$141 Million is the total value of IVC Wealth Advisors LLC's 142 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 12.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $13,133,951 | +16.1% | 52,654 | -20.5% | 9.31% | +11.7% |
| AAPL | Sell | APPLE INC | $12,227,313 | +25.3% | 74,150 | -1.2% | 8.66% | +20.6% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $12,216,130 | -0.4% | 186,278 | +0.3% | 8.66% | -4.2% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $4,583,615 | +106.6% | 83,949 | +106.2% | 3.25% | +98.7% |
| CZNC | Sell | CITIZENS & NORTHN CORP | $2,997,668 | -6.6% | 140,209 | -0.2% | 2.12% | -10.2% |
| USIG | Buy | ISHARES TRusd inv grde etf | $2,654,135 | +31.9% | 52,391 | +27.8% | 1.88% | +26.8% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $2,368,541 | +17.0% | 12,153 | +7.9% | 1.68% | +12.5% |
| MRK | Sell | MERCK & CO INC | $2,210,830 | -5.6% | 20,780 | -1.6% | 1.57% | -9.2% |
| IEMG | Sell | ISHARES INCcore msci emkt | $2,090,387 | +2.5% | 42,845 | -1.9% | 1.48% | -1.5% |
| IGSB | Sell | ISHARES TR | $2,078,261 | -17.1% | 41,121 | -18.3% | 1.47% | -20.3% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,990,487 | +7.3% | 14,847 | +8.2% | 1.41% | +3.1% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $1,921,444 | +59.3% | 41,277 | +55.8% | 1.36% | +53.1% |
| SBUX | Sell | STARBUCKS CORP | $1,799,314 | +1.3% | 17,280 | -3.4% | 1.28% | -2.5% |
| VTWV | Buy | VANGUARD SCOTTSDALE FDSvng rus2000val | $1,797,015 | +5.2% | 14,913 | +6.4% | 1.27% | +1.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,768,218 | -12.8% | 11,408 | -0.6% | 1.25% | -16.1% |
| TIP | Sell | ISHARES TRtips bd etf | $1,697,519 | -0.8% | 15,397 | -4.2% | 1.20% | -4.6% |
| VTWG | Buy | VANGUARD SCOTTSDALE FDSvng rus2000grw | $1,696,268 | +11.0% | 10,277 | +4.7% | 1.20% | +6.7% |
| TFC | Buy | TRUIST FINL CORP | $1,660,397 | -20.0% | 48,692 | +1.0% | 1.18% | -23.0% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $1,566,529 | +12.9% | 4,065 | -1.4% | 1.11% | +8.6% |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,526,380 | +50.7% | 21,342 | +38.3% | 1.08% | +45.0% |
| PAYX | Sell | PAYCHEX INC | $1,463,195 | -2.9% | 12,769 | -2.1% | 1.04% | -6.7% |
| MCD | Sell | MCDONALDS CORP | $1,439,824 | +4.0% | 5,149 | -2.0% | 1.02% | 0.0% |
| AN | Sell | AUTONATION INC | $1,431,203 | +21.0% | 10,652 | -3.3% | 1.01% | +16.4% |
| V | Sell | VISA INC | $1,321,768 | +4.9% | 5,863 | -48.4% | 0.94% | +1.0% |
| FB | Sell | META PLATFORMS INCcl a | $1,299,616 | +76.0% | 6,132 | -0.1% | 0.92% | +69.3% |
| PEP | Buy | PEPSICO INC | $1,263,817 | +3.4% | 6,933 | +2.5% | 0.90% | -0.6% |
| ALL | Sell | ALLSTATE CORP | $1,212,352 | -20.3% | 10,941 | -2.5% | 0.86% | -23.4% |
| PRU | Sell | PRUDENTIAL FINL INC | $1,146,360 | -19.2% | 13,855 | -2.9% | 0.81% | -22.3% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $1,142,715 | +8.1% | 12,171 | -4.4% | 0.81% | +4.0% |
