IVC Wealth Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| MCDONALD'S CORP | $1.38M | 0.6% |
| Newmont Corp | $1.40M | 0.6% |
| ELI LILLY & Co | $1.54M | 0.7% |
| AUTONATION, INC. | $1.77M | 0.8% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.81M | 0.8% |
| Visa Inc | $1.91M | 0.8% |
| MICROSOFT CORP | $2.14M | 0.9% |
| ALLSTATE CORP | $2.14M | 0.9% |
| JOHNSON & JOHNSON | $2.15M | 0.9% |
| Merck & Co., Inc. | $2.28M | 1.0% |
| CATERPILLAR INC | $2.29M | 1.0% |
| TRUIST FINANCIAL CORP | $2.36M | 1.0% |
| VANGUARD INDEX FDS | $2.58M | 1.1% |
| Meta Platforms Inc | $3.02M | 1.3% |
| ISHARES TR | $3.23M | 1.4% |
| SCHWAB STRATEGIC TR | $3.26M | 1.4% |
| VANGUARD SCOTTSDALE FDS | $3.74M | 1.6% |
| ISHARES TR | $4.41M | 1.9% |
| NVIDIA Corp | $4.78M | 2.1% |
| VANGUARD INDEX FDS | $5.38M | 2.3% |
| VANGUARD INDEX FDS | $5.85M | 2.5% |
| JANUS DETROIT STR TR | $6.09M | 2.6% |
| J P MORGAN EXCHANGE TRADED F | $7.83M | 3.4% |
| ISHARES TR | $7.86M | 3.4% |
| JANUS DETROIT STR TR | $8.28M | 3.6% |
| J P MORGAN EXCHANGE TRADED F | $11.61M | 5.0% |
| PUTNAM ETF TRUST | $14.21M | 6.2% |
| Apple Inc. | $15.27M | 6.6% |
| VANGUARD INDEX FDS | $22.65M | 9.9% |