IVC Wealth Advisors LLC

SILVERDALE, PA · CIK 1842811 · 13F filing filed 2023-04-13

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$455.0m
Staff8 · 7 in investment roles
Main clients (by assets)High net worth individuals 62%, Individuals 34%, Companies 3%
Form ADV · 2026-01-16SEC adviser record

Kindwealth
Others nearbySilverdale, PA

$141.1m reported value +4.0% vs Q4 2022

142positions

40.1%in top 10

3 new 37 added 88 reduced 17 sold out vs Q4 2022

Holdings, Q1 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	52,654	$13.1m9.31%	9.31%	Reduced -13.6k	-13,584 -20.5%
2	APPLE INC COM AAPL	AAPL	74,150	$12.2m8.66%	8.66%	Reduced -926	-926 -1.2%
3	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	186,278	$12.2m8.66%	8.66%	Added +500	+500 0.3%
4	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	83,949	$4.6m3.25%	3.25%	Added +43.2k	+43,234 106.2%
5	CITIZENS & NORTHN CORP COM CZNC	CZNC	140,209	$3.0m2.12%	2.12%	Reduced -216	-216 -0.1%
6	ISHARES TR USD INV GRDE ETF USIG	USIG	52,391	$2.7m1.88%	1.88%	Added +11.4k	+11,405 27.8%
7	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	12,153	$2.4m1.68%	1.68%	Added +893	+893 7.9%
8	MERCK & CO INC COM MRK	MRK	20,780	$2.2m1.57%	1.57%	Reduced -330	-330 -1.6%
9	ISHARES INC CORE MSCI EMKT IEMG	IEMG	42,845	$2.1m1.48%	1.48%	Reduced -827	-827 -1.9%
10	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	41,121	$2.1m1.47%	1.47%	Reduced -9.2k	-9,220 -18.3%
11	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	14,847	$2.0m1.41%	1.41%	Added +1.1k	+1,129 8.2%
12	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	41,277	$1.9m1.36%	1.36%	Added +14.8k	+14,783 55.8%
13	STARBUCKS CORP COM SBUX	SBUX	17,280	$1.8m1.27%	1.27%	Reduced -617	-617 -3.5%
14	VANGUARD SCOTTSDALE FDS VNG RUS2000VAL VTWV	VTWV	14,913	$1.8m1.27%	1.27%	Added +891	+891 6.3%
15	JOHNSON & JOHNSON COM JNJ	JNJ	11,408	$1.8m1.25%	1.25%	Reduced -72	-72 -0.6%
16	ISHARES TR TIPS BD ETF TIP	TIP	15,397	$1.7m1.20%	1.20%	Reduced -678	-678 -4.2%
17	VANGUARD SCOTTSDALE FDS VNG RUS2000GRW VTWG	VTWG	10,277	$1.7m1.20%	1.20%	Added +461	+461 4.7%
18	TRUIST FINL CORP COM TFC	TFC	48,692	$1.7m1.18%	1.18%	Added +481	+481 1.0%
19	ADOBE INC COM ADBE	ADBE	4,065	$1.6m1.11%	1.11%	Reduced -57	-57 -1.4%
20	ISHARES TR MSCI EAFE ETF EFA	EFA	21,342	$1.5m1.08%	1.08%	Added +5.9k	+5,914 38.3%
21	PAYCHEX INC COM PAYX	PAYX	12,769	$1.5m1.04%	1.04%	Reduced -274	-274 -2.1%
22	MCDONALDS CORP COM MCD	MCD	5,149	$1.4m1.02%	1.02%	Reduced -105	-105 -2.0%
23	AUTONATION INC COM AN	AN	10,652	$1.4m1.01%	1.01%	Reduced -369	-369 -3.4%
24	VISA INC COM CL A V	V	5,863	$1.3m0.94%	0.94%	Reduced -5.5k	-5,490 -48.4%
25	META PLATFORMS INC CL A META	META	6,132	$1.3m0.92%	0.92%	Reduced -5	-5 -0.1%
26	PEPSICO INC COM PEP	PEP	6,933	$1.3m0.90%	0.90%	Added +169	+169 2.5%
27	ALLSTATE CORP COM ALL	ALL	10,941	$1.2m0.86%	0.86%	Reduced -277	-277 -2.5%
28	PRUDENTIAL FINL INC COM PRU	PRU	13,855	$1.1m0.81%	0.81%	Reduced -411	-411 -2.9%
29	LYONDELLBASELL INDUSTRIES N SHS - A - LYB	LYB	12,171	$1.1m0.81%	0.81%	Reduced -561	-561 -4.4%
