Sponsored

The Analysis of IVC Wealth Advisors LLC's Holdings & P&L

Currently, IVC Wealth Advisors LLC holds 173 types of securities in its portfolio with a total value $230.3M. In the most recent quarter, they have increased their positions in HEFA (+22.4K shares, valued at $950.9K), JEPI (+16.7K shares, valued at $946.2K), JEPQ (+16.7K shares, valued at $929.6K); decreased their positions in PAYX (-3.3K shares, valued at $304.4K), COWZ (-3.9K shares, valued at $242.2K), XOM (-1.3K shares, valued at $221.9K); initiated new positions in GLW (+2.2K shares, valued at $302.0K), FNDE (+6.9K shares, valued at $264.0K), VEEV (+1.4K shares, valued at $253.8K).

1M P&L

+8.8M+3.84%

3M P&L

-101.2M-29.96%

HY P&L

-94.7M-28.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A127.4M

58.6%

2Consumer Electronics14.2M

6.5%

3Semiconductors7.4M

3.4%

Top Industries by Stock Count

1N/A56 stocks

35.9%

2Drug Manufacturers - General7 stocks

4.5%

3Software - Application5 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS46.5K shares0.15%2026-03-312026-04-16

PVAL PUTNAM ETF TRUST321.0K shares2.95%2026-03-312026-04-16

AAPL APPLE INC55.9K shares-0.56%2026-03-312026-04-16

JEPI J P MORGAN EXCHANGE TRADED F219.5K shares8.23%2026-03-312026-04-16

JAAA JANUS DETROIT STR TR178.8K shares9.19%2026-03-312026-04-16

JEPQ J P MORGAN EXCHANGE TRADED F151.5K shares12.43%2026-03-312026-04-16

USIG ISHARES TR155.9K shares2.60%2026-03-312026-04-16

JMBS JANUS DETROIT STR TR142.8K shares7.15%2026-03-312026-04-16

Sponsored

VOE VANGUARD INDEX FDS34.1K shares12.42%2026-03-312026-04-16

VOT VANGUARD INDEX FDS24.4K shares16.37%2026-03-312026-04-16

HEFA ISHARES TR129.0K shares20.99%2026-03-312026-04-16

NVDA NVIDIA CORPORATION25.8K shares0.51%2026-03-312026-04-16

VTWG VANGUARD SCOTTSDALE FDS16.6K shares4.83%2026-03-312026-04-16

IGSB ISHARES TR63.1K shares3.34%2026-03-312026-04-16

SCHV SCHWAB STRATEGIC TR105.2K shares-4.38%2026-03-312026-04-16

VBR VANGUARD INDEX FDS13.5K shares10.84%2026-03-312026-04-16

Sponsored

CAT CATERPILLAR INC3.9K shares-3.59%2026-03-312026-04-16

META META PLATFORMS INC4.6K shares1.25%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC21.2K shares-2.14%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON10.2K shares-1.62%2026-03-312026-04-16

TFC TRUIST FINL CORP47.8K shares-0.41%2026-03-312026-04-16

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC27.4K shares10.88%2026-03-312026-04-16

ALL ALLSTATE CORP9.8K shares-4.77%2026-03-312026-04-16

MSFT MICROSOFT CORP4.5K shares2.72%2026-03-312026-04-16

Sponsored

AN AUTONATION INC8.5K shares-0.18%2026-03-312026-04-16

V VISA INC5.4K shares0.02%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS6.1K shares-0.21%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC4.1K shares-1.41%2026-03-312026-04-16

NEM NEWMONT CORP13.4K shares-4.32%2026-03-312026-04-16

MCD MCDONALDS CORP4.6K shares1.00%2026-03-312026-04-16

CSCO CISCO SYS INC17.3K shares0.18%2026-03-312026-04-16

NFLX NETFLIX INC.13.2K shares14.07%2026-03-312026-04-16

Sponsored

CZNC CITIZENS & NORTHN CORP56.6K shares-2.79%2026-03-312026-04-16

RSG REPUBLIC SVCS INC5.8K shares-4.52%2026-03-312026-04-16

LLY ELI LILLY & CO1.3K shares-6.43%2026-03-312026-04-16

WM WASTE MGMT INC DEL5.2K shares1.10%2026-03-312026-04-16

AME AMETEK INC5.5K shares-4.33%2026-03-312026-04-16

XOM EXXON MOBIL CORP6.9K shares-15.92%2026-03-312026-04-16

BROADCOM INC BROADCOM INC3.7K shares1.61%2026-03-312026-04-16

PRU PRUDENTIAL FINL INC11.5K shares-2.61%2026-03-312026-04-16

Sponsored

RAL RALLIANT CORP26.8K shares20.76%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO3.6K shares1.90%2026-03-312026-04-16

