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CIK: 0001842811
Total reported value
$256.4M
$256.4M
174 檔
23.9%
During the Q2 2025 filing period, IVC Wealth Advisors LLC (CIK: 0001842811) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $256.4M across 174 reported positions.
In Q2 2025, IVC Wealth Advisors LLC displayed an active expansion posture, initiating 14 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 9.97% | +0.40% | -3.58% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.99% | +0.04% | +0.26% | |
| 3 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 5.30% | -0.14% | +48.10% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 5.19% | -0.49% | -1.59% | |
| 5 | USIG | Ishares Broad Usd Investment | ETF-Other | 3.43% | -0.22% | +27.62% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.39% | -0.31% | +13.15% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.17% | -0.02% | +11.35% | |
| 8 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 3.14% | -0.01% | +17.33% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.31% | -0.09% | +16.10% | |
| 10 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.00% | -0.05% | +213.52% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.94% | +0.03% | -44.47% | |
| 12 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.90% | +0.06% | +19.41% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.87% | +0.05% | +5.75% | |
| 14 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.60% | +0.18% | -5.02% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.57% | -0.12% | -0.37% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.53% | -0.05% | +17.75% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.06% | — | +14.48% | |
| 18 | TFC | Truist Financial CORP | Stock-Financials | 1.04% | -0.02% | -2.94% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.98% | -0.14% | -10.41% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.06% | +3.47% | |
| 21 | ALL | Allstate CORP | Stock-Financials | 0.91% | +0.01% | +0.38% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | +0.04% | -0.10% | |
| 23 | AN | Autonation Inc | Stock-Consumer Disc | 0.88% | -0.10% | +0.87% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.88% | +0.02% | -0.73% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.08% | +0.44% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.76% | +0.39% | -5.81% | |
| 27 | RSG | Republic Services Inc | Stock-Industrials | 0.75% | -0.08% | — | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | -0.05% | -0.99% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.72% | +0.02% | -1.80% | |
| 30 | PAYX | Paychex Inc | Stock-Tech | 0.71% | -0.07% | -7.73% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.65% | -0.09% | -4.21% | |
| 32 | PRU | Prudential Financial Inc | Stock-Financials | 0.63% | -0.07% | -0.65% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.15% | +1.25% | |
| 34 | CZNC | Citizens & Northern CORP | Stock-Other | 0.62% | -0.05% | -9.24% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.61% | -0.18% | -7.59% | |
| 36 | UVSP | Univest Financial CORP | Stock-Other | 0.59% | +0.04% | — | |
| 37 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.59% | -0.03% | -16.08% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | +0.20% | -1.27% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.10% | +2.02% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.52% | -0.06% | +1.63% | |
| 41 | AME | Ametek Inc | Stock-Industrials | 0.51% | +0.01% | +2.67% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.05% | +6.40% | |
| 43 | MSI | Motorola Solutions Inc | Stock-Tech | 0.48% | -0.07% | +1.34% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | — | +1.62% | |
| 45 | CCI | Crown Castle Inc | Stock-Real Estate | 0.45% | -0.07% | +3.43% | |
| 46 | LNG | Cheniere Energy Inc | Stock-Energy | 0.45% | -0.10% | -3.49% | |
