CIK 1842811
IVC Wealth Advisors LLC
Institutional 13F holdings & portfolio
Holdings
179
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KO | COCA COLA CO | 12K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 3K | $500K+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 17K | $500K+ | SH |
| PAYX | PAYCHEX INC | 7K | $500K+ | SH |
| MMM | 3M CO | 5K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| CCI | CROWN CASTLE INC | 9K | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 3K | $500K+ | SH |
| INTC | INTEL CORP | 20K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| UVSP | UNIVEST FINANCIAL CORPORATIO | 22K | $500K+ | SH |
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 9K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 945 | $500K+ | SH |
| VTWV | VANGUARD SCOTTSDALE FDS | 4K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 1K | $500K+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 14K | $500K+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 28K | $500K+ | SH |
| LNG | CHENIERE ENERGY INC | 3K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP | 6K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| MS | MORGAN STANLEY | 4K | $500K+ | SH |
| CRM | SALESFORCE INC | 2K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| EOG | EOG RES INC | 5K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 6K | $500K+ | SH |
| MBB | ISHARES TR | 6K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 17K | $500K+ | SH |
| VDE | VANGUARD WORLD FD | 4K | $500K+ | SH |
| SOLV | SOLVENTUM CORP | 7K | $500K+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| SO | SOUTHERN CO | 6K | $500K+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 2K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 1K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 3K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 2K | $100K–$500K | SH |
| SCHH | SCHWAB STRATEGIC TR | 22K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 5K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 517 | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 5K | $100K–$500K | SH |
| ICOW | PACER FDS TR | 12K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 2K | $100K–$500K | SH |
| NUE | NUCOR CORP | 3K | $100K–$500K | SH |
| GSK | GSK PLC | 9K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 4K | $100K–$500K | SH |