IVC Wealth Advisors LLC holdings history

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221 is the total number of securities IVC Wealth Advisors LLC has owned. The longest IVC Wealth Advisors LLC has owned a single stock is 12 quarters.

IVC Wealth Advisors LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VUG VANGUARD INDEX FDS12128.29%8.97%10.37%Q4 2020Q3 202312
AAPL APPLE INC12127.19%8.65%11.28%Q4 2020Q3 202312
SCHV SCHWAB STRATEGIC TR12125.67%8.59%9.70%Q4 2020Q3 202312
CZNC CITIZENS & NORTHN CORP12121.61%2.44%3.13%Q4 2020Q3 202312
TIP ISHARES TR12120.46%2.28%4.15%Q4 2020Q3 202312
USIG ISHARES TR12121.48%1.72%2.29%Q4 2020Q3 202312
TFC TRUIST FINL CORP12120.95%1.68%2.30%Q4 2020Q3 202312
IGSB ISHARES TR12121.09%1.50%2.10%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12121.15%1.39%1.73%Q4 2020Q3 202312
ADBE ADOBE SYSTEMS INCORPOR...12120.91%1.38%2.06%Q4 2020Q3 202312
MRK MERCK & CO. INC12121.00%1.36%1.73%Q4 2020Q3 202312
SBUX STARBUCKS CORP12121.05%1.32%1.92%Q4 2020Q3 202312
VOT VANGUARD INDEX FDS12120.92%1.32%1.84%Q4 2020Q3 202312
VOE VANGUARD INDEX FDS12120.41%1.13%1.53%Q4 2020Q3 202312
FB META PLATFORMS INC12120.54%1.12%1.76%Q4 2020Q3 202312
PAYX PAYCHEX INC12120.89%1.09%1.27%Q4 2020Q3 202312
ALL ALLSTATE CORP12120.74%1.01%1.23%Q4 2020Q3 202312
PRU PRUDENTIAL FINL INC12120.78%0.99%1.11%Q4 2020Q3 202312
MCD MCDONALDS CORP12120.85%0.95%1.10%Q4 2020Q3 202312
AN AUTONATION INC12120.78%0.95%1.09%Q4 2020Q3 202312
VTWV VANGUARD SCOTTSDALE FDS12120.32%0.94%1.36%Q4 2020Q3 202312
DIS DISNEY WALT CO12120.43%0.93%1.81%Q4 2020Q3 202312
V VISA INC12120.80%0.91%1.12%Q4 2020Q3 202312
RSG REPUBLIC SVCS INC12120.68%0.90%1.15%Q4 2020Q3 202312
PEP PEPSICO INC12120.78%0.84%1.03%Q4 2020Q3 202312
LYB LYONDELLBASELL INDUSTR...12120.71%0.82%1.00%Q4 2020Q3 202312
VTWG VANGUARD SCOTTSDALE FDS12120.33%0.79%1.28%Q4 2020Q3 202312
CSGP COSTAR GROUP INC12120.61%0.78%1.29%Q4 2020Q3 202312
VZ VERIZON COMMUNICATIONS...12120.39%0.75%1.16%Q4 2020Q3 202312
UVSP UNIVEST FINANCIAL CORP...12120.47%0.75%1.02%Q4 2020Q3 202312
WM WASTE MGMT INC DEL12120.64%0.72%0.85%Q4 2020Q3 202312
BA BOEING CO12120.46%0.72%1.02%Q4 2020Q3 202312
UNH UNITEDHEALTH GROUP INC12120.59%0.69%0.80%Q4 2020Q3 202312
PFE PFIZER INC12120.48%0.69%0.88%Q4 2020Q3 202312
LLY LILLY ELI & CO12120.54%0.68%0.87%Q4 2020Q3 202312
PEG PUBLIC SVC ENTERPRISE ...12120.52%0.67%0.88%Q4 2020Q3 202312
KMB KIMBERLY-CLARK CORP12120.54%0.66%0.79%Q4 2020Q3 202312
UPS UNITED PARCEL SERVICE INC12120.54%0.63%0.73%Q4 2020Q3 202312
AME AMETEK INC12120.55%0.62%0.73%Q4 2020Q3 202312
CAT CATERPILLAR INC12120.53%0.62%0.73%Q4 2020Q3 202312
