IVC Wealth Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $22.65M | 9.9% |
| Apple Inc. | $15.27M | 6.6% |
| PUTNAM ETF TRUST | $14.21M | 6.2% |
| J P MORGAN EXCHANGE TRADED F | $11.61M | 5.0% |
| JANUS DETROIT STR TR | $8.28M | 3.6% |
| ISHARES TR | $7.86M | 3.4% |
| J P MORGAN EXCHANGE TRADED F | $7.83M | 3.4% |
| JANUS DETROIT STR TR | $6.09M | 2.6% |
| VANGUARD INDEX FDS | $5.85M | 2.5% |
| VANGUARD INDEX FDS | $5.38M | 2.3% |
| NVIDIA Corp | $4.78M | 2.1% |
| ISHARES TR | $4.41M | 1.9% |
| VANGUARD SCOTTSDALE FDS | $3.74M | 1.6% |
| SCHWAB STRATEGIC TR | $3.26M | 1.4% |
| ISHARES TR | $3.23M | 1.4% |
| Meta Platforms Inc | $3.02M | 1.3% |
| VANGUARD INDEX FDS | $2.58M | 1.1% |
| TRUIST FINANCIAL CORP | $2.36M | 1.0% |
| CATERPILLAR INC | $2.29M | 1.0% |
| Merck & Co., Inc. | $2.28M | 1.0% |
| JOHNSON & JOHNSON | $2.15M | 0.9% |
| ALLSTATE CORP | $2.14M | 0.9% |
| MICROSOFT CORP | $2.14M | 0.9% |
| Visa Inc | $1.91M | 0.8% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.81M | 0.8% |
| AUTONATION, INC. | $1.77M | 0.8% |
| ELI LILLY & Co | $1.54M | 0.7% |
| Newmont Corp | $1.40M | 0.6% |
| MCDONALD'S CORP | $1.38M | 0.6% |
| PRUDENTIAL FINANCIAL INC | $1.33M | 0.6% |
| CISCO SYSTEMS, INC. | $1.33M | 0.6% |
| Eaton Corp plc | $1.31M | 0.6% |
| REPUBLIC SERVICES, INC. | $1.28M | 0.6% |
| Broadcom Inc. | $1.27M | 0.6% |
| Tesla Inc | $1.21M | 0.5% |
| Solstice Advanced Materials Inc. | $1.20M | 0.5% |
| ADOBE INC. | $1.19M | 0.5% |
| AMETEK Inc | $1.19M | 0.5% |
| CITIZENS & NORTHERN CORPCZNC | $1.17M | 0.5% |
| JPMORGAN CHASE & CO | $1.14M | 0.5% |
| Ralliant Corp | $1.13M | 0.5% |
| WASTE MANAGEMENT INC | $1.12M | 0.5% |
| Netflix Inc | $1.08M | 0.5% |
| Amazon.com Inc | $1.01M | 0.4% |
| PACER FDS TR | $999.1K | 0.4% |
| WELLS FARGO & COMPANY/MN | $996.4K | 0.4% |
| EXXON MOBIL CORP | $988.5K | 0.4% |
| Motorola Solutions, Inc. | $979.8K | 0.4% |
| VANGUARD INDEX FDS | $898.0K | 0.4% |
| RIO TINTO PLC | $877.4K | 0.4% |