The Analysis of IVC Wealth Advisors LLC's Holdings

Currently, IVC Wealth Advisors LLC holds 179 types of securities in its portfolio with a total value $229.9M. In the most recent quarter, they have increased their positions in N/A (+24.7K shares, valued at $1.2M), NFLX (+10.6K shares, valued at $991.3K), JAAA (+14.1K shares, valued at $713.2K); decreased their positions in AAPL (-2.5K shares, valued at $668.0K), UVSP (-17.7K shares, valued at $578.8K), VOT (-1.8K shares, valued at $512.5K); initiated new positions in N/A (+24.7K shares, valued at $1.2M), N/A (+8.7K shares, valued at $425.4K), BOND (+4.1K shares, valued at $380.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS46.4K shares-0.75%2025-12-312026-01-16

AAPL APPLE INC56.2K shares-4.19%2025-12-312026-01-16

PVAL PUTNAM ETF TRUST311.8K shares1.36%2025-12-312026-01-16

JEPI J P MORGAN EXCHANGE TRADED F202.8K shares4.52%2025-12-312026-01-16

JAAA JANUS DETROIT STR TR163.8K shares9.42%2025-12-312026-01-16

USIG ISHARES TR151.9K shares2.30%2025-12-312026-01-16

JEPQ J P MORGAN EXCHANGE TRADED F134.8K shares4.48%2025-12-312026-01-16

JMBS JANUS DETROIT STR TR133.3K shares6.31%2025-12-312026-01-16

Sponsored

VOT VANGUARD INDEX FDS21.0K shares-8.05%2025-12-312026-01-16

VOE VANGUARD INDEX FDS30.3K shares3.26%2025-12-312026-01-16

NVDA NVIDIA CORPORATION25.6K shares1.90%2025-12-312026-01-16

HEFA ISHARES TR106.6K shares2.51%2025-12-312026-01-16

VTWG VANGUARD SCOTTSDALE FDS15.8K shares2.35%2025-12-312026-01-16

SCHV SCHWAB STRATEGIC TR110.1K shares2.41%2025-12-312026-01-16

IGSB ISHARES TR61.0K shares-0.39%2025-12-312026-01-16

META META PLATFORMS INC4.6K shares2.44%2025-12-312026-01-16

Sponsored

VBR VANGUARD INDEX FDS12.2K shares6.19%2025-12-312026-01-16

TFC TRUIST FINL CORP48.0K shares-3.31%2025-12-312026-01-16

CAT CATERPILLAR INC4.0K shares0.35%2025-12-312026-01-16

MERCK & CO INC MERCK & CO INC21.7K shares15.54%2025-12-312026-01-16

JNJ JOHNSON & JOHNSON10.4K shares-1.41%2025-12-312026-01-16

ALL ALLSTATE CORP10.3K shares13.19%2025-12-312026-01-16

MSFT MICROSOFT CORP4.4K shares5.57%2025-12-312026-01-16

V VISA INC5.4K shares1.14%2025-12-312026-01-16

Sponsored

IBM INTERNATIONAL BUSINESS MACHS6.1K shares-0.21%2025-12-312026-01-16

AN AUTONATION INC8.6K shares-0.90%2025-12-312026-01-16

LLY ELI LILLY & CO1.4K shares1.42%2025-12-312026-01-16

NEM NEWMONT CORP14.0K shares-1.49%2025-12-312026-01-16

MCD MCDONALDS CORP4.5K shares1.92%2025-12-312026-01-16

PRU PRUDENTIAL FINL INC11.8K shares-2.76%2025-12-312026-01-16

CSCO CISCO SYS INC17.2K shares0.32%2025-12-312026-01-16

EATON CORP PLC EATON CORP PLC4.1K shares0.68%2025-12-312026-01-16

Sponsored

RSG REPUBLIC SVCS INC6.0K shares-2.91%2025-12-312026-01-16

BROADCOM INC BROADCOM INC3.7K shares-2.55%2025-12-312026-01-16

TSLA TESLA INC2.7K shares0.15%2025-12-312026-01-16

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC24.7K sharesnew addition2025-12-312026-01-16

ADBE ADOBE INC3.4K shares9.15%2025-12-312026-01-16

AME AMETEK INC5.8K shares0.02%2025-12-312026-01-16

CZNC CITIZENS & NORTHN CORP58.2K shares-6.09%2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.3.5K shares2.67%2025-12-312026-01-16