RIO RIO TINTO PLC11.1K shares0.84%2026-03-312026-04-16

TSLA TESLA INC2.7K shares0.60%2026-03-312026-04-16

MSI MOTOROLA SOLUTIONS INC2.3K shares-10.02%2026-03-312026-04-16

AMZN AMAZON COM INC4.7K shares6.94%2026-03-312026-04-16

LNG CHENIERE ENERGY INC3.3K shares-4.31%2026-03-312026-04-16

ADI ANALOG DEVICES INC2.9K shares-2.25%2026-03-312026-04-16

Sponsored

KO COCA COLA CO12.2K shares-0.65%2026-03-312026-04-16

ADBE ADOBE INC3.6K shares5.01%2026-03-312026-04-16

INTC INTEL CORP19.5K shares-4.50%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-16

WFC WELLS FARGO & CO10.7K shares-0.07%2026-03-312026-04-16

COWZ PACER FDS TR12.7K shares-23.31%2026-03-312026-04-16

PEP PEPSICO INC5.0K shares-1.69%2026-03-312026-04-16

EOG EOG RES INC5.3K shares-1.41%2026-03-312026-04-16

Sponsored

UVSP UNIVEST FINANCIAL CORPORATIO21.9K shares-2.18%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T1.1K shares0.00%2026-03-312026-04-16

