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Portfolio (Quarterly) Guide ↗

IVC Wealth Advisors LLC

· CIK 0001842811
13F Portfolio $230M AUM 174 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 57 Added 63 Reduced 15 Exited
Page 1 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 55,873.0 $14.2M 6.16% -313.0 -0.6% $253.79 +22.7%
2 SCHV SCHWAB STRATEGIC TR 105,235.0 $3.2M 1.39% -5K -4.4% $30.50 +10.0%
3 CAT CATERPILLAR INC Industrials 3,862.0 $2.7M 1.19% -144.0 -3.6% $708.52 +25.5%
4 MRK MERCK & CO INC Healthcare 21,194.0 $2.5M 1.11% -463.0 -2.1% $120.29 -0.3%
5 JNJ JOHNSON & JOHNSON Healthcare 10,230.0 $2.5M 1.09% -168.0 -1.6% $244.44 -5.3%
6 ALL ALLSTATE CORP Financial Services 9,790.0 $2.0M 0.88% -490.0 -4.8% $207.35 +0.2%
7 ETN EATON CORP PLC Industrials 4,064.0 $1.5M 0.63% -58.0 -1.4% $357.70 +12.4%
8 NEM NEWMONT CORP Basic Materials 13,396.0 $1.5M 0.63% -605.0 -4.3% $108.25 -0.0%
9 CZNC CITIZENS & NORTHN CORP Financial Services 56,564.0 $1.3M 0.55% -2K -2.8% $22.34 -5.3%
10 RSG REPUBLIC SVCS INC Industrials 5,766.0 $1.3M 0.55% -273.0 -4.5% $219.02 -6.7%
11 LLY ELI LILLY & CO Healthcare 1,339.0 $1.2M 0.54% -92.0 -6.4% $919.77 +23.0%
12 AME AMETEK INC Industrials 5,530.0 $1.2M 0.52% -250.0 -4.3% $214.36 +5.3%
13 XOM EXXON MOBIL CORP Energy 6,906.0 $1.2M 0.51% -1K -15.9% $169.65 -13.3%
14 PRU PRUDENTIAL FINL INC Financial Services 11,482.0 $1.1M 0.49% -308.0 -2.6% $97.69 +3.1%
15 MSI MOTOROLA SOLUTIONS INC Technology 2,300.0 $998K 0.43% -256.0 -10.0% $433.97 -5.2%
16 LNG CHENIERE ENERGY INC Energy 3,327.0 $944K 0.41% -150.0 -4.3% $283.77 -19.0%
17 ADI ANALOG DEVICES INC Technology 2,916.0 $928K 0.40% -67.0 -2.2% $318.16 +31.6%
18 KO COCA COLA CO Consumer Defensive 12,163.0 $925K 0.40% -79.0 -0.7% $76.05 +5.7%
19 INTC INTEL CORP Technology 19,491.0 $860K 0.37% -919.0 -4.5% $44.13 +174.0%
20 COWZ PACER FDS TR 12,734.0 $797K 0.35% -4K -23.3% $62.56 +3.3%
Page 1 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.6%
Financial Services 15.6%
Industrials 11.5%
Healthcare 9.8%
Consumer Cyclical 6.5%
Energy 6.5%
Basic Materials 5.8%
Communication Services 5.5%
Consumer Defensive 2.7%
Utilities 2.3%