IVC Wealth Advisors LLC

13F filer, CIK 1842811, SILVERDALE, PA

IVC Wealth Advisors LLC reported $182,717,932 across 163 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-24. Its ten largest share positions make up 41.6% of the portfolio.

Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001842811-24-000004

Period: 2024-09-30
Reported value: $183M
Holdings: 163
Top 10 weight: 41.6%
New: 10
Sold out: 12

Largest buys vs the previous quarter

Security	Shares change	Approx. value
JAAAadded	+18,462	$939K
JEPQadded	+16,746	$920K
JMBSnew	+8,517	$397K
AVGOadded	+2,175	$375K
XOMadded	+2,655	$311K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
AAPLreduced	-4,407	-$1.03M
METAreduced	-1,543	-$883K
NVDAreduced	-4,580	-$556K
VUGreduced	-1,030	-$395K
VMBSreduced	-8,326	-$393K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001842811-24-000004, largest first. % of portfolio is the value over $182,717,932, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VUGVANGUARD INDEX FDS	46,467	$17.8M	9.76%	-1,030	Timeline
AAPLAPPLE INC	63,520	$14.8M	8.1%	-4,407	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	160,148	$9.53M	5.22%	+2,056	Timeline
SCHVSCHWAB STRATEGIC TR	94,728	$7.61M	4.17%	-3,700	Timeline
COWZPACER FDS TR	125,560	$7.26M	3.97%	+4,401	Timeline
JAAAJANUS DETROIT STR TR	87,515	$4.45M	2.44%	+18,462	Timeline
USIGISHARES TR	83,526	$4.39M	2.4%	+765	Timeline
VOTVANGUARD INDEX FDS	14,821	$3.61M	1.97%	+189	Timeline
VOEVANGUARD INDEX FDS	19,596	$3.29M	1.8%	-95	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	58,820	$3.23M	1.77%	+16,746	Timeline
NVDANVIDIA CORPORATION	26,391	$3.2M	1.75%	-4,580	Timeline
VTWGVANGUARD SCOTTSDALE FDS	14,404	$2.99M	1.63%	+683	Timeline
ICOWPACER FDS TR	88,493	$2.8M	1.53%	+4,086	Timeline
METAMETA PLATFORMS INC	4,430	$2.54M	1.39%	-1,543	Timeline
MRKMERCK & CO INC	21,386	$2.43M	1.33%	-416	Timeline
IGSBISHARES TR	42,851	$2.26M	1.23%	+468	Timeline
TFCTRUIST FINL CORP	51,839	$2.22M	1.21%	-310	Timeline
CZNCCITIZENS & NORTHN CORP	99,906	$1.97M	1.08%	-3,513	Timeline
ADBEADOBE INC	3,729	$1.93M	1.06%	-295	Timeline
ALLALLSTATE CORP	9,949	$1.89M	1.03%	-168	Timeline
JNJJOHNSON & JOHNSON	10,944	$1.77M	0.97%	+232	Timeline
CALFPACER FDS TR	37,624	$1.75M	0.96%	+3,248	Timeline
ANAUTONATION INC	9,582	$1.71M	0.94%	-475	Timeline
CATCATERPILLAR INC	4,366	$1.71M	0.93%	+6	Timeline
PAYXPAYCHEX INC	12,048	$1.62M	0.88%	-1,879	Timeline
IBMINTERNATIONAL BUSINESS MACHS	7,005	$1.55M	0.85%	-186	Timeline
VVISA INC	5,588	$1.54M	0.84%	-79	Timeline
ETNEATON CORP PLC	4,593	$1.52M	0.83%	+26	Timeline
MCDMCDONALDS CORP	4,824	$1.47M	0.8%	-186	Timeline
