$150 Million is the total value of IVC Wealth Advisors LLC's 154 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 11.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $13,924,255 | -4.8% | 51,134 | -1.0% | 9.31% | +0.6% |
| AAPL | Sell | APPLE INC | $12,373,756 | -12.0% | 72,272 | -0.3% | 8.27% | -7.1% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $12,245,145 | -3.2% | 189,965 | +0.8% | 8.19% | +2.2% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $7,732,082 | +15.9% | 144,363 | +19.7% | 5.17% | +22.4% |
| USIG | Buy | ISHARES TRusd inv grde etf | $3,421,572 | +2.7% | 71,179 | +7.0% | 2.29% | +8.5% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $2,753,990 | -4.2% | 14,140 | +1.3% | 1.84% | +1.2% |
| CZNC | Sell | CITIZENS & NORTHN CORP | $2,407,685 | -9.9% | 137,190 | -0.9% | 1.61% | -4.8% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $2,281,768 | -2.2% | 17,423 | +3.4% | 1.53% | +3.3% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $2,258,698 | +8.7% | 51,592 | +14.2% | 1.51% | +14.7% |
| MRK | Buy | MERCK & CO INC | $2,135,523 | -10.7% | 20,743 | +0.1% | 1.43% | -5.7% |
| VTWV | Buy | VANGUARD SCOTTSDALE FDSvng rus2000val | $2,027,583 | -0.6% | 16,983 | +2.9% | 1.36% | +5.0% |
| ADBE | Buy | ADOBE INC | $2,005,947 | +4.5% | 3,934 | +0.2% | 1.34% | +10.3% |
| IGSB | Sell | ISHARES TR | $1,932,618 | -6.2% | 38,784 | -5.6% | 1.29% | -1.0% |
| VTWG | Buy | VANGUARD SCOTTSDALE FDSvng rus2000grw | $1,914,587 | -4.5% | 11,739 | +3.3% | 1.28% | +0.8% |
| FB | Sell | META PLATFORMS INCcl a | $1,755,028 | +3.8% | 5,846 | -0.7% | 1.17% | +9.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,716,963 | -7.6% | 11,024 | -1.8% | 1.15% | -2.5% |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,640,916 | +4.0% | 23,809 | +9.4% | 1.10% | +9.8% |
| AN | Buy | AUTONATION INC | $1,587,126 | -8.0% | 10,483 | +0.0% | 1.06% | -2.9% |
| NVDA | Buy | NVIDIA CORPORATION | $1,585,974 | +3.3% | 3,646 | +0.5% | 1.06% | +9.2% |
| SBUX | Buy | STARBUCKS CORP | $1,567,521 | -7.8% | 17,175 | +0.1% | 1.05% | -2.7% |
| TFC | Buy | TRUIST FINL CORP | $1,461,284 | -2.6% | 51,076 | +3.4% | 0.98% | +2.8% |
| PAYX | Buy | PAYCHEX INC | $1,460,613 | +3.7% | 12,665 | +0.6% | 0.98% | +9.5% |
| V | Buy | VISA INC | $1,360,160 | -2.7% | 5,913 | +0.4% | 0.91% | +2.7% |
| MCD | Sell | MCDONALDS CORP | $1,330,533 | -11.9% | 5,051 | -0.2% | 0.89% | -6.9% |
| PRU | Sell | PRUDENTIAL FINL INC | $1,311,231 | +7.0% | 13,818 | -0.5% | 0.88% | +13.0% |
| LLY | Sell | ELI LILLY & CO | $1,289,112 | -6.3% | 2,400 | -18.2% | 0.86% | -1.0% |
| LOW | Sell | LOWES COS INC | $1,223,232 | -7.9% | 5,885 | -0.0% | 0.82% | -2.7% |
| ALL | Buy | ALLSTATE CORP | $1,209,292 | +2.8% | 10,854 | +0.6% | 0.81% | +8.6% |
| PEP | Sell | PEPSICO INC | $1,162,621 | -8.6% | 6,862 | -0.1% | 0.78% | -3.6% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $1,151,966 | +3.2% | 12,164 | +0.1% | 0.77% | +8.9% |
| TIP | Sell | ISHARES TRtips bd etf | $1,142,165 | -21.9% | 11,012 | -18.9% | 0.76% | -17.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,092,659 | -3.7% | 7,491 | +0.2% | 0.73% | +1.8% |