VDE VANGUARD WORLD FD4.2K shares0.00%2026-03-312026-04-16

VCIT VANGUARD SCOTTSDALE FDS8.9K shares-1.03%2026-03-312026-04-16

VTWV VANGUARD SCOTTSDALE FDS4.3K shares-1.48%2026-03-312026-04-16

VHT VANGUARD WORLD FD2.6K shares0.00%2026-03-312026-04-16

HPE HEWLETT PACKARD ENTERPRISE C29.5K shares3.68%2026-03-312026-04-16

PEG PUBLIC SVC ENTERPRISE GROUP8.6K shares-3.62%2026-03-312026-04-16

Sponsored

AMD ADVANCED MICRO DEVICES INC3.4K shares0.51%2026-03-312026-04-16

MMM 3M CO4.6K shares-6.00%2026-03-312026-04-16

CROWN CASTLE INC CROWN CASTLE INC8.2K shares-5.59%2026-03-312026-04-16

VGT VANGUARD WORLD FD941 shares-0.42%2026-03-312026-04-16

COP CONOCOPHILLIPS4.9K shares-0.10%2026-03-312026-04-16

BNDX VANGUARD CHARLOTTE FDS13.3K shares-7.87%2026-03-312026-04-16

CVX CHEVRON CORPORATION3.1K shares0.98%2026-03-312026-04-16

BK BANK NEW YORK MELLON CORP5.3K shares-5.57%2026-03-312026-04-16

Sponsored

VMBS VANGUARD SCOTTSDALE FDS13.5K shares-20.99%2026-03-312026-04-16

MPC MARATHON PETE CORP2.5K shares-1.09%2026-03-312026-04-16

ALPHABET INC ALPHABET INC2.1K shares3.18%2026-03-312026-04-16

RTX RTX CORPORATION3.0K shares1.44%2026-03-312026-04-16

CRWD CROWDSTRIKE HLDGS INC1.5K shares-0.94%2026-03-312026-04-16

ALPHABET INC ALPHABET INC2.0K shares6.07%2026-03-312026-04-16

MS MORGAN STANLEY3.5K shares-1.20%2026-03-312026-04-16

MBB ISHARES TR5.8K shares0.47%2026-03-312026-04-16

Sponsored

AMGN AMGEN INC1.6K shares4.07%2026-03-312026-04-16

SO SOUTHERN CO5.7K shares-1.41%2026-03-312026-04-16

MEDTRONIC PLC MEDTRONIC PLC6.1K shares5.54%2026-03-312026-04-16

PSA PUBLIC STORAGE OPER CO1.9K shares-0.68%2026-03-312026-04-16

VGIT VANGUARD SCOTTSDALE FDS8.6K shares0.82%2026-03-312026-04-16

ECG EVERUS CONSTR GROUP4.3K shares0.12%2026-03-312026-04-16

GSK PLC GSK PLC9.0K shares3.71%2026-03-312026-04-16

CRM SALESFORCE INC2.5K shares10.83%2026-03-312026-04-16

Sponsored

SYK STRYKER CORPORATION1.4K shares-0.07%2026-03-312026-04-16

JCI JOHNSON CONTROLS INTERNATION3.5K shares0.00%2026-03-312026-04-16

PLTR PALANTIR TECHNOLOGIES INC3.1K shares-6.47%2026-03-312026-04-16

NUE NUCOR CORP2.7K shares0.07%2026-03-312026-04-16

NFG NATIONAL FUEL GAS CO4.8K shares-0.21%2026-03-312026-04-16

PNC PNC FINL SVCS GROUP INC2.2K shares1.36%2026-03-312026-04-16

SCHG SCHWAB STRATEGIC TR15.1K shares-9.55%2026-03-312026-04-16

SCHH SCHWAB STRATEGIC TR20.4K shares-8.51%2026-03-312026-04-16

Sponsored

VNQ VANGUARD INDEX FDS4.9K shares-3.07%2026-03-312026-04-16

AKAM AKAMAI TECHNOLOGIES INC3.7K shares-4.77%2026-03-312026-04-16

DVN DEVON ENERGY CORP NEW8.4K shares-0.51%2026-03-312026-04-16

GLD SPDR GOLD TR982 shares0.00%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC496 shares-4.06%2026-03-312026-04-16

MCHP MICROCHIP TECHNOLOGY INC.6.4K shares0.00%2026-03-312026-04-16

USB US BANCORP7.8K shares4.10%2026-03-312026-04-16

ABBV ABBVIE INC1.8K shares-1.03%2026-03-312026-04-16

Sponsored

PAGP PLAINS GP HLDGS L P16.1K shares4.69%2026-03-312026-04-16

DY DYCOM INDS INC1.1K shares-4.47%2026-03-312026-04-16

SON SONOCO PRODS CO6.8K shares10.51%2026-03-312026-04-16

BLACKSTONE INC BLACKSTONE INC3.2K shares3.19%2026-03-312026-04-16

SCHC SCHWAB STRATEGIC TR7.8K shares-1.06%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL761 shares-0.52%2026-03-312026-04-16

AZO AUTOZONE INC107 shares2.88%2026-03-312026-04-16

IQV IQVIA HLDGS INC2.1K shares-0.19%2026-03-312026-04-16

Sponsored

FDX FEDEX CORP1.0K shares-4.36%2026-03-312026-04-16

KNF KNIFE RIVER CORP4.4K shares0.48%2026-03-312026-04-16

PAYX PAYCHEX INC3.8K shares-46.22%2026-03-312026-04-16

ICOW PACER FDS TR8.3K shares-27.79%2026-03-312026-04-16

ONEY SPDR SERIES TRUST2.9K shares0.00%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F6.3K shares15.74%2026-03-312026-04-16

AEP AMERICAN ELEC PWR CO INC2.5K shares8.21%2026-03-312026-04-16

VCSH VANGUARD SCOTTSDALE FDS4.2K shares0.77%2026-03-312026-04-16

Sponsored

VGSH VANGUARD SCOTTSDALE FDS5.6K shares1.29%2026-03-312026-04-16

VDC VANGUARD WORLD FD1.5K shares0.07%2026-03-312026-04-16

SCHP SCHWAB STRATEGIC TR11.9K shares-0.17%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO5.2K shares-0.04%2026-03-312026-04-16

VCR VANGUARD WORLD FD875 shares0.00%2026-03-312026-04-16

TIP ISHARES TR2.8K shares-7.90%2026-03-312026-04-16

FROG JFROG LTD6.6K shares0.00%2026-03-312026-04-16

WMT WALMART INC2.5K shares6.22%2026-03-312026-04-16

Sponsored

VOX VANGUARD WORLD FD1.7K shares0.06%2026-03-312026-04-16

PSX PHILLIPS 661.7K shares-0.42%2026-03-312026-04-16

GNRC GENERAC HLDGS INC1.6K shares-7.44%2026-03-312026-04-16

GLW CORNING INC2.2K sharesnew addition2026-03-312026-04-16

PWV INVESCO EXCHANGE TRADED FD T4.3K shares0.00%2026-03-312026-04-16

FBTC FIDELITY WISE ORIGIN BITCOIN5.1K shares0.00%2026-03-312026-04-16

ED CONSOLIDATED EDISON INC2.6K shares0.00%2026-03-312026-04-16

RGLD ROYAL GOLD INC1.2K shares-11.46%2026-03-312026-04-16

Sponsored

SBUX STARBUCKS CORP3.2K shares1.50%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2026-03-312026-04-16

PG PROCTER & GAMBLE CO2.0K shares-0.30%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC5.7K shares-12.34%2026-03-312026-04-16

