IVC Wealth Advisors LLC Q1 2025 Filing
Filed April 8, 2025
Portfolio Value
$185.9M
Holdings
162
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (162 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $17.9M |
AAPLAPPLE INC | $13.3M |
JEPIJ P MORGAN EXCHANGE TRADED F | $10.9M |
PVALPUTNAM ETF TRUST | $7.0M |
SCHVSCHWAB STRATEGIC TR | $6.9M |
JAAAJANUS DETROIT STR TR | $6.1M |
USIGISHARES TR | $5.5M |
JEPQJ P MORGAN EXCHANGE TRADED F | $5.2M |
VOTVANGUARD INDEX FDS | $5.0M |
VOEVANGUARD INDEX FDS | $4.0M |
HEFAISHARES TR | $3.1M |
VTWGVANGUARD SCOTTSDALE FDS | $3.1M |
IGSBISHARES TR | $2.6M |
METAMETA PLATFORMS INC | $2.5M |
NVDANVIDIA CORPORATION | $2.5M |
COWZPACER FDS TR | $2.2M |
TFCTRUIST FINL CORP | $2.1M |
ALSALLSTATE CORP | $1.9M |
VVISA INC | $1.8M |
VBRVANGUARD INDEX FDS | $1.8M |
JNJJOHNSON & JOHNSON | $1.8M |
MRKMERCK & CO INC | $1.7M |
PAYXPAYCHEX INC | $1.7M |
IBMINTERNATIONAL BUSINESS MACHS | $1.5M |
RSGREPUBLIC SVCS INC | $1.5M |
CZNCCITIZENS & NORTHN CORP | $1.5M |
ANAUTONATION INC | $1.5M |
MSFTMICROSOFT CORP | $1.5M |
VMBSVANGUARD SCOTTSDALE FDS | $1.4M |
CATCATERPILLAR INC | $1.4M |
ADBEADOBE INC | $1.4M |
MCDMCDONALDS CORP | $1.4M |
PRUPRUDENTIAL FINL INC | $1.4M |
JMBSJANUS DETROIT STR TR | $1.3M |
LLYELI LILLY & CO | $1.2M |
ETNEATON CORP PLC | $1.1M |
UVSPUNIVEST FINANCIAL CORPORATIO | $1.1M |
WMWASTE MGMT INC DEL | $1.1M |
VTWVVANGUARD SCOTTSDALE FDS | $1.0M |
CSCOCISCO SYS INC | $1.0M |
MSIMOTOROLA SOLUTIONS INC | $1.0M |
XOMEXXON MOBIL CORP | $999K |
AMEAMETEK INC | $969K |
NFLXNETFLIX INC | $946K |
KMBKIMBERLY-CLARK CORP | $930K |
WFCWELLS FARGO CO NEW | $915K |
8CWCROWN CASTLE INC | $906K |
LNGCHENIERE ENERGY INC | $901K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $897K |
KOCOCA COLA CO | $836K |
UNHUNITEDHEALTH GROUP INC | $820K |
JPMJPMORGAN CHASE & CO. | $803K |
MMM3M CO | $786K |
LYBLYONDELLBASELL INDUSTRIES N | $783K |
PEPPEPSICO INC | $752K |
EOGEOG RES INC | $740K |
VDEVANGUARD WORLD FD | $695K |
TSLATESLA INC | $678K |
NEMNEWMONT CORP | $665K |
FLRTPACER FDS TR | $657K |
VHTVANGUARD WORLD FD | $645K |
SPYSPDR S&P 500 ETF TR | $633K |
AMZNAMAZON COM INC | $623K |
ADIANALOG DEVICES INC | $621K |
RIORIO TINTO PLC | $621K |
COPCONOCOPHILLIPS | $589K |
AVGOBROADCOM INC | $578K |
TIPISHARES TR | $554K |
CRMSALESFORCE INC | $552K |
SOLVSOLVENTUM CORP | $549K |
CSGPCOSTAR GROUP INC | $540K |
BKBANK NEW YORK MELLON CORP | $531K |
SOSOUTHERN CO | $526K |
SYKSTRYKER CORPORATION | $524K |
PSAPUBLIC STORAGE OPER CO | $512K |
MDTMEDTRONIC PLC | $504K |
CRWDCROWDSTRIKE HLDGS INC | $502K |
VCITVANGUARD SCOTTSDALE FDS | $481K |
FTSLFIRST TR EXCHANGE-TRADED FD | $478K |
VGTVANGUARD WORLD FD | $468K |
SCHGSCHWAB STRATEGIC TR | $464K |
CALFPACER FDS TR | $461K |
BNDXVANGUARD CHARLOTTE FDS | $460K |
INTCINTEL CORP | $456K |
GQ9SPDR GOLD TR | $436K |
NFGNATIONAL FUEL GAS CO | $434K |
BACVERIZON COMMUNICATIONS INC | $433K |
ICOWPACER FDS TR | $432K |
VNQVANGUARD INDEX FDS | $426K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $411K |
CVXCHEVRON CORP NEW | $408K |
SCHHSCHWAB STRATEGIC TR | $405K |
DOWDOW INC | $403K |
SPDWSPDR INDEX SHS FDS | $394K |
BXBLACKSTONE INC | $391K |
IQVIQVIA HLDGS INC | $391K |
MPCMARATHON PETE CORP | $384K |
RTXRTX CORPORATION | $384K |
AZOAUTOZONE INC | $381K |
FISVFISERV INC | $380K |
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