Ivc Wealth Advisors LLC Top Holdings and 13F Report (2025) About Ivc Wealth Advisors LLCInvestment ActivityIvc Wealth Advisors LLC has $223.75 million in total holdings as of September 30, 2025.Ivc Wealth Advisors LLC owns shares of 183 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 6.01% of the portfolio was purchased this quarter.About 3.44% of the portfolio was sold this quarter.This quarter, Ivc Wealth Advisors LLC has purchased 174 new stocks and bought additional shares in 83 stocks.Ivc Wealth Advisors LLC sold shares of 68 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Growth ETF $22,434,880Apple $14,932,179Putnam Focused Large Cap Value ETF $13,143,319JPMorgan Equity Premium Income ETF $11,081,441iShares Broad USD Investment Grade Corporate Bond ETF $7,753,493 Largest New Holdings this Quarter 750940108 - RALLIANT CORP $873,201 Holding922908363 - Vanguard S&P 500 ETF $425,604 Holding92206C102 - Vanguard Short-Term Treasury ETF $306,432 Holding808524870 - Schwab U.S. TIPS ETF $297,878 Holding922042858 - Vanguard FTSE Emerging Markets ETF $293,547 Holding Largest Purchases this Quarter Putnam Focused Large Cap Value ETF 37,242 shares (about $1.59M)Janus Henderson Mortgage-Backed Securities ETF 34,321 shares (about $1.57M)RALLIANT CORP 19,968 shares (about $873.20K)Janus Henderson AAA CLO ETF 12,651 shares (about $642.42K)iShares Broad USD Investment Grade Corporate Bond ETF 11,887 shares (about $620.74K) Largest Sales this Quarter Schwab U.S. Large-Cap Value ETF 36,178 shares (about $1.05M)Pacer US Cash Cows 100 ETF 17,794 shares (about $1.02M)Vanguard Mortgage-Backed Securities ETF 7,365 shares (about $345.86K)Apple 1,191 shares (about $303.26K)UnitedHealth Group 809 shares (about $279.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIvc Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$22,434,880$72,901 ▲0.3%46,77710.0%ETFAAPLApple$14,932,179$303,263 ▼-2.0%58,6436.7%Computer and TechnologyPVALPutnam Focused Large Cap Value ETF$13,143,319$1,590,978 ▲13.8%307,6625.9%ETFJEPIJPMorgan Equity Premium Income ETF$11,081,441$382,284 ▲3.6%194,0715.0%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$7,753,493$620,741 ▲8.7%148,4773.5%ManufacturingJAAAJanus Henderson AAA CLO ETF$7,599,451$642,420 ▲9.2%149,6543.4%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$7,418,294$616,269 ▲9.1%128,9693.3%ETFVOTVanguard Mid-Cap Growth ETF$6,697,733$27,322 ▼-0.4%22,7983.0%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$5,726,573$1,567,443 ▲37.7%125,3902.6%ETFVOEVanguard Mid-Cap Value ETF$5,125,945$90,431 ▲1.8%29,3622.3%ETFNVDANVIDIA$4,696,219$162,511 ▲3.6%25,1702.1%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$4,119,482$55,414 ▲1.4%104,0011.8%ETFVTWGVanguard Russell 2000 Growth ETF$3,615,514$63,118 ▼-1.7%15,4661.6%ETFMETAMeta