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IVC Wealth Advisors LLC

All holdings · as of Dec 31, 2025

179 positions

CompanyClassValueShares% of portfolio
NUVEEN MUNICIPAL VALUE FUND INCNUVClosed-End Fund$116.4K12,8450.1%
Amcor PLC$136.3K16,3380.1%
AT&T INC.$200.5K8,0720.1%
Duke Energy Corp$201.6K1,7200.1%
COSTCO WHOLESALE CORP /NEW$202.7K2350.1%
The Boeing Company$204.3K9410.1%
CARDINAL HEALTH INC$206.0K1,0030.1%
INVESCO ACTIVELY MANAGED EXC$207.2K4,3690.1%
CLOROX CO /DE$207.6K2,0590.1%
J P MORGAN EXCHANGE TRADED F$209.1K4,1330.1%
iShares MSCI UAE ETF$211.6K4,7500.1%
DEERE & CO$211.8K4550.1%
UNITEDHEALTH GROUP INC$214.1K6480.1%
ASTRAZENECA PLC$215.4K2,3430.1%
Phillips 66$217.2K1,6830.1%
TRAVELERS COMPANIES, INC.$217.8K7510.1%
ISHARES TR$222.6K3250.1%
ISHARES TR$228.6K4,0130.1%
GENERAC HOLDINGS INC.$229.1K1,6800.1%
ISHARES TR$231.0K6,1770.1%
INTERNATIONAL PAPER CO /NEW$231.0K5,8650.1%
VANGUARD WORLD FD$233.6K1,7500.1%
AMERICAN EXPRESS CO$234.2K6330.1%
BOSTON SCIENTIFIC CORP$242.1K2,5390.1%
VANGUARD WORLD FD$245.3K8220.1%
Accenture plc$248.7K9270.1%
CRISPR THERAPEUTICS AG$255.9K4,8800.1%
TJX Cos Inc/The$256.7K1,6710.1%
Consolidated Edison Inc$259.3K2,6110.1%
ORACLE CORP$260.0K1,3340.1%
Walmart Inc.$261.7K2,3490.1%
VERIZON COMMUNICATIONS INC$264.1K6,4840.1%
HOME DEPOT, INC.$266.1K7730.1%
STARBUCKS CORP$268.9K3,1940.1%
AMERICAN ELECTRIC POWER CO INC$269.6K2,3380.1%
SONOCO PRODUCTS CO$269.9K6,1850.1%
FIRST TR EXCHANGE-TRADED FD$271.9K5,9260.1%
ISHARES TR$274.3K2,5610.1%
CITIGROUP INC$276.9K2,3730.1%
Constellation Energy Corp$278.2K7880.1%
BRISTOL MYERS SQUIBB CO$280.3K5,1970.1%
ISHARES TR$283.5K1,4200.1%
INVESCO EXCHANGE TRADED FD T$285.4K4,2900.1%
PROCTER & GAMBLE Co$285.6K1,9930.1%
INVESCO EXCHANGE TRADED FD T$288.3K1,5050.1%
PACER FDS TR$288.3K6,4980.1%
ROYAL GOLD INC$289.0K1,3000.1%
VANGUARD INTL EQUITY INDEX F$293.0K5,4500.1%
PLAINS GP HOLDINGS LPPAGPLtd Part$294.4K15,3830.1%
FedEx Corp$304.5K1,0540.1%
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