| CAT | Buy | CATERPILLAR INC | $1,079,780 | +11.4% | 3,955 | +0.4% | 0.72% | +17.6% |
| BA | Sell | BOEING CO | $1,024,338 | -9.6% | 5,344 | -0.5% | 0.68% | -4.6% |
| RSG | REPUBLIC SVCS INC | $1,015,669 | -7.0% | 7,127 | 0.0% | 0.68% | -1.7% | |
| EOG | Buy | EOG RES INC | $1,001,936 | +10.9% | 7,904 | +0.2% | 0.67% | +17.1% |
| ETN | Sell | EATON CORP PLC | $984,349 | +5.5% | 4,615 | -0.6% | 0.66% | +11.3% |
| CSCO | Sell | CISCO SYS INC | $978,916 | +3.1% | 18,209 | -0.8% | 0.66% | +9.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $977,732 | +4.6% | 1,939 | -0.3% | 0.65% | +10.5% |
| WM | Sell | WASTE MGMT INC DEL | $962,109 | -14.0% | 6,311 | -2.2% | 0.64% | -9.3% |
| CSGP | Sell | COSTAR GROUP INC | $951,591 | -13.6% | 12,376 | -0.0% | 0.64% | -8.9% |
| WMT | Sell | WALMART INC | $932,072 | +1.7% | 5,828 | -0.1% | 0.62% | +7.4% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $922,550 | -13.5% | 5,919 | -0.6% | 0.62% | -8.7% |
| AME | Sell | AMETEK INC | $920,601 | -11.1% | 6,230 | -2.6% | 0.62% | -6.1% |
| MSFT | Buy | MICROSOFT CORP | $918,709 | -6.8% | 2,910 | +0.6% | 0.61% | -1.6% |
| XOM | Buy | EXXON MOBIL CORP | $908,693 | +10.5% | 7,728 | +0.8% | 0.61% | +16.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $882,347 | +6.2% | 6,289 | +1.3% | 0.59% | +12.2% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $873,346 | -7.1% | 3,208 | +0.1% | 0.58% | -1.8% |
| COP | Sell | CONOCOPHILLIPS | $865,284 | +15.6% | 7,223 | -0.0% | 0.58% | +22.2% |
| KMB | Sell | KIMBERLY-CLARK CORP | $815,082 | -12.6% | 6,745 | -0.1% | 0.54% | -7.6% |
| LNG | Buy | CHENIERE ENERGY INC | $780,963 | +8.9% | 4,706 | +0.0% | 0.52% | +15.0% |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $773,233 | -9.1% | 13,587 | 0.0% | 0.52% | -4.1% | |
| WFC | Buy | WELLS FARGO CO NEW | $719,413 | -4.0% | 17,607 | +0.3% | 0.48% | +1.5% |
| PFE | Sell | PFIZER INC | $714,946 | -14.8% | 21,554 | -5.7% | 0.48% | -10.0% |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $712,354 | -3.9% | 40,987 | 0.0% | 0.48% | +1.5% | |
| MMM | Sell | 3M CO | $705,982 | -8.1% | 7,541 | -1.7% | 0.47% | -2.9% |
| SYK | Buy | STRYKER CORPORATION | $693,902 | -10.4% | 2,539 | +0.0% | 0.46% | -5.3% |
| IQV | Sell | IQVIA HLDGS INC | $693,544 | -13.1% | 3,525 | -0.7% | 0.46% | -8.1% |
| IEMG | Sell | ISHARES INCcore msci emkt | $654,940 | -35.3% | 13,762 | -33.0% | 0.44% | -31.7% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $643,287 | -11.8% | 14,064 | -12.6% | 0.43% | -6.9% |
| DIS | Sell | DISNEY WALT CO | $641,599 | -14.6% | 7,916 | -5.9% | 0.43% | -9.9% |
| KO | Buy | COCA COLA CO | $635,037 | -5.7% | 11,344 | +1.4% | 0.42% | -0.5% |
| TFX | Buy | TELEFLEX INCORPORATED | $602,389 | -10.9% | 3,067 | +9.8% | 0.40% | -5.8% |
| GIS | Sell | GENERAL MLS INC | $590,766 | -25.7% | 9,232 | -11.0% | 0.40% | -21.6% |
| INTC | Buy | INTEL CORP | $588,921 | +6.4% | 16,566 | +0.1% | 0.39% | +12.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $582,007 | -34.0% | 17,958 | -24.3% | 0.39% | -30.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $570,577 | -0.1% | 3,934 | +0.1% | 0.38% | +5.5% |