Sponsored

RAL RALLIANT CORP22.2K shares11.24%2025-12-312026-01-16

WM WASTE MGMT INC DEL5.1K shares6.42%2025-12-312026-01-16

NFLX NETFLIX INC11.6K shares1076.68%2025-12-312026-01-16

AMZN AMAZON COM INC4.4K shares4.04%2025-12-312026-01-16

COWZ PACER FDS TR16.6K shares-10.85%2025-12-312026-01-16

WFC WELLS FARGO CO NEW10.7K shares0.11%2025-12-312026-01-16

XOM EXXON MOBIL CORP8.2K shares0.43%2025-12-312026-01-16

MSI MOTOROLA SOLUTIONS INC2.6K shares5.84%2025-12-312026-01-16

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares106.04%2025-12-312026-01-16

RIO RIO TINTO PLC11.0K shares1.19%2025-12-312026-01-16

KO COCA COLA CO12.2K shares2.28%2025-12-312026-01-16

ADI ANALOG DEVICES INC3.0K shares-0.30%2025-12-312026-01-16

VMBS VANGUARD SCOTTSDALE FDS17.1K shares-8.12%2025-12-312026-01-16

PAYX PAYCHEX INC7.1K shares-18.67%2025-12-312026-01-16

MMM 3M CO4.9K shares-1.31%2025-12-312026-01-16

SPY SPDR S&P 500 ETF TR1.1K shares0.00%2025-12-312026-01-16

Sponsored

CROWN CASTLE INC CROWN CASTLE INC8.6K shares-7.15%2025-12-312026-01-16

VHT VANGUARD WORLD FD2.6K shares-0.57%2025-12-312026-01-16

INTC INTEL CORP20.4K shares-0.10%2025-12-312026-01-16

VCIT VANGUARD SCOTTSDALE FDS8.9K shares5.06%2025-12-312026-01-16

UVSP UNIVEST FINANCIAL CORPORATIO22.4K shares-44.08%2025-12-312026-01-16

PEP PEPSICO INC5.1K shares8.22%2025-12-312026-01-16

PEG PUBLIC SVC ENTERPRISE GRP IN9.0K shares-2.12%2025-12-312026-01-16

AMD ADVANCED MICRO DEVICES INC3.3K shares-1.06%2025-12-312026-01-16

Sponsored

VGT VANGUARD WORLD FD945 shares-1.66%2025-12-312026-01-16

VTWV VANGUARD SCOTTSDALE FDS4.4K shares3.34%2025-12-312026-01-16

CRWD CROWDSTRIKE HLDGS INC1.5K shares-0.66%2025-12-312026-01-16

BNDX VANGUARD CHARLOTTE FDS14.5K shares9.70%2025-12-312026-01-16

HPE HEWLETT PACKARD ENTERPRISE C28.5K shares4.75%2025-12-312026-01-16

LNG CHENIERE ENERGY INC3.5K shares0.09%2025-12-312026-01-16

BK BANK NEW YORK MELLON CORP5.7K shares-3.63%2025-12-312026-01-16

ALPHABET INC ALPHABET INC2.0K shares0.29%2025-12-312026-01-16

Sponsored

MS MORGAN STANLEY3.5K shares36.76%2025-12-312026-01-16

CRM SALESFORCE INC2.3K shares5.67%2025-12-312026-01-16

ALPHABET INC ALPHABET INC1.9K shares7.06%2025-12-312026-01-16

PLTR PALANTIR TECHNOLOGIES INC3.3K shares-13.21%2025-12-312026-01-16

EOG EOG RES INC5.4K shares-2.72%2025-12-312026-01-16

MEDTRONIC PLC MEDTRONIC PLC5.8K shares-0.91%2025-12-312026-01-16

MBB ISHARES TR5.8K shares4.44%2025-12-312026-01-16

RTX RTX CORPORATION3.0K shares1.53%2025-12-312026-01-16

Sponsored

SCHG SCHWAB STRATEGIC TR16.7K shares-3.03%2025-12-312026-01-16

VDE VANGUARD WORLD FD4.2K shares-7.02%2025-12-312026-01-16

SOLV SOLVENTUM CORP6.5K shares-1.86%2025-12-312026-01-16

VGIT VANGUARD SCOTTSDALE FDS8.6K shares6.84%2025-12-312026-01-16

SO SOUTHERN CO5.7K shares2.96%2025-12-312026-01-16

PSA PUBLIC STORAGE OPER CO1.9K shares3.95%2025-12-312026-01-16

SYK STRYKER CORPORATION1.4K shares0.64%2025-12-312026-01-16