30	PVH CORPORATION COM PVH	PVH	12,588	$1.1m0.80%	0.80%	Reduced -846	-846 -6.3%
31	WASTE MGMT INC DEL COM WM	WM	6,485	$1.1m0.75%	0.75%	Reduced -99	-99 -1.5%
32	ELI LILLY & CO COM LLY	LLY	2,990	$1.0m0.73%	0.73%	Reduced -5	-5 -0.2%
33	NVIDIA CORPORATION COM NVDA	NVDA	3,602	$1.0m0.71%	0.71%	Reduced -136	-136 -3.6%
34	REPUBLIC SVCS INC COM RSG	RSG	7,255	$981.0k0.70%	0.70%	Reduced -225	-225 -3.0%
35	UNIVEST FINANCIAL CORPORATIO COM UVSP	UVSP	40,737	$967.1k0.69%	0.69%	Added +100	+100 0.2%
36	CISCO SYS INC COM CSCO	CSCO	18,225	$952.7k0.68%	0.68%	Reduced -718	-718 -3.8%
37	AMETEK INC COM AME	AME	6,472	$940.6k0.67%	0.67%	Unchanged
38	VERIZON COMMUNICATIONS INC COM VZ	VZ	23,966	$932.1k0.66%	0.66%	Reduced -8.0k	-8,040 -25.1%
39	KIMBERLY-CLARK CORP COM KMB	KMB	6,929	$930.0k0.66%	0.66%	Reduced -691	-691 -9.1%
40	PFIZER INC COM PFE	PFE	22,682	$925.4k0.66%	0.66%	Reduced -676	-676 -2.9%
41	EXXON MOBIL CORP COM XOM	XOM	8,406	$921.8k0.65%	0.65%	Added +39	+39 0.5%
42	CATERPILLAR INC COM CAT	CAT	3,991	$913.3k0.65%	0.65%	Reduced -165	-165 -4.0%
43	BOEING CO COM BA	BA	4,292	$911.8k0.65%	0.65%	Reduced -225	-225 -5.0%
44	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	3,179	$909.6k0.64%	0.64%	Reduced -113	-113 -3.4%
45	EOG RES INC COM EOG	EOG	7,898	$905.4k0.64%	0.64%	Added +31	+31 0.4%
46	UNITEDHEALTH GROUP INC COM UNH	UNH	1,904	$899.6k0.64%	0.64%	Reduced -2.9k	-2,870 -60.1%
47	COSTAR GROUP INC COM CSGP	CSGP	12,716	$875.5k0.62%	0.62%	Reduced -354	-354 -2.7%
48	DISNEY WALT CO COM DIS	DIS	8,735	$874.6k0.62%	0.62%	Reduced -78	-78 -0.9%
49	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	13,941	$870.6k0.62%	0.62%	Reduced -872	-872 -5.9%
50	FIRST TR EXCHANGE-TRADED FD SENIOR LN FD FTSL	FTSL	18,196	$823.2k0.58%	0.58%	Reduced -1.0k	-1,028 -5.3%
51	UNITED PARCEL SERVICE INC CL B UPS	UPS	4,207	$816.0k0.58%	0.58%	Reduced -1.5k	-1,499 -26.3%
52	EATON CORP PLC SHS ETN	ETN	4,723	$809.2k0.57%	0.57%	Reduced -2.1k	-2,055 -30.3%
53	ISHARES TR GL CLEAN ENE ETF ICLN	ICLN	40,664	$804.3k0.57%	0.57%	Reduced -57.9k	-57,872 -58.7%
54	MICROSOFT CORP COM MSFT	MSFT	2,750	$792.7k0.56%	0.56%	Reduced -33	-33 -1.2%
55	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	5,844	$766.1k0.54%	0.54%	Reduced -132	-132 -2.2%
56	CHENIERE ENERGY INC COM NEW LNG	LNG	4,740	$747.0k0.53%	0.53%	Reduced -250	-250 -5.0%
57	STRYKER CORPORATION COM SYK	SYK	2,540	$725.0k0.51%	0.51%	Reduced -52	-52 -2.0%
58	CONOCOPHILLIPS COM COP	COP	7,283	$722.6k0.51%	0.51%	Reduced -13	-13 -0.2%
59	COCA COLA CO COM KO	KO	11,625	$721.1k0.51%	0.51%	Reduced -27	-27 -0.2%
60	IQVIA HLDGS INC COM IQV	IQV	3,564	$708.8k0.50%	0.50%	Unchanged
61	TELEFLEX INCORPORATED COM TFX	TFX	2,792	$707.2k0.50%	0.50%	Added +60	+60 2.2%
62	ANALOG DEVICES INC COM ADI	ADI	3,353	$661.3k0.47%	0.47%	Added +1	+1 0.0%
63	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	23,537	$659.5k0.47%	0.47%	Added +1.4k	+1,355 6.1%
64	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	8,851	$613.5k0.43%	0.43%	Reduced -128	-128 -1.4%