CSCO CISCO SYS INC12120.53%0.61%0.68%Q4 2020Q3 202312
EOG EOG RES INC12120.42%0.60%0.78%Q4 2020Q3 202312
IQV IQVIA HLDGS INC12120.46%0.59%0.73%Q4 2020Q3 202312
IBM INTERNATIONAL BUSINESS...12120.46%0.58%0.70%Q4 2020Q3 202312
MSI MOTOROLA SOLUTIONS INC12120.52%0.57%0.64%Q4 2020Q3 202312
ETN EATON CORP PLC12120.47%0.56%0.66%Q4 2020Q3 202312
MSFT MICROSOFT CORP12120.42%0.51%0.62%Q4 2020Q3 202312
TFX TELEFLEX INCORPORATED12120.40%0.48%0.64%Q4 2020Q3 202312
KO COCA COLA CO12120.41%0.47%0.57%Q4 2020Q3 202312
SYK STRYKER CORPORATION12120.39%0.47%0.58%Q4 2020Q3 202312
COP CONOCOPHILLIPS12120.32%0.46%0.63%Q4 2020Q3 202312
LNG CHENIERE ENERGY INC12120.33%0.46%0.67%Q4 2020Q3 202312
XOM EXXON MOBIL CORP12120.26%0.44%0.68%Q4 2020Q3 202312
NVDA NVIDIA CORPORATION12120.19%0.44%1.06%Q4 2020Q3 202312
SPDW SPDR INDEX SHS FDS12120.26%0.44%0.70%Q4 2020Q3 202312
BMY BRISTOL-MYERS SQUIBB CO12120.32%0.43%0.60%Q4 2020Q3 202312
WFC WELLS FARGO CO NEW12120.26%0.43%0.49%Q4 2020Q3 202312
INTC INTEL CORP12120.32%0.41%0.60%Q4 2020Q3 202312
ADI ANALOG DEVICES INC12120.37%0.41%0.50%Q4 2020Q3 202312
PG PROCTER AND GAMBLE CO12120.31%0.41%0.73%Q4 2020Q3 202312
ANGL VANECK VECTORS ETF TR12120.23%0.40%0.51%Q4 2020Q3 202312
MDT MEDTRONIC PLC12120.31%0.37%0.51%Q4 2020Q3 202312
CLX CLOROX CO DEL12120.24%0.36%0.52%Q4 2020Q3 202312
GLD SPDR GOLD TR12120.21%0.36%1.23%Q4 2020Q3 202312
CSX CSX CORP12120.18%0.34%0.66%Q4 2020Q3 202312
SCHG SCHWAB STRATEGIC TR12120.21%0.34%0.76%Q4 2020Q3 202312
AMZN AMAZON COM INC12120.27%0.34%0.45%Q4 2020Q3 202312
JPM JPMORGAN CHASE & CO12120.30%0.33%0.38%Q4 2020Q3 202312
SPFF GLOBAL X FDS12120.06%0.33%0.73%Q4 2020Q3 202312
FDX FEDEX CORP12120.22%0.33%0.46%Q4 2020Q3 202312
LOW LOWES COS INC12120.16%0.33%0.84%Q4 2020Q3 202312
SO SOUTHERN CO12120.27%0.33%0.43%Q4 2020Q3 202312
HD HOME DEPOT INC12120.26%0.33%0.44%Q4 2020Q3 202312
ACN ACCENTURE PLC IRELAND12120.22%0.31%0.46%Q4 2020Q3 202312
TGT TARGET CORP12120.14%0.30%0.49%Q4 2020Q3 202312
VHT VANGUARD WORLD FDS12120.16%0.29%0.34%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12120.19%0.29%0.35%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.20%0.29%0.33%Q4 2020Q3 202312
RTX RTX CORPORATION12120.22%0.28%0.33%Q4 2020Q3 202312
VGT VANGUARD WORLD FDS12120.17%0.28%0.31%Q4 2020Q3 202312
AMGN AMGEN INC12120.21%0.27%0.37%Q4 2020Q3 202312
MDYG SPDR SER TR12120.15%0.27%0.65%Q4 2020Q3 202312
DE DEERE & CO12120.22%0.27%0.34%Q4 2020Q3 202312
BK BANK NEW YORK MELLON CORP12120.21%0.25%0.30%Q4 2020Q3 202312
TMO THERMO FISHER SCIENTIF...12120.20%0.25%0.34%Q4 2020Q3 202312
ISRG INTUITIVE SURGICAL INC12120.17%0.24%0.32%Q4 2020Q3 202312
