Ivc Wealth Advisors LLC Top Holdings and 13F Report (2024) → Exposed: 10 CENT Crypto to Explode May 20th? (From True Market Insiders) (Ad) About Ivc Wealth Advisors LLCInvestment ActivityIvc Wealth Advisors LLC has $173.29 million in total holdings as of March 31, 2024.Ivc Wealth Advisors LLC owns shares of 163 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 4.94% of the portfolio was purchased this quarter.About 3.51% of the portfolio was sold this quarter.This quarter, Ivc Wealth Advisors LLC has purchased 161 new stocks and bought additional shares in 69 stocks.Ivc Wealth Advisors LLC sold shares of 66 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Growth ETF $17,229,914Apple $11,853,819JPMorgan Equity Premium Income ETF $8,724,478Schwab U.S. Large-Cap Value ETF $7,932,818Pacer US Cash Cows 100 ETF $6,799,044 Largest New Holdings this Quarter JPMorgan Nasdaq Equity Premium Income ETF $1,030,018 HoldingCrown Castle $431,892 HoldingPacer Pacific Asset Floating Rate High Income ETF $302,054 HoldingBlock $247,058 HoldingCitigroup $214,890 Holding Largest Purchases this Quarter JPMorgan Nasdaq Equity Premium Income ETF 18,990 shares (about $1.03M)Janus Henderson AAA CLO ETF 19,486 shares (about $988.72K)Pacer US Cash Cows 100 ETF 10,979 shares (about $637.99K)Pacer Developed Markets International Cash Cows 100 ETF 14,452 shares (about $461.74K)Crown Castle 4,081 shares (about $431.89K) Largest Sales this Quarter Vanguard Mortgage-Backed Securities ETF 15,571 shares (about $710.19K)Schwab U.S. Large-Cap Value ETF 6,384 shares (about $485.05K)Citizens & Northern 25,515 shares (about $479.17K)Boeing 2,179 shares (about $420.53K)NVIDIA 342 shares (about $309.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIvc Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$17,229,914$18,243 ▲0.1%50,0589.9%ETFAAPLApple$11,853,819$262,534 ▼-2.2%69,1276.8%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$8,724,478$191,864 ▲2.2%150,7865.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$7,932,818$485,055 ▼-5.8%104,4074.6%ETFCOWZPacer US Cash Cows 100 ETF$6,799,044$637,990 ▲10.4%117,0033.9%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$3,869,520$340,107 ▲9.6%76,2172.2%ManufacturingVOTVanguard Mid-Cap Growth ETF$3,411,966$134,404 ▲4.1%14,4702.0%ETFVOEVanguard Mid-Cap Value ETF$2,982,952$219,048 ▲7.9%19,1331.7%ETFMETAMeta Platforms$2,886,816$31,563 ▼-1.1%5,9451.7%Computer and TechnologyMRKMerck & Co., Inc.