PRUPRUDENTIAL FINL INC	12,048	$1.46M	0.8%	-1,466	Timeline
VMBSVANGUARD SCOTTSDALE FDS	30,065	$1.42M	0.78%	-8,326	Timeline
MSFTMICROSOFT CORP	3,237	$1.39M	0.76%	+167	Timeline
LLYELI LILLY & CO	1,512	$1.34M	0.73%	-311	Timeline
VTWVVANGUARD SCOTTSDALE FDS	8,680	$1.28M	0.7%	+370	Timeline
RSGREPUBLIC SVCS INC	6,290	$1.26M	0.69%	-177	Timeline
XOMEXXON MOBIL CORP	9,967	$1.17M	0.64%	+2,655	Timeline
UVSPUNIVEST FINANCIAL CORPORATIO	40,107	$1.13M	0.62%	0	Timeline
UNHUNITEDHEALTH GROUP INC	1,887	$1.1M	0.6%	-18	Timeline
MSIMOTOROLA SOLUTIONS INC	2,360	$1.06M	0.58%	-749	Timeline
WMWASTE MGMT INC DEL	5,060	$1.05M	0.57%	-1,184	Timeline
AMEAMETEK INC	6,034	$1.04M	0.57%	-199	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	10,784	$1.03M	0.57%	-982	Timeline
KMBKIMBERLY-CLARK CORP	7,184	$1.02M	0.56%	-199	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	11,415	$1.02M	0.56%	-1,499	Timeline
CSCOCISCO SYS INC	18,123	$965K	0.53%	-1,479	Timeline
EOGEOG RES INC	7,762	$954K	0.52%	-461	Timeline
PEPPEPSICO INC	5,470	$930K	0.51%	-985	Timeline
KOCOCA COLA CO	12,272	$882K	0.48%	-622	Timeline
JPMJPMORGAN CHASE & CO	4,013	$846K	0.46%	+78	Timeline
CCICROWN CASTLE INC	6,887	$817K	0.45%	+290	Timeline
CSGPCOSTAR GROUP INC	10,644	$803K	0.44%	-2,148	Timeline
LNGCHENIERE ENERGY INC	4,380	$788K	0.43%	0	Timeline
AMZNAMAZON COM INC	4,189	$781K	0.43%	-659	Timeline
COPCONOCOPHILLIPS	7,314	$770K	0.42%	-933	Timeline
MMM3M CO	5,620	$768K	0.42%	-114	Timeline
ADIANALOG DEVICES INC	3,197	$736K	0.4%	-49	Timeline
TIPISHARES TR	6,614	$731K	0.4%	-539	Timeline
WFCWELLS FARGO & CO	12,921	$730K	0.4%	-2,218	Timeline
NFLXNETFLIX INC.	1,000	$709K	0.39%	-10	Timeline
SOSOUTHERN CO	7,848	$708K	0.39%	+42	Timeline
TFXTELEFLEX INCORPORATED	2,807	$694K	0.38%	-150	Timeline
NEMNEWMONT CORP	12,971	$693K	0.38%	-3,620	Timeline
RIORIO TINTO PLC	9,586	$682K	0.37%	-166	Timeline
TSLATESLA INC	2,503	$655K	0.36%	-518	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,136	$652K	0.36%	+1	Timeline
DOWDOW HLDGS INC	11,525	$630K	0.34%	+164	Timeline
SYKSTRYKER CORPORATION	1,718	$621K	0.34%	-745	Timeline
IQVIQVIA HLDGS INC	2,476	$587K	0.32%	-899	Timeline
VGTVANGUARD WORLD FD	987	$579K	0.32%	-5	Timeline
HDHOME DEPOT INC	1,409	$571K	0.31%	-45	Timeline
VDEVANGUARD WORLD FD	4,610	$565K	0.31%	+400	Timeline
VZVERIZON COMMUNICATIONS INC	11,983	$538K	0.29%	-229	Timeline
FDXFEDEX CORP	1,948	$533K	0.29%	+38	Timeline
PSAPUBLIC STORAGE	1,461	$532K	0.29%	-4	Timeline
BXBLACKSTONE INC	3,447	$528K	0.29%	-103	Timeline
BNYBANK OF NY MELLON CORP	7,308	$525K	0.29%	-160	Timeline
FTSLFIRST TR EXCHANGE-TRADED FD	10,801	$496K	0.27%	-1,251	Timeline