| ADI | ANALOG DEVICES INC | $567,828 | -10.1% | 3,243 | 0.0% | 0.38% | -5.0% | |
| RIO | Buy | RIO TINTO PLCsponsored adr | $562,578 | +142.4% | 8,840 | +143.1% | 0.38% | +155.8% |
| NUE | Buy | NUCOR CORP | $558,795 | -4.5% | 3,574 | +0.2% | 0.37% | +1.1% |
| AMZN | Sell | AMAZON COM INC | $550,175 | -2.6% | 4,328 | -0.1% | 0.37% | +2.8% |
| SYY | Sell | SYSCO CORP | $531,719 | -11.1% | 8,050 | -0.2% | 0.36% | -6.1% |
| NEM | New | NEWMONT CORP | $509,873 | – | 13,799 | +100.0% | 0.34% | – |
| HON | HONEYWELL INTL INC | $502,678 | -11.0% | 2,721 | 0.0% | 0.34% | -6.1% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $485,621 | -15.5% | 8,367 | -6.9% | 0.32% | -10.7% |
| SPY | SPDR S&P 500 ETF TRtr unit | $484,097 | -3.5% | 1,132 | 0.0% | 0.32% | +1.9% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $480,612 | -0.1% | 1,372 | -2.8% | 0.32% | +5.2% |
| FDX | Buy | FEDEX CORP | $474,488 | +7.0% | 1,791 | +0.1% | 0.32% | +12.8% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $473,617 | -11.1% | 15,273 | -6.7% | 0.32% | -5.9% |
| VDE | VANGUARD WORLD FDSenergy etf | $469,572 | +12.3% | 3,705 | 0.0% | 0.31% | +18.5% | |
| HD | Buy | HOME DEPOT INC | $466,683 | -2.2% | 1,544 | +0.5% | 0.31% | +3.3% |
| CRM | Sell | SALESFORCE INC | $464,975 | -4.4% | 2,293 | -0.4% | 0.31% | +1.0% |
| MDT | Sell | MEDTRONIC PLC | $457,779 | -11.9% | 5,842 | -1.0% | 0.31% | -7.0% |
| VGT | VANGUARD WORLD FDSinf tech etf | $453,486 | -6.2% | 1,093 | 0.0% | 0.30% | -1.0% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $446,342 | -9.8% | 4,341 | -0.0% | 0.30% | -4.8% |
| CVX | Buy | CHEVRON CORP NEW | $432,848 | +7.3% | 2,567 | +0.2% | 0.29% | +13.3% |
| SO | Sell | SOUTHERN CO | $431,229 | -8.5% | 6,663 | -0.7% | 0.29% | -3.7% |
| VHT | VANGUARD WORLD FDShealth car etf | $428,352 | -4.0% | 1,822 | 0.0% | 0.29% | +1.4% | |
| DOW | Buy | DOW INC | $420,317 | +2.7% | 8,152 | +6.0% | 0.28% | +8.5% |
| AMGN | Buy | AMGEN INC | $420,363 | +22.8% | 1,564 | +1.5% | 0.28% | +29.5% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $410,520 | +1.7% | 5,403 | +5.7% | 0.28% | +7.4% |
| NFLX | Buy | NETFLIX INC | $404,787 | -13.9% | 1,072 | +0.5% | 0.27% | -9.1% |
| BX | Buy | BLACKSTONE INC | $404,025 | +15.3% | 3,771 | +0.0% | 0.27% | +21.6% |
| MBB | Buy | ISHARES TRmbs etf | $390,187 | +5.6% | 4,394 | +10.9% | 0.26% | +11.5% |
| MPC | Buy | MARATHON PETE CORP | $381,225 | +31.7% | 2,519 | +1.5% | 0.26% | +39.3% |
| DE | Buy | DEERE & CO | $374,465 | -3.5% | 992 | +3.5% | 0.25% | +1.6% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $364,801 | -4.6% | 5,017 | -1.6% | 0.24% | +0.8% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $358,673 | +5.5% | 6,276 | +8.3% | 0.24% | +11.6% |
| CLX | Buy | CLOROX CO DEL | $359,125 | -16.5% | 2,740 | +1.3% | 0.24% | -11.8% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $354,181 | -0.7% | 7,405 | +1.5% | 0.24% | +4.9% |
