HoldingsChannel.com
IVC Wealth Advisors LLC Top Holdings
As of  09/30/2022, below is a summary of the IVC Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by IVC Wealth Advisors LLC. In the IVC Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by IVC Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the IVC Wealth Advisors LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VUG) 52,933 -230 $11,325
     VUG52,933-230$11,325
SCHWAB STRATEGIC TR 189,393 -1,522 $11,081
     SCHV189,393-1,522$11,081
APPLE INC 76,104 -517 $10,518
     AAPL76,104-517$10,518
CITIZENS & NORTHN CORP 142,262 -206 $3,440
     CZNC142,262-206$3,440
ISHARES TR (IGSB) 52,976 +2,610 $2,611
     IGSB52,976+2,610$2,611
TRUIST FINL CORP 48,538 +2,509 $2,113
     TFC48,538+2,509$2,113
ISHARES TR (USIG) 43,542 -113 $2,092
     USIG43,542-113$2,092
ISHARES TR (ICLN) 107,297 +1,462 $2,048
     ICLN107,297+1,462$2,048
ISHARES TR (TIP) 18,527 -3,400 $1,943
     TIP18,527-3,400$1,943
VANGUARD INDEX FDS (VOT) 11,261 +1,043 $1,920
     VOT11,261+1,043$1,920
ISHARES INC (IEMG) 44,019 -659 $1,892
     IEMG44,019-659$1,892
JOHNSON & JOHNSON 11,548 -71 $1,887
     JNJ11,548-71$1,887
MERCK & CO INC 21,172 +1 $1,823
     MRK21,172+1$1,823
VANGUARD INDEX FDS (VOE) 13,596 +1,177 $1,656
     VOE13,596+1,177$1,656
VANGUARD SCOTTSDALE FDS (VTWV) 13,595 +974 $1,540
     VTWV13,595+974$1,540
STARBUCKS CORP 17,958 +35 $1,513
     SBUX17,958+35$1,513
PAYCHEX INC 13,011 +100 $1,460
     PAYX13,011+100$1,460
ALLSTATE CORP 11,358 -31 $1,414
     ALL11,358-31$1,414
VANGUARD SCOTTSDALE FDS (VTWG) 9,329 +828 $1,403
     VTWG9,329+828$1,403
PRUDENTIAL FINL INC 14,297 -98 $1,226
     PRU14,297-98$1,226
MCDONALDS CORP 5,303 +41 $1,224
     MCD5,303+41$1,224
VANGUARD SCOTTSDALE FDS (VMBS) 26,449 +2,601 $1,193
     VMBS26,449+2,601$1,193
FIRST TR EXCHANGE TRADED FD (FTSL) 26,108 -5,973 $1,151
     FTSL26,108-5,973$1,151
AUTONATION INC 11,147 -54 $1,136
     AN11,147-54$1,136
ADOBE SYSTEMS INCORPORATED 4,094 -8 $1,127
     ADBE4,094-8$1,127
VISA INC 6,039 -20 $1,073
     V6,039-20$1,073
WASTE MGMT INC DEL 6,581 -26 $1,054
     WM6,581-26$1,054
PEPSICO INC 6,354 +43 $1,037
     PEP6,354+43$1,037
REPUBLIC SVCS INC 7,626 -30 $1,037
     RSG7,626-30$1,037
PFIZER INC 23,172 +1,768 $1,014
     PFE23,172+1,768$1,014
UNITEDHEALTH GROUP INC 1,974 +8 $997
     UNH1,974+8$997
LILLY ELI & CO 3,000 +9 $970
     LLY3,000+9$970
EOG RES INC 8,620 +58 $963
     EOG8,620+58$963
LYONDELLBASELL INDUSTRIES N 12,437 +129 $936
     LYB12,437+129$936
COSTAR GROUP INC 13,048 -2 $909
     CSGP13,048-2$909
UNIVEST FINANCIAL CORPORATIO 37,651 +175 $884
     UVSP37,651+175$884
ISHARES TR (EFA) 15,495 +1,278 $868
     EFA15,495+1,278$868
DISNEY WALT CO 9,082 -314 $857
     DIS9,082-314$857
KIMBERLY CLARK CORP 7,459 +97 $839
     KMB7,459+97$839
PUBLIC SVC ENTERPRISE GRP IN 14,870 +21 $836
     PEG14,870+21$836
META PLATFORMS INC 6,122 -92 $831
     FB6,122-92$831
CHENIERE ENERGY INC 4,992 +56 $828
     LNG4,992+56$828
VERIZON COMMUNICATIONS INC 21,162 +168 $804
     VZ21,162+168$804
CONOCOPHILLIPS 7,390 -80 $756
     COP7,390-80$756
MOTOROLA SOLUTIONS INC 3,327 +25 $745
     MSI3,327+25$745
CISCO SYS INC 18,526 +772 $741
     CSCO18,526+772$741
AMETEK INC 6,471 +1 $734
     AME6,471+1$734
J P MORGAN EXCHANGE TRADED F (JPST) 14,514 +2,284 $728
     JPST14,514+2,284$728
INTERNATIONAL BUSINESS MACHS 5,863 +175 $697
     IBM5,863+175$697
CATERPILLAR INC 4,139 +72 $679
     CAT4,139+72$679

See Full List: All Stocks Held By IVC Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By IVC Wealth Advisors LLC

Size ($ in 1000's)
At 09/30/2022: $124,236
At 06/30/2022: $129,231

IVC Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from IVC Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

IVC Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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