$136 Million is the total value of IVC Wealth Advisors LLC's 156 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 17.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $12,265,075 | +10.7% | 185,778 | -1.9% | 9.04% | +1.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $11,310,681 | -0.1% | 66,238 | +25.1% | 8.33% | -8.6% |
| AAPL | Sell | APPLE INC | $9,754,666 | -7.3% | 75,076 | -1.4% | 7.19% | -15.1% |
| CZNC | Sell | CITIZENS & NORTHN CORP | $3,210,116 | -6.7% | 140,425 | -1.3% | 2.36% | -14.6% |
| IGSB | Sell | ISHARES TR | $2,507,999 | -3.9% | 50,341 | -5.0% | 1.85% | -12.1% |
| MRK | Sell | MERCK & CO INC | $2,342,166 | +28.5% | 21,110 | -0.3% | 1.73% | +17.7% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $2,218,560 | +632.2% | 40,715 | +587.8% | 1.64% | +570.1% |
| TFC | Sell | TRUIST FINL CORP | $2,074,519 | -1.8% | 48,211 | -0.7% | 1.53% | -10.2% |
| IEMG | Sell | ISHARES INCcore msci emkt | $2,039,462 | +7.8% | 43,672 | -0.8% | 1.50% | -1.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,028,003 | +7.5% | 11,480 | -0.6% | 1.49% | -1.6% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $2,024,083 | +5.4% | 11,260 | -0.0% | 1.49% | -3.5% |
| USIG | Sell | ISHARES TRusd inv grde etf | $2,012,816 | -3.8% | 40,986 | -5.9% | 1.48% | -11.9% |
| ICLN | Sell | ISHARES TRgl clean ene etf | $1,955,937 | -4.5% | 98,536 | -8.2% | 1.44% | -12.6% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,855,264 | +12.0% | 13,718 | +0.9% | 1.37% | +2.6% |
| SBUX | Sell | STARBUCKS CORP | $1,775,398 | +17.3% | 17,897 | -0.3% | 1.31% | +7.4% |
| TIP | Sell | ISHARES TRtips bd etf | $1,711,032 | -11.9% | 16,075 | -13.2% | 1.26% | -19.4% |
| VTWV | Buy | VANGUARD SCOTTSDALE FDSvng rus2000val | $1,707,420 | +10.9% | 14,022 | +3.1% | 1.26% | +1.5% |
| VTWG | Buy | VANGUARD SCOTTSDALE FDSvng rus2000grw | $1,528,461 | +8.9% | 9,816 | +5.2% | 1.13% | -0.3% |
| ALL | Sell | ALLSTATE CORP | $1,521,215 | +7.6% | 11,218 | -1.2% | 1.12% | -1.5% |
| PAYX | Buy | PAYCHEX INC | $1,507,285 | +3.2% | 13,043 | +0.2% | 1.11% | -5.4% |
| PRU | Sell | PRUDENTIAL FINL INC | $1,418,905 | +15.7% | 14,266 | -0.2% | 1.04% | +5.9% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,387,177 | +23.1% | 4,122 | +0.7% | 1.02% | +12.7% |
| MCD | Sell | MCDONALDS CORP | $1,384,548 | +13.1% | 5,254 | -0.9% | 1.02% | +3.6% |
| V | Buy | VISA INC | $1,260,180 | +17.4% | 11,353 | +88.0% | 0.93% | +7.4% |
| PEP | Buy | PEPSICO INC | $1,221,933 | +17.8% | 6,764 | +6.5% | 0.90% | +7.8% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $1,206,007 | +1.1% | 26,494 | +0.2% | 0.89% | -7.4% |
| PFE | Buy | PFIZER INC | $1,196,864 | +18.0% | 23,358 | +0.8% | 0.88% | +8.1% |
| AN | Sell | AUTONATION INC | $1,182,553 | +4.1% | 11,021 | -1.1% | 0.87% | -4.7% |
| LLY | Sell | LILLY ELI & CO | $1,095,691 | +13.0% | 2,995 | -0.2% | 0.81% | +3.3% |
