| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 15 | Q2 2024 | 10.4% |
| APPLE INC | 15 | Q2 2024 | 11.3% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 9.7% |
| CITIZENS & NORTHN CORP | 15 | Q2 2024 | 3.1% |
| ISHARES TR | 15 | Q2 2024 | 4.2% |
| ISHARES TR | 15 | Q2 2024 | 2.3% |
| TRUIST FINL CORP | 15 | Q2 2024 | 2.3% |
| ISHARES TR | 15 | Q2 2024 | 2.1% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 2.0% |
| MERCK & CO. INC | 15 | Q2 2024 | 1.7% |
View IVC Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-12 |
| 13F-HR | 2024-07-16 |
| 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 |
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.