HoldingsChannel.com
All Stocks Held By IVC Wealth Advisors LLC
As of  12/31/2022, we find all stocks held by IVC Wealth Advisors LLC to be as follows, presented in the table below with each row detailing each IVC Wealth Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-IVC Wealth Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by IVC Wealth Advisors LLC as of the latest filing.

   EntityAmountChange
 09/30/2022 to 12/31/2022
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 185,778 -3,615 $12,265
     SCHV185,778-3,615$12,265
VANGUARD INDEX FDS (VUG) 66,238 +13,305 $11,311
     VUG66,238+13,305$11,311
APPLE INC 75,076 -1,028 $9,755
     AAPL75,076-1,028$9,755
CITIZENS & NORTHN CORP 140,425 -1,837 $3,210
     CZNC140,425-1,837$3,210
ISHARES TR (IGSB) 50,341 -2,635 $2,508
     IGSB50,341-2,635$2,508
MERCK & CO INC 21,110 -62 $2,342
     MRK21,110-62$2,342
J P MORGAN EXCHANGE TRADED F (JEPI) 40,715 +34,795 $2,219
     JEPI40,715+34,795$2,219
TRUIST FINL CORP 48,211 -327 $2,075
     TFC48,211-327$2,075
ISHARES INC (IEMG) 43,672 -347 $2,039
     IEMG43,672-347$2,039
JOHNSON & JOHNSON 11,480 -68 $2,028
     JNJ11,480-68$2,028
VANGUARD INDEX FDS (VOT) 11,260 -1 $2,024
     VOT11,260-1$2,024
ISHARES TR (USIG) 40,986 -2,556 $2,013
     USIG40,986-2,556$2,013
ISHARES TR (ICLN) 98,536 -8,761 $1,956
     ICLN98,536-8,761$1,956
VANGUARD INDEX FDS (VOE) 13,718 +122 $1,855
     VOE13,718+122$1,855
STARBUCKS CORP 17,897 -61 $1,775
     SBUX17,897-61$1,775
ISHARES TR (TIP) 16,075 -2,452 $1,711
     TIP16,075-2,452$1,711
VANGUARD SCOTTSDALE FDS (VTWV) 14,022 +427 $1,707
     VTWV14,022+427$1,707
VANGUARD SCOTTSDALE FDS (VTWG) 9,816 +487 $1,528
     VTWG9,816+487$1,528
ALLSTATE CORP 11,218 -140 $1,521
     ALL11,218-140$1,521
PAYCHEX INC 13,043 +32 $1,507
     PAYX13,043+32$1,507
PRUDENTIAL FINL INC 14,266 -31 $1,419
     PRU14,266-31$1,419
ADOBE SYSTEMS INCORPORATED 4,122 +28 $1,387
     ADBE4,122+28$1,387
MCDONALDS CORP 5,254 -49 $1,385
     MCD5,254-49$1,385
VISA INC 11,353 +5,314 $1,260
     V11,353+5,314$1,260
PEPSICO INC 6,764 +410 $1,222
     PEP6,764+410$1,222
VANGUARD SCOTTSDALE FDS (VMBS) 26,494 +45 $1,206
     VMBS26,494+45$1,206
PFIZER INC 23,358 +186 $1,197
     PFE23,358+186$1,197
AUTONATION INC 11,021 -126 $1,183
     AN11,021-126$1,183
LILLY ELI & CO 2,995 -5 $1,096
     LLY2,995-5$1,096
UNIVEST FINANCIAL CORPORATIO 40,637 +2,986 $1,062
     UVSP40,637+2,986$1,062
LYONDELLBASELL INDUSTRIES N 12,732 +295 $1,057
     LYB12,732+295$1,057
UNITEDHEALTH GROUP INC 4,774 +2,800 $1,040
     UNH4,774+2,800$1,040
KIMBERLY CLARK CORP 7,620 +161 $1,034
     KMB7,620+161$1,034
WASTE MGMT INC DEL 6,584 +3 $1,033
     WM6,584+3$1,033
EOG RES INC 7,867 -753 $1,019
     EOG7,867-753$1,019
ISHARES TR (EFA) 15,428 -67 $1,013
     EFA15,428-67$1,013
