IVC Wealth Advisors

IVC Wealth Advisors as of March 31, 2026

Portfolio Holdings for IVC Wealth Advisors

IVC Wealth Advisors holds 173 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 8.8 $20M 47k 436.79
Putnam Etf Trust Focused Lar Cap (PVAL) 6.5 $15M 321k 46.40
Apple (AAPL) 6.2 $14M 56k 253.79
J P Morgan Exchange Traded F Equity Premium (JEPI) 5.4 $12M 220k 56.68
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.9 $9.0M 179k 50.37
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 3.7 $8.4M 152k 55.52
Ishares Tr Usd Inv Grde Etf (USIG) 3.5 $8.0M 156k 51.23
Janus Detroit Str Tr Henderson Mtg (JMBS) 2.8 $6.5M 143k 45.18
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.7 $6.3M 34k 184.28
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.7 $6.3M 24k 257.35
Ishares Tr Hdg Msci Eafe (HEFA) 2.4 $5.5M 129k 42.49
NVIDIA Corporation (NVDA) 2.0 $4.5M 26k 174.40
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.7 $3.8M 17k 229.04
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.4 $3.3M 63k 52.56
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.4 $3.2M 105k 30.50
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.3 $2.9M 14k 217.25
Caterpillar (CAT) 1.2 $2.7M 3.9k 708.51
Meta Platforms Cl A (META) 1.1 $2.6M 4.6k 572.09
Merck & Co (MRK) 1.1 $2.5M 21k 120.29
Johnson & Johnson (JNJ) 1.1 $2.5M 10k 244.44
Truist Financial Corp equities (TFC) 1.0 $2.2M 48k 45.97
Solstice Advanced Matls Com Shs (SOLS) 0.9 $2.1M 27k 76.16
Allstate Corporation (ALL) 0.9 $2.0M 9.8k 207.35
Microsoft Corporation (MSFT) 0.7 $1.7M 4.5k 370.14
AutoNation (AN) 0.7 $1.7M 8.5k 195.26
Visa Com Cl A (V) 0.7 $1.6M 5.4k 302.25
International Business Machines (IBM) 0.6 $1.5M 6.1k 242.39
Eaton Corp SHS (ETN) 0.6 $1.5M 4.1k 357.70
Newmont Mining Corporation (NEM) 0.6 $1.5M 13k 108.25
McDonald's Corporation (MCD) 0.6 $1.4M 4.6k 310.81
Cisco Systems (CSCO) 0.6 $1.3M 17k 77.59
Netflix (NFLX) 0.6 $1.3M 13k 96.15
Citizens & Northern Corporation (CZNC) 0.5 $1.3M 57k 22.34
Republic Services (RSG) 0.5 $1.3M 5.8k 219.02
Eli Lilly & Co. (LLY) 0.5 $1.2M 1.3k 919.77
Waste Management (WM) 0.5 $1.2M 5.2k 229.77
Ametek (AME) 0.5 $1.2M 5.5k 214.36
Exxon Mobil Corporation (XOM) 0.5 $1.2M 6.9k 169.65
Broadcom (AVGO) 0.5 $1.2M 3.7k 309.51
Prudential Financial (PRU) 0.5 $1.1M 12k 97.69
Ralliant Corp (RAL) 0.5 $1.1M 27k 41.59
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 3.6k 294.17
Rio Tinto Sponsored Adr (RIO) 0.4 $1.0M 11k 93.29
Tesla Motors (TSLA) 0.4 $1.0M 2.7k 371.75
Motorola Solutions Com New (MSI) 0.4 $998k 2.3k 433.97
Amazon (AMZN) 0.4 $976k 4.7k 208.27
Cheniere Energy Com New (LNG) 0.4 $944k 3.3k 283.77
Analog Devices (ADI) 0.4 $928k 2.9k 318.16
Coca-Cola Company (KO) 0.4 $925k 12k 76.05
Adobe Systems Incorporated (ADBE) 0.4 $871k 3.6k 243.08
Intel Corporation (INTC) 0.4 $860k 20k 44.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $856k 1.4k 597.55
Wells Fargo & Company (WFC) 0.4 $851k 11k 79.61
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $797k 13k 62.56
Pepsi (PEP) 0.3 $778k 5.0k 155.29
EOG Resources (EOG) 0.3 $770k 5.3k 144.56
