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Size ($ in 1000's)
At 03/31/2024: $172,818
At 12/31/2023: $160,830
IVC Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from IVC Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the IVC Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by IVC Wealth Advisors LLC.
In the IVC Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by IVC Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the IVC Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VUG) |
50,058 |
+53 |
$17,230 | | VUG | 50,058 | +53 | $17,230 | | APPLE INC |
69,127 |
-1,531 |
$11,854 | | AAPL | 69,127 | -1,531 | $11,854 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
150,786 |
+3,316 |
$8,724 | | JEPI | 150,786 | +3,316 | $8,724 | | SCHWAB STRATEGIC TR |
104,407 |
-6,384 |
$7,933 | | SCHV | 104,407 | -6,384 | $7,933 | | PACER FDS TR |
117,003 |
+10,979 |
$6,799 | | COWZ | 117,003 | +10,979 | $6,799 | | ISHARES TR (USIG) |
76,217 |
+6,699 |
$3,870 | | USIG | 76,217 | +6,699 | $3,870 | | VANGUARD INDEX FDS (VOT) |
14,470 |
+570 |
$3,412 | | VOT | 14,470 | +570 | $3,412 | | VANGUARD INDEX FDS (VOE) |
19,133 |
+1,405 |
$2,983 | | VOE | 19,133 | +1,405 | $2,983 | | META PLATFORMS INC |
5,945 |
-65 |
$2,887 | | META | 5,945 | -65 | $2,887 | | MERCK & CO INC |
21,760 |
+592 |
$2,871 | | MRK | 21,760 | +592 | $2,871 | | NVIDIA CORPORATION |
3,168 |
-342 |
$2,862 | | NVDA | 3,168 | -342 | $2,862 | | VANGUARD SCOTTSDALE FDS (VTWG) |
13,725 |
+788 |
$2,705 | | VTWG | 13,725 | +788 | $2,705 | | PACER FDS TR |
78,443 |
+14,452 |
$2,506 | | ICOW | 78,443 | +14,452 | $2,506 | | ADOBE INC |
4,116 |
+17 |
$2,077 | | ADBE | 4,116 | +17 | $2,077 | | ISHARES TR (IGSB) |
40,405 |
+2,466 |
$2,072 | | IGSB | 40,405 | +2,466 | $2,072 | | CITIZENS & NORTHN CORP |
106,532 |
-25,515 |
$2,001 | | CZNC | 106,532 | -25,515 | $2,001 | | TRUIST FINL CORP |
50,461 |
-1,593 |
$1,967 | | TFC | 50,461 | -1,593 | $1,967 | | ALLSTATE CORP |
10,401 |
-387 |
$1,799 | | ALL | 10,401 | -387 | $1,799 | | ELI LILLY & CO |
2,245 |
-60 |
$1,747 | | LLY | 2,245 | -60 | $1,747 | | VANGUARD SCOTTSDALE FDS (VMBS) |
38,223 |
-15,571 |
$1,743 | | VMBS | 38,223 | -15,571 | $1,743 | | AUTONATION INC |
10,417 |
+38 |
$1,725 | | AN | 10,417 | +38 | $1,725 | | JOHNSON & JOHNSON |
10,716 |
+47 |
$1,695 | | JNJ | 10,716 | +47 | $1,695 | | PAYCHEX INC |
13,200 |
-41 |
$1,621 | | PAYX | 13,200 | -41 | $1,621 | | VISA INC |
5,717 |
+4 |
$1,596 | | V | 5,717 | +4 | $1,596 | | PRUDENTIAL FINL INC |
13,546 |
-102 |
$1,590 | | PRU | 13,546 | -102 | $1,590 | | PACER FDS TR |
31,301 |
+4,781 |
$1,539 | | CALF | 31,301 | +4,781 | $1,539 | | CATERPILLAR INC |
4,131 |
+127 |
$1,514 | | CAT | 4,131 | +127 | $1,514 | | MCDONALDS CORP |
5,075 |
-45 |
$1,431 | | MCD | 5,075 | -45 | $1,431 | | EATON CORP PLC |
4,564 |
+2 |
$1,427 | | ETN | 4,564 | +2 | $1,427 | | STARBUCKS CORP |
15,132 |
-1,146 |
$1,383 | | SBUX | 15,132 | -1,146 | $1,383 | | REPUBLIC SVCS INC |
6,997 |
-30 |
$1,340 | | RSG | 6,997 | -30 | $1,340 | | WASTE MGMT INC DEL |
6,242 |
+3 |
$1,331 | | WM | 6,242 | +3 | $1,331 | | INTERNATIONAL BUSINESS MACHS |
6,898 |
+1,003 |
$1,317 | | IBM | 6,898 | +1,003 | $1,317 | | MICROSOFT CORP |
2,958 |
-4 |
$1,245 | | MSFT | 2,958 | -4 | $1,245 | | VANGUARD SCOTTSDALE FDS (VTWV) |
8,713 |
-292 |
$1,218 | | VTWV | 8,713 | -292 | $1,218 | | LYONDELLBASELL INDUSTRIES N |
11,815 |
-11 |
$1,208 | | LYB | 11,815 | -11 | $1,208 | | JANUS DETROIT STR TR |
23,685 |
+19,486 |
$1,202 | | JAAA | 23,685 | +19,486 | $1,202 | | COSTAR GROUP INC |
12,196 |
-58 |
$1,178 | | CSGP | 12,196 | -58 | $1,178 | | PEPSICO INC |
6,543 |
-119 |
$1,145 | | PEP | 6,543 | -119 | $1,145 | | AMETEK INC |
6,232 |
UNCH |
$1,140 | | AME | 6,232 | UNCH | $1,140 | | MOTOROLA SOLUTIONS INC |
3,115 |
-21 |
$1,106 | | MSI | 3,115 | -21 | $1,106 | | CONOCOPHILLIPS |
8,331 |
+401 |
$1,060 | | COP | 8,331 | +401 | $1,060 | | EOG RES INC |
8,128 |
+195 |
$1,039 | | EOG | 8,128 | +195 | $1,039 | | J P MORGAN EXCHANGE TRADED F (JEPQ) |
18,990 |
+18,990 |
$1,030 | | JEPQ | 18,990 | +18,990 | $1,030 | | EXXON MOBIL CORP |
8,150 |
+649 |
$947 | | XOM | 8,150 | +649 | $947 | | UNITEDHEALTH GROUP INC |
1,868 |
-92 |
$924 | | UNH | 1,868 | -92 | $924 | | CISCO SYS INC |
18,488 |
+494 |
$923 | | CSCO | 18,488 | +494 | $923 | | KIMBERLY CLARK CORP |
6,937 |
+319 |
$897 | | KMB | 6,937 | +319 | $897 | | STRYKER CORPORATION |
2,502 |
+1 |
$895 | | SYK | 2,502 | +1 | $895 | | PUBLIC SVC ENTERPRISE GRP IN |
13,265 |
-334 |
$886 | | PEG | 13,265 | -334 | $886 |
See Full List: All Stocks Held By IVC Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By IVC Wealth Advisors LLC
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