65	3M CO COM MMM	MMM	5,729	$602.2k0.43%	0.43%	Added +215	+215 3.9%
66	NUCOR CORP COM NUE	NUE	3,577	$552.5k0.39%	0.39%	Added +45	+45 1.3%
67	INTEL CORP COM INTC	INTC	16,688	$545.2k0.39%	0.39%	Reduced -1.1k	-1,110 -6.2%
68	WELLS FARGO CO NEW COM WFC	WFC	14,461	$540.5k0.38%	0.38%	Reduced -9.5k	-9,506 -39.7%
69	SALESFORCE INC COM CRM	CRM	2,493	$498.1k0.35%	0.35%	Reduced -9	-9 -0.4%
70	JPMORGAN CHASE & CO COM JPM	JPM	3,808	$496.3k0.35%	0.35%	Added +70	+70 1.9%
71	PROCTER AND GAMBLE CO COM PG	PG	3,234	$480.9k0.34%	0.34%	Reduced -33	-33 -1.0%
72	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	14,959	$480.5k0.34%	0.34%	Added +21	+21 0.1%
73	MEDTRONIC PLC SHS MDT	MDT	5,808	$468.2k0.33%	0.33%	Reduced -3.9k	-3,854 -39.9%
74	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,132	$463.3k0.33%	0.33%	Added +1	+1 0.1%
75	SOUTHERN CO COM SO	SO	6,523	$453.9k0.32%	0.32%	Reduced -867	-867 -11.7%
76	AMAZON COM INC COM AMZN	AMZN	4,353	$449.6k0.32%	0.32%	Added +3	+3 0.1%
77	CLOROX CO DEL COM CLX	CLX	2,805	$443.9k0.31%	0.31%	Reduced -361	-361 -11.4%
78	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	1,843	$439.5k0.31%	0.31%	Reduced -32.6k	-32,553 -94.6%
79	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,417	$437.5k0.31%	0.31%	Reduced -1	-1 -0.1%
80	RTX CORPORATION COM RTX	RTX	4,459	$436.7k0.31%	0.31%	Added +6	+6 0.1%
81	VANGUARD WORLD FD INF TECH ETF VGT	VGT	1,108	$427.1k0.30%	0.30%	Unchanged
82	HOME DEPOT INC COM HD	HD	1,446	$426.8k0.30%	0.30%	Added +15	+15 1.1%
83	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,344	$425.8k0.30%	0.30%	Reduced -516	-516 -10.6%
84	VANGUARD WORLD FD ENERGY ETF VDE	VDE	3,705	$423.2k0.30%	0.30%	Unchanged
85	FEDEX CORP COM FDX	FDX	1,842	$420.9k0.30%	0.30%	Added +14	+14 0.8%
86	DOW INC COM DOW	DOW	7,246	$397.2k0.28%	0.28%	Reduced -401	-401 -5.2%
87	DEERE & CO COM DE	DE	939	$387.7k0.27%	0.27%	Reduced -5	-5 -0.5%
88	NETFLIX INC COM NFLX	NFLX	1,114	$384.9k0.27%	0.27%	Reduced -106	-106 -8.7%
89	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	4,689	$376.2k0.27%	0.27%	Reduced -2	-2 -0.0%
90	AMGEN INC COM AMGN	AMGN	1,528	$369.3k0.26%	0.26%	Reduced -1	-1 -0.1%
91	WEST PHARMACEUTICAL SVSC INC COM WST	WST	1,000	$346.5k0.25%	0.25%	Unchanged
92	CHEVRON CORP NEW COM CVX	CVX	2,107	$343.8k0.24%	0.24%	Reduced -15	-15 -0.7%
93	BANK NEW YORK MELLON CORP COM BNY	BNY	7,546	$342.9k0.24%	0.24%	Reduced -49	-49 -0.7%
94	ISHARES TR MBS ETF MBB	MBB	3,586	$339.7k0.24%	0.24%	Added +113	+113 3.2%
95	SPDR GOLD TR GOLD SHS GLD	GLD	1,845	$338.0k0.24%	0.24%	Unchanged
96	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	586	$337.8k0.24%	0.24%	Added +5	+5 0.9%
97	MARATHON PETE CORP COM MPC	MPC	2,504	$337.6k0.24%	0.24%	Reduced -327	-327 -11.6%
98	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	5,099	$332.3k0.24%	0.24%	Unchanged
99	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	1,159	$331.3k0.23%	0.23%	Reduced -14	-14 -1.2%
100	CASSAVA SCIENCES INC COM FLNA	FLNA	13,698	$330.4k0.23%	0.23%	Reduced -1.6k	-1,600 -10.5%

