IVC Wealth Advisors LLC

SILVERDALE, PA · CIK 1842811 · 13F filing filed 2025-04-08

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

$185.9m reported value +4.0% vs Q4 2024

162positions

44.0%in top 10

16 new 63 added 70 reduced 5 sold out vs Q4 2024

Holdings, Q1 2025

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	48,357	$17.9m9.65%	9.65%	Reduced -1.7k	-1,729 -3.5%
2	APPLE INC COM AAPL	AAPL	59,680	$13.3m7.13%	7.13%	Reduced -2.0k	-2,029 -3.3%
3	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	190,409	$10.9m5.85%	5.85%	Added +22.0k	+21,988 13.1%
4	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	182,596	$7.0m3.74%	3.74%	New
5	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	258,683	$6.9m3.70%	3.70%	Reduced -25.3k	-25,327 -8.9%
6	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	121,085	$6.1m3.30%	3.30%	Added +15.6k	+15,560 14.8%
7	ISHARES TR USD INV GRDE ETF USIG	USIG	107,032	$5.5m2.94%	2.94%	Added +19.6k	+19,617 22.4%
8	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	100,786	$5.2m2.81%	2.81%	Added +24.7k	+24,662 32.4%
9	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	20,558	$5.0m2.71%	2.71%	Added +5.3k	+5,342 35.1%
10	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	24,844	$4.0m2.15%	2.15%	Added +4.9k	+4,917 24.7%
11	ISHARES TR HDG MSCI EAFE HEFA	HEFA	85,923	$3.1m1.68%	1.68%	New
12	VANGUARD SCOTTSDALE FDS VNG RUS2000GRW VTWG	VTWG	16,568	$3.1m1.66%	1.66%	Added +2.0k	+2,048 14.1%
13	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	50,582	$2.6m1.42%	1.42%	Added +7.3k	+7,284 16.8%
14	META PLATFORMS INC CL A META	META	4,368	$2.5m1.35%	1.35%	Added +23	+23 0.5%
15	NVIDIA CORPORATION COM NVDA	NVDA	22,977	$2.5m1.34%	1.34%	Reduced -462	-462 -2.0%
16	PACER FDS TR US CASH COWS 100 COWZ	COWZ	40,653	$2.2m1.20%	1.20%	Reduced -92.5k	-92,470 -69.5%
17	TRUIST FINL CORP COM TFC	TFC	51,098	$2.1m1.13%	1.13%	Reduced -175	-175 -0.3%
18	ALLSTATE CORP COM ALL	ALL	9,252	$1.9m1.03%	1.03%	Reduced -289	-289 -3.0%
19	VISA INC COM CL A V	V	5,251	$1.8m0.99%	0.99%	Reduced -89	-89 -1.7%
20	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	9,703	$1.8m0.97%	0.97%	New
21	JOHNSON & JOHNSON COM JNJ	JNJ	10,805	$1.8m0.96%	0.96%	Added +495	+495 4.8%
22	MERCK & CO INC COM MRK	MRK	19,399	$1.7m0.94%	0.94%	Reduced -866	-866 -4.3%
23	PAYCHEX INC COM PAYX	PAYX	10,841	$1.7m0.90%	0.90%	Reduced -966	-966 -8.2%
24	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	6,140	$1.5m0.82%	0.82%	Reduced -15	-15 -0.2%
25	REPUBLIC SVCS INC COM RSG	RSG	6,211	$1.5m0.81%	0.81%	Reduced -87	-87 -1.4%
26	CITIZENS & NORTHN CORP COM CZNC	CZNC	73,887	$1.5m0.80%	0.80%	Reduced -8.1k	-8,099 -9.9%
27	AUTONATION INC COM AN	AN	8,996	$1.5m0.78%	0.78%	Reduced -401	-401 -4.3%
28	MICROSOFT CORP COM MSFT	MSFT	3,867	$1.5m0.78%	0.78%	Added +1.1k	+1,133 41.4%
29	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	30,916	$1.4m0.77%	0.77%	Reduced -280	-280 -0.9%
30	CATERPILLAR INC COM CAT	CAT	4,253	$1.4m0.75%	0.75%	Added +268	+268 6.7%
31	ADOBE INC COM ADBE	ADBE	3,585	$1.4m0.74%	0.74%	Reduced -160	-160 -4.3%
