IVC Wealth Advisors LLC
- SEC CIK
- 0001842811
- Latest filing
- Jul 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 20, 2021. Long positions only.
- Positions
- 126
- No 13F data for Q4 2020
- Portfolio value
- $127.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 163,398 | $10.7M | 8.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 40,949 | $10.5M | 8.3% | – | – | – |
| AAPLApple Inc. | Stock | 85,379 | $10.4M | 8.2% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 33,627 | $4.22M | 3.3% | – | – | – |
| CZNCCitizens & Northern Corp | COM | 157,750 | $3.75M | 3.0% | – | – | History |
| TFCTruist Financial Corp | COM | 49,880 | $2.91M | 2.3% | – | – | History |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 46,867 | $2.24M | 1.8% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 35,829 | $2.12M | 1.7% | – | – | – |
| SBUXStarbucks Corp | Stock | 18,580 | $2.03M | 1.6% | – | – | History |
| ADBEAdobe Inc. | Stock | 4,229 | $2.01M | 1.6% | – | – | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 17,713 | $2.00M | 1.6% | – | – | – |
| DISWalt Disney Co | Stock | 10,295 | $1.90M | 1.5% | – | – | History |
| JNJJohnson & Johnson | Stock | 11,469 | $1.89M | 1.5% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 6,225 | $1.83M | 1.4% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 20,272 | $1.56M | 1.2% | – | – | History |
| PVHPVH Corp. | COM | 14,579 | $1.54M | 1.2% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 27,500 | $1.50M | 1.2% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 58,374 | $1.42M | 1.1% | – | – | – |
| PAYXPaychex Inc | Stock | 14,304 | $1.40M | 1.1% | – | – | History |
| ALLAllstate Corp | Stock | 11,921 | $1.37M | 1.1% | – | – | History |
| PRUPrudential Financial Inc | Stock | 14,395 | $1.31M | 1.0% | – | – | History |
| UVSPUnivest Financial Corp | COM | 45,542 | $1.30M | 1.0% | – | – | History |
| BABoeing Co | Stock | 5,059 | $1.29M | 1.0% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 20,006 | $1.29M | 1.0% | – | – | – |
| RSGRepublic Services, Inc. | COM | 12,798 | $1.27M | 1.0% | – | – | History |
| VZVerizon Communications Inc | Stock | 21,720 | $1.26M | 1.0% | – | – | History |
| ANAutonation, Inc. | COM | 13,124 | $1.22M | 1.0% | – | – | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 11,673 | $1.22M | 1.0% | – | – | History |
| CSGPCostar Group, Inc. | COM | 1,452 | $1.19M | 0.9% | – | – | History |
| MCDMcDonalds Corp | Stock | 5,267 | $1.18M | 0.9% | – | – | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 5,472 | $1.17M | 0.9% | – | – | – |
| VVisa Inc. | Stock | 5,445 | $1.15M | 0.9% | – | – | History |
| PEPPepsiCo Inc | Stock | 7,506 | $1.06M | 0.8% | – | – | History |
| TAT&T Inc. | Stock | 32,752 | $991.0K | 0.8% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 15,467 | $931.0K | 0.7% | – | – | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 6,771 | $913.0K | 0.7% | – | – | – |
| CATCaterpillar Inc | Stock | 3,883 | $900.0K | 0.7% | – | – | History |
| WMWaste Management Inc | Stock | 6,676 | $861.0K | 0.7% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 4,225 | $855.0K | 0.7% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 2,286 | $850.0K | 0.7% | – | – | History |
| AMEAmetek Inc | COM | 6,505 | $831.0K | 0.7% | – | – | History |
| KMBKimberly Clark Corp | Stock | 5,947 | $827.0K | 0.7% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 4,856 | $826.0K | 0.7% | – | – | History |
| IQVIQVIA Holdings Inc. | Stock | 4,264 | $824.0K | 0.6% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 5,933 | $791.0K | 0.6% | – | – | History |
| INTCIntel Corp | Stock | 11,862 | $759.0K | 0.6% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 14,495 | $750.0K | 0.6% | – | – | History |
| PFEPfizer Inc | Stock | 20,524 | $744.0K | 0.6% | – | – | History |
| ETNEaton Corp plc | Stock | 5,215 | $721.0K | 0.6% | – | – | History |