| PVH | Sell | PVH CORPORATION | $1,122,376 | +18.4% | 12,588 | -6.3% | 0.80% | +13.7% |
| WM | Sell | WASTE MGMT INC DEL | $1,058,140 | +2.4% | 6,485 | -1.5% | 0.75% | -1.4% |
| LLY | Sell | LILLY ELI & CO | $1,026,826 | -6.3% | 2,990 | -0.2% | 0.73% | -9.8% |
| NVDA | Sell | NVIDIA CORPORATION | $1,000,528 | +83.2% | 3,602 | -3.6% | 0.71% | +76.4% |
| RSG | Sell | REPUBLIC SVCS INC | $981,021 | +1.7% | 7,255 | -3.0% | 0.70% | -2.3% |
| UVSP | Buy | UNIVEST FINANCIAL CORPORATIO | $967,096 | -8.9% | 40,737 | +0.2% | 0.68% | -12.4% |
| CSCO | Sell | CISCO SYS INC | $952,712 | +5.6% | 18,225 | -3.8% | 0.68% | +1.5% |
| AME | AMETEK INC | $940,580 | +4.0% | 6,472 | 0.0% | 0.67% | 0.0% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $932,051 | -2.2% | 23,966 | -25.1% | 0.66% | -6.0% |
| KMB | Sell | KIMBERLY-CLARK CORP | $929,953 | -10.1% | 6,929 | -9.1% | 0.66% | -13.5% |
| PFE | Sell | PFIZER INC | $925,426 | -22.7% | 22,682 | -2.9% | 0.66% | -25.6% |
| XOM | Buy | EXXON MOBIL CORP | $921,780 | -0.1% | 8,406 | +0.5% | 0.65% | -4.0% |
| CAT | Sell | CATERPILLAR INC | $913,269 | -8.3% | 3,991 | -4.0% | 0.65% | -11.9% |
| BA | Sell | BOEING CO | $911,750 | +6.0% | 4,292 | -5.0% | 0.65% | +1.9% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $909,607 | +7.2% | 3,179 | -3.4% | 0.64% | +3.2% |
| EOG | Buy | EOG RES INC | $905,393 | -11.1% | 7,898 | +0.4% | 0.64% | -14.5% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $899,644 | -13.5% | 1,904 | -60.1% | 0.64% | -16.8% |
| DIS | Sell | DISNEY WALT CO | $874,645 | +14.2% | 8,735 | -0.9% | 0.62% | +9.9% |
| CSGP | Sell | COSTAR GROUP INC | $875,497 | -13.3% | 12,716 | -2.7% | 0.62% | -16.7% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $870,621 | -4.1% | 13,941 | -5.9% | 0.62% | -7.8% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $823,187 | -4.0% | 18,196 | -5.3% | 0.58% | -7.8% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $816,049 | +10.7% | 4,207 | -26.3% | 0.58% | +6.4% |
| ETN | Sell | EATON CORP PLC | $809,235 | +4.4% | 4,723 | -30.3% | 0.57% | +0.4% |
| ICLN | Sell | ISHARES TRgl clean ene etf | $804,333 | -58.9% | 40,664 | -58.7% | 0.57% | -60.4% |
| MSFT | Sell | MICROSOFT CORP | $792,730 | +18.8% | 2,750 | -1.2% | 0.56% | +14.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $766,090 | -9.0% | 5,844 | -2.2% | 0.54% | -12.4% |
| LNG | Sell | CHENIERE ENERGY INC | $747,027 | -0.2% | 4,740 | -5.0% | 0.53% | -4.0% |
| SYK | Sell | STRYKER CORPORATION | $724,966 | +14.4% | 2,540 | -2.0% | 0.51% | +10.1% |
| COP | Sell | CONOCOPHILLIPS | $722,583 | -16.1% | 7,283 | -0.2% | 0.51% | -19.2% |
| KO | Sell | COCA COLA CO | $721,099 | -2.7% | 11,625 | -0.2% | 0.51% | -6.4% |
| IQV | IQVIA HLDGS INC | $708,844 | -2.9% | 3,564 | 0.0% | 0.50% | -6.7% | |
| TFX | Buy | TELEFLEX INCORPORATED | $707,242 | +3.7% | 2,792 | +2.2% | 0.50% | -0.2% |