COSTAR GROUP INC 13,070 +22 $1,010
     CSGP13,070+22$1,010
CATERPILLAR INC 4,156 +17 $996
     CAT4,156+17$996
REPUBLIC SVCS INC 7,480 -146 $965
     RSG7,480-146$965
VERIZON COMMUNICATIONS INC 32,006 +10,844 $953
     VZ32,006+10,844$953
PVH CORPORATION 13,434 -109 $948
     PVH13,434-109$948
EXXON MOBIL CORP 8,367 +617 $923
     XOM8,367+617$923
PUBLIC SVC ENTERPRISE GRP IN 14,813 -57 $908
     PEG14,813-57$908
AMETEK INC 6,472 +1 $904
     AME6,472+1$904
CISCO SYS INC 18,943 +417 $902
     CSCO18,943+417$902
CONOCOPHILLIPS 7,296 -94 $861
     COP7,296-94$861
BOEING CO 4,517 -155 $860
     BA4,517-155$860
FIRST TR EXCHANGE TRADED FD (FTSL) 19,224 -6,884 $857
     FTSL19,224-6,884$857
MOTOROLA SOLUTIONS INC 3,292 -35 $848
     MSI3,292-35$848
INTERNATIONAL BUSINESS MACHS 5,976 +113 $842
     IBM5,976+113$842
EATON CORP PLC 6,778 +1,841 $775
     ETN6,778+1,841$775
DISNEY WALT CO 8,813 -269 $766
     DIS8,813-269$766
CHENIERE ENERGY INC 4,990 -2 $748
     LNG4,990-2$748
COCA COLA CO 11,652 +160 $741
     KO11,652+160$741
META PLATFORMS INC 6,137 +6,137 $739
     META6,137+6,137$739
UNITED PARCEL SERVICE INC 5,706 +1,506 $737
     UPS5,706+1,506$737
IQVIA HLDGS INC 3,564 UNCH $730
     IQV3,564UNCH$730
TELEFLEX INCORPORATED 2,732 +112 $682
     TFX2,732+112$682
MICROSOFT CORP 2,783 -13 $668
     MSFT2,783-13$668
3M CO 5,514 +366 $661
     MMM5,514+366$661
BRISTOL MYERS SQUIBB CO 8,979 +174 $646
     BMY8,979+174$646
STRYKER CORPORATION 2,592 -4 $634
     SYK2,592-4$634
WELLS FARGO CO NEW 23,967 +15,320 $631
     WFC23,967+15,320$631
VANECK ETF TRUST (ANGL) 22,182 -2,005 $599
     ANGL22,182-2,005$599
ANALOG DEVICES INC 3,352 -19 $550
     ADI3,352-19$550
NVIDIA CORPORATION 3,738 +1,496 $546
     NVDA3,738+1,496$546
J P MORGAN EXCHANGE TRADED F (JPST) 10,698 -3,816 $536
     JPST10,698-3,816$536
SOUTHERN CO 7,390 -443 $528
     SO7,390-443$528
JPMORGAN CHASE & CO 3,738 +97 $501
     JPM3,738+97$501
PROCTER AND GAMBLE CO 3,267 +23 $495
     PG3,267+23$495
INTEL CORP 17,798 +2,269 $470
     INTC17,798+2,269$470
NUCOR CORP 3,532 +3 $466
     NUE3,532+3$466
VANGUARD WORLD FDS (VHT) 34,396 +32,553 $464
     VHT34,396+32,553$464
HOME DEPOT INC 1,431 +141 $452
     HD1,431+141$452
CASSAVA SCIENCES INC 15,298 +483 $452
     SAVA15,298+483$452
RAYTHEON TECHNOLOGIES CORP 4,453 +19 $449
     RTX4,453+19$449
VANGUARD WORLD FDS (VDE) 3,705 UNCH $449
     VDE3,705UNCH$449
CLOROX CO DEL 3,166 -1 $444
     CLX3,166-1$444
SPDR INDEX SHS FDS (SPDW) 14,938 +1,285 $444
     SPDW14,938+1,285$444
BERKSHIRE HATHAWAY INC DEL      $438
     BRK.B1,418+24$438
SPDR S&P 500 ETF TR (SPY) 1,131 UNCH $433
     SPY1,131UNCH$433
CSX CORP 13,879 UNCH $430
     CSX13,879UNCH$430
MEDTRONIC PLC 9,662 +4,100 $430
     MDT9,662+4,100$430
ABRDN ETFS (BCI) 19,097 +5,170 $421
