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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 2 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TFC TRUIST FINL CORP Financial Services 47,827.0 $2.2M 0.95% $45.97 +4.8%
22 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 27,351.0 $2.1M 0.90% +3K +10.9% $76.16 +12.5%
23 ALL ALLSTATE CORP Financial Services 9,790.0 $2.0M 0.88% -490.0 -4.8% $207.35 +1.2%
24 MSFT MICROSOFT CORP Technology 4,539.0 $1.7M 0.73% +120.0 +2.7% $370.14 +15.2%
25 AN AUTONATION INC Consumer Cyclical 8,545.0 $1.7M 0.72% $195.26 +0.1%
26 V VISA INC Financial Services 5,435.0 $1.6M 0.71% $302.25 +7.3%
27 IBM INTERNATIONAL BUSINESS MACHS Technology 6,100.0 $1.5M 0.64% $242.39 +10.0%
28 ETN EATON CORP PLC Industrials 4,064.0 $1.5M 0.63% -58.0 -1.4% $357.70 +11.3%
29 NEM NEWMONT CORP Basic Materials 13,396.0 $1.5M 0.63% -605.0 -4.3% $108.25 -1.8%
30 MCD MCDONALDS CORP Consumer Cyclical 4,560.0 $1.4M 0.61% +45.0 +1.0% $310.81 -10.1%
31 CSCO CISCO SYS INC Technology 17,277.0 $1.3M 0.58% $77.59 +53.1%
32 NFLX NETFLIX INC. Communication Services 13,181.0 $1.3M 0.55% +2K +14.1% $96.15 -9.7%
33 CZNC CITIZENS & NORTHN CORP Financial Services 56,564.0 $1.3M 0.55% -2K -2.8% $22.34 -5.7%
34 RSG REPUBLIC SVCS INC Industrials 5,766.0 $1.3M 0.55% -273.0 -4.5% $219.02 -6.1%
35 LLY ELI LILLY & CO Healthcare 1,339.0 $1.2M 0.54% -92.0 -6.4% $919.77 +22.9%
36 WM WASTE MGMT INC DEL Industrials 5,160.0 $1.2M 0.52% +56.0 +1.1% $229.77 -5.6%
37 AME AMETEK INC Industrials 5,530.0 $1.2M 0.52% -250.0 -4.3% $214.36 +4.2%
38 XOM EXXON MOBIL CORP Energy 6,906.0 $1.2M 0.51% -1K -15.9% $169.65 -12.9%
39 AVGO BROADCOM INC Technology 3,730.0 $1.2M 0.50% +59.0 +1.6% $309.51 +36.3%
40 PRU PRUDENTIAL FINL INC Financial Services 11,482.0 $1.1M 0.49% -308.0 -2.6% $97.69 +4.0%
Page 2 of 9  ·  173 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%