| ADI | Buy | ANALOG DEVICES INC | $661,339 | +20.3% | 3,353 | +0.0% | 0.47% | +15.8% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $659,515 | +10.0% | 23,537 | +6.1% | 0.47% | +5.7% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $613,463 | -5.0% | 8,851 | -1.4% | 0.44% | -8.6% |
| MMM | Buy | 3M CO | $602,189 | -8.9% | 5,729 | +3.9% | 0.43% | -12.3% |
| NUE | Buy | NUCOR CORP | $552,539 | +18.7% | 3,577 | +1.3% | 0.39% | +14.3% |
| INTC | Sell | INTEL CORP | $545,197 | +15.9% | 16,688 | -6.2% | 0.39% | +11.2% |
| WFC | Sell | WELLS FARGO CO NEW | $540,547 | -14.4% | 14,461 | -39.7% | 0.38% | -17.6% |
| CRM | Sell | SALESFORCE INC | $498,052 | +50.1% | 2,493 | -0.4% | 0.35% | +44.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $496,270 | -1.0% | 3,808 | +1.9% | 0.35% | -4.6% |
| PG | Sell | PROCTER AND GAMBLE CO | $480,869 | -2.9% | 3,234 | -1.0% | 0.34% | -6.6% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $480,473 | +8.3% | 14,959 | +0.1% | 0.34% | +4.0% |
| MDT | Sell | MEDTRONIC PLC | $468,241 | +9.0% | 5,808 | -39.9% | 0.33% | +4.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $463,346 | +7.1% | 1,132 | +0.1% | 0.33% | +2.8% |
| SO | Sell | SOUTHERN CO | $453,870 | -14.0% | 6,523 | -11.7% | 0.32% | -17.2% |
| AMZN | Buy | AMAZON COM INC | $449,621 | +23.0% | 4,353 | +0.1% | 0.32% | +18.6% |
| CLX | Sell | CLOROX CO DEL | $443,894 | -0.1% | 2,805 | -11.4% | 0.32% | -3.7% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $439,482 | -5.4% | 1,843 | -94.6% | 0.31% | -9.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $437,527 | -0.1% | 1,417 | -0.1% | 0.31% | -4.0% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $436,714 | -2.8% | 4,459 | +0.1% | 0.31% | -6.6% |
| VGT | VANGUARD WORLD FDSinf tech etf | $427,101 | +20.7% | 1,108 | 0.0% | 0.30% | +16.1% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $425,755 | +35.3% | 4,344 | -10.6% | 0.30% | +30.2% |
| HD | Buy | HOME DEPOT INC | $426,829 | -5.6% | 1,446 | +1.0% | 0.30% | -9.3% |
| VDE | VANGUARD WORLD FDSenergy etf | $423,222 | -5.8% | 3,705 | 0.0% | 0.30% | -9.4% | |
| FDX | Buy | FEDEX CORP | $420,926 | +33.0% | 1,842 | +0.8% | 0.30% | +27.9% |
| DOW | Sell | DOW INC | $397,226 | +3.1% | 7,246 | -5.2% | 0.28% | -1.1% |
| DE | Sell | DEERE & CO | $387,728 | -4.2% | 939 | -0.5% | 0.28% | -7.7% |
| NFLX | Sell | NETFLIX INC | $384,865 | +7.0% | 1,114 | -8.7% | 0.27% | +3.0% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $376,152 | +3.5% | 4,689 | -0.0% | 0.27% | -0.4% |
| AMGN | Sell | AMGEN INC | $369,272 | -8.0% | 1,528 | -0.1% | 0.26% | -11.5% |
| WST | WEST PHARMACEUTICAL SVSC INC | $346,470 | +47.2% | 1,000 | 0.0% | 0.24% | +41.6% | |
| CVX | Sell | CHEVRON CORP NEW | $343,778 | -9.7% | 2,107 | -0.7% | 0.24% | -13.2% |
| BK | Sell | BANK NEW YORK MELLON CORP | $342,890 | -0.8% | 7,546 | -0.6% | 0.24% | -4.7% |
| MBB | Buy | ISHARES TRmbs etf | $339,702 | +5.5% | 3,586 | +3.3% | 0.24% | +1.7% |