| UVSP | Buy | UNIVEST FINANCIAL CORPORATIO | $1,061,845 | +20.1% | 40,637 | +7.9% | 0.78% | +9.8% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $1,057,156 | +12.9% | 12,732 | +2.4% | 0.78% | +3.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,039,724 | +4.3% | 4,774 | +141.8% | 0.77% | -4.6% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,034,410 | +23.3% | 7,620 | +2.2% | 0.76% | +12.9% |
| WM | Buy | WASTE MGMT INC DEL | $1,032,910 | -2.0% | 6,584 | +0.0% | 0.76% | -10.3% |
| EOG | Sell | EOG RES INC | $1,018,946 | +5.8% | 7,867 | -8.7% | 0.75% | -3.1% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,012,694 | +16.7% | 15,428 | -0.4% | 0.75% | +6.7% |
| CSGP | Buy | COSTAR GROUP INC | $1,010,050 | +11.1% | 13,070 | +0.2% | 0.74% | +1.6% |
| CAT | Buy | CATERPILLAR INC | $995,665 | +46.6% | 4,156 | +0.4% | 0.73% | +34.2% |
| RSG | Sell | REPUBLIC SVCS INC | $964,845 | -7.0% | 7,480 | -1.9% | 0.71% | -14.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $952,977 | +18.5% | 32,006 | +51.2% | 0.70% | +8.5% |
| PVH | Sell | PVH CORPORATION | $948,318 | +56.2% | 13,434 | -0.8% | 0.70% | +42.9% |
| XOM | Buy | EXXON MOBIL CORP | $922,916 | +36.3% | 8,367 | +8.0% | 0.68% | +24.8% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $907,610 | +8.6% | 14,813 | -0.4% | 0.67% | -0.6% |
| AME | Buy | AMETEK INC | $904,272 | +23.2% | 6,472 | +0.0% | 0.67% | +12.7% |
| CSCO | Buy | CISCO SYS INC | $902,445 | +21.8% | 18,943 | +2.3% | 0.66% | +11.6% |
| COP | Sell | CONOCOPHILLIPS | $860,948 | +13.9% | 7,296 | -1.3% | 0.63% | +4.1% |
| BA | Sell | BOEING CO | $860,443 | +52.0% | 4,517 | -3.3% | 0.63% | +39.0% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $857,187 | -25.5% | 19,224 | -26.4% | 0.63% | -31.7% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $848,381 | +13.9% | 3,292 | -1.1% | 0.62% | +4.2% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $841,959 | +20.8% | 5,976 | +1.9% | 0.62% | +10.5% |
| ETN | Buy | EATON CORP PLC | $774,822 | +17.8% | 6,778 | +37.3% | 0.57% | +7.7% |
| DIS | Sell | DISNEY WALT CO | $765,682 | -10.7% | 8,813 | -3.0% | 0.56% | -18.3% |
| LNG | Sell | CHENIERE ENERGY INC | $748,253 | -9.6% | 4,990 | -0.0% | 0.55% | -17.3% |
| KO | Buy | COCA COLA CO | $741,184 | +15.1% | 11,652 | +1.4% | 0.55% | +5.4% |
| FB | Buy | META PLATFORMS INCcl a | $738,527 | -11.1% | 6,137 | +0.2% | 0.54% | -18.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $736,907 | +8.7% | 5,706 | +35.9% | 0.54% | -0.5% |
| IQV | IQVIA HLDGS INC | $730,228 | +13.0% | 3,564 | 0.0% | 0.54% | +3.5% | |
| TFX | Buy | TELEFLEX INCORPORATED | $681,989 | +29.2% | 2,732 | +4.3% | 0.50% | +18.1% |
| MSFT | Sell | MICROSOFT CORP | $667,514 | +2.5% | 2,783 | -0.5% | 0.49% | -6.1% |
| MMM | Buy | 3M CO | $661,255 | +16.2% | 5,514 | +7.1% | 0.49% | +6.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $646,039 | +3.2% | 8,979 | +2.0% | 0.48% | -5.6% |
| SYK | Sell | STRYKER CORPORATION | $633,743 | +20.5% | 2,592 | -0.2% | 0.47% | +10.4% |