$2,871,269$78,115 ▲2.8%21,7601.7%MedicalNVDANVIDIA$2,862,478$309,018 ▼-9.7%3,1681.7%Computer and TechnologyVTWGVanguard Russell 2000 Growth ETF$2,705,234$155,317 ▲6.1%13,7251.6%ETFICOWPacer Developed Markets International Cash Cows 100 ETF$2,506,254$461,741 ▲22.6%78,4431.4%ETFADBEAdobe$2,076,934$8,578 ▲0.4%4,1161.2%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,071,978$126,457 ▲6.5%40,4051.2%ManufacturingCZNCCitizens & Northern$2,000,671$479,172 ▼-19.3%106,5321.2%FinanceTFCTruist Financial$1,966,970$62,095 ▼-3.1%50,4611.1%FinanceALLAllstate$1,799,452$66,954 ▼-3.6%10,4011.0%FinanceLLYEli Lilly and Company$1,746,520$46,678 ▼-2.6%2,2451.0%MedicalVMBSVanguard Mortgage-Backed Securities ETF$1,743,351$710,193 ▼-28.9%38,2231.0%ETFANAutoNation$1,724,847$6,292 ▲0.4%10,4171.0%Retail/WholesaleJNJJohnson & Johnson$1,695,134$7,435 ▲0.4%10,7161.0%MedicalPAYXPaychex$1,620,974$5,035 ▼-0.3%13,2000.9%Business ServicesVVisa$1,595,624$1,116 ▲0.1%5,7170.9%Business ServicesPRUPrudential Financial$1,590,248$11,974 ▼-0.7%13,5460.9%FinanceCALFPacer US Small Cap Cash Cows 100 ETF$1,538,757$235,034 ▲18.0%31,3010.9%ETFCATCaterpillar$1,513,903$46,542 ▲3.2%4,1310.9%Industrial ProductsMCDMcDonald's$1,430,853$12,687 ▼-0.9%5,0750.8%Retail/WholesaleETNEaton$1,427,163$625 ▲0.0%4,5640.8%Industrial ProductsSBUXStarbucks$1,382,921$104,734 ▼-7.0%15,1320.8%Retail/WholesaleRSGRepublic Services$1,339,506$5,743 ▼-0.4%6,9970.8%Business ServicesWMWaste Management$1,330,577$639 ▲0.0%6,2420.8%Business ServicesIBMInternational Business Machines$1,317,242$191,533 ▲17.0%6,8980.8%Computer and TechnologyMSFTMicrosoft$1,244,657$1,683 ▼-0.1%2,9580.7%Computer and TechnologyVTWVVanguard Russell 2000 Value ETF$1,218,241$40,827 ▼-3.2%8,7130.7%ETFLYBLyondellBasell Industries$1,208,481$1,125 ▼-0.1%11,8150.7%Basic MaterialsJAAAJanus Henderson AAA CLO ETF$1,201,777$988,720 ▲464.1%23,6850.7%ETFCSGPCoStar Group$1,178,134$5,603 ▼-0.5%12,1960.7%Computer and TechnologyPEPPepsiCo$1,145,159$20,827 ▼-1.8%6,5430.7%Consumer StaplesAMEAMETEK$1,139,8940.0%6,2320.7%Computer and TechnologyMSIMotorola Solutions$1,105,763$7,455 ▼-0.7%3,1150.6%Computer and TechnologyCOPConocoPhillips$1,060,389$51,040 ▲5.1%8,3310.6%Oils/EnergyEOGEOG Resources$1,039,122$24,930 ▲2.5%8,1280.6%Oils/EnergyJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,030,018$1,030,018 ▲New Holding18,9900.6%ETFXOMExxon Mobil$947,399$75,443 ▲8.7%8,1500.5%Oils/EnergyUNHUnitedHealth Group$923,975$45,506 ▼-4.7%1,8680.5%MedicalCSCOCisco Systems$922,736$24,656 ▲2.7%18,4880.5%Computer and TechnologyKMBKimberly-Clark$897,347$41,265 ▲4.8%6,9370.5%Consumer StaplesSYKStryker$895,368$358 ▲0.0%2,5020.5%MedicalPEGPublic Service Enterprise Group$885,867$22,305 ▼-2.5%13,2650.5%UtilitiesWFCWells Fargo & Company$880,420$2,898 ▲0.3%15,1900.5%FinanceTIPiShares TIPS Bond ETF$862,180$306,226 ▼-26.2%8,0270.5%ETFIQVIQVIA$853,504$25,289 ▼-2.9%3,3750.5%MedicalAMZNAmazon.com$851,754$43,832 ▲5.4%4,7220.5%Retail/WholesaleUVSPUnivest Financial$839,941$8,203 ▼-1.0%40,3430.5%FinanceJPMJPMorgan Chase & Co.