IVC Wealth Advisors LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), IVC Wealth Advisors LLC reported 151 stock positions worth $178.7 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 11.5% of the portfolio, followed by Apple (AAPL, 8.6%) and JPMorgan Equity Premium Inco (JEPI, 5.4%). Compared with Q3 2024, it opened 7 new positions, sold out of 19, added to 52 and reduced 84. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +8%) and the biggest sale Exxon Mobil (XOM, shares −37%).

Most Recent 13F
Q2 2026
Location
SILVERDALE, PA
CIK
0001842811
Portfolio Value
$178.7M (Q4 2024)
SEC Filing
0001667731-25-000042 ↗ filed Jan 17, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $173.3M Q1 2024 Q2 2024: $178.8M Q2 2024 Q3 2024: $182.7M Q3 2024 Q4 2024: $178.7M $178.7M Q4 2024 Q1 2025: $185.9M Q1 2025 Q2 2025: $205.1M Q2 2025 Q3 2025: $223.8M Q3 2025 Q4 2025: $229.9M Q4 2025 Q1 2026: $230.3M Q1 2026 Q2 2026: $256.4M Q2 2026

Holdings 151 stocks · $178.7M

VUG Vanguard Mrngstar GR ETF-Sui 11.50% 50,086 $20.6M Add +7.8%
AAPL Apple Inc. 8.65% 61,709 $15.5M Reduce -2.9%
JEPI JPMorgan Equity Premium Inco 5.42% 168,421 $9.7M Add +5.2%
COWZ Pacer US Cash Cows 100 ETF 4.21% 133,123 $7.5M Add +6.0%
SCHV Schwab US Large-Cap Value 4.14% 284,010 $7.4M No change
JAAA Janus Henderson Aaa Clo ETF 2.99% 105,525 $5.4M Add +20.6%
USIG iShares Broad Usd Investment 2.46% 87,415 $4.4M Add +4.7%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 2.40% 76,124 $4.3M Add +29.4%
VOT Vngrd Mrngstr MC GRW ETF-Usd 2.16% 15,216 $3.9M Add +2.7%
VOE Vngrd Mrngstr MD-Cap Val ETF 1.80% 19,927 $3.2M Add +1.7%
NVDA Nvidia Corp. 1.76% 23,439 $3.1M Reduce -11.2%
VTWG Vanguard Russell 2000 Growth 1.71% 14,520 $3.1M Add +0.8%
ICOW Pacer Developed Markets Inte 1.54% 94,176 $2.7M Add +6.4%
META Meta Platforms Inc. Class A 1.42% 4,345 $2.5M Reduce -1.9%
IGSB iShares 1-5Y Inv Grade Corp. 1.25% 43,298 $2.2M Add +1.0%
TFC Truist Financial Corp. 1.24% 51,273 $2.2M Reduce -1.1%
MRK Merck & Co. Inc. 1.13% 20,265 $2.0M Reduce -5.2%
ALL Allstate Corp. 1.03% 9,541 $1.8M Reduce -4.1%
CALF PCR US SM CP CSH CWS ETF-Usd 0.98% 39,784 $1.8M Add +5.7%
V Visa Inc. Class A 0.94% 5,340 $1.7M Reduce -4.4%
ADBE Adobe Inc. 0.93% 3,745 $1.7M Add +0.4%
PAYX Paychex Inc. 0.93% 11,807 $1.7M Reduce -2.0%
AN Autonation Inc. 0.89% 9,397 $1.6M Reduce -1.9%
CZNC Citizens & Northern Corp. 0.85% 81,986 $1.5M Reduce -17.9%
JNJ Johnson & Johnson 0.83% 10,310 $1.5M Reduce -5.8%