32	MCDONALDS CORP COM MCD	MCD	4,387	$1.4m0.74%	0.74%	Added +58	+58 1.3%
33	PRUDENTIAL FINL INC COM PRU	PRU	12,187	$1.4m0.73%	0.73%	Added +121	+121 1.0%
34	JANUS DETROIT STR TR HENDERSON MTG JMBS	JMBS	29,047	$1.3m0.71%	0.71%	Added +19.9k	+19,938 218.9%
35	ELI LILLY & CO COM LLY	LLY	1,434	$1.2m0.64%	0.64%	Added +16	+16 1.1%
36	EATON CORP PLC SHS ETN	ETN	4,214	$1.1m0.62%	0.62%	Reduced -165	-165 -3.8%
37	UNIVEST FINANCIAL CORPORATIO COM UVSP	UVSP	40,107	$1.1m0.61%	0.61%	Unchanged
38	WASTE MGMT INC DEL COM WM	WM	4,614	$1.1m0.57%	0.57%	Reduced -50	-50 -1.1%
39	VANGUARD SCOTTSDALE FDS VNG RUS2000VAL VTWV	VTWV	7,838	$1.0m0.56%	0.56%	Reduced -762	-762 -8.9%
40	CISCO SYS INC COM CSCO	CSCO	16,820	$1.0m0.56%	0.56%	Reduced -103	-103 -0.6%
41	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	2,311	$1.0m0.54%	0.54%	Added +155	+155 7.2%
42	EXXON MOBIL CORP COM XOM	XOM	8,397	$998.7k0.54%	0.54%	Added +2.1k	+2,118 33.7%
43	AMETEK INC COM AME	AME	5,628	$968.8k0.52%	0.52%	Added +9	+9 0.2%
44	NETFLIX INC COM NFLX	NFLX	1,014	$945.6k0.51%	0.51%	Added +19	+19 1.9%
45	KIMBERLY-CLARK CORP COM KMB	KMB	6,540	$930.1k0.50%	0.50%	Reduced -114	-114 -1.7%
46	WELLS FARGO CO NEW COM WFC	WFC	12,752	$915.4k0.49%	0.49%	Reduced -33	-33 -0.3%
47	CROWN CASTLE INC COM CCI	CCI	8,690	$905.8k0.49%	0.49%	Added +488	+488 6.0%
48	CHENIERE ENERGY INC COM NEW LNG	LNG	3,892	$900.6k0.48%	0.48%	Reduced -132	-132 -3.3%
49	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	10,895	$896.6k0.48%	0.48%	Reduced -357	-357 -3.2%
50	COCA COLA CO COM KO	KO	11,679	$836.5k0.45%	0.45%	Added +413	+413 3.7%
51	UNITEDHEALTH GROUP INC COM UNH	UNH	1,566	$820.2k0.44%	0.44%	Reduced -69	-69 -4.2%
52	JPMORGAN CHASE & CO COM JPM	JPM	3,274	$803.2k0.43%	0.43%	Reduced -252	-252 -7.2%
53	3M CO COM MMM	MMM	5,350	$785.6k0.42%	0.42%	Reduced -48	-48 -0.9%
54	LYONDELLBASELL INDUSTRIES N SHS - A - LYB	LYB	11,125	$783.2k0.42%	0.42%	Reduced -368	-368 -3.2%
55	PEPSICO INC COM PEP	PEP	5,015	$752.0k0.40%	0.40%	Reduced -62	-62 -1.2%
56	EOG RES INC COM EOG	EOG	5,773	$740.3k0.40%	0.40%	Reduced -392	-392 -6.4%
57	VANGUARD WORLD FD ENERGY ETF VDE	VDE	5,360	$695.2k0.37%	0.37%	Added +750	+750 16.3%
58	TESLA INC COM TSLA	TSLA	2,615	$677.7k0.36%	0.36%	Added +289	+289 12.4%
59	NEWMONT CORP COM NEM	NEM	13,774	$665.0k0.36%	0.36%	Added +1.1k	+1,085 8.6%
60	PACER FDS TR PAC ASSET FLTG FLRT	FLRT	13,956	$657.2k0.35%	0.35%	Added +3.4k	+3,422 32.5%
61	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,437	$645.1k0.35%	0.35%	Added +875	+875 56.0%
62	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,132	$633.4k0.34%	0.34%	Unchanged
63	AMAZON COM INC COM AMZN	AMZN	3,276	$623.3k0.34%	0.34%	Added +47	+47 1.5%
64	ANALOG DEVICES INC COM ADI	ADI	3,078	$620.8k0.33%	0.33%	Reduced -121	-121 -3.8%
65	RIO TINTO PLC SPONSORED ADR RIO	RIO	10,331	$620.7k0.33%	0.33%	Added +127	+127 1.2%
66	CONOCOPHILLIPS COM COP	COP	5,611	$589.3k0.32%	0.32%	Reduced -119	-119 -2.1%
67	BROADCOM INC COM AVGO	AVGO	3,452	$578.0k0.31%	0.31%	Added +856	+856 33.0%
68	ISHARES TR TIPS BD ETF TIP	TIP	4,984	$553.7k0.30%	0.30%	Reduced -803	-803 -13.9%