$791,104$1,402 ▼-0.2%3,9500.5%FinanceKOCoca-Cola$773,499$28,632 ▲3.8%12,6430.4%Consumer StaplesAMDAdvanced Micro Devices$771,414$2,346 ▲0.3%4,2740.4%Computer and TechnologyNUENucor$735,792$2,375 ▲0.3%3,7180.4%Basic MaterialsDVNDevon Energy$731,323$75,220 ▲11.5%14,5740.4%Oils/EnergyCHENIERE ENERGY INC$727,607$5,000 ▼-0.7%4,5110.4%COM NEWTFXTeleflex$691,4020.0%3,0570.4%MedicalINTCIntel$687,418$7,553 ▲1.1%15,5630.4%Computer and TechnologyCRMSalesforce$676,149$14,155 ▼-2.1%2,2450.4%Computer and TechnologyADIAnalog Devices$641,788$198 ▲0.0%3,2450.4%Computer and TechnologyNEMNewmont$598,528$75,730 ▲14.5%16,7000.3%Basic MaterialsNFLXNetflix$595,791$8,503 ▼-1.4%9810.3%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$592,187$20,925 ▲3.7%1,1320.3%FinanceDOWDOW$569,104$139,322 ▲32.4%9,8240.3%Basic MaterialsRIORio Tinto Group$567,286$3,569 ▼-0.6%8,9000.3%Basic MaterialsBRK.BBerkshire Hathaway$565,599$421 ▼-0.1%1,3450.3%FinanceFTSLFirst Trust Senior Loan ETF$564,640$31,839 ▼-5.3%12,2190.3%ManufacturingFDXFedEx$560,039$38,823 ▲7.4%1,9330.3%TransportationIEMGiShares Core MSCI Emerging Markets ETF$559,815$119,713 ▼-17.6%10,8490.3%ETFVDEVanguard Energy ETF$554,457$23,048 ▼-4.0%4,2100.3%ETFHDHome Depot$552,496$8,057 ▼-1.4%1,4400.3%Retail/WholesaleMDTMedtronic$546,431$51,593 ▲10.4%6,2700.3%MedicalVGTVanguard Information Technology ETF$520,670$52,434 ▼-9.1%9930.3%ETFBNDXVanguard Total International Bond ETF$508,772$163,606 ▲47.4%10,3430.3%ETFMPCMarathon Petroleum$502,743$3,224 ▼-0.6%2,4950.3%Oils/EnergyVZVerizon Communications$502,338$214,874 ▼-30.0%11,9720.3%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$499,425$14,372 ▼-2.8%13,9350.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$488,615$16,988 ▲3.6%6,0690.3%ETFSOSouthern$473,556$18,509 ▲4.1%6,6010.3%UtilitiesMMM3M$467,803$4,097 ▼-0.9%5,1380.3%Multi-Sector ConglomeratesTSLATesla$464,437$318,180 ▲217.5%2,6420.3%Auto/Tires/TrucksBXBlackstone$451,519$24,172 ▼-5.1%3,4370.3%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$449,120$15,206 ▼-3.3%4,8440.3%ETFVHTVanguard Health Care ETF$449,063$26,240 ▼-5.5%1,6600.3%ETFPSXPhillips 66$446,762$1,960 ▼-0.4%2,7350.3%Oils/EnergyUPSUnited Parcel Service$443,971$140,162 ▼-24.0%2,9870.3%TransportationDISWalt Disney$436,828$43,438 ▼-9.0%3,5700.3%Consumer DiscretionaryCCICrown Castle$431,892$431,892 ▲New Holding4,0810.2%FinanceBKBank of New York Mellon$424,429$2,823 ▼-0.7%7,3660.2%FinancePGProcter & Gamble$420,395$86,156 ▼-17.0%2,5910.2%Consumer StaplesAMGNAmgen$418,905$4,835 ▼-1.1%1,4730.2%MedicalRTXRTX$416,574$22,141 ▼-5.0%4,2710.2%AerospaceCLXClorox$411,431$22,968 ▼-5.3%2,6870.2%Consumer StaplesACNAccenture$408,653$16,984 ▲4.3%1,1790.2%Business ServicesKNFKnife River$391,454$5,027 ▼-1.3%4,8280.2%ConstructionShowing largest 100 holdings. 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