MUB ISHARES TR2.6K shares0.04%2026-03-312026-04-16

CITIGROUP INC CITIGROUP INC2.4K shares1.01%2026-03-312026-04-16

SNOW SNOWFLAKE INC1.8K shares-0.17%2026-03-312026-04-16

IEMG ISHARES INC3.8K shares-15.49%2026-03-312026-04-16

Sponsored

FNDE SCHWAB STRATEGIC TR6.9K sharesnew addition2026-03-312026-04-16

DE DEERE & CO461 shares1.32%2026-03-312026-04-16

HD HOME DEPOT INC786 shares1.68%2026-03-312026-04-16

IYW ISHARES TR1.4K shares0.00%2026-03-312026-04-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K shares13.78%2026-03-312026-04-16

VIS VANGUARD WORLD FD818 shares-0.49%2026-03-312026-04-16

VEEV VEEVA SYS INC1.4K sharesnew addition2026-03-312026-04-16

TJX TJX COS INC NEW1.6K shares-6.28%2026-03-312026-04-16

Sponsored

FTSL FIRST TR EXCHANGE-TRADED FD5.5K shares-6.90%2026-03-312026-04-16

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL628 sharesnew addition2026-03-312026-04-16

CRSP CRISPR THERAPEUTICS AG5.1K shares3.59%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION240 shares2.13%2026-03-312026-04-16

USRT ISHARES TR4.0K shares-1.05%2026-03-312026-04-16

T AT&T INC8.1K shares-0.20%2026-03-312026-04-16

CALF PACER FDS TR5.2K shares-20.19%2026-03-312026-04-16

USHY ISHARES TR6.1K shares-0.96%2026-03-312026-04-16

Sponsored

TRV TRAVELERS COMPANIES INC763 shares1.60%2026-03-312026-04-16

GILD GILEAD SCIENCES INC1.6K sharesnew addition2026-03-312026-04-16

LINDE PLC LINDE PLC438 sharesnew addition2026-03-312026-04-16

ORCL ORACLE CORP1.5K shares10.49%2026-03-312026-04-16

IAGG ISHARES TR4.3K sharesnew addition2026-03-312026-04-16

VFH VANGUARD WORLD FD1.8K shares0.00%2026-03-312026-04-16

GNMA ISHARES TR4.8K shares0.00%2026-03-312026-04-16

ENB ENBRIDGE INC3.9K sharesnew addition2026-03-312026-04-16

Sponsored

CLX CLOROX CO DEL2.0K shares-2.87%2026-03-312026-04-16

JPST J P MORGAN EXCHANGE TRADED F4.0K shares-2.86%2026-03-312026-04-16

PFE PFIZER INC7.2K sharesnew addition2026-03-312026-04-16

CEG CONSTELLATION ENERGY CORP726 shares-7.87%2026-03-312026-04-16

NUV NUVEEN MUN VALUE FD INC12.8K shares0.00%2026-03-312026-04-16

VUG

VANGUARD INDEX FDS

0.15%

Shares46.5K

Event2026-03-31

Filed2026-04-16

PVAL

PUTNAM ETF TRUST

2.95%

Shares321.0K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-0.56%

Shares55.9K

Event2026-03-31

Filed2026-04-16

JEPI

J P MORGAN EXCHANGE TRADED F

8.23%

Shares219.5K

Event2026-03-31

Filed2026-04-16

JAAA

JANUS DETROIT STR TR

9.19%

Shares178.8K

Event2026-03-31

Filed2026-04-16

JEPQ

J P MORGAN EXCHANGE TRADED F

12.43%

Shares151.5K

Event2026-03-31

Filed2026-04-16

USIG

ISHARES TR

2.60%

Shares155.9K

Event2026-03-31

Filed2026-04-16

JMBS

JANUS DETROIT STR TR

7.15%

Shares142.8K

Event2026-03-31

Filed2026-04-16

VOE

VANGUARD INDEX FDS

12.42%

Shares34.1K

Event2026-03-31

Filed2026-04-16

VOT

VANGUARD INDEX FDS

16.37%

Shares24.4K

Event2026-03-31

Filed2026-04-16

HEFA

ISHARES TR

20.99%

Shares129.0K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

0.51%

Shares25.8K

Event2026-03-31

Filed2026-04-16

VTWG

VANGUARD SCOTTSDALE FDS

4.83%

Shares16.6K

Event2026-03-31

Filed2026-04-16

IGSB

ISHARES TR

3.34%

Shares63.1K

Event2026-03-31

Filed2026-04-16

SCHV

SCHWAB STRATEGIC TR

-4.38%

Shares105.2K

Event2026-03-31

Filed2026-04-16

VBR

VANGUARD INDEX FDS

10.84%

Shares13.5K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

-3.59%

Shares3.9K

Event2026-03-31

Filed2026-04-16