ETN Eaton Corp. PLC 0.81% 4,379 $1.5M Reduce -4.7%
CAT Caterpillar Inc. 0.81% 3,985 $1.4M Reduce -8.7%
PRU Prudential Financial Inc. 0.80% 12,066 $1.4M Add +0.1%
VMBS Vanguard Mortgage-Backed Sec 0.79% 31,196 $1.4M Add +3.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.76% 6,155 $1.4M Reduce -12.1%
RSG Republic Services Inc. 0.71% 6,298 $1.3M Add +0.1%
MCD McDonald's Corp. 0.70% 4,329 $1.3M Reduce -10.3%
VTWV Vanguard Russell 2000 Value 0.70% 8,600 $1.2M Reduce -0.9%
UVSP Univest Financial Corp. 0.66% 40,107 $1.2M No change
MSFT Microsoft Corp. 0.64% 2,734 $1.2M Reduce -15.5%
LLY Eli Lilly & Co. 0.61% 1,418 $1.1M Reduce -6.2%
AME Ametek Inc. 0.57% 5,619 $1.0M Reduce -6.9%
CSCO Cisco Systems Inc. 0.56% 16,923 $1.0M Reduce -6.6%
MSI Motorola Solutions Inc. 0.56% 2,156 $997K Reduce -8.6%
PEG Public Service Enterprise GP 0.53% 11,252 $951K Reduce -1.4%
WM Waste Management Inc. 0.53% 4,664 $941K Reduce -7.8%
TSLA Tesla Inc. 0.53% 2,326 $939K Reduce -7.1%
WFC Wells Fargo & Co. 0.50% 12,785 $898K Reduce -1.1%
NFLX Netflix Inc. 0.50% 995 $887K Reduce -0.5%
KMB Kimberly-Clark Corp. 0.49% 6,654 $872K Reduce -7.4%
LNG Cheniere Energy Inc. 0.48% 4,024 $865K Reduce -8.1%
LYB Lyondellbasell Indu Class A 0.48% 11,493 $854K Add +6.6%
JPM JPMorgan Chase & Co. 0.47% 3,526 $845K Reduce -12.1%
UNH Unitedhealth Group Inc. 0.46% 1,635 $827K Reduce -13.3%
PEP Pepsico Inc. 0.43% 5,077 $772K Reduce -7.2%
EOG EOG Resources Inc. 0.42% 6,165 $756K Reduce -20.6%
CCI Crown Castle Inc. 0.42% 8,202 $744K Add +19.1%
AMZN Amazon.com Inc. 0.40% 3,229 $708K Reduce -22.9%
KO The Coca-Cola Co. 0.39% 11,266 $701K Reduce -8.2%
MMM 3M Co. 0.39% 5,398 $697K Reduce -4.0%
ADI Analog Devices Inc. 0.38% 3,199 $680K Add +0.1%
XOM Exxon Mobil Corp. 0.38% 6,279 $675K Reduce -37.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.37% 1,132 $663K Reduce -0.3%
CSGP Costar Group Inc. 0.35% 8,622 $617K Reduce -19.0%
TIP iShares Tips Bond ETF 0.34% 5,787 $617K Reduce -12.5%
AVGO Broadcom Inc. 0.34% 2,596 $602K Add +8.3%
RIO Rio Tinto PLC-Spon ADR 0.34% 10,204 $600K Add +6.5%
CRM Salesforce Inc. 0.32% 1,733 $579K Reduce -0.5%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.32% 7,475 $574K Add +2.3%
COP Conocophillips 0.32% 5,730 $568K Reduce -21.7%
VDE Vanguard Energy ETF 0.31% 4,610 $559K No change
VGT Vanguard Info Tech ETF 0.30% 862 $536K Reduce -12.7%
SCHG Schwab US Large-Cap Growth 0.29% 18,687 $521K Reduce -1.1%
FLRT Pacer Aristotle Pacific Floa 0.28% 10,534 $501K Add +11.7%
