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IVC Wealth Advisors LLC

All holdings · as of Dec 31, 2025

179 positions

CompanyClassValueShares% of portfolio
COCA COLA CO$855.8K12,2420.4%
ANALOG DEVICES INC$809.1K2,9830.4%
VANGUARD SCOTTSDALE FDS$803.7K17,0710.3%
PAYCHEX INC$802.0K7,1490.3%
3M CO$781.4K4,8810.3%
SPDR S&P 500 ETF TR$773.3K1,1340.3%
Crown Castle Inc$767.8K8,6400.3%
VANGUARD WORLD FD$753.3K2,6170.3%
INTEL CORP$753.1K20,4100.3%
VANGUARD SCOTTSDALE FDS$749.6K8,9500.3%
Univest Financial Corp$734.3K22,4270.3%
PEPSICO INC$731.2K5,0950.3%
PUBLIC SERVICE ENTERPRISE GROUP INC$718.9K8,9530.3%
ADVANCED MICRO DEVICES INC$716.4K3,3450.3%
VANGUARD WORLD FD$712.3K9450.3%
VANGUARD SCOTTSDALE FDS$702.7K4,3940.3%
CrowdStrike Holdings, Inc.$700.3K1,4940.3%
VANGUARD CHARLOTTE FDS$699.4K14,4740.3%
Hewlett Packard Enterprise Co$683.9K28,4730.3%
Cheniere Energy, Inc.$675.8K3,4770.3%
Bank of New York Mellon Corp/The$656.7K5,6570.3%
Alphabet Inc.$640.4K2,0460.3%
Morgan Stanley$623.5K3,5120.3%
Salesforce Inc$601.9K2,2720.3%
Alphabet Inc.$594.7K1,8950.3%
Palantir Technologies Inc$591.0K3,3250.3%
EOG RESOURCES INC$567.1K5,4010.2%
Medtronic plc$554.8K5,7760.2%
ISHARES TR$548.8K5,7640.2%
RTX Corp$547.2K2,9830.2%
SCHWAB STRATEGIC TR$546.3K16,7480.2%
VANGUARD WORLD FD$533.9K4,2400.2%
Solventum Corp$517.3K6,5280.2%
VANGUARD SCOTTSDALE FDS$513.8K8,5740.2%
SOUTHERN CO$500.6K5,7410.2%
Public Storage$499.0K1,9230.2%
STRYKER CORP$497.9K1,4160.2%
AMGEN INC$490.6K1,4990.2%
Blackstone Inc$478.6K3,1050.2%
IQVIA HOLDINGS INC.$477.9K2,1200.2%
SCHWAB STRATEGIC TR$464.9K22,2540.2%
CHEVRON CORP$464.4K3,0470.2%
ConocoPhillips$460.9K4,9230.2%
THE GOLDMAN SACHS GROUP, INC.$454.4K5170.2%
VANGUARD INDEX FDS$449.8K5,0830.2%
PACER FDS TR$445.1K11,5060.2%
The PNC Financial Services Group, Inc.$443.6K2,1250.2%
NUCOR CORP$436.5K2,6760.2%
GSK PLC$425.4K8,6750.2%
Johnson Controls International plc$421.8K3,5220.2%
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