Platforms$3,275,731$80,039 ▲2.5%4,4611.5%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,249,065$90,629 ▲2.9%61,2681.5%ManufacturingSCHVSchwab U.S. Large-Cap Value ETF$3,128,250$1,053,142 ▼-25.2%107,4631.4%ETFVBRVanguard Small-Cap Value ETF$2,395,235$76,808 ▲3.3%11,4761.1%ETFTFCTruist Financial$2,270,814$3,383 ▲0.1%49,6681.0%FinanceMSFTMicrosoft$2,167,921$95,811 ▲4.6%4,1861.0%Computer and TechnologyJNJJohnson & Johnson$1,955,539$56,736 ▼-2.8%10,5470.9%MedicalALLAllstate$1,949,459$44,003 ▼-2.2%9,0820.9%FinanceCATCaterpillar$1,904,617$6,680 ▼-0.3%3,9920.9%IndustrialsANAutoNation$1,889,735$95,384 ▼-4.8%8,6380.8%Retail/WholesaleVVisa$1,834,264$43,356 ▲2.4%5,3730.8%Business ServicesIBMInternational Business Machines$1,728,512$8,747 ▲0.5%6,1260.8%Computer and TechnologyMRKMerck & Co., Inc.$1,573,187$38,776 ▼-2.4%18,7440.7%MedicalETNEaton$1,532,289$16,468 ▼-1.1%4,0940.7%IndustrialsRSGRepublic Services$1,427,366$2,065 ▲0.1%6,2200.6%Business ServicesMCDMcDonald's$1,346,209$3,647 ▼-0.3%4,4300.6%Retail/WholesalePRUPrudential Financial$1,257,802$1,764 ▲0.1%12,1250.6%FinanceAVGOBroadcom$1,242,771$31,012 ▲2.6%3,7670.6%Computer and TechnologyCZNCCitizens & Northern$1,227,507$100,991 ▼-7.6%61,9640.5%FinanceUVSPUnivest Corporation of Pennsylvania$1,204,0120.0%40,1070.5%FinanceNEMNewmont$1,198,298$22,426 ▲1.9%14,2130.5%Basic MaterialsTSLATesla$1,193,628$26,238 ▲2.2%2,6840.5%Auto/Tires/TrucksNFLXNetflix$1,177,339$53,951 ▲4.8%9820.5%Consumer DiscretionaryCSCOCisco Systems$1,176,208$39,957 ▲3.5%17,1910.5%Computer and TechnologyPAYXPaychex$1,114,198$153,757 ▼-12.1%8,7900.5%Computer and TechnologyMSIMotorola Solutions$1,104,355$33,382 ▲3.1%2,4150.5%Computer and TechnologyADBEAdobe$1,102,697$108,647 ▼-9.0%3,1260.5%Computer and TechnologyAMEAMETEK$1,086,452$188 ▲0.0%5,7790.5%Computer and TechnologyJPMJPMorgan Chase & Co.$1,085,806$36,278 ▲3.5%3,4420.5%FinanceLLYEli Lilly and Company$1,076,593$39,676 ▼-3.6%1,4110.5%MedicalCOWZPacer US Cash Cows 100 ETF$1,070,436$1,022,621 ▼-48.9%18,6260.5%ETFWMWaste Management$1,059,053$23,628 ▲2.3%4,7960.5%Business ServicesAMZNAmazon.com$924,390$87,828 ▲10.5%4,2100.4%Retail/WholesaleXOMExxon Mobil$922,144$19,956 ▼-2.1%8,1790.4%EnergyCCICrown Castle$897,839$30,587 ▲3.5%9,3050.4%FinanceWFCWells Fargo & Company$895,099$43,083 ▼-4.6%10,6790.4%FinanceRALLIANT CORP$873,201$873,201 ▲New Holding19,9680.4%COMVMBSVanguard Mortgage-Backed Securities ETF$872,517$345,860 ▼-28.4%18,5800.4%ETFCHENIERE ENERGY INC$816,414$66,272 ▼-7.5%3,4740.4%COM NEWKMBKimberly-Clark$794,701$124 ▲0.0%6,3910.4%Consumer StaplesKOCocaCola$793,784$11,540 ▲1.5%11,9690.4%Consumer StaplesMMM3M$767,462$49,654 ▼-6.1%4,9460.3%Multi-Sector ConglomeratesPEGPublic Service Enterprise Group$763,424$142,219 ▼-15.7%9,1470.3%UtilitiesSPYSPDR S&P 500 ETF Trust$755,325$666 ▲0.1%1,1340.3%FinanceCRWDCrowdStrike$737,532$18,144 ▲2.5%1,5040.3%Computer and TechnologyADIAnalog Devices$735,077$16,461 ▼-2.2%2,9920.3%Computer and TechnologyVGTVanguard Information Technology ETF$717,511$747 ▼-0.1%9610.