| ACN | Buy | ACCENTURE PLC IRELAND | $346,727 | +0.7% | 1,129 | +1.2% | 0.23% | +6.4% |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $343,868 | -21.1% | 12,708 | -19.0% | 0.23% | -16.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $342,695 | -0.1% | 8,740 | +3.6% | 0.23% | +5.5% |
| PSX | Buy | PHILLIPS 66 | $338,242 | +26.6% | 2,815 | +0.5% | 0.23% | +33.7% |
| RTX | Buy | RTX CORPORATION | $322,099 | -26.4% | 4,475 | +0.2% | 0.22% | -22.4% |
| GLD | SPDR GOLD TR | $316,325 | -3.8% | 1,845 | 0.0% | 0.21% | +1.9% | |
| BK | Buy | BANK NEW YORK MELLON CORP | $316,037 | -3.8% | 7,410 | +0.5% | 0.21% | +1.4% |
| VDC | VANGUARD WORLD FDSconsum stp etf | $301,954 | -6.1% | 1,653 | 0.0% | 0.20% | -1.0% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $294,085 | -4.5% | 581 | -1.5% | 0.20% | +1.0% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $292,282 | +3.7% | 9,063 | +8.6% | 0.20% | +9.6% |
| ISRG | INTUITIVE SURGICAL INC | $290,829 | -14.5% | 995 | 0.0% | 0.19% | -9.8% | |
| TJX | Buy | TJX COS INC NEW | $283,893 | +4.9% | 3,194 | +0.1% | 0.19% | +11.1% |
| WST | Sell | WEST PHARMACEUTICAL SVSC INC | $281,408 | -13.4% | 750 | -11.8% | 0.19% | -8.7% |
| CSX | CSX CORP | $277,334 | -9.8% | 9,019 | 0.0% | 0.18% | -5.1% | |
| SAVA | CASSAVA SCIENCES INC | $271,199 | -32.1% | 16,298 | 0.0% | 0.18% | -28.5% | |
| DHR | DANAHER CORPORATION | $268,730 | +3.4% | 1,083 | 0.0% | 0.18% | +9.1% | |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $265,994 | -9.6% | 3,408 | +3.8% | 0.18% | -4.3% |
| ED | Buy | CONSOLIDATED EDISON INC | $262,321 | -5.3% | 3,067 | +0.1% | 0.18% | 0.0% |
| ABBV | New | ABBVIE INC | $253,998 | – | 1,704 | +100.0% | 0.17% | – |
| ONEY | SPDR SER TRrussell yield | $253,321 | -4.1% | 2,771 | 0.0% | 0.17% | +1.2% | |
| IVV | ISHARES TRcore s&p500 etf | $249,928 | -3.7% | 582 | 0.0% | 0.17% | +1.8% | |
| LNT | Buy | ALLIANT ENERGY CORP | $248,258 | -7.3% | 5,124 | +0.4% | 0.17% | -2.4% |
| ICLN | Sell | ISHARES TRgl clean ene etf | $241,461 | -49.1% | 16,516 | -36.0% | 0.16% | -46.5% |
| SON | Sell | SONOCO PRODS CO | $236,912 | -7.9% | 4,359 | -0.0% | 0.16% | -3.1% |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $233,970 | -3.5% | 3,384 | 0.0% | 0.16% | +1.3% | |
| New | KNIFE RIVER CORP | $231,503 | – | 4,741 | +100.0% | 0.16% | – | |
| PSA | Buy | PUBLIC STORAGE | $231,634 | +4.4% | 879 | +15.7% | 0.16% | +10.7% |
| BCI | Sell | ABRDN ETFS | $230,310 | -21.7% | 10,910 | -25.2% | 0.15% | -17.2% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $225,177 | -8.3% | 12,686 | +0.9% | 0.15% | -3.2% |
| GNRC | Buy | GENERAC HLDGS INC | $223,695 | -4.8% | 2,053 | +30.3% | 0.15% | +0.7% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $219,855 | -1.4% | 3,100 | +0.1% | 0.15% | +4.3% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $216,808 | +0.1% | 2,885 | +0.7% | 0.14% | +5.8% |
| HNDL | STRATEGY SHSns 7handl idx | $214,223 | -6.0% | 11,210 | 0.0% | 0.14% | -0.7% | |
| JCI | JOHNSON CTLS INTL PLC | $209,169 | -21.9% | 3,931 | 0.0% | 0.14% | -17.6% | |
| IEFA | ISHARES TRcore msci eafe | $208,735 | -4.7% | 3,244 | 0.0% | 0.14% | +0.7% | |
| AZO | Buy | AUTOZONE INC | $208,279 | +3.1% | 82 | +1.2% | 0.14% | +8.6% |
