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IVC Wealth Advisors LLC

All holdings · as of Dec 31, 2025

179 positions

CompanyClassValueShares% of portfolio
AbbVie Inc.—$421.3K1,8440.2%
Marathon Petroleum Corp—$418.8K2,5750.2%
JFrog Ltd—$412.7K6,6080.2%
MICROCHIP TECHNOLOGY INC—$406.9K6,3850.2%
DYCOM INDUSTRIES INC—$400.4K1,1850.2%
US BANCORP \DE—$399.3K7,4830.2%
Snowflake Inc.—$395.5K1,8030.2%
SPDR GOLD TR—$389.2K9820.2%
FIDELITY WISE ORIGIN BITCOIN—$385.5K5,0570.2%
NATIONAL FUEL GAS CO—$384.8K4,8060.2%
Warren E. Buffett—$384.5K7650.2%
PIMCO ETF TR—$380.0K4,0820.2%
Everus Construction Group, Inc.—$371.5K4,3420.2%
CoStar Group Inc—$367.4K5,4640.2%
iShares MSCI UAE ETF—$364.0K2,4480.2%
SCHWAB STRATEGIC TR—$360.2K7,9110.2%
AUTOZONE INC—$352.7K1040.2%
VANGUARD WORLD FD—$344.7K8750.1%
Akamai Technologies Inc—$342.1K3,9210.1%
ISHARES TR—$336.8K3,0640.1%
VANGUARD SCOTTSDALE FDS—$329.8K4,1370.1%
VANGUARD WORLD FD—$329.4K1,7010.1%
VANGUARD SCOTTSDALE FDS—$327.2K5,5720.1%
SPDR SERIES TRUST—$324.2K2,8550.1%
SCHWAB STRATEGIC TR—$314.9K11,8870.1%
Devon Energy Corp—$310.6K8,4790.1%
VANGUARD WORLD FD—$308.8K1,4620.1%
ISHARES INC—$305.6K4,5460.1%
Knife River Corp—$305.0K4,3360.1%
FedEx Corp—$304.5K1,0540.1%
PLAINS GP HOLDINGS LPPAGPLtd Part$294.4K15,3830.1%
VANGUARD INTL EQUITY INDEX F—$293.0K5,4500.1%
ROYAL GOLD INC—$289.0K1,3000.1%
PACER FDS TR—$288.3K6,4980.1%
INVESCO EXCHANGE TRADED FD T—$288.3K1,5050.1%
PROCTER & GAMBLE Co—$285.6K1,9930.1%
INVESCO EXCHANGE TRADED FD T—$285.4K4,2900.1%
ISHARES TR—$283.5K1,4200.1%
BRISTOL MYERS SQUIBB CO—$280.3K5,1970.1%
Constellation Energy Corp—$278.2K7880.1%
CITIGROUP INC—$276.9K2,3730.1%
ISHARES TR—$274.3K2,5610.1%
FIRST TR EXCHANGE-TRADED FD—$271.9K5,9260.1%
SONOCO PRODUCTS CO—$269.9K6,1850.1%
AMERICAN ELECTRIC POWER CO INC—$269.6K2,3380.1%
STARBUCKS CORP—$268.9K3,1940.1%
HOME DEPOT, INC.—$266.1K7730.1%
VERIZON COMMUNICATIONS INC—$264.1K6,4840.1%
Walmart Inc.—$261.7K2,3490.1%
ORACLE CORP—$260.0K1,3340.1%
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