419k 2.6k 162.63
Jfrog Ord Shs (FROG) 0.2 $413k 6.6k 62.46
Microchip Technology (MCHP) 0.2 $407k 6.4k 63.72
Dycom Industries (DY) 0.2 $400k 1.2k 337.90
Us Bancorp Del Com New (USB) 0.2 $399k 7.5k 53.36
Snowflake Com Shs (SNOW) 0.2 $396k 1.8k 219.36
Spdr Gold Tr Gold Shs (GLD) 0.2 $389k 982.00 396.31
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $386k 5.1k 76.23
National Fuel Gas (NFG) 0.2 $385k 4.8k 80.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $385k 765.00 502.65
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $380k 4.1k 93.08
Everus Constr Group (ECG) 0.2 $372k 4.3k 85.56
CoStar (CSGP) 0.2 $367k 5.5k 67.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $364k 2.4k 148.69
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $360k 7.9k 45.53
AutoZone (AZO) 0.2 $353k 104.00 3391.50
Vanguard World Consum Dis Etf (VCR) 0.1 $345k 875.00 393.92
Akamai Technologies (AKAM) 0.1 $342k 3.9k 87.25
Ishares Tr Tips Bd Etf (TIP) 0.1 $337k 3.1k 109.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $330k 4.1k 79.73
Vanguard World Comm Srvc Etf (VOX) 0.1 $329k 1.7k 193.67
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $327k 5.6k 58.73
Spdr Series Trust State Street Spd (ONEY) 0.1 $324k 2.9k 113.56
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $315k 12k 26.49
Devon Energy Corporation (DVN) 0.1 $311k 8.5k 36.63
Vanguard World Consum Stp Etf (VDC) 0.1 $309k 1.5k 211.25
Ishares Core Msci Emkt (IEMG) 0.1 $306k 4.5k 67.23
Knife River Corp Common Stock (KNF) 0.1 $305k 4.3k 70.35
FedEx Corporation (FDX) 0.1 $305k 1.1k 288.90
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $294k 15k 19.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $293k 5.5k 53.76
Royal Gold (RGLD) 0.1 $289k 1.3k 222.29
Pacer Fds Tr Us Small Cap Cas (CALF) 0.1 $288k 6.5k 44.37
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $288k 1.5k 191.56
Procter & Gamble Company (PG) 0.1 $286k 2.0k 143.31
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $285k 4.3k 66.52
Ishares Tr U.s. Tech Etf (IYW) 0.1 $284k 1.4k 199.68
Bristol Myers Squibb (BMY) 0.1 $280k 5.2k 53.94
Constellation Energy (CEG) 0.1 $278k 788.00 353.05
Citigroup Com New (C) 0.1 $277k 2.4k 116.69
Ishares Tr National Mun Etf (MUB) 0.1 $274k 2.6k 107.10
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $272k 5.9k 45.88
Sonoco Products Company (SON) 0.1 $270k 6.2k 43.64
American Electric Power Company (AEP) 0.1 $270k 2.3k 115.31
Starbucks Corporation (SBUX) 0.1 $269k 3.2k 84.20
Home Depot (HD) 0.1 $266k 773.00 344.21
Verizon Communications (VZ) 0.1 $264k 6.5k 40.73
Wal-Mart Stores (WMT) 0.1 $262k 2.3k 111.41
Oracle Corporation (ORCL) 0.1 $260k 1.3k 194.91
Consolidated Edison (ED) 0.1 $259k 2.6k 99.32
TJX Companies (TJX) 0.1 $257k 1.7k 153.62
Crispr Therapeutics Namen Akt (CRSP) 0.1 $256k 4.9k 52.44
Accenture Plc Ireland Shs Class A (ACN) 0.1 $249k 927.00 268.30
Vanguard World Industrial Etf (VIS) 0.1 $245k 822.00 298.38
Boston Scientific Corporation (BSX) 0.1 $242k 2.5k 95.35
American Express Company (AXP) 0.1 $234k 633.00 369.95
Vanguard World Financials Etf (VFH) 0.1 $234k 1.8k 133.49
International Paper Company (IP) 0.1 $231k 5.9k 39.39
Ishares Tr Broad Usd High (USHY) 0.1 $231k 6.2k 37.40
Generac Holdings (GNRC) 0.1 $229k 1.7k 136.37
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $229k 4.0k 56.96
Ishares Tr Core S&p500 Etf (IVV) 0.1 $223k 325.00 684.94
Travelers Companies (TRV) 0.1 $218k 751.00 290.06
Phillips 66 (PSX) 0.1 $217k 1.7k 129.05
Astrazeneca Sponsored Adr 0.1 $215k 2.3k 91.93
UnitedHealth (UNH) 0.1 $214k 648.00 330.36
Deere & Company (DE) 0.1 $212k 455.00 465.58
Ishares Tr Gnma Bond Etf (GNMA) 0.1 $212k 4.8k 44.54
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $209k 4.1k 50.59
Clorox Company (CLX) 0.1 $208k 2.1k 100.84
Invesco Actively Managed Exc Total Return (GTO) 0.1 $207k 4.4k 47.42
Cardinal Health (CAH) 0.1 $206k 1.0k 205.41
Boeing Company (BA) 0.1 $204k 941.00 217.12
Costco Wholesale Corporation (COST) 0.1 $203k 235.00 862.43
Duke Energy Corp Com New (DUK) 0.1 $202k 1.7k 117.21
At&t (T) 0.1 $201k 8.1k 24.84
Amcor Ord 0.1 $136k 16k 8.34
Nuveen Muni Value Fund (NUV) 0.1 $116k 13k 9.06