SCHGSCHWAB STRATEGIC TR	4,724	$492K	0.27%	0	Timeline
MDTMEDTRONIC PLC	5,456	$491K	0.27%	-1,481	Timeline
SBUXSTARBUCKS CORP	4,992	$487K	0.27%	-1,698	Timeline
DVNDEVON ENERGY CORP NEW	12,429	$486K	0.27%	-3,343	Timeline
CRMSALESFORCE INC	1,741	$477K	0.26%	-525	Timeline
SOLVSOLVENTUM CORP	6,649	$464K	0.25%	+318	Timeline
VCITVANGUARD SCOTTSDALE FDS	5,526	$463K	0.25%	-426	Timeline
VHTVANGUARD WORLD FD	1,612	$455K	0.25%	0	Timeline
PGPROCTER & GAMBLE CO	2,623	$454K	0.25%	-25	Timeline
CLXCLOROX CO DEL	2,787	$454K	0.25%	0	Timeline
FLRTPACER FDS TR	9,434	$448K	0.25%	+693	Timeline
IEMGISHARES INC	7,759	$445K	0.24%	-1,202	Timeline
BNDXVANGUARD CHARLOTTE FDS	8,604	$433K	0.24%	-1,170	Timeline
SPDWSPDR INDEX SHS FDS	11,243	$422K	0.23%	-667	Timeline
AVGOBROADCOM INC	2,397	$413K	0.23%	+2,175	Timeline
MPCMARATHON PETE CORP	2,529	$412K	0.23%	+60	Timeline
GLDSPDR GOLD TR	1,692	$411K	0.23%	-153	Timeline
AMGNAMGEN INC	1,243	$401K	0.22%	-149	Timeline
NUENUCOR CORP	2,660	$400K	0.22%	-1,019	Timeline
JMBSJANUS DETROIT STR TR	8,517	$397K	0.22%	new	Timeline
AMDADVANCED MICRO DEVICES INC	2,293	$376K	0.21%	-1,998	Timeline
FLNAFILANA THERAPEUTICS INC	12,673	$373K	0.2%	-700	Timeline
CRWDCROWDSTRIKE HLDGS INC	1,326	$372K	0.2%	+288	Timeline
TJXTJX COS INC NEW	3,127	$368K	0.2%	+19	Timeline
RTXRTX CORPORATION	3,023	$366K	0.2%	-1,263	Timeline
VGITVANGUARD SCOTTSDALE FDS	5,915	$357K	0.2%	-659	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	767	$353K	0.19%	-602	Timeline
IPINTERNATIONAL PAPER CO	7,180	$351K	0.19%	0	Timeline
EDCONSOLIDATED EDISON INC	3,361	$350K	0.19%	-156	Timeline
MBBISHARES TR	3,652	$350K	0.19%	-387	Timeline
PFEPFIZER INC	11,955	$346K	0.19%	-1,648	Timeline
NFGNATIONAL FUEL GAS CO	5,600	$339K	0.19%	-20	Timeline
JCIJOHNSON CONTROLS INTERNATION	4,331	$336K	0.18%	-22	Timeline
INTCINTEL CORP	14,257	$334K	0.18%	-3,060	Timeline
VNQVANGUARD INDEX FDS	3,422	$333K	0.18%	+185	Timeline
VDCVANGUARD WORLD FD	1,507	$329K	0.18%	+2	Timeline
LOWLOWES COS INC	1,213	$328K	0.18%	+11	Timeline
VWOVANGUARD INTL EQUITY INDEX F	6,773	$324K	0.18%	-910	Timeline
WMBWILLIAMS COS INC	6,890	$315K	0.17%	+1,174	Timeline
SCHHSCHWAB STRATEGIC TR	13,430	$311K	0.17%	-1,642	Timeline
ONEYSPDR SERIES TRUST	2,765	$310K	0.17%	0	Timeline
GNRCGENERAC HLDGS INC	1,950	$310K	0.17%	-100	Timeline
FISVFISERV INC	1,716	$308K	0.17%	+5	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	3,789	$304K	0.17%	+497	Timeline
ABBVABBVIE INC	1,537	$304K	0.17%	-64	Timeline
SPGIS&P GLOBAL INC	582	$301K	0.16%	0	Timeline
AZOAUTOZONE INC	95	$299K	0.16%	+4	Timeline
CVXCHEVRON CORPORATION	2,024	$298K	0.16%	-13	Timeline
MDYGSPDR SERIES TRUST	3,267	$287K	0.16%	-12	Timeline