| WFC | Buy | WELLS FARGO CO NEW | $631,441 | +81.4% | 23,967 | +177.2% | 0.46% | +66.1% |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $599,353 | -5.5% | 22,182 | -8.3% | 0.44% | -13.3% |
| ADI | Sell | ANALOG DEVICES INC | $549,901 | +17.0% | 3,352 | -0.6% | 0.40% | +7.1% |
| NVDA | Buy | NVIDIA CORPORATION | $546,271 | +100.8% | 3,738 | +66.7% | 0.40% | +83.6% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $536,275 | -26.3% | 10,698 | -26.3% | 0.40% | -32.6% |
| SO | Sell | SOUTHERN CO | $527,720 | -1.0% | 7,390 | -5.7% | 0.39% | -9.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $501,239 | +31.6% | 3,738 | +2.7% | 0.37% | +20.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $495,152 | +20.8% | 3,267 | +0.7% | 0.36% | +10.6% |
| INTC | Buy | INTEL CORP | $470,401 | +17.6% | 17,798 | +14.6% | 0.35% | +7.8% |
| NUE | Buy | NUCOR CORP | $465,553 | +23.2% | 3,532 | +0.1% | 0.34% | +12.8% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $464,438 | +12.7% | 34,396 | +1766.3% | 0.34% | +3.0% |
| SAVA | Buy | CASSAVA SCIENCES INC | $451,903 | -27.1% | 15,298 | +3.3% | 0.33% | -33.3% |
| HD | Buy | HOME DEPOT INC | $452,088 | +27.0% | 1,431 | +10.9% | 0.33% | +16.0% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $449,429 | +23.8% | 4,453 | +0.4% | 0.33% | +13.4% |
| VDE | VANGUARD WORLD FDSenergy etf | $449,342 | +19.5% | 3,705 | 0.0% | 0.33% | +9.2% | |
| CLX | Sell | CLOROX CO DEL | $444,312 | +9.2% | 3,166 | -0.0% | 0.33% | -0.3% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $443,500 | +26.0% | 14,938 | +9.4% | 0.33% | +15.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $438,020 | +17.7% | 1,418 | +1.7% | 0.32% | +8.0% |
| SPY | SPDR S&P 500 ETF TRtr unit | $432,682 | +7.1% | 1,131 | 0.0% | 0.32% | -1.8% | |
| CSX | CSX CORP | $429,971 | +16.2% | 13,879 | 0.0% | 0.32% | +6.4% | |
| MDT | Buy | MEDTRONIC PLC | $429,659 | -4.3% | 9,662 | +73.7% | 0.32% | -12.2% |
| BCI | Buy | ABRDN ETFS | $421,280 | +17.0% | 19,097 | +37.1% | 0.31% | +6.9% |
| DE | Sell | DEERE & CO | $404,542 | +14.6% | 944 | -10.8% | 0.30% | +4.9% |
| AMGN | Sell | AMGEN INC | $401,482 | +16.0% | 1,529 | -0.4% | 0.30% | +6.1% |
| DOW | Buy | DOW INC | $385,332 | +61.2% | 7,647 | +40.4% | 0.28% | +47.9% |
| CVX | Sell | CHEVRON CORP NEW | $380,878 | +23.7% | 2,122 | -0.9% | 0.28% | +13.3% |
| AMZN | Buy | AMAZON COM INC | $365,400 | -19.7% | 4,350 | +8.0% | 0.27% | -26.5% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $363,599 | -13.2% | 4,691 | -15.2% | 0.27% | -20.5% |
| NFLX | Buy | NETFLIX INC | $359,754 | +25.8% | 1,220 | +0.4% | 0.26% | +15.2% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $357,195 | -10.0% | 7,531 | -9.4% | 0.26% | -17.8% |
| VGT | VANGUARD WORLD FDSinf tech etf | $353,906 | +3.8% | 1,108 | 0.0% | 0.26% | -4.7% | |
| BK | Sell | BANK NEW YORK MELLON CORP | $345,724 | +16.8% | 7,595 | -1.1% | 0.26% | +7.1% |