Univest Corp. of PA (UVSP) 0.3 $752k 22k 34.26
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $738k 1.1k 650.53
Vanguard World Energy Etf (VDE) 0.3 $734k 4.2k 173.04
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $733k 8.9k 82.75
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.3 $724k 4.3k 167.20
Vanguard World Health Car Etf (VHT) 0.3 $713k 2.6k 272.33
Hewlett Packard Enterprise (HPE) 0.3 $703k 30k 23.81
Public Service Enterprise (PEG) 0.3 $699k 8.6k 80.95
Advanced Micro Devices (AMD) 0.3 $684k 3.4k 203.43
3M Company (MMM) 0.3 $666k 4.6k 145.22
Crown Castle Intl (CCI) 0.3 $663k 8.2k 81.31
Vanguard World Inf Tech Etf (VGT) 0.3 $657k 941.00 697.72
ConocoPhillips (COP) 0.3 $649k 4.9k 131.99
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $641k 13k 48.05
Chevron Corporation (CVX) 0.3 $637k 3.1k 206.90
Bank of New York Mellon Corporation (BK) 0.3 $634k 5.3k 118.63
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $633k 14k 46.95
Marathon Petroleum Corp (MPC) 0.3 $622k 2.5k 244.18
Alphabet Cap Stk Cl A (GOOGL) 0.3 $607k 2.1k 287.56
Raytheon Technologies Corp (RTX) 0.3 $584k 3.0k 192.92
Crowdstrike Hldgs Cl A (CRWD) 0.3 $578k 1.5k 390.41
Alphabet Cap Stk Cl C (GOOG) 0.3 $577k 2.0k 286.86
Morgan Stanley Com New (MS) 0.2 $571k 3.5k 164.57
Ishares Tr Mbs Etf (MBB) 0.2 $550k 5.8k 94.95
Amgen (AMGN) 0.2 $549k 1.6k 351.91
Southern Company (SO) 0.2 $546k 5.7k 96.52
Medtronic SHS (MDT) 0.2 $528k 6.1k 86.65
Public Storage (PSA) 0.2 $517k 1.9k 270.88
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $515k 8.6k 59.55
Everus Constr Group (ECG) 0.2 $513k 4.3k 118.06
GSK Sponsored Adr (GSK) 0.2 $497k 9.0k 55.19
salesforce (CRM) 0.2 $470k 2.5k 186.67
Stryker Corporation (SYK) 0.2 $465k 1.4k 328.61
Johnson Controls Internation SHS (JCI) 0.2 $461k 3.5k 130.95
Palantir Technologies Cl A (PLTR) 0.2 $455k 3.1k 146.28
Nucor Corporation (NUE) 0.2 $453k 2.7k 169.10
National Fuel Gas (NFG) 0.2 $451k 4.8k 93.96
PNC Financial Services (PNC) 0.2 $448k 2.2k 208.09
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $441k 15k 29.13
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $438k 20k 21.49
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $437k 4.9k 88.70
Akamai Technologies (AKAM) 0.2 $429k 3.7k 114.85
Devon Energy Corporation (DVN) 0.2 $425k 8.4k 50.32
Spdr Gold Tr Gold Shs (GLD) 0.2 $423k 982.00 430.29
Goldman Sachs (GS) 0.2 $420k 496.00 845.99
Microchip Technology (MCHP) 0.2 $413k 6.4k 64.61
Us Bancorp Com New (USB) 0.2 $405k 7.8k 52.01
Abbvie (ABBV) 0.2 $397k 1.8k 217.49
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.2 $391k 16k 24.28
Dycom Industries (DY) 0.2 $384k 1.1k 338.82
Sonoco Products Company (SON) 0.2 $370k 6.8k 54.09
Blackstone Group Inc Com Cl A (BX) 0.2 $368k 3.2k 114.99
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $366k 7.8k 46.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $365k 761.00 479.20
AutoZone (AZO) 0.2 $361k 107.00 3377.78
Iqvia Holdings (IQV) 0.2 $361k 2.1k 170.54
FedEx Corporation (FDX) 0.2 $359k 1.0k 356.03
Knife River Corp Common Stock (KNF) 0.2 $356k 4.4k 81.65
Paychex (PAYX) 0.2 $354k 3.8k 92.13