AMGN AMGEN INC1.5K shares0.74%2025-12-312026-01-16

Sponsored

BLACKSTONE INC BLACKSTONE INC3.1K shares3.81%2025-12-312026-01-16

IQV IQVIA HLDGS INC2.1K shares-1.40%2025-12-312026-01-16

SCHH SCHWAB STRATEGIC TR22.3K shares1.06%2025-12-312026-01-16

CVX CHEVRON CORP NEW3.0K shares2.52%2025-12-312026-01-16

COP CONOCOPHILLIPS4.9K shares-1.52%2025-12-312026-01-16

GS GOLDMAN SACHS GROUP INC517 shares-5.66%2025-12-312026-01-16

VNQ VANGUARD INDEX FDS5.1K shares-0.94%2025-12-312026-01-16

ICOW PACER FDS TR11.5K shares-2.58%2025-12-312026-01-16

Sponsored

PNC PNC FINL SVCS GROUP INC2.1K shares47.88%2025-12-312026-01-16

NUE NUCOR CORP2.7K shares0.83%2025-12-312026-01-16

GSK PLC GSK PLC8.7K sharesnew addition2025-12-312026-01-16

JCI JOHNSON CTLS INTL PLC3.5K shares-4.14%2025-12-312026-01-16

ABBV ABBVIE INC1.8K shares19.82%2025-12-312026-01-16

MPC MARATHON PETE CORP2.6K shares-0.16%2025-12-312026-01-16

FROG JFROG LTD6.6K shares-4.23%2025-12-312026-01-16

MCHP MICROCHIP TECHNOLOGY INC.6.4K shares11.45%2025-12-312026-01-16

Sponsored

DY DYCOM INDS INC1.2K shares-10.23%2025-12-312026-01-16

USB US BANCORP DEL7.5K shares-1.04%2025-12-312026-01-16

SNOW SNOWFLAKE INC1.8K shares0.33%2025-12-312026-01-16

GLD SPDR GOLD TR982 shares-31.90%2025-12-312026-01-16

FBTC FIDELITY WISE ORIGIN BITCOIN5.1K shares0.00%2025-12-312026-01-16

NFG NATIONAL FUEL GAS CO4.8K shares-1.46%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL765 shares5.08%2025-12-312026-01-16

BOND PIMCO ETF TR4.1K sharesnew addition2025-12-312026-01-16

Sponsored

ECG EVERUS CONSTR GROUP4.3K shares-2.80%2025-12-312026-01-16

CSGP COSTAR GROUP INC5.5K shares-6.76%2025-12-312026-01-16

ITOT ISHARES TR2.4K sharesnew addition2025-12-312026-01-16

SCHC SCHWAB STRATEGIC TR7.9K shares1.74%2025-12-312026-01-16

AZO AUTOZONE INC104 shares0.97%2025-12-312026-01-16

VCR VANGUARD WORLD FD875 shares-4.37%2025-12-312026-01-16

AKAM AKAMAI TECHNOLOGIES INC3.9K shares-5.68%2025-12-312026-01-16

TIP ISHARES TR3.1K shares-8.37%2025-12-312026-01-16

Sponsored

VCSH VANGUARD SCOTTSDALE FDS4.1K shares3.19%2025-12-312026-01-16

VOX VANGUARD WORLD FD1.7K shares-1.96%2025-12-312026-01-16

VGSH VANGUARD SCOTTSDALE FDS5.6K shares7.01%2025-12-312026-01-16

ONEY SPDR SERIES TRUST2.9K shares-1.55%2025-12-312026-01-16

SCHP SCHWAB STRATEGIC TR11.9K shares7.55%2025-12-312026-01-16

DVN DEVON ENERGY CORP NEW8.5K shares-1.28%2025-12-312026-01-16

VDC VANGUARD WORLD FD1.5K shares0.07%2025-12-312026-01-16

IEMG ISHARES INC4.5K shares14.71%2025-12-312026-01-16

Sponsored

KNF KNIFE RIVER CORP4.3K shares10.02%2025-12-312026-01-16

FDX FEDEX CORP1.1K shares0.57%2025-12-312026-01-16

PAGP PLAINS GP HLDGS L P15.4K shares1.46%2025-12-312026-01-16

VWO VANGUARD INTL EQUITY INDEX F5.5K shares0.59%2025-12-312026-01-16

RGLD ROYAL GOLD INC1.3K shares13.34%2025-12-312026-01-16

CALF PACER FDS TR6.5K shares-34.03%2025-12-312026-01-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2025-12-312026-01-16

