IVC Wealth Advisors LLC
Top Portfolio Positions
117 positions ·
$102,384,617 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
55,873 | $14,180,008 | 13.85% | |
| NVDA |
Nvidia Corp
Technology
|
25,779 | $4,495,857 | 4.39% | |
| CAT |
Caterpillar Inc
Industrials
|
3,862 | $2,736,072 | 2.67% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,627 | $2,647,245 | 2.59% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
21,194 | $2,549,426 | 2.49% | |
| JNJ |
Johnson & Johnson
Healthcare
|
10,230 | $2,500,621 | 2.44% | |
| TFC |
Truist Financial Corp
Financial Services
|
47,827 | $2,198,607 | 2.15% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
27,351 | $2,083,052 | 2.03% | |
| ALL |
Allstate Corp
Financial Services
|
9,790 | $2,029,858 | 1.98% | |
| MSFT |
Microsoft Corp
Technology
|
4,539 | $1,680,201 | 1.64% |
Portfolio Trend
Holdings in CZNC
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,263,639 | 56,564 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,173,672 | 58,189 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,227,506 | 61,964 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,270,154 | 67,062 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,486,606 | 73,887 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,524,939 | 81,986 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,967,149 | 99,906 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,850,165 | 103,419 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,000,670 | 106,532 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,961,814 | 132,047 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,407,684 | 137,190 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $2,671,795 | 138,435 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,997,668 | 140,209 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,210,115 | 140,425 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $3,439,895 | 142,262 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $3,443,451 | 142,468 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $3,478,562 | 142,681 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,778,649 | 144,665 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $3,765,811 | 149,082 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $3,766,899 | 153,751 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,751,295 | 157,750 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $3,277,944 | 165,219 | Shares | Sole | 2021-02-01 | |
| No 13F history on record for this holder in this stock. | ||||||