Pacer Fds Tr Developed Mrkt (ICOW) 0.2 $353k 8.3k 42.44
Spdr Series Trust State Street Spd (ONEY) 0.1 $343k 2.9k 120.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $341k 6.3k 54.05
American Electric Power Company (AEP) 0.1 $332k 2.5k 131.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $331k 4.2k 79.27
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $330k 5.6k 58.54
Vanguard World Consum Stp Etf (VDC) 0.1 $329k 1.5k 224.57
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $316k 12k 26.61
Bristol Myers Squibb (BMY) 0.1 $315k 5.2k 60.65
Vanguard World Consum Dis Etf (VCR) 0.1 $314k 875.00 359.03
Ishares Tr Tips Bd Etf (TIP) 0.1 $311k 2.8k 110.36
Jfrog Ord Shs (FROG) 0.1 $310k 6.6k 46.93
Wal-Mart Stores (WMT) 0.1 $310k 2.5k 124.28
Vanguard World Comm Srvc Etf (VOX) 0.1 $306k 1.7k 179.85
Phillips 66 (PSX) 0.1 $305k 1.7k 182.20
Generac Holdings (GNRC) 0.1 $304k 1.6k 195.33
Corning Incorporated (GLW) 0.1 $302k 2.2k 135.97
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $299k 4.3k 69.71
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $299k 5.1k 59.03
Consolidated Edison (ED) 0.1 $296k 2.6k 113.18
Royal Gold (RGLD) 0.1 $293k 1.2k 254.49
Starbucks Corporation (SBUX) 0.1 $291k 3.2k 89.59
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $289k 1.5k 191.92
Procter & Gamble Company (PG) 0.1 $287k 2.0k 144.44
Verizon Communications (VZ) 0.1 $285k 5.7k 50.20
Ishares Tr National Mun Etf (MUB) 0.1 $272k 2.6k 106.14
Citigroup Com New (C) 0.1 $272k 2.4k 113.41
Snowflake Com Shs (SNOW) 0.1 $272k 1.8k 150.82
Ishares Core Msci Emkt (IEMG) 0.1 $268k 3.8k 69.76
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $264k 6.9k 38.26
Deere & Company (DE) 0.1 $260k 461.00 563.66
Home Depot (HD) 0.1 $259k 786.00 328.99
Ishares Tr U.s. Tech Etf (IYW) 0.1 $258k 1.4k 181.42
Duke Energy Corp Com New (DUK) 0.1 $256k 2.0k 130.94
Vanguard World Industrial Etf (VIS) 0.1 $255k 818.00 312.22
Veeva Sys Cl A Com (VEEV) 0.1 $254k 1.4k 175.66
TJX Companies (TJX) 0.1 $250k 1.6k 159.71
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $247k 5.5k 44.80
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $246k 628.00 391.76
Crispr Therapeutics Namen Akt (CRSP) 0.1 $241k 5.1k 47.57
Costco Wholesale Corporation (COST) 0.1 $239k 240.00 996.52
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $235k 4.0k 59.19
At&t (T) 0.1 $234k 8.1k 28.99
Pacer Fds Tr Us Small Cap Cas (CALF) 0.1 $233k 5.2k 44.87
Ishares Tr Broad Usd High (USHY) 0.1 $225k 6.1k 36.84
Travelers Companies (TRV) 0.1 $223k 763.00 291.68
Gilead Sciences (GILD) 0.1 $221k 1.6k 139.37
Linde SHS (LIN) 0.1 $217k 438.00 495.76
Oracle Corporation (ORCL) 0.1 $217k 1.5k 147.11
Ishares Tr Core Intl Aggr (IAGG) 0.1 $214k 4.3k 50.04
Vanguard World Financials Etf (VFH) 0.1 $211k 1.8k 120.81
Ishares Tr Gnma Bond Etf (GNMA) 0.1 $211k 4.8k 44.33
Enbridge (ENB) 0.1 $210k 3.9k 54.14
Clorox Company (CLX) 0.1 $207k 2.0k 103.64
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $203k 4.0k 50.61
Pfizer (PFE) 0.1 $203k 7.2k 28.08
Constellation Energy (CEG) 0.1 $203k 726.00 279.28
Nuveen Muni Value Fund (NUV) 0.1 $116k 13k 8.99