BX Blackstone Inc. 0.28% 2,894 $499K Reduce -16.0%
FTSL First Trust Senior Loan ETF 0.28% 10,777 $498K Reduce -0.2%
TFX Teleflex Inc. 0.28% 2,770 $493K Reduce -1.3%
CRWD CrowdStrike Holdings Inc. Class A 0.27% 1,426 $488K Add +7.5%
DOW Dow Inc. 0.27% 12,085 $485K Add +4.9%
SOLV Solventum Corp. 0.27% 7,243 $478K Add +8.9%
NEM Newmont Corp. 0.26% 12,689 $472K Reduce -2.2%
SO The Southern Co. 0.26% 5,712 $470K Reduce -27.2%
PSA Public Storage 0.26% 1,559 $467K Add +6.7%
VCIT Vanguard Int-Term Corporate 0.26% 5,695 $457K Add +3.1%
SYK Stryker Corp. 0.25% 1,255 $452K Reduce -26.9%
IQV Iqvia Holdings Inc. 0.25% 2,269 $446K Reduce -8.4%
HD Home Depot Inc. 0.25% 1,131 $440K Reduce -19.7%
BNDX Vanguard Total Intl Bond ETF 0.24% 8,853 $434K Add +2.9%
CLX Clorox Company 0.23% 2,522 $410K Reduce -9.5%
MDT Medtronic PLC 0.23% 5,069 $405K Reduce -7.1%
FDX FedEx Corp. 0.23% 1,432 $403K Reduce -26.5%
JMBS Janus Henderson Mortg Backed 0.23% 9,109 $402K Add +7.0%
VHT Vanguard Health Care ETF 0.22% 1,562 $396K Reduce -3.1%
GLD SPDR Gold Shares 0.22% 1,631 $395K Reduce -3.6%
SCHH Schwab US REIT ETF 0.22% 18,674 $393K Add +39.0%
SPDW Ste STR SPDR PT DW Eu ETF 0.22% 11,346 $387K Add +0.9%
SBUX Starbucks Corp. 0.21% 4,175 $381K Reduce -16.4%
VGIT Vanguard Intermediate-Term T 0.21% 6,474 $375K Add +9.4%
VZ Verizon Communications Inc. 0.21% 9,209 $368K Reduce -23.1%
AMD Advanced Micro Devices 0.20% 2,961 $358K Add +29.1%
MBB iShares MBS ETF 0.20% 3,854 $353K Add +5.5%
FISV Fiserv Inc. 0.20% 1,715 $352K Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.20% 775 $351K Add +1.0%
MPC Marathon Petroleum Corp. 0.20% 2,518 $351K Reduce -0.4%
INTC Intel Corp. 0.19% 17,373 $348K Add +21.9%
PG The Procter & Gamble Co. 0.19% 2,070 $347K Reduce -21.1%
AKAM Akamai Technologies Inc. 0.19% 3,615 $346K Add +61.4%
IP International Paper Co. 0.19% 6,395 $344K Reduce -10.9%
EEFT Euronet Worldwide Inc. 0.19% 3,317 $341K Add +51.9%
RTX RTX Corp. 0.19% 2,939 $340K Reduce -2.8%
NFG National Fuel Gas Co. 0.19% 5,573 $338K Reduce -0.5%
CVX Chevron Corp. 0.19% 2,317 $336K Add +14.5%
DVN Devon Energy Corp. 0.19% 10,187 $333K Reduce -18.0%
JCI Johnson Controls Internation 0.19% 4,209 $332K Reduce -2.8%
MS Morgan Stanley 0.18% 2,535 $319K Add +0.6%
FBCG Fidelity Blue Chip Grow ETF 0.18% 6,833 $316K New
ONEY SS SPDR R1000 Yield Foc ETF 0.18% 2,900 $316K Add +4.9%
NUE Nucor Corp. 0.17% 2,672 $312K Add +0.5%
FBTC Fidelity Wise Origin Bitcoin 0.17% 3,800 $310K Reduce -16.9%