BX BLACKSTONE INC12120.17%0.24%0.30%Q4 2020Q3 202312
DHR DANAHER CORPORATION12120.16%0.22%0.28%Q4 2020Q3 202312
LNT ALLIANT ENERGY CORP12120.17%0.20%0.24%Q4 2020Q3 202312
ONEY SPDR SER TR12120.17%0.19%0.22%Q4 2020Q3 202312
FTSL FIRST TR EXCHANGE-TRAD...11110.43%1.34%2.30%Q1 2021Q3 202311
IEMG ISHARES INC11110.44%1.18%1.70%Q1 2021Q3 202311
ICLN ISHARES TR11110.16%1.11%1.65%Q1 2021Q3 202311
PVH PVH CORPORATION11110.49%0.87%1.31%Q4 2020Q2 202311
MMM 3M CO11110.17%0.48%0.66%Q1 2021Q3 202311
SAVA CASSAVA SCIENCES INC11110.18%0.34%0.59%Q1 2021Q3 202311
NUE NUCOR CORP11110.22%0.30%0.39%Q1 2021Q3 202311
IEFA ISHARES TR11110.14%0.30%0.55%Q1 2021Q3 202311
VDE VANGUARD WORLD FDS11110.19%0.26%0.33%Q1 2021Q3 202311
CVX CHEVRON CORP NEW11110.15%0.22%0.29%Q1 2021Q3 202311
ED CONSOLIDATED EDISON INC11110.16%0.20%0.26%Q1 2021Q3 202311
PPL PPL CORP11110.13%0.18%0.27%Q4 2020Q2 202311
DOCU DOCUSIGN INC10100.15%0.43%0.86%Q4 2020Q1 202310
VDC VANGUARD WORLD FDS10100.20%0.22%0.24%Q2 2021Q3 202310
AMT AMERICAN TOWER CORP NEW10100.14%0.18%0.22%Q1 2021Q2 202310
PSA PUBLIC STORAGE10100.14%0.17%0.20%Q2 2021Q3 202310
RIOT RIOT PLATFORMS INC820.03%0.16%0.35%Q4 2020Q3 202310
HIG HARTFORD FINL SVCS GRO...640.14%0.16%0.19%Q1 2021Q3 202310
T AT&T INC990.15%0.34%0.86%Q4 2020Q4 20229
CRM SALESFORCE INC990.24%0.31%0.35%Q3 2021Q3 20239
HRL HORMEL FOODS CORP990.19%0.26%0.42%Q4 2020Q4 20229
SON SONOCO PRODS CO630.15%0.19%0.27%Q4 2020Q3 20239
PWV INVESCO EXCHANGE TRADE...610.13%0.15%0.20%Q4 2020Q3 20239
GIS GENERAL MLS INC880.16%0.27%0.50%Q4 2021Q3 20238
WST WEST PHARMACEUTICAL SV...880.17%0.23%0.30%Q4 2021Q3 20238
MPC MARATHON PETE CORP880.13%0.20%0.26%Q4 2021Q3 20238
TJX TJX COS INC NEW440.15%0.17%0.19%Q1 2021Q3 20238
VMBS VANGUARD SCOTTSDALE FDS770.24%1.02%1.51%Q1 2022Q3 20237
AMD ADVANCED MICRO DEVICES...770.23%0.29%0.34%Q1 2022Q3 20237
VCIT VANGUARD SCOTTSDALE FDS770.26%0.28%0.34%Q1 2022Q3 20237
BNDX VANGUARD CHARLOTTE FDS770.20%0.26%0.32%Q1 2022Q3 20237
VGIT VANGUARD SCOTTSDALE FDS770.22%0.25%0.29%Q1 2022Q3 20237
MBB ISHARES TR770.15%0.24%0.30%Q1 2022Q3 20237
DOW DOW INC770.18%0.24%0.28%Q1 2022Q3 20237
BCI ABRDN ETFS770.15%0.24%0.31%Q1 2022Q3 20237
VWO VANGUARD INTL EQUITY I...770.21%0.23%0.28%Q1 2022Q3 20237
HON HONEYWELL INTL INC410.14%0.22%0.36%Q4 2020Q3 20237
PSX PHILLIPS 66770.16%0.19%0.23%Q1 2022Q3 20237
LMT LOCKHEED MARTIN CORP520.14%0.18%0.22%Q1 2021Q1 20237
VCSH VANGUARD SCOTTSDALE FDS770.14%0.16%0.18%Q1 2022Q3 20237
SPGI S&P GLOBAL INC520.13%0.15%0.17%Q2 2021Q3 20237
EFA ISHARES TR660.69%0.88%1.10%Q2 2022Q3 20236
IEF ISHARES TR660.18%0.77%1.58%Q4 2020Q1 20226