| ED | Buy | CONSOLIDATED EDISON INC | $344,832 | +12.3% | 3,618 | +1.1% | 0.25% | +2.8% |
| GIS | Sell | GENERAL MLS INC | $340,515 | +9.5% | 4,061 | -0.0% | 0.25% | +0.4% |
| CRM | Sell | SALESFORCE INC | $331,740 | -11.8% | 2,502 | -4.4% | 0.24% | -19.5% |
| SPFF | GLOBAL X FDSglbx suprinc etf | $330,306 | -4.8% | 35,083 | 0.0% | 0.24% | -12.9% | |
| MPC | Sell | MARATHON PETE CORP | $329,521 | +9.8% | 2,831 | -6.3% | 0.24% | +0.8% |
| MBB | Sell | ISHARES TRmbs etf | $322,121 | -14.3% | 3,473 | -15.5% | 0.24% | -21.8% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $319,951 | +4.6% | 581 | -3.6% | 0.24% | -4.1% |
| VDC | VANGUARD WORLD FDSconsum stp etf | $316,665 | +11.5% | 1,653 | 0.0% | 0.23% | +1.7% | |
| FDX | Buy | FEDEX CORP | $316,551 | +17.7% | 1,828 | +0.9% | 0.23% | +7.4% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $314,782 | +3.2% | 4,860 | +0.9% | 0.23% | -5.7% |
| GLD | SPDR GOLD TR | $312,986 | +9.8% | 1,845 | 0.0% | 0.23% | +0.9% | |
| ACN | Sell | ACCENTURE PLC IRELAND | $313,003 | +0.6% | 1,173 | -2.8% | 0.23% | -7.6% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $308,190 | -11.9% | 5,270 | -12.3% | 0.23% | -19.5% |
| PSX | Buy | PHILLIPS 66 | $293,002 | +32.0% | 2,815 | +2.5% | 0.22% | +20.7% |
| TGT | Sell | TARGET CORP | $291,533 | +0.2% | 1,956 | -0.2% | 0.22% | -8.1% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $291,885 | +39.0% | 1,100 | -1.7% | 0.22% | +27.2% |
| LNT | Buy | ALLIANT ENERGY CORP | $291,950 | +6.2% | 5,288 | +1.9% | 0.22% | -2.7% |
| DHR | Sell | DANAHER CORPORATION | $290,464 | -0.2% | 1,094 | -2.8% | 0.21% | -8.5% |
| SON | SONOCO PRODS CO | $288,980 | +7.0% | 4,760 | 0.0% | 0.21% | -1.8% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $284,866 | -16.7% | 7,308 | -22.1% | 0.21% | -23.6% |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $283,305 | -0.6% | 5,099 | 0.0% | 0.21% | -8.7% | |
| ABBV | Sell | ABBVIE INC | $265,687 | +20.2% | 1,644 | -0.1% | 0.20% | +10.1% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $265,433 | +24.0% | 773 | +6.0% | 0.20% | +14.0% |
| DVN | Buy | DEVON ENERGY CORP NEW | $264,985 | +3.1% | 4,308 | +1.0% | 0.20% | -5.8% |
| JCI | New | JOHNSON CTLS INTL PLC | $261,184 | – | 4,081 | +100.0% | 0.19% | – |
| ONEY | SPDR SER TRrussell yield | $259,081 | +12.6% | 2,765 | 0.0% | 0.19% | +3.2% | |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $259,644 | +14.4% | 3,696 | -0.8% | 0.19% | +4.4% |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $256,656 | +8.3% | 3,928 | 0.0% | 0.19% | -1.0% | |
| HRL | Sell | HORMEL FOODS CORP | $255,444 | -3.2% | 5,608 | -3.4% | 0.19% | -11.3% |
| TJX | New | TJX COS INC NEW | $245,660 | – | 3,086 | +100.0% | 0.18% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $241,646 | – | 12,527 | +100.0% | 0.18% | – |
| AMT | Buy | AMERICAN TOWER CORP NEW | $238,343 | +1.0% | 1,125 | +2.3% | 0.18% | -7.4% |
| WST | WEST PHARMACEUTICAL SVSC INC | $235,350 | -4.3% | 1,000 | 0.0% | 0.17% | -12.6% | |