| TGT | Sell | TARGET CORP | $205,328 | -19.3% | 1,857 | -3.8% | 0.14% | -14.9% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $201,888 | -0.1% | 3,505 | +0.1% | 0.14% | +5.5% |
| TSLA | Sell | TESLA INC | $201,928 | -5.5% | 807 | -1.1% | 0.14% | 0.0% |
| IP | New | INTERNATIONAL PAPER CO | $202,569 | – | 5,711 | +100.0% | 0.14% | – |
| VIS | VANGUARD WORLD FDSindustrial etf | $200,439 | -5.1% | 1,028 | 0.0% | 0.13% | 0.0% | |
| SPGI | S&P GLOBAL INC | $200,610 | -8.9% | 549 | 0.0% | 0.13% | -3.6% | |
| PWV | INVESCO EXCHANGE TRADED FD Tlarge cap value | $200,772 | +0.4% | 4,290 | 0.0% | 0.13% | +5.5% | |
| VBF | INVESCO BD FD | $152,326 | -2.8% | 10,527 | 0.0% | 0.10% | +3.0% | |
| NWL | Sell | NEWELL BRANDS INC | $133,111 | -2.8% | 14,741 | -6.4% | 0.09% | +2.3% |
| RIOT | Buy | RIOT PLATFORMS INC | $125,255 | -3.9% | 13,425 | +21.8% | 0.08% | +1.2% |
| NWBI | NORTHWEST BANCSHARES INC MD | $106,944 | -3.5% | 10,454 | 0.0% | 0.07% | +2.9% | |
| NUV | NUVEEN MUN VALUE FD INC | $106,100 | -5.1% | 12,845 | 0.0% | 0.07% | 0.0% | |
| PLUG | Buy | PLUG POWER INC | $97,014 | -22.0% | 12,765 | +6.6% | 0.06% | -17.7% |
| SPFF | Sell | GLOBAL X FDSglbx suprinc etf | $91,742 | -55.7% | 10,450 | -54.4% | 0.06% | -53.4% |
| VTNR | Buy | VERTEX ENERGY INC | $64,748 | -8.3% | 14,550 | +28.8% | 0.04% | -4.4% |
| New | COSMOS HEALTH INC | $21,980 | – | 14,000 | +100.0% | 0.02% | – | |
| CGC | New | CANOPY GROWTH CORP | $17,049 | – | 21,780 | +100.0% | 0.01% | – |
| ZOM | ZOMEDICA CORP | $7,520 | -16.4% | 45,000 | 0.0% | 0.01% | -16.7% | |
| BNGO | Exit | BIONANO GENOMICS INC | $0 | – | -29,555 | -100.0% | -0.01% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -2,425 | -100.0% | -0.13% | – |
| VCR | Exit | VANGUARD WORLD FDSconsum dis etf | $0 | – | -715 | -100.0% | -0.13% | – |
| GNMA | Exit | ISHARES TRgnma bond etf | $0 | – | -4,700 | -100.0% | -0.13% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -1,190 | -100.0% | -0.13% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -1,148 | -100.0% | -0.13% | – |
| PPL | Exit | PPL CORP | $0 | – | -7,879 | -100.0% | -0.13% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -2,457 | -100.0% | -0.13% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -1,100 | -100.0% | -0.14% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -4,051 | -100.0% | -0.14% | – |
| FISV | Exit | FISERV INC | $0 | – | -1,722 | -100.0% | -0.14% | – |
| PVH | Exit | PVH CORPORATION | $0 | – | -11,936 | -100.0% | -0.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 12 | Q3 2023 | 10.4% |
| APPLE INC | 12 | Q3 2023 | 11.3% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 9.7% |
| CITIZENS & NORTHN CORP | 12 | Q3 2023 | 3.1% |
| ISHARES TR | 12 | Q3 2023 | 4.2% |
| ISHARES TR | 12 | Q3 2023 | 2.3% |
| TRUIST FINL CORP | 12 | Q3 2023 | 2.3% |
| ISHARES TR | 12 | Q3 2023 | 2.1% |
| JOHNSON & JOHNSON | 12 | Q3 2023 | 1.7% |
| ADOBE SYSTEMS INCORPORATED | 12 | Q3 2023 | 2.1% |
View IVC Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
| 13F-HR/A | 2022-04-27 |
| 13F-HR | 2022-04-18 |
View IVC Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.