SCHC SCHWAB STRATEGIC TR420.16%0.18%0.20%Q1 2022Q3 20236
ABBV ABBVIE INC510.16%0.18%0.20%Q1 2022Q3 20236
VBF INVESCO BD FD420.10%0.15%0.22%Q4 2020Q3 20236
JEPI J P MORGAN EXCHANGE TR...550.24%2.90%5.17%Q3 2022Q3 20235
XLNX XILINX INC550.26%0.31%0.37%Q4 2020Q4 20215
NFLX NETFLIX INC550.23%0.27%0.30%Q3 2022Q3 20235
U UNITY SOFTWARE INC550.19%0.23%0.27%Q1 2021Q1 20225
SQ SQUARE INC550.18%0.22%0.24%Q1 2021Q1 20225
MCHP MICROCHIP TECHNOLOGY INC.550.18%0.19%0.20%Q3 2022Q3 20235
SCHH SCHWAB STRATEGIC TR210.15%0.17%0.20%Q1 2022Q3 20235
TSLA TESLA INC320.14%0.16%0.20%Q1 2022Q3 20235
HNDL STRATEGY SHS550.14%0.15%0.17%Q3 2022Q3 20235
LUV SOUTHWEST AIRLS CO440.24%0.38%0.49%Q4 2020Q3 20214
DVN DEVON ENERGY CORP NEW440.17%0.19%0.21%Q1 2022Q4 20224
JCI JOHNSON CTLS INTL PLC440.14%0.17%0.19%Q4 2022Q3 20234
MDU MDU RES GROUP INC440.16%0.16%0.17%Q2 2022Q1 20234
TENB TENABLE HLDGS INC440.15%0.16%0.18%Q3 2021Q2 20224
K KELLOGG CO310.13%0.16%0.18%Q4 2021Q4 20224
NFG NATIONAL FUEL GAS CO440.14%0.16%0.17%Q1 2022Q4 20224
VGSH VANGUARD SCOTTSDALE FDS220.13%0.16%0.19%Q1 2022Q3 20234
AZO AUTOZONE INC440.13%0.14%0.16%Q4 2022Q3 20234
TRV TRAVELERS COMPANIES INC310.13%0.14%0.16%Q1 2022Q2 20234
TXN TEXAS INSTRS INC220.13%0.14%0.15%Q2 2021Q2 20234
VCR VANGUARD WORLD FDS310.13%0.14%0.14%Q3 2021Q2 20234
NWL NEWELL BRANDS INC440.09%0.10%0.12%Q4 2022Q3 20234
NUV NUVEEN MUN VALUE FD INC220.07%0.10%0.14%Q4 2020Q3 20234
JPST J P MORGAN EXCHANGE TR...330.40%0.48%0.59%Q2 2022Q4 20223
SHV ISHARES TR330.32%0.39%0.46%Q2 2021Q4 20213
WORK SLACK TECHNOLOGIES INC330.30%0.33%0.39%Q4 2020Q2 20213
CEMB ISHARES INC330.22%0.24%0.25%Q2 2021Q4 20213
ROKU ROKU INC210.18%0.20%0.22%Q4 2020Q3 20213
GS GOLDMAN SACHS GROUP INC330.15%0.17%0.20%Q3 2022Q1 20233
SCHP SCHWAB STRATEGIC TR110.14%0.17%0.19%Q1 2022Q2 20233
AI C3 AI INC210.14%0.15%0.17%Q2 2021Q1 20223
MS MORGAN STANLEY330.13%0.15%0.16%Q4 2022Q2 20233
PLUG PLUG POWER INC210.06%0.10%0.14%Q1 2022Q3 20233
ZOM ZOMEDICA CORP330.00%0.00%0.01%Q1 2023Q3 20233
WMT WALMART INC220.58%0.60%0.62%Q2 2023Q3 20232
SYY SYSCO CORP220.36%0.37%0.38%Q2 2023Q3 20232
RIO RIO TINTO PLC220.15%0.26%0.38%Q2 2023Q3 20232
DY DYCOM INDS INC220.19%0.24%0.29%Q4 2020Q1 20212
FROG JFROG LTD220.18%0.19%0.20%Q1 2021Q2 20212
LQD ISHARES TR220.18%0.18%0.18%Q3 2021Q4 20212
IVV ISHARES TR220.16%0.17%0.17%Q2 2023Q3 20232
SHW SHERWIN WILLIAMS CO220.14%0.15%0.17%Q3 2021Q4 20212
TSCO TRACTOR SUPPLY CO220.14%0.15%0.16%Q3 2021Q4 20212
FISV FISERV INC110.14%0.15%0.16%Q1 2021Q2 20232
GNRC GENERAC HLDGS INC220.15%0.15%0.15%Q2 2023Q3 20232
VNQ VANGUARD INDEX FDS110.13%0.15%0.17%Q3 2022Q2 20232
NOC NORTHROP GRUMMAN CORP220.14%0.14%0.15%Q3 2021Q4 20212