| 47 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.45% | -0.04% | -0.40% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.14% | -0.49% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.44% | -0.03% | -12.23% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.02% | +16.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PVAL | Putnam Focused Lrg Cap Value | +1.6% | +48.10% | Add |
| 2 | JMBS | Janus Henderson Mortg Backed | +1.3% | +213.52% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | +5.75% | Add |
| 4 | USIG | Ishares Broad Usd Investment | +0.5% | +27.62% | Add |
| 5 | VOT | Vanguard Mid-cap Growth ETF | +0.5% | +11.35% | Add |
| 6 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | +17.33% | Add |
| 7 | VUG | Vanguard Growth ETF | +0.3% | -3.58% | Trim |
| 8 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | New buy |
| 9 | HEFA | Isha Curr Hedged Msci Eafe | +0.2% | +19.41% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.2% | -0.37% | Trim |
| 11 | MSFT | Microsoft CORP | +0.2% | +3.47% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | +6.40% | Add |
| 13 | RBLX | Roblox CORP -class A | +0.2% | NEW | New buy |
| 14 | VOE | Vanguard Mid-cap Value ETF | +0.2% | +16.10% | Add |
| 15 | HPE | Hewlett Packard Enterprise | +0.2% | +119.42% | Add |
| 16 | DY | Dycom Industries Inc | +0.2% | NEW | New buy |
| 17 | ECG | Everus Construction Group | +0.1% | NEW | New buy |
| 18 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 20 | HESM | Hess Midstream LP - Class A | +0.1% | NEW | New buy |
| 21 | WHR | Whirlpool CORP | +0.1% | NEW | New buy |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +17.75% | Add |
| 23 | IYW | Ishares Ustechnology ETF | +0.1% | NEW | New buy |
| 24 | JPST | Jpmorgan Ultra-short Income | +0.1% | NEW | New buy |
| 25 | VFH | Vanguard Financials ETF | +0.1% | NEW | New buy |
| 26 | CRSP | CRISPR Therapeutics AG | +0.1% | NEW | New buy |
| 27 | AN | Autonation Inc | +0.1% | +0.87% | Add |
| 28 | ETN | Eaton Corporation plc | +0.1% | -1.80% | Trim |
| 29 | NFLX | Netflix Inc | +0.1% | -7.59% | Trim |
| 30 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 31 | ECL | Ecolab Inc | +0.1% | NEW | New buy |
| 32 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +13.15% | Add |
| 33 | VBR | Vanguard Small-cap Value ETF | +0.1% | +14.48% | Add |
| 34 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +3.09% | Add |
| 35 | AMZN | Amazon.com Inc | +0.1% | +16.30% | Add |
| 36 | IBM | Intl Business Machines CORP | +0.1% | -0.73% | Trim |
| 37 | DOCU | Docusign Inc | -0.1% | EXIT | Sold out |
| 38 | VMBS | Vanguard Mortgage-backed Sec | -0.2% | -16.08% | Trim |
| 39 | CZNC | Citizens & Northern CORP | -0.2% | -9.24% | Trim |
| 40 | PAYX | Paychex Inc | -0.2% | -7.73% | Trim |
| 41 | MRK | Merck & Co. Inc. | -0.2% | -0.99% | Trim |
| 42 | LYB | LyondellBasell Industries N.V. | -0.2% | -34.17% | Trim |
| 43 | DOW | Dow Inc | -0.2% | EXIT | Sold out |
| 44 | UNH | Unitedhealth Group Inc | -0.2% | -7.28% | Trim |
| 45 | VTWV | Vanguard Russell 2000 Value | -0.2% | -36.51% | Trim |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | -0.2% | -10.41% | Trim |
| 47 | FLRT | Pacer Aristotle Pacific Floa | -0.4% | EXIT | Sold out |
| 48 | JEPI | Jpmorgan Equity Premium Inco | -0.7% | -1.59% | Trim |
| 49 | AAPL | Apple Inc | -1.1% | +0.26% | Add |
| 50 | SCHV | Schwab US Large-cap Value | -1.8% | -44.47% | Trim |
According to official SEC Form 13F filings, IVC Wealth Advisors LLC reported a total U.S. public equity portfolio value of $256.4M across 174 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, AAPL, PVAL) accounted for 23.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
PLTR
市值: $501.0K
Top Position Liquidated / Trimmed
FLRT
前期市值: $657.2K
During Q2 2025, IVC Wealth Advisors LLC's top holdings by market value included VUG (10.0%)、AAPL (6.0%)、PVAL (5.3%). The largest single position, VUG, represented 10.0% of total portfolio value.
In Q2 2025, IVC Wealth Advisors LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 18 positions, trimming 15 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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