VDC Vanguard Consumer Staple ETF 0.17% 1,459 $308K Reduce -3.2%
SON Sonoco Products Co. 0.17% 6,254 $306K Add +20.4%
AZO AutoZone Inc. 0.17% 95 $304K No change
VNQ Vanguard Real Estate ETF 0.17% 3,380 $301K Reduce -1.2%
GOOGL Alphabet Inc. Class A 0.17% 1,589 $301K Add +6.4%
ED Consolidated Edison Inc. 0.17% 3,368 $301K Add +0.2%
SCHC Schwab Intl Small-Cap Equity 0.17% 8,748 $300K Add +30.8%
GS Goldman Sachs Group Inc. 0.17% 524 $300K Add +0.4%
IEMG iShares Core MSCI Emerging 0.17% 5,718 $299K Reduce -26.3%
KNF Knife River Corp. 0.17% 2,916 $296K Reduce -2.1%
GNRC Generac Holdings Inc. 0.16% 1,850 $287K Reduce -5.1%
MDYG SS SPDR S&P 400 MC GR ETF 0.16% 3,267 $284K No change
PFE Pfizer Inc. 0.16% 10,476 $278K Reduce -12.4%
BMY Bristol-Myers Squibb Co. 0.15% 4,894 $277K Reduce -8.8%
USRT iShares Core US REIT ETF 0.15% 4,696 $269K Add +26.0%
MCHP Microchip Technology Inc. 0.15% 4,660 $267K Add +23.0%
ABBV Abbvie Inc. 0.15% 1,501 $267K Reduce -2.3%
USB US Bancorp 0.15% 5,491 $263K Add +0.0%
ANGL Vaneck Fallen Angel High YLD 0.14% 8,887 $255K Reduce -0.1%
PLTR Palantir Technologies Inc. Class A 0.14% 3,280 $248K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 2,028 $245K Reduce -35.1%
SNOW Snowflake Inc. 0.14% 1,582 $244K New
PWV Invesco Large Cap Value ETF 0.14% 4,290 $244K No change
C Citigroup Inc. 0.13% 3,356 $236K Reduce -2.0%
WHR Whirlpool Corp. 0.13% 2,062 $236K New
ORCL Oracle Corp. 0.13% 1,393 $232K Reduce -5.6%
T AT&T Inc. 0.13% 10,190 $232K Reduce -6.7%
VCR Vanguard Consumer Discre ETF 0.13% 610 $229K No change
BA The Boeing Co. 0.13% 1,282 $227K New
DOCU Docusign Inc. 0.13% 2,497 $225K New
AMGN Amgen Inc. 0.12% 841 $219K Reduce -32.3%
VOO Vanguard S&P 500 ETF 0.12% 405 $218K New
VIS Vanguard Industrials ETF 0.12% 845 $215K Reduce -5.6%
VCSH Vanguard S/T Corp. Bond ETF 0.11% 2,601 $203K Add +3.1%
VBF Invesco Bond Fund 0.09% 10,491 $162K Reduce -0.3%
NWBI Northwest Bancshares Inc. 0.08% 10,550 $139K Reduce -0.9%
NUV Nuveen Municipal Value 0.06% 12,845 $110K No change

Portfolio Sells Q3 2024 → Q4 2024

XOM Exxon Mobil Corp. Reduce -37.0% 0.38% −0.26
CZNC Citizens & Northern Corp. Reduce -17.9% 0.85% −0.22
FLNA Filana Therapeutics Inc. Sold out 0.00% −0.20
MRK Merck & Co. Inc. Reduce -5.2% 1.13% −0.20
LOW Lowe's Cos Inc. Sold out 0.00% −0.18
VWO Vanguard Ftse Emerging Marke Sold out 0.00% −0.18
WMB Williams Cos Inc. Sold out 0.00% −0.17
SPGI S&P Global Inc. Sold out 0.00% −0.16
K Kellanova Sold out 0.00% −0.14
UNH Unitedhealth Group Inc. Reduce -13.3% 0.46% −0.14