PG PROCTER AND GAMBLE CO2.0K shares1.53%2025-12-312026-01-16

Sponsored

PWV INVESCO EXCHANGE TRADED FD T4.3K shares0.00%2025-12-312026-01-16

IYW ISHARES TR1.4K shares0.00%2025-12-312026-01-16

BMY BRISTOL-MYERS SQUIBB CO5.2K shares-0.48%2025-12-312026-01-16

CEG CONSTELLATION ENERGY CORP788 shares-3.31%2025-12-312026-01-16

CITIGROUP INC CITIGROUP INC2.4K shares-6.54%2025-12-312026-01-16

MUB ISHARES TR2.6K shares-0.12%2025-12-312026-01-16

FTSL FIRST TR EXCHANGE-TRADED FD5.9K shares-6.85%2025-12-312026-01-16

SON SONOCO PRODS CO6.2K shares-9.60%2025-12-312026-01-16

Sponsored

AEP AMERICAN ELEC PWR CO INC2.3K shares2.01%2025-12-312026-01-16

SBUX STARBUCKS CORP3.2K shares0.88%2025-12-312026-01-16

HD HOME DEPOT INC773 shares-12.46%2025-12-312026-01-16

VZ VERIZON COMMUNICATIONS INC6.5K shares-0.26%2025-12-312026-01-16

WMT WALMART INC2.3K shares5.81%2025-12-312026-01-16

ORCL ORACLE CORP1.3K shares-3.75%2025-12-312026-01-16

ED CONSOLIDATED EDISON INC2.6K shares2.27%2025-12-312026-01-16

TJX TJX COS INC NEW1.7K shares0.66%2025-12-312026-01-16

Sponsored

CRSP CRISPR THERAPEUTICS AG4.9K shares-2.28%2025-12-312026-01-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND927 shares4.98%2025-12-312026-01-16

VIS VANGUARD WORLD FD822 shares-2.72%2025-12-312026-01-16

BSX BOSTON SCIENTIFIC CORP2.5K shares2.01%2025-12-312026-01-16

AXP AMERICAN EXPRESS CO633 sharesnew addition2025-12-312026-01-16

VFH VANGUARD WORLD FD1.8K shares-1.96%2025-12-312026-01-16

IP INTERNATIONAL PAPER CO5.9K shares-2.49%2025-12-312026-01-16

USHY ISHARES TR6.2K shares6.81%2025-12-312026-01-16

Sponsored

GNRC GENERAC HLDGS INC1.7K shares0.00%2025-12-312026-01-16

USRT ISHARES TR4.0K shares13.71%2025-12-312026-01-16

IVV ISHARES TR325 sharesnew addition2025-12-312026-01-16

TRV TRAVELERS COMPANIES INC751 shares-0.27%2025-12-312026-01-16

PSX PHILLIPS 661.7K shares-1.00%2025-12-312026-01-16

AZN ASTRAZENECA PLC2.3K sharesnew addition2025-12-312026-01-16

UNH UNITEDHEALTH GROUP INC648 shares0.78%2025-12-312026-01-16

DE DEERE & CO455 shares0.00%2025-12-312026-01-16

Sponsored

GNMA ISHARES TR4.8K sharesnew addition2025-12-312026-01-16

JPST J P MORGAN EXCHANGE TRADED F4.1K shares-7.68%2025-12-312026-01-16

CLX CLOROX CO DEL2.1K shares-13.49%2025-12-312026-01-16

GTO INVESCO ACTIVELY MANAGED EXC4.4K sharesnew addition2025-12-312026-01-16

CAH CARDINAL HEALTH INC1.0K sharesnew addition2025-12-312026-01-16

BA BOEING CO941 shares-20.12%2025-12-312026-01-16

COST COSTCO WHSL CORP NEW235 shares3.52%2025-12-312026-01-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.7K shares1.47%2025-12-312026-01-16

Sponsored

T AT&T INC8.1K shares0.61%2025-12-312026-01-16

AMCR AMCOR PLC16.3K shares-6.79%2025-12-312026-01-16

NUV NUVEEN MUN VALUE FD INC12.8K shares0.00%2025-12-312026-01-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available