| GLD | SPDR GOLD TR | $338,041 | +8.0% | 1,845 | 0.0% | 0.24% | +3.9% | |
| MPC | Sell | MARATHON PETE CORP | $337,614 | +2.5% | 2,504 | -11.6% | 0.24% | -1.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $337,753 | +5.6% | 586 | +0.9% | 0.24% | +1.3% |
| ACN | Sell | ACCENTURE PLC IRELAND | $331,254 | +5.8% | 1,159 | -1.2% | 0.24% | +1.7% |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $332,317 | +17.3% | 5,099 | 0.0% | 0.24% | +12.4% | |
| SAVA | Sell | CASSAVA SCIENCES INC | $330,396 | -26.9% | 13,698 | -10.5% | 0.23% | -29.7% |
| TGT | Buy | TARGET CORP | $328,622 | +12.7% | 1,984 | +1.4% | 0.23% | +8.4% |
| VDC | VANGUARD WORLD FDSconsum stp etf | $319,889 | +1.0% | 1,653 | 0.0% | 0.23% | -2.6% | |
| CSX | Sell | CSX CORP | $319,430 | -25.7% | 10,669 | -23.1% | 0.23% | -28.7% |
| BX | Buy | BLACKSTONE INC | $314,116 | +37.0% | 3,576 | +15.7% | 0.22% | +32.0% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $308,374 | +0.1% | 5,143 | -2.4% | 0.22% | -3.5% |
| ED | Sell | CONSOLIDATED EDISON INC | $308,153 | -10.6% | 3,221 | -11.0% | 0.22% | -14.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $300,818 | +5.6% | 7,446 | +1.9% | 0.21% | +1.4% |
| GIS | Sell | GENERAL MLS INC | $295,777 | -13.1% | 3,461 | -14.8% | 0.21% | -16.3% |
| PSX | Sell | PHILLIPS 66 | $284,894 | -2.8% | 2,810 | -0.2% | 0.20% | -6.5% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $280,996 | -21.3% | 5,744 | -23.7% | 0.20% | -24.3% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $275,385 | +6.1% | 3,287 | -11.1% | 0.20% | +2.1% |
| DHR | Sell | DANAHER CORPORATION | $273,613 | -5.8% | 1,086 | -0.7% | 0.19% | -9.3% |
| BCI | Sell | ABRDN ETFS | $273,396 | -35.1% | 13,163 | -31.1% | 0.19% | -37.4% |
| SON | Sell | SONOCO PRODS CO | $265,960 | -8.0% | 4,360 | -8.4% | 0.19% | -11.7% |
| ONEY | SPDR SER TRrussell yield | $260,755 | +0.6% | 2,765 | 0.0% | 0.18% | -3.1% | |
| LNT | Sell | ALLIANT ENERGY CORP | $261,019 | -10.6% | 4,888 | -7.6% | 0.18% | -14.0% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $257,813 | +0.5% | 3,767 | -4.1% | 0.18% | -3.2% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $254,193 | -12.9% | 995 | -9.5% | 0.18% | -16.3% |
| TJX | Buy | TJX COS INC NEW | $246,295 | +0.3% | 3,143 | +1.8% | 0.18% | -3.3% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $243,168 | -6.9% | 4,038 | -1.1% | 0.17% | -10.4% |
| ABBV | Sell | ABBVIE INC | $238,736 | -10.1% | 1,498 | -8.9% | 0.17% | -13.8% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $234,217 | +8.6% | 6,948 | +1.3% | 0.17% | +4.4% |
| LOW | Sell | LOWES COS INC | $231,429 | -1.0% | 1,157 | -1.4% | 0.16% | -4.7% |
| PSA | PUBLIC STORAGE | $229,626 | +7.8% | 760 | 0.0% | 0.16% | +3.8% | |
| SPFF | Sell | GLOBAL X FDSglbx suprinc etf | $229,172 | -30.6% | 24,432 | -30.4% | 0.16% | -33.3% |