| Global X FDS37950E333 | GLBX SUPRINC ETF | 59,464 | $707.0K | 0.6% | – | – | – |
| LLYEli Lilly & Co | Stock | 3,648 | $682.0K | 0.5% | – | – | History |
| TFXTeleflex Inc | COM | 1,620 | $673.0K | 0.5% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,267 | $668.0K | 0.5% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 18,796 | $665.0K | 0.5% | – | – | – |
| MSIMotorola Solutions, Inc. | Stock | 3,489 | $656.0K | 0.5% | – | – | History |
| Vanguard Scottsdale FDS92206C649 | VNG RUS2000VAL | 4,668 | $653.0K | 0.5% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 10,168 | $642.0K | 0.5% | – | – | History |
| CLXClorox Co | Stock | 3,271 | $631.0K | 0.5% | – | – | History |
| CSXCSX Corp | Stock | 6,523 | $629.0K | 0.5% | – | – | History |
| EOGEOG Resources Inc | Stock | 8,574 | $622.0K | 0.5% | – | – | History |
| TGTTarget Corp | Stock | 3,134 | $621.0K | 0.5% | – | – | History |
| SYKStryker Corp | Stock | 2,495 | $608.0K | 0.5% | – | – | History |
| WFCWells Fargo & Company | Stock | 15,283 | $597.0K | 0.5% | – | – | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,477 | $581.0K | 0.5% | – | – | – |
| FDXFedEx Corp | Stock | 1,970 | $560.0K | 0.4% | – | – | History |
| KOCoca Cola Co | Stock | 10,530 | $555.0K | 0.4% | – | – | History |
| LUVSouthwest Airlines Co | COM | 9,075 | $554.0K | 0.4% | – | – | History |
| MSFTMicrosoft Corp | Stock | 2,329 | $549.0K | 0.4% | – | – | History |
| ADIAnalog Devices Inc | Stock | 3,520 | $546.0K | 0.4% | – | – | History |
| MDTMedtronic plc | Stock | 4,439 | $524.0K | 0.4% | – | – | History |
| GLDSPDR Gold Trust | ETF | 3,205 | $513.0K | 0.4% | – | – | History |
| ACNAccenture plc | Stock | 1,841 | $509.0K | 0.4% | – | – | History |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 6,388 | $480.0K | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,536 | $469.0K | 0.4% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 6,348 | $457.0K | 0.4% | – | – | History |
| RIOTRiot Platforms, Inc. | COM | 8,350 | $445.0K | 0.4% | – | – | History |
| HRLHormel Foods Corp | COM | 9,265 | $443.0K | 0.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 3,250 | $440.0K | 0.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 2,858 | $435.0K | 0.3% | – | – | History |
| COPConocoPhillips | Stock | 8,216 | $435.0K | 0.3% | – | – | History |
| DEDeere & Co | Stock | 1,139 | $426.0K | 0.3% | – | – | History |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 1,929 | $422.0K | 0.3% | – | – | – |
| AMGNAmgen Inc | Stock | 1,690 | $421.0K | 0.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 134 | $415.0K | 0.3% | – | – | History |
| SOSouthern Co | Stock | 6,367 | $396.0K | 0.3% | – | – | History |
| WORKSlack Technologies, Inc. | COM CL A | 9,700 | $394.0K | 0.3% | – | – | History |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 11,926 | $381.0K | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,485 | $379.0K | 0.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 6,524 | $364.0K | 0.3% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 775 | $354.0K | 0.3% | – | – | History |
| BNYBank of New York Mellon Corp | Stock | 7,467 | $353.0K | 0.3% | – | – | History |
| RTXRTX Corp | Stock | 4,571 | $353.0K | 0.3% | – | – | History |
| LOWLowes Companies Inc | Stock | 1,858 | $353.0K | 0.3% | – | – | History |
| XLNXXilinx Inc | COM | 2,685 | $333.0K | 0.3% | – | – | History |
| FLNAFilana Therapeutics, Inc. | COM | 6,870 | $309.0K | 0.2% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 415 | $307.0K | 0.2% | – | – | History |
| DHRDanaher Corp | Stock | 1,329 | $299.0K | 0.2% | – | – | History |
| BXBlackstone Inc. | COM | 3,864 | $288.0K | 0.2% | – | – | History |
| PPLPPL Corp | COM | 9,734 | $281.0K | 0.2% | – | – | History |
| LMTLockheed Martin Corp | Stock | 755 | $279.0K | 0.2% | – | – | History |