SONSONOCO PRODS CO	5,194	$284K	0.16%	-375	Timeline
BMYBRISTOL-MYERS SQUIBB CO	5,363	$277K	0.15%	-217	Timeline
KNFKNIFE RIVER CORP	2,978	$266K	0.15%	-2,000	Timeline
MSMORGAN STANLEY	2,519	$263K	0.14%	+38	Timeline
KKELLANOVA	3,242	$262K	0.14%	new	Timeline
ANGLVANECK ETF TRUST	8,892	$262K	0.14%	-1,008	Timeline
GSGOLDMAN SACHS GROUP INC	522	$258K	0.14%	-70	Timeline
DEDEERE & CO	618	$258K	0.14%	-201	Timeline
SCHCSCHWAB STRATEGIC TR	6,686	$258K	0.14%	-976	Timeline
MARMARRIOTT INTL INC NEW	1,026	$255K	0.14%	0	Timeline
FBTCFIDELITY WISE ORIGIN BITCOIN	4,575	$254K	0.14%	new	Timeline
HALHALLIBURTON CO	8,726	$253K	0.14%	-2,223	Timeline
ORCLORACLE CORP	1,476	$252K	0.14%	-101	Timeline
USBUS BANCORP	5,490	$251K	0.14%	+3	Timeline
PWVINVESCO EXCHANGE TRADED FD T	4,290	$250K	0.14%	0	Timeline
GOOGLALPHABET INC	1,493	$248K	0.14%	+133	Timeline
TAT&T INC	10,923	$240K	0.13%	-112	Timeline
ACNACCENTURE PLC IRELAND	675	$239K	0.13%	-502	Timeline
TGTTARGET CORP	1,513	$236K	0.13%	-3	Timeline
VISVANGUARD WORLD FD	895	$233K	0.13%	-2	Timeline
USRTISHARES TR	3,726	$229K	0.13%	-160	Timeline
AKAMAKAMAI TECHNOLOGIES INC	2,240	$226K	0.12%	new	Timeline
PSXPHILLIPS 66	1,720	$226K	0.12%	-1,004	Timeline
UPSUNITED PARCEL SVCS INC	1,629	$222K	0.12%	-1,379	Timeline
AXPAMERICAN EXPRESS CO	814	$221K	0.12%	new	Timeline
TXNTEXAS INSTRS INC	1,066	$220K	0.12%	-8	Timeline
EEFTEURONET WORLDWIDE INC	2,184	$217K	0.12%	new	Timeline
CCITIGROUP INC	3,425	$214K	0.12%	+35	Timeline
ECLECOLAB INC	814	$208K	0.11%	new	Timeline
VCRVANGUARD WORLD FD	610	$208K	0.11%	new	Timeline
GISGENERAL MILLS INC	2,812	$208K	0.11%	new	Timeline
DUKDUKE ENERGY CORP NEW	1,774	$205K	0.11%	new	Timeline
AMTAMERICAN TOWER CORP	875	$203K	0.11%	-500	Timeline
VCSHVANGUARD SCOTTSDALE FDS	2,522	$200K	0.11%	-263	Timeline
VBFINVESCO BD FD	10,527	$179K	0.1%	0	Timeline
NWBINORTHWEST BANCSHARES INC	10,650	$142K	0.08%	0	Timeline
NUVNUVEEN MUN VALUE FD INC	12,845	$116K	0.06%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
TMOTHERMO FISHER SCIENTIFIC INC	575	$318K	shares
BABOEING CO	1,738	$316K	shares
HIGHARTFORD INSURANCE GROUP INC	2,864	$288K	shares
DHRDANAHER CORP DEL	1,083	$271K	shares
TRVTRAVELERS COMPANIES INC	1,220	$248K	shares
CSXCSX CORP	7,335	$245K	shares
LNTALLIANT ENERGY CORP	4,603	$234K	shares
DISDISNEY WALT CO	2,356	$234K	shares
SNOWSNOWFLAKE INC	1,577	$213K	shares
SCHPSCHWAB STRATEGIC TR	3,890	$202K	shares
VGSHVANGUARD SCOTTSDALE FDS	3,473	$201K	shares
SPFFGLOBAL X FDS	10,450	$96.2K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001842811-24-000004	base		2024-10-24	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC