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Portfolio (Quarterly) Guide ↗

IVC Wealth Advisors LLC

· CIK 0001842811
13F Portfolio $230M AUM 179 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 179 New
Page 9 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GNRC GENERAC HLDGS INC Industrials 1,680.0 $229K 0.10% NEW $136.37 +104.9%
162 USRT ISHARES TR 4,013.0 $229K 0.10% NEW $56.96 +14.8%
163 IVV ISHARES TR 325.0 $223K 0.10% NEW $684.94 +10.7%
164 TRV TRAVELERS COMPANIES INC Financial Services 751.0 $218K 0.10% NEW $290.06 +1.5%
165 PSX PHILLIPS 66 Energy 1,683.0 $217K 0.09% NEW $129.05 +36.9%
166 ASTRAZENECA PLC 2,343.0 $215K 0.09% NEW $91.93
167 UNH UNITEDHEALTH GROUP INC Healthcare 648.0 $214K 0.09% NEW $330.36 +16.2%
168 DE DEERE & CO Industrials 455.0 $212K 0.09% NEW $465.58 +15.8%
169 GNMA ISHARES TR 4,750.0 $212K 0.09% NEW $44.54 -0.4%
170 J P MORGAN EXCHANGE TRADED F 4,133.0 $209K 0.09% NEW $50.59
171 CLX CLOROX CO DEL Consumer Defensive 2,059.0 $208K 0.09% NEW $100.84 -4.6%
172 GTO INVESCO ACTIVELY MANAGED EXC 4,369.0 $207K 0.09% NEW $47.42 -1.1%
173 CAH CARDINAL HEALTH INC Healthcare 1,003.0 $206K 0.09% NEW $205.41 -2.7%
174 BA BOEING CO Industrials 941.0 $204K 0.09% NEW $217.12 +5.4%
175 COST COSTCO WHSL CORP NEW Consumer Defensive 235.0 $203K 0.09% NEW $862.43 +15.4%
176 DUK DUKE ENERGY CORP NEW Utilities 1,720.0 $202K 0.09% NEW $117.21 +5.6%
177 T AT&T INC Communication Services 8,072.0 $201K 0.09% NEW $24.84 +0.2%
178 AMCOR PLC 16,338.0 $136K 0.06% NEW $8.34
179 NUV NUVEEN MUN VALUE FD INC Financial Services 12,845.0 $116K 0.05% NEW $9.06 +0.7%
Page 9 of 9  ·  179 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 34.7%
Financial Services 16.7%
Industrials 11.1%
Healthcare 9.8%
Consumer Cyclical 6.8%
Communication Services 5.6%
Energy 4.6%
Basic Materials 4.4%
Consumer Defensive 2.5%
Utilities 2.2%