DE Deere & Co. Sold out 0.00% −0.14
MAR Marriott International Class A Sold out 0.00% −0.14
HAL Halliburton Co. Sold out 0.00% −0.14
JNJ Johnson & Johnson Reduce -5.8% 0.83% −0.14
ACN Accenture PLC Class A Sold out 0.00% −0.13
TGT Target Corp. Sold out 0.00% −0.13
CAT Caterpillar Inc. Reduce -8.7% 0.81% −0.13
SO The Southern Co. Reduce -27.2% 0.26% −0.12
PSX Phillips 66 Sold out 0.00% −0.12
UPS United Parcel Service Class B Sold out 0.00% −0.12
AXP American Express Co. Sold out 0.00% −0.12
LLY Eli Lilly & Co. Reduce -6.2% 0.61% −0.12
TXN Texas Instruments Inc. Sold out 0.00% −0.12
MSFT Microsoft Corp. Reduce -15.5% 0.64% −0.12
NEM Newmont Corp. Reduce -2.2% 0.26% −0.12
ECL Ecolab Inc. Sold out 0.00% −0.11
GIS General Mills Inc. Sold out 0.00% −0.11
DUK Duke Energy Corp. Sold out 0.00% −0.11
AMT American Tower Corp. Sold out 0.00% −0.11
TFX Teleflex Inc. Reduce -1.3% 0.28% −0.10
COP Conocophillips Reduce -21.7% 0.32% −0.10
MCD McDonald's Corp. Reduce -10.3% 0.70% −0.10
EOG EOG Resources Inc. Reduce -20.6% 0.42% −0.10
AMGN Amgen Inc. Reduce -32.3% 0.12% −0.10
CSGP Costar Group Inc. Reduce -19.0% 0.35% −0.09
IBM Intl Business Machines Corp. Reduce -12.1% 0.76% −0.09
KO The Coca-Cola Co. Reduce -8.2% 0.39% −0.09
VZ Verizon Communications Inc. Reduce -23.1% 0.21% −0.09
SYK Stryker Corp. Reduce -26.9% 0.25% −0.09
DVN Devon Energy Corp. Reduce -18.0% 0.19% −0.08
PEP Pepsico Inc. Reduce -7.2% 0.43% −0.08
IEMG iShares Core MSCI Emerging Reduce -26.3% 0.17% −0.08
IQV Iqvia Holdings Inc. Reduce -8.4% 0.25% −0.07
KMB Kimberly-Clark Corp. Reduce -7.4% 0.49% −0.07
FDX FedEx Corp. Reduce -26.5% 0.23% −0.07
HD Home Depot Inc. Reduce -19.7% 0.25% −0.07
TJX TJX Companies Inc. Reduce -35.1% 0.14% −0.06
TIP iShares Tips Bond ETF Reduce -12.5% 0.34% −0.05
PG The Procter & Gamble Co. Reduce -21.1% 0.19% −0.05
SBUX Starbucks Corp. Reduce -16.4% 0.21% −0.05

Portfolio Buys Q3 2024 → Q4 2024

VUG Vanguard Mrngstar GR ETF-Sui Add +7.8% 11.50% +1.74
JEPQ JPM Nasdaq Equity Premium Add +29.4% 2.40% +0.63
JAAA Janus Henderson Aaa Clo ETF Add +20.6% 2.99% +0.56
COWZ Pacer US Cash Cows 100 ETF Add +6.0% 4.21% +0.23
JEPI JPMorgan Equity Premium Inco Add +5.2% 5.42% +0.20
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +2.7% 2.16% +0.19
FBCG Fidelity Blue Chip Grow ETF New 0.18% +0.18
PLTR Palantir Technologies Inc. Class A New 0.14% +0.14
SNOW Snowflake Inc. New 0.14% +0.14
WHR Whirlpool Corp. New 0.13% +0.13
BA The Boeing Co. New 0.13% +0.13