| IEFA | Sell | ISHARES TRcore msci eafe | $227,340 | -2.6% | 3,401 | -10.1% | 0.16% | -6.4% |
| MS | Buy | MORGAN STANLEY | $223,802 | +8.1% | 2,549 | +4.6% | 0.16% | +3.9% |
| HNDL | STRATEGY SHSns 7handl idx | $222,530 | +3.3% | 11,000 | 0.0% | 0.16% | -0.6% | |
| MDU | Sell | MDU RES GROUP INC | $220,218 | -5.4% | 7,225 | -5.9% | 0.16% | -9.3% |
| DOCU | DOCUSIGN INC | $218,800 | +5.2% | 3,753 | 0.0% | 0.16% | +1.3% | |
| GS | Sell | GOLDMAN SACHS GROUP INC | $217,528 | -18.0% | 665 | -14.0% | 0.15% | -21.4% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $215,406 | -8.0% | 3,091 | +0.1% | 0.15% | -11.0% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $214,557 | -10.0% | 1,050 | -6.7% | 0.15% | -13.6% |
| AZO | AUTOZONE INC | $213,859 | -0.3% | 87 | 0.0% | 0.15% | -3.8% | |
| GNMA | New | ISHARES TRgnma bond etf | $208,962 | – | 4,700 | +100.0% | 0.15% | – |
| PPL | PPL CORP | $207,841 | -4.9% | 7,479 | 0.0% | 0.15% | -8.7% | |
| TXN | New | TEXAS INSTRS INC | $206,471 | – | 1,110 | +100.0% | 0.15% | – |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $203,839 | -0.0% | 2,674 | -1.4% | 0.14% | -4.0% |
| LMT | Sell | LOCKHEED MARTIN CORP | $202,643 | -6.1% | 429 | -3.4% | 0.14% | -9.4% |
| TRV | Buy | TRAVELERS COMPANIES INC | $202,949 | -8.4% | 1,184 | +0.2% | 0.14% | -11.7% |
| NWL | Buy | NEWELL BRANDS INC | $174,782 | +16.7% | 14,050 | +22.7% | 0.12% | +12.7% |
| ZOM | New | ZOMEDICA CORP | $4,234 | – | 20,000 | +100.0% | 0.00% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -11,469 | -100.0% | 0.00% | – |
| AXTA | Exit | AXALTA COATING SYS LTD | $0 | – | -19,646 | -100.0% | 0.00% | – |
| Exit | GRAB HOLDINGS LIMITEDclass a ord | $0 | – | -23,715 | -100.0% | 0.00% | – | |
| URBN | Exit | URBAN OUTFITTERS INC | $0 | – | -19,700 | -100.0% | 0.00% | – |
| PPH | Exit | VANECK ETF TRUSTpharmaceutcl etf | $0 | – | -24,240 | -100.0% | -0.00% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -30,592 | -100.0% | -0.00% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -24,360 | -100.0% | -0.01% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -176,477 | -100.0% | -0.02% | – |
| PWV | Exit | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $0 | – | -4,290 | -100.0% | -0.15% | – |
| T | Exit | AT&T INC | $0 | – | -11,044 | -100.0% | -0.15% | – |
| NFG | Exit | NATIONAL FUEL GAS CO | $0 | – | -3,365 | -100.0% | -0.16% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,015 | -100.0% | -0.16% | – |
| K | Exit | KELLOGG CO | $0 | – | -3,190 | -100.0% | -0.17% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -12,527 | -100.0% | -0.18% | – |
| HRL | Exit | HORMEL FOODS CORP | $0 | – | -5,608 | -100.0% | -0.19% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -4,308 | -100.0% | -0.20% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -10,698 | -100.0% | -0.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-13
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.