IVC Wealth Advisors LLC
Top Portfolio Positions
118 positions ·
$102,749,288 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
55,873 | $14,180,008 | 13.80% | |
| NVDA |
Nvidia Corp
Technology
|
25,779 | $4,495,857 | 4.38% | |
| CAT |
Caterpillar Inc
Industrials
|
3,862 | $2,736,072 | 2.66% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,627 | $2,647,245 | 2.58% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
21,194 | $2,549,426 | 2.48% | |
| JNJ |
Johnson & Johnson
Healthcare
|
10,230 | $2,500,621 | 2.43% | |
| TFC |
Truist Financial Corp
Financial Services
|
47,827 | $2,198,607 | 2.14% | |
| 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
22 quarters · across all stocks
Holdings in UVSP
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $751,561 | 21,937 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $734,259 | 22,427 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,204,012 | 40,107 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,204,814 | 40,107 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,137,434 | 40,107 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,183,557 | 40,107 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,128,610 | 40,107 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $915,642 | 40,107 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $839,941 | 40,343 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $897,436 | 40,737 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $712,354 | 40,987 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $741,044 | 40,987 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $967,096 | 40,737 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,061,844 | 40,637 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $884,045 | 37,651 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $953,389 | 37,476 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,086,777 | 40,612 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,215,111 | 40,612 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,221,922 | 44,612 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,200,942 | 45,542 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,302,045 | 45,542 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $977,488 | 47,497 | Shares | Sole | 2021-02-01 | |
| No 13F history on record for this holder in this stock. | ||||||