ENB ENBRIDGE INC220.14%0.14%0.14%Q2 2021Q3 20212
GNMA ISHARES TR220.13%0.14%0.15%Q1 2023Q2 20232
CRWD CROWDSTRIKE HLDGS INC110.14%0.14%0.14%Q3 2021Q1 20222
VIS VANGUARD WORLD FDS220.13%0.13%0.13%Q2 2023Q3 20232
VOO VANGUARD INDEX FDS110.01%0.13%0.26%Q4 2020Q4 20222
CGC CANOPY GROWTH CORP110.01%0.09%0.16%Q1 2021Q3 20232
NWBI NORTHWEST BANCSHARES I...220.07%0.07%0.07%Q2 2023Q3 20232
VTNR VERTEX ENERGY INC220.04%0.04%0.04%Q2 2023Q3 20232
BNGO BIONANO GENOMICS INC110.01%0.03%0.04%Q3 2021Q2 20232
NEM NEWMONT CORP110.34%0.34%0.34%Q3 2023Q3 20231
CORP PIMCO ETF TR110.24%0.24%0.24%Q4 2020Q4 20201
ECL ECOLAB INC110.24%0.24%0.24%Q4 2020Q4 20201
WBA WALGREENS BOOTS ALLIAN...110.20%0.20%0.20%Q4 2020Q4 20201
KNIFE RIVER CORP110.16%0.16%0.16%Q3 2023Q3 20231
MDLZ MONDELEZ INTL INC110.15%0.15%0.15%Q2 2021Q2 20211
DEO DIAGEO PLC110.14%0.14%0.14%Q1 2022Q1 20221
IP INTERNATIONAL PAPER CO110.14%0.14%0.14%Q3 2023Q3 20231
COST COSTCO WHSL CORP NEW110.13%0.13%0.13%Q4 2021Q4 20211
ABT ABBOTT LABS110.13%0.13%0.13%Q4 2021Q4 20211
PNC PNC FINL SVCS GROUP INC110.13%0.13%0.13%Q4 2021Q4 20211
VTRS VIATRIS INC110.08%0.08%0.08%Q3 2022Q3 20221
LLNW LIMELIGHT NETWORKS INC110.06%0.06%0.06%Q1 2021Q1 20211
NXP NUVEEN SELECT TAX-FREE...110.05%0.05%0.05%Q3 2021Q3 20211
PDT HANCOCK JOHN PREM DIVI...110.03%0.03%0.03%Q3 2021Q3 20211
VERB VERB TECHNOLOGY CO INC110.02%0.02%0.02%Q3 2021Q3 20211
RQI COHEN & STEERS QUALITY...110.02%0.02%0.02%Q3 2021Q3 20211
VIG VANGUARD SPECIALIZED F...110.02%0.02%0.02%Q4 2022Q4 20221
COSMOS HEALTH INC110.02%0.02%0.02%Q3 2023Q3 20231
TSI TCW STRATEGIC INCOME F...110.01%0.01%0.01%Q3 2021Q3 20211
HPF HANCOCK JOHN PFD INCOM...110.01%0.01%0.01%Q3 2021Q3 20211
INTERCEPT PHARMACEUTIC...110.01%0.01%0.01%Q4 2020Q4 20201
FEI FIRST TR MLP & ENERGY ...110.01%0.01%0.01%Q3 2021Q3 20211
VTV VANGUARD INDEX FDS110.00%0.00%0.00%Q4 2022Q4 20221
PPH VANECK ETF TRUST110.00%0.00%0.00%Q4 2022Q4 20221
UBER UBER TECHNOLOGIES INC110.00%0.00%0.00%Q4 2022Q4 20221
AXTA AXALTA COATING SYS LTD110.00%0.00%0.00%Q4 2022Q4 20221
GRAB HOLDINGS LIMITED110.00%0.00%0.00%Q4 2022Q4 20221
URBN URBAN OUTFITTERS INC110.00%0.00%0.00%Q4 2022Q4 20221
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The securities at the top of the list , including VANGUARD INDEX FDS, APPLE INC, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of IVC Wealth Advisors LLC.

The conviction is calculated by counting the number of quarters a security has been reported by IVC Wealth Advisors LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that IVC Wealth Advisors LLC owns currently or has owned in the past.