69	SALESFORCE INC COM CRM	CRM	2,057	$552.0k0.30%	0.30%	Added +324	+324 18.7%
70	SOLVENTUM CORP COM SHS SOLV	SOLV	7,219	$548.9k0.30%	0.30%	Reduced -24	-24 -0.3%
71	COSTAR GROUP INC COM CSGP	CSGP	6,820	$540.3k0.29%	0.29%	Reduced -1.8k	-1,802 -20.9%
72	BANK NEW YORK MELLON CORP COM BNY	BNY	6,335	$531.3k0.29%	0.29%	Reduced -1.1k	-1,140 -15.2%
73	SOUTHERN CO COM SO	SO	5,716	$525.6k0.28%	0.28%	Added +4	+4 0.1%
74	STRYKER CORPORATION COM SYK	SYK	1,408	$524.1k0.28%	0.28%	Added +153	+153 12.2%
75	PUBLIC STORAGE COM PSA	PSA	1,712	$512.4k0.28%	0.28%	Added +153	+153 9.8%
76	MEDTRONIC PLC SHS MDT	MDT	5,604	$503.6k0.27%	0.27%	Added +535	+535 10.6%
77	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,423	$501.7k0.27%	0.27%	Reduced -3	-3 -0.2%
78	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	5,884	$481.1k0.26%	0.26%	Added +189	+189 3.3%
79	FIRST TR EXCHANGE-TRADED FD SENIOR LN FD FTSL	FTSL	10,480	$478.4k0.26%	0.26%	Reduced -297	-297 -2.8%
80	VANGUARD WORLD FD INF TECH ETF VGT	VGT	862	$467.5k0.25%	0.25%	Unchanged
81	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	18,543	$464.3k0.25%	0.25%	Reduced -144	-144 -0.8%
82	PACER FDS TR PACER US SMALL CALF	CALF	12,283	$460.6k0.25%	0.25%	Reduced -27.5k	-27,501 -69.1%
83	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	9,432	$460.5k0.25%	0.25%	Added +579	+579 6.5%
84	INTEL CORP COM INTC	INTC	20,093	$456.3k0.25%	0.25%	Added +2.7k	+2,720 15.7%
85	SPDR GOLD TR GOLD SHS GLD	GLD	1,512	$435.7k0.23%	0.23%	Reduced -119	-119 -7.3%
86	NATIONAL FUEL GAS CO COM NFG	NFG	5,482	$434.1k0.23%	0.23%	Reduced -91	-91 -1.6%
87	VERIZON COMMUNICATIONS INC COM VZ	VZ	9,541	$432.8k0.23%	0.23%	Added +332	+332 3.6%
88	PACER FDS TR DEVELOPED MRKT ICOW	ICOW	13,739	$431.5k0.23%	0.23%	Reduced -80.4k	-80,437 -85.4%
89	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	4,702	$425.7k0.23%	0.23%	Added +1.3k	+1,322 39.1%
90	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	772	$411.2k0.22%	0.22%	Reduced -3	-3 -0.4%
91	CHEVRON CORP NEW COM CVX	CVX	2,436	$407.5k0.22%	0.22%	Added +119	+119 5.1%
92	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	18,812	$404.6k0.22%	0.22%	Added +138	+138 0.7%
93	DOW INC COM DOW	DOW	11,537	$402.9k0.22%	0.22%	Reduced -548	-548 -4.5%
94	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	10,825	$394.1k0.21%	0.21%	Reduced -521	-521 -4.6%
95	BLACKSTONE INC COM BX	BX	2,795	$390.7k0.21%	0.21%	Reduced -99	-99 -3.4%
96	IQVIA HLDGS INC COM IQV	IQV	2,215	$390.5k0.21%	0.21%	Reduced -54	-54 -2.4%
97	MARATHON PETE CORP COM MPC	MPC	2,635	$383.9k0.21%	0.21%	Added +117	+117 4.7%
98	RTX CORPORATION COM RTX	RTX	2,898	$383.8k0.21%	0.21%	Reduced -41	-41 -1.4%
99	AUTOZONE INC COM AZO	AZO	100	$381.3k0.21%	0.21%	Added +5	+5 5.3%
100	FISERV INC COM FISV	FISV	1,719	$379.6k0.20%	0.20%	Added +4	+4 0.2%

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
PALANTIR TECHNOLOGIES INC PLTR	PLTR	3,280	$248.1k3.3k shares
WHIRLPOOL CORP WHR	WHR	2,062	$236.1k2.1k shares
ORACLE CORP ORCL	ORCL	1,393	$232.1k1.4k shares
VANGUARD INDEX FDS VOO	VOO	405	$218.2k405 shares
INVESCO BD FD VBF	VBF	10,491	$161.9k10.5k shares