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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 6 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GS GOLDMAN SACHS GROUP INC Financial Services 496.0 $420K 0.18% -21.0 -4.1% $845.99 +24.7%
102 MCHP MICROCHIP TECHNOLOGY INC. Technology 6,385.0 $413K 0.18% $64.61 +24.6%
103 USB US BANCORP Financial Services 7,790.0 $405K 0.18% +307.0 +4.1% $52.01 +21.4%
104 ABBV ABBVIE INC Healthcare 1,825.0 $397K 0.17% -19.0 -1.0% $217.49 +16.5%
105 PAGP PLAINS GP HLDGS L P Energy 16,105.0 $391K 0.17% +722.0 +4.7% $24.28 +6.8%
106 DY DYCOM INDS INC Industrials 1,132.0 $384K 0.17% -53.0 -4.5% $338.82 +21.1%
107 SON SONOCO PRODS CO Consumer Cyclical 6,835.0 $370K 0.16% +650.0 +10.5% $54.09 +0.9%
108 BX BLACKSTONE INC Financial Services 3,204.0 $368K 0.16% +99.0 +3.2% $114.99 +7.5%
109 SCHC SCHWAB STRATEGIC TR 7,827.0 $366K 0.16% -84.0 -1.1% $46.74 +1.7%
110 BERKSHIRE HATHAWAY INC DEL 761.0 $365K 0.16% -4.0 -0.5% $479.20
111 AZO AUTOZONE INC Consumer Cyclical 107.0 $361K 0.16% +3.0 +2.9% $3377.78 -11.4%
112 IQVIA HLDGS INC 2,116.0 $361K 0.16% $170.54
113 FDX FEDEX CORP Industrials 1,008.0 $359K 0.16% -46.0 -4.4% $356.03 -14.0%
114 KNF KNIFE RIVER CORP Basic Materials 4,357.0 $356K 0.15% $81.65 -3.8%
115 PAYX PAYCHEX INC Industrials 3,845.0 $354K 0.15% -3K -46.2% $92.13 +25.0%
116 ICOW PACER FDS TR 8,308.0 $353K 0.15% -3K -27.8% $42.44 -0.0%
117 ONEY SPDR SERIES TRUST 2,855.0 $343K 0.15% $120.05 +9.0%
118 VWO VANGUARD INTL EQUITY INDEX F 6,308.0 $341K 0.15% +858.0 +15.7% $54.05 +7.2%
119 AEP AMERICAN ELEC PWR CO INC Utilities 2,530.0 $332K 0.14% +192.0 +8.2% $131.08 -0.0%
120 VCSH VANGUARD SCOTTSDALE FDS 4,169.0 $330K 0.14% +32.0 +0.8% $79.27 -0.8%
Page 6 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%