     BCI19,097+5,170$421
DEERE & CO 944 -114 $405
     DE944-114$405
AMGEN INC 1,529 -6 $401
     AMGN1,529-6$401
DOW INC 7,647 +2,200 $385
     DOW7,647+2,200$385
CHEVRON CORP NEW 2,122 -20 $381
     CVX2,122-20$381
AMAZON COM INC 4,350 +324 $365
     AMZN4,350+324$365
VANGUARD SCOTTSDALE FDS (VCIT) 4,691 -841 $364
     VCIT4,691-841$364
NETFLIX INC 1,220 +5 $360
     NFLX1,220+5$360
VANGUARD CHARLOTTE FDS (BNDX) 7,531 -777 $357
     BNDX7,531-777$357
VANGUARD WORLD FDS (VGT) 1,108 UNCH $354
     VGT1,108UNCH$354
BANK NEW YORK MELLON CORP 7,595 -84 $346
     BK7,595-84$346
CONSOLIDATED EDISON INC 3,618 +39 $345
     ED3,618+39$345
GENERAL MLS INC 4,061 -1 $341
     GIS4,061-1$341
SALESFORCE INC 2,502 -115 $332
     CRM2,502-115$332
MARATHON PETE CORP 2,831 -189 $330
     MPC2,831-189$330
GLOBAL X FDS 35,083 UNCH $330
     SPFF35,083UNCH$330
ISHARES TR (MBB) 3,473 -635 $322
     MBB3,473-635$322
THERMO FISHER SCIENTIFIC INC 581 -22 $320
     TMO581-22$320
FEDEX CORP 1,828 +17 $317
     FDX1,828+17$317
VANGUARD WORLD FDS (VDC) 1,653 UNCH $317
     VDC1,653UNCH$317
ADVANCED MICRO DEVICES INC 4,860 +44 $315
     AMD4,860+44$315
ACCENTURE PLC IRELAND 1,173 -34 $313
     ACN1,173-34$313
SPDR GOLD TR (GLD) 1,845 UNCH $313
     GLD1,845UNCH$313
VANGUARD SCOTTSDALE FDS (VGIT) 5,270 -739 $308
     VGIT5,270-739$308
PHILLIPS 66 2,815 +68 $293
     PSX2,815+68$293
INTUITIVE SURGICAL INC 1,100 -19 $292
     ISRG1,100-19$292
ALLIANT ENERGY CORP 5,288 +100 $292
     LNT5,288+100$292
TARGET CORP 1,956 -3 $292
     TGT1,956-3$292
DANAHER CORPORATION 1,094 -32 $290
     DHR1,094-32$290
SONOCO PRODS CO 4,760 UNCH $289
     SON4,760UNCH$289
VANGUARD INTL EQUITY INDEX F (VWO) 7,308 -2,070 $285
     VWO7,308-2,070$285
SCHWAB STRATEGIC TR 5,099 UNCH $283
     SCHG5,099UNCH$283
ABBVIE INC 1,644 -2 $266
     ABBV1,644-2$266
DEVON ENERGY CORP NEW 4,308 +41 $265
     DVN4,308+41$265
GOLDMAN SACHS GROUP INC 773 +44 $265
     GS773+44$265
JOHNSON CTLS INTL PLC 4,081 +4,081 $261
     JCI4,081+4,081$261
MICROCHIP TECHNOLOGY INC. 3,696 -29 $260
     MCHP3,696-29$260
SPDR SER TR (ONEY) 2,765 UNCH $259
     ONEY2,765UNCH$259
SPDR SER TR (MDYG) 3,928 UNCH $257
     MDYG3,928UNCH$257
HORMEL FOODS CORP 5,608 -200 $255
     HRL5,608-200$255
TJX COS INC NEW 3,086 +3,086 $246
     TJX3,086+3,086$246
SCHWAB STRATEGIC TR 12,527 +12,527 $242
     SCHH12,527+12,527$242
AMERICAN TOWER CORP NEW 1,125 +25 $238
     AMT1,125+25$238
WEST PHARMACEUTICAL SVSC INC 1,000 UNCH $235
     WST1,000UNCH$235
HARTFORD FINL SVCS GROUP INC 3,087 +3,087 $234
     HIG3,087+3,087$234
LOWES COS INC 1,173 -48 $234
     LOW1,173-48$234
ISHARES TR (IEFA) 3,785 -5 $233
     IEFA3,785-5$233
MDU RES GROUP INC 7,675 UNCH $233
     MDU7,675UNCH$233
BLACKSTONE INC 3,090 -49 $229
     BX3,090-49$229
KELLOGG CO 3,190 -31 $227
