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 151–179 of 179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC | 3K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| CRSP | CRISPR THERAPEUTICS AG | 5K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 927 | $100K–$500K | SH |
| VIS | VANGUARD WORLD FD | 822 | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 3K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 633 | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| IP | INTERNATIONAL PAPER CO | 6K | $100K–$500K | SH |
| USHY | ISHARES TR | 6K | $100K–$500K | SH |
| GNRC | GENERAC HLDGS INC | 2K | $100K–$500K | SH |
| USRT | ISHARES TR | 4K | $100K–$500K | SH |
| IVV | ISHARES TR | 325 | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 751 | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 2K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 648 | $100K–$500K | SH |
| DE | DEERE & CO | 455 | $100K–$500K | SH |
| GNMA | ISHARES TR | 5K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| CLX | CLOROX CO DEL | 2K | $100K–$500K | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 4K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 1K | $100K–$500K | SH |
| BA | BOEING CO | 941 | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 235 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| T | AT&T INC | 8K | $100K–$500K | SH |
| AMCR | AMCOR PLC | 16K | $100K–$500K | SH |
| NUV | NUVEEN MUN VALUE FD INC | 13K | $100K–$500K | SH |