| IEFA | Sell | ISHARES TRcore msci eafe | $233,291 | +16.6% | 3,785 | -0.1% | 0.17% | +6.8% |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $234,052 | – | 3,087 | +100.0% | 0.17% | – |
| MDU | MDU RES GROUP INC | $232,860 | +10.9% | 7,675 | 0.0% | 0.17% | +1.8% | |
| LOW | Sell | LOWES COS INC | $233,772 | +2.1% | 1,173 | -3.9% | 0.17% | -6.5% |
| BX | Sell | BLACKSTONE INC | $229,247 | -12.8% | 3,090 | -1.6% | 0.17% | -20.3% |
| K | Sell | KELLOGG CO | $227,252 | +1.5% | 3,190 | -1.0% | 0.17% | -7.2% |
| TRV | New | TRAVELERS COMPANIES INC | $221,613 | – | 1,182 | +100.0% | 0.16% | – |
| PPL | Sell | PPL CORP | $218,536 | +6.6% | 7,479 | -7.4% | 0.16% | -2.4% |
| HON | New | HONEYWELL INTL INC | $217,515 | – | 1,015 | +100.0% | 0.16% | – |
| HNDL | STRATEGY SHSns 7handl idx | $215,380 | +2.1% | 11,000 | 0.0% | 0.16% | -6.5% | |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $215,758 | – | 6,856 | +100.0% | 0.16% | – |
| LMT | New | LOCKHEED MARTIN CORP | $215,839 | – | 444 | +100.0% | 0.16% | – |
| AZO | New | AUTOZONE INC | $214,558 | – | 87 | +100.0% | 0.16% | – |
| PSA | PUBLIC STORAGE | $212,944 | -4.5% | 760 | 0.0% | 0.16% | -12.3% | |
| NFG | NATIONAL FUEL GAS CO | $213,005 | +2.9% | 3,365 | 0.0% | 0.16% | -6.0% | |
| DOCU | Sell | DOCUSIGN INC | $207,991 | -3.7% | 3,753 | -7.3% | 0.15% | -12.1% |
| MS | New | MORGAN STANLEY | $207,109 | – | 2,436 | +100.0% | 0.15% | – |
| T | Sell | AT&T INC | $203,324 | +4.3% | 11,044 | -13.3% | 0.15% | -4.5% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $203,915 | +1.5% | 2,712 | +0.3% | 0.15% | -7.4% |
| PWV | New | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $201,887 | – | 4,290 | +100.0% | 0.15% | – |
| NWL | New | NEWELL BRANDS INC | $149,766 | – | 11,450 | +100.0% | 0.11% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $23,853 | – | 176,477 | +100.0% | 0.02% | – |
| VOO | New | VANGUARD INDEX FDS | $7,997 | – | 24,360 | +100.0% | 0.01% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $3,778 | – | 30,592 | +100.0% | 0.00% | – |
| PPH | New | VANECK ETF TRUSTpharmaceutcl etf | $1,630 | – | 24,240 | +100.0% | 0.00% | – |
| New | GRAB HOLDINGS LIMITEDclass a ord | $62 | – | 23,715 | +100.0% | 0.00% | – | |
| URBN | New | URBAN OUTFITTERS INC | $387 | – | 19,700 | +100.0% | 0.00% | – |
| UBER | New | UBER TECHNOLOGIES INC | $304 | – | 11,469 | +100.0% | 0.00% | – |
| AXTA | New | AXALTA COATING SYS LTD | $414 | – | 19,646 | +100.0% | 0.00% | – |
| RIOT | Exit | RIOT BLOCKCHAIN INC | $0 | – | -10,350 | -100.0% | -0.06% | – |
| VTRS | Exit | VIATRIS INC | $0 | – | -11,067 | -100.0% | -0.08% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -2,604 | -100.0% | -0.17% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -4,658 | -100.0% | -0.19% | – |
| TSLA | Exit | TESLA INC | $0 | – | -948 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-17
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.