     K3,190-31$227
TRAVELERS COMPANIES INC 1,182 +1,182 $222
     TRV1,182+1,182$222
PPL CORP 7,479 -601 $219
     PPL7,479-601$219
HONEYWELL INTL INC 1,015 +1,015 $218
     HON1,015+1,015$218
LOCKHEED MARTIN CORP 444 +444 $216
     LMT444+444$216
SCHWAB STRATEGIC TR 6,856 +6,856 $216
     SCHC6,856+6,856$216
AUTOZONE INC 87 +87 $215
     AZO87+87$215
STRATEGY SHS 11,000 UNCH $215
     HNDL11,000UNCH$215
NATIONAL FUEL GAS CO 3,365 UNCH $213
     NFG3,365UNCH$213
PUBLIC STORAGE 760 UNCH $213
     PSA760UNCH$213
DOCUSIGN INC 3,753 -295 $208
     DOCU3,753-295$208
MORGAN STANLEY 2,436 +2,436 $207
     MS2,436+2,436$207
VANGUARD SCOTTSDALE FDS (VCSH) 2,712 +9 $204
     VCSH2,712+9$204
AT&T INC 11,044 -1,696 $203
     T11,044-1,696$203
INVESCO EXCHANGE TRADED FD T (PWV) 4,290 +4,290 $202
     PWV4,290+4,290$202
NEWELL BRANDS INC 11,450 +11,450 $150
     NWL11,450+11,450$150
VANGUARD SPECIALIZED FUNDS (VIG) 176,477 +176,477 $24
     VIG176,477+176,477$24
VANGUARD INDEX FDS (VOO) 24,360 +24,360 $8
     VOO24,360+24,360$8
VANGUARD INDEX FDS (VTV) 30,592 +30,592 $4
     VTV30,592+30,592$4
VANECK ETF TRUST (PPH) 24,240 +24,240 $2
     PPH24,240+24,240$2
AXALTA COATING SYS LTD 19,646 +19,646 <$1
     AXTA19,646+19,646$0
GRAB HOLDINGS LIMITED 23,715 +23,715 <$1
     GRAB23,715+23,715$0
UBER TECHNOLOGIES INC 11,469 +11,469 <$1
     UBER11,469+11,469$0
URBAN OUTFITTERS INC 19,700 +19,700 $0
     URBN19,700+19,700$0
META PLATFORMS INC $0 (exited)
     FB0-6,122$0
RIOT BLOCKCHAIN INC $0 (exited)
     RIOT0-10,350$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHP0-4,658$0
TESLA INC $0 (exited)
     TSLA0-948$0
VANGUARD INDEX FDS $0 (exited)
     VNQ0-2,604$0
VIATRIS INC 0 -11,067 $0 (exited)
     VTRS0-11,067$0

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

EntityShares/Amount
Change
Position Value
Change
META +6,137+$739
JCI +4,081+$261
TJX +3,086+$246
SCHH +12,527+$242
HIG +3,087+$234
TRV +1,182+$222
HON +1,015+$218
LMT +444+$216
SCHC +6,856+$216
AZO +87+$215
EntityShares/Amount
Change
Position Value
Change
FB -6,122-$831
TSLA -948-$251
SCHP -4,658-$241
VNQ -2,604-$209
VTRS -11,067-$94
RIOT -10,350-$73
EntityShares/Amount
Change
Position Value
Change
JEPI +34,795+$1,916
VHT +32,553+$52
WFC +15,320+$283
VUG +13,305-$14
VZ +10,844+$149
V +5,314+$187
BCI +5,170+$61
MDT +4,100-$19
UVSP +2,986+$178
UNH +2,800+$43
EntityShares/Amount
Change
Position Value
Change
ICLN -8,761-$92
FTSL -6,884-$294
JPST -3,816-$192
SCHV -3,615+$1,184
IGSB -2,635-$103
USIG -2,556-$79
TIP -2,452-$232
VWO -2,070-$57
ANGL -2,005-$35
Size ($ in 1000's)
At 12/31/2022: $135,729
At 09/30/2022: $124,236

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

All Stocks Held By IVC Wealth Advisors LLC | www.HoldingsChannel.com

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