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$716,533$215,826 ▲43.1%8,5190.3%ETFRIORio Tinto$715,152$37,428 ▲5.5%10,8340.3%Basic MaterialsPALANTIR TECHNOLOGIES INC$698,851$28,458 ▲4.2%3,8310.3%CL AINTCIntel$685,460$29,994 ▼-4.2%20,4310.3%Computer and TechnologyVHTVanguard Health Care ETF$683,267$25,960 ▲3.9%2,6320.3%ETFHPEHewlett Packard Enterprise$667,590$54,278 ▲8.8%27,1820.3%Computer and TechnologyVTWVVanguard Russell 2000 Value ETF$662,690$112,838 ▼-14.5%4,2520.3%ETFPEPPepsiCo$661,200$57,862 ▼-8.0%4,7080.3%Consumer StaplesBNDXVanguard Total International Bond ETF$652,575$188,096 ▲40.5%13,1940.3%ETFBKBank of New York Mellon$639,595$41,078 ▼-6.0%5,8700.3%FinanceEOGEOG Resources$622,545$6,391 ▼-1.0%5,5520.3%EnergyVDEVanguard Energy ETF$573,922$56,637 ▼-9.0%4,5600.3%ETFMDTMedtronic$555,154$762 ▲0.1%5,8290.2%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$551,105$9,509 ▼-1.7%17,2710.2%ETFAMDAdvanced Micro Devices$547,012$3,883 ▼-0.7%3,3810.2%Computer and TechnologyPSAPublic Storage$534,373$867 ▼-0.2%1,8500.2%FinanceSOSouthern$528,438$6,823 ▲1.3%5,5760.2%UtilitiesMBBiShares MBS ETF$525,133$165,466 ▲46.0%5,5190.2%ETFSYKStryker$520,094$739 ▲0.1%1,4070.2%MedicalGLDSPDR Gold Shares$512,588$6,398 ▲1.3%1,4420.2%FinanceBXBlackstone$511,012$24,944 ▲5.1%2,9910.2%FinanceCRMSalesforce$509,550$23,700 ▲4.9%2,1500.2%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$504,7390.0%5,0570.2%SHSMPCMarathon Petroleum$497,076$3,084 ▲0.6%2,5790.2%EnergyGOOGLAlphabet$495,924$87,516 ▲21.4%2,0400.2%Computer and TechnologyCSGPCoStar Group$494,408$50,369 ▼-9.2%5,8600.2%Computer and TechnologyRTXRTX$491,629$4,016 ▲0.8%2,9380.2%AerospaceSOLVENTUM CORP$485,596$18,323 ▼-3.6%6,6520.2%COM SHSVGITVanguard Intermediate-Term Treasury ETF$481,741$161,721 ▲50.5%8,0250.2%ETFSCHHSchwab U.S. REIT ETF$474,971$50,668 ▲11.9%22,0200.2%ETFCOPConocoPhillips$472,850$52,402 ▼-10.0%4,9990.2%EnergyVNQVanguard Real Estate ETF$469,076$4,388 ▼-0.9%5,1310.2%ETFCVXChevron$461,522$42,239 ▲10.1%2,9720.2%EnergyRBLXRoblox$457,947$2,216 ▲0.5%3,3060.2%Consumer DiscretionaryNFGNational Fuel Gas$450,488$9,237 ▼-2.0%4,8770.2%EnergyAZOAutoZone$441,895$17,161 ▲4.0%1030.2%Retail/WholesaleGSThe Goldman Sachs Group$436,400$6,371 ▲1.5%5480.2%FinanceCALFPacer US Small Cap Cash Cows ETF$431,233$76,309 ▼-15.0%9,8500.2%ETFGOOGAlphabet$431,084$45,787 ▲11.9%1,7700.2%Computer and TechnologyICOWPacer Developed Markets International Cash Cows 100 ETF$430,157$118,948 ▼-21.7%11,8110.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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