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Portfolio (Quarterly) Guide ↗

IVC Wealth Advisors LLC

· CIK 0001842811
13F Portfolio $230M AUM 174 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 57 Added 63 Reduced 15 Exited
Page 5 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMGN AMGEN INC Healthcare 1,560.0 $549K 0.24% +61.0 +4.1% $351.91 -4.4%
82 SO SOUTHERN CO Utilities 5,660.0 $546K 0.24% -81.0 -1.4% $96.52 -4.1%
83 MDT MEDTRONIC PLC Healthcare 6,096.0 $528K 0.23% +320.0 +5.5% $86.65 -12.8%
84 PSA PUBLIC STORAGE OPER CO Real Estate 1,910.0 $517K 0.23% -13.0 -0.7% $270.88 +14.2%
85 VGIT VANGUARD SCOTTSDALE FDS 8,644.0 $515K 0.22% +70.0 +0.8% $59.55 -0.9%
86 ECG EVERUS CONSTR GROUP Industrials 4,347.0 $513K 0.22% $118.06 +28.3%
87 GSK GSK PLC Healthcare 8,997.0 $497K 0.22% +322.0 +3.7% $55.19 -7.2%
88 CRM SALESFORCE INC Technology 2,518.0 $470K 0.20% +246.0 +10.8% $186.67 -5.6%
89 SYK STRYKER CORPORATION Healthcare 1,415.0 $465K 0.20% $328.61 -6.4%
90 JCI JOHNSON CONTROLS INTERNATION Industrials 3,522.0 $461K 0.20% $130.95 +4.0%
91 PLTR PALANTIR TECHNOLOGIES INC Technology 3,110.0 $455K 0.20% -215.0 -6.5% $146.28 -2.0%
92 NUE NUCOR CORP Basic Materials 2,678.0 $453K 0.20% $169.10 +47.4%
93 NFG NATIONAL FUEL GAS CO Energy 4,796.0 $451K 0.20% $93.96 -16.9%
94 PNC PNC FINL SVCS GROUP INC Financial Services 2,154.0 $448K 0.20% +29.0 +1.4% $208.09 +5.6%
95 SCHG SCHWAB STRATEGIC TR 15,148.0 $441K 0.19% -2K -9.6% $29.13 +20.1%
96 SCHH SCHWAB STRATEGIC TR 20,361.0 $438K 0.19% -2K -8.5% $21.49 +10.1%
97 VNQ VANGUARD INDEX FDS 4,927.0 $437K 0.19% -156.0 -3.1% $88.70 +8.9%
98 AKAM AKAMAI TECHNOLOGIES INC Technology 3,734.0 $429K 0.19% -187.0 -4.8% $114.85 +24.6%
99 DVN DEVON ENERGY CORP NEW Energy 8,436.0 $424K 0.18% -43.0 -0.5% $50.32 -12.3%
100 GLD SPDR GOLD TR Financial Services 982.0 $423K 0.18% $430.29 -4.1%
Page 5 of 9  ·  173 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.6%
Financial Services 15.6%
Industrials 11.5%
Healthcare 9.8%
Consumer Cyclical 6.5%
Energy 6.5%
Basic Materials 5.8%
Communication Services 5.5%
Consumer Defensive 2.7%
Utilities 2.3%