DOCU Docusign Inc. New 0.13% +0.13
VOO Vanguard S&P 500 ETF New 0.12% +0.12
AVGO Broadcom Inc. Add +8.3% 0.34% +0.11
VTWG Vanguard Russell 2000 Growth Add +0.8% 1.71% +0.07
EEFT Euronet Worldwide Inc. Add +51.9% 0.19% +0.07
AKAM Akamai Technologies Inc. Add +61.4% 0.19% +0.07
CRWD CrowdStrike Holdings Inc. Class A Add +7.5% 0.27% +0.07
USIG iShares Broad Usd Investment Add +4.7% 2.46% +0.06
SCHH Schwab US REIT ETF Add +39.0% 0.22% +0.05
FLRT Pacer Aristotle Pacific Floa Add +11.7% 0.28% +0.04
MS Morgan Stanley Add +0.6% 0.18% +0.03
BNY Bank of New York Mellon Corp. Add +2.3% 0.32% +0.03
GOOGL Alphabet Inc. Class A Add +6.4% 0.17% +0.03
SCHC Schwab Intl Small-Cap Equity Add +30.8% 0.17% +0.03
GS Goldman Sachs Group Inc. Add +0.4% 0.17% +0.03
USRT iShares Core US REIT ETF Add +26.0% 0.15% +0.03
CVX Chevron Corp. Add +14.5% 0.19% +0.02
CALF PCR US SM CP CSH CWS ETF-Usd Add +5.7% 0.98% +0.02
RSG Republic Services Inc. Add +0.1% 0.71% +0.02
IGSB iShares 1-5Y Inv Grade Corp. Add +1.0% 1.25% +0.02
SON Sonoco Products Co. Add +20.4% 0.17% +0.02
VGIT Vanguard Intermediate-Term T Add +9.4% 0.21% +0.01
VMBS Vanguard Mortgage-Backed Sec Add +3.8% 0.79% +0.01
SOLV Solventum Corp. Add +8.9% 0.27% +0.01
INTC Intel Corp. Add +21.9% 0.19% +0.01
USB US Bancorp Add +0.0% 0.15% +0.01
JMBS Janus Henderson Mortg Backed Add +7.0% 0.23% +0.01
ONEY SS SPDR R1000 Yield Foc ETF Add +4.9% 0.18% +0.01
MBB iShares MBS ETF Add +5.5% 0.20% +0.01
BNDX Vanguard Total Intl Bond ETF Add +2.9% 0.24% +0.01
ICOW Pacer Developed Markets Inte Add +6.4% 1.54% +0.01
VOE Vngrd Mrngstr MD-Cap Val ETF Add +1.7% 1.80% +0.01
VCSH Vanguard S/T Corp. Bond ETF Add +3.1% 0.11% +0.00
BRK.B Berkshire Hathaway Inc. Class B Add +1.0% 0.20% +0.00
VCIT Vanguard Int-Term Corporate Add +3.1% 0.26% +0.00
PRU Prudential Financial Inc. Add +0.1% 0.80% +0.00
AMD Advanced Micro Devices Add +29.1% 0.20% −0.01
SPDW Ste STR SPDR PT DW Eu ETF Add +0.9% 0.22% −0.01
MCHP Microchip Technology Inc. Add +23.0% 0.15% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 177$256.4MVUG, PVAL, AAPL, JEPI, JEPQ
Q1 2026 173$230.3MVUG, PVAL, AAPL, JEPI, JAAA
Q4 2025 179$229.9MVUG, AAPL, PVAL, JEPI, JAAA
Q3 2025 183$223.8MVUG, AAPL, PVAL, JEPI, USIG
Q2 2025 174$205.1MVUG, AAPL, PVAL, JEPI, USIG
Q1 2025 162$185.9MVUG, AAPL, JEPI, PVAL, SCHV
Q4 2024 151$178.7MVUG, AAPL, JEPI, COWZ, SCHV
Q3 2024 163$182.7MVUG, AAPL, JEPI, SCHV, COWZ
Q2 2024 165$178.8MVUG, AAPL, JEPI, SCHV, COWZ
Q1 2024 163$173.3MVUG, AAPL, JEPI, SCHV, COWZ