Sold out since Q4 2022

Security	Ticker	Shares held before	Value then
J P MORGAN EXCHANGE TRADED F JPST	JPST	10,698	$536.3k10.7k shares
DEVON ENERGY CORP NEW DVN	DVN	4,308	$265.0k4.3k shares
HORMEL FOODS CORP HRL	HRL	5,608	$255.4k5.6k shares
SCHWAB STRATEGIC TR SCHH	SCHH	12,527	$241.6k12.5k shares
KELLANOVA K	K	3,190	$227.3k3.2k shares
HONEYWELL INTL INC		1,015	$217.5k1.0k shares
NATIONAL FUEL GAS CO NFG	NFG	3,365	$213.0k3.4k shares
AT&T INC T	T	11,044	$203.3k11.0k shares
INVESCO EXCHANGE TRADED FD T PWV	PWV	4,290	$201.9k4.3k shares
VANGUARD SPECIALIZED FUNDS VIG	VIG	176,477	$23.9k176.5k shares
VANGUARD INDEX FDS VOO	VOO	24,360	$8.0k24.4k shares
VANGUARD INDEX FDS VTV	VTV	30,592	$3.8k30.6k shares
VANECK ETF TRUST PPH	PPH	24,240	$1.6k24.2k shares
AXALTA COATING SYS LTD AXTA	AXTA	19,646	$41419.6k shares
URBAN OUTFITTERS INC URBN	URBN	19,700	$38719.7k shares
UBER TECHNOLOGIES INC UBER	UBER	11,469	$30411.5k shares
GRAB HOLDINGS LIMITED GRAB	GRAB	23,715	$6223.7k shares