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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.

Institution overview
Positions
126
No 13F data for Q4 2020
Portfolio value
$127.0M
No 13F data for Q4 2020
Filed
Apr 20, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of IVC Wealth Advisors LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
EGIOEdgio, Inc.COM20,500$73.0K0.1%––History
NUVNuveen Municipal Value Fund IncCOM12,845$143.0K0.1%––History
TJXTJX Companies IncStock3,067$203.0K0.2%––History
Vanguard Health Care ETF92204A504ETF905$207.0K0.2%–––
FISVFiserv IncStock1,740$207.0K0.2%––History
EDConsolidated Edison IncStock2,803$210.0K0.2%––History
CGCCanopy Growth CorpCOM6,550$210.0K0.2%––History
VBFInvesco Bond FundCOM10,550$211.0K0.2%––History
MMM3M CoStock1,098$212.0K0.2%––History
Vanguard Information Technology ETF92204A702ETF600$215.0K0.2%–––
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE5,120$218.0K0.2%–––
HONHoneywell International IncCOM1,020$221.0K0.2%––History
SONSonoco Products CoCOM3,575$226.0K0.2%––History
CVXChevron CorpStock2,164$227.0K0.2%––History
LNTAlliant Energy CorpStock4,264$231.0K0.2%––History
FROGJFrog LtdStock5,200$231.0K0.2%––History
AMTAmerican Tower CorpREIT985$235.0K0.2%––History
SPDR Series Trust78468R770ST STR R1K YLD2,615$235.0K0.2%–––
Vanguard Energy ETF92204A306ETF3,467$236.0K0.2%–––
DYDycom Industries IncCOM2,550$237.0K0.2%––History
NVDANVIDIA CorpStock450$240.0K0.2%––History
UUnity Software Inc.COM2,400$241.0K0.2%––History
HIGHartford Insurance Group, Inc.Stock3,657$244.0K0.2%––History
SPYSPDR S&P 500 ETF TrustETF654$259.0K0.2%––History
XYZBlock, Inc.CL A1,139$259.0K0.2%––History
NUENucor CorpCOM3,450$277.0K0.2%––History
LMTLockheed Martin CorpStock755$279.0K0.2%––History
PPLPPL CorpCOM9,734$281.0K0.2%––History
BXBlackstone Inc.COM3,864$288.0K0.2%––History
DHRDanaher CorpStock1,329$299.0K0.2%––History
ISRGIntuitive Surgical IncCOM NEW415$307.0K0.2%––History
FLNAFilana Therapeutics, Inc.COM6,870$309.0K0.2%––History
XLNXXilinx IncCOM2,685$333.0K0.3%––History
BNYBank of New York Mellon CorpStock7,467$353.0K0.3%––History
RTXRTX CorpStock4,571$353.0K0.3%––History
LOWLowes Companies IncStock1,858$353.0K0.3%––History
TMOThermo Fisher Scientific Inc.Stock775$354.0K0.3%––History
XOMExxonMobil Holdings CorpCOM6,524$364.0K0.3%––History
BRK.BBerkshire Hathaway IncStock1,485$379.0K0.3%––History
VanEck ETF Trust92189F437FALLEN ANGEL HG11,926$381.0K0.3%–––
WORKSlack Technologies, Inc.COM CL A9,700$394.0K0.3%––History
SOSouthern CoStock6,367$396.0K0.3%––History
AMZNAmazon Com IncStock134$415.0K0.3%––History
AMGNAmgen IncStock1,690$421.0K0.3%––History
Vanguard Scottsdale FDS92206C623VNG RUS2000GRW1,929$422.0K0.3%–––
DEDeere & CoStock1,139$426.0K0.3%––History
JPMJPMorgan Chase & CoStock2,858$435.0K0.3%––History
COPConocoPhillipsStock8,216$435.0K0.3%––History
PGProcter & Gamble CoStock3,250$440.0K0.3%––History
HRLHormel Foods CorpCOM9,265$443.0K0.3%––History
RIOTRiot Platforms, Inc.COM8,350$445.0K0.4%––History
LNGCheniere Energy, Inc.COM NEW6,348$457.0K0.4%––History
HDHome Depot, Inc.Stock1,536$469.0K0.4%––History
SPDR Series Trust78464A821ST STR SP400GRW6,388$480.0K0.4%–––
ACNAccenture plcStock1,841$509.0K0.4%––History
GLDSPDR Gold TrustETF3,205$513.0K0.4%––History
MDTMedtronic plcStock4,439$524.0K0.4%––History
ADIAnalog Devices IncStock3,520$546.0K0.4%––History
MSFTMicrosoft CorpStock2,329$549.0K0.4%––History
LUVSouthwest Airlines CoCOM9,075$554.0K0.4%––History
KOCoca Cola CoStock10,530$555.0K0.4%––History
FDXFedEx CorpStock1,970$560.0K0.4%––History
Schwab U.S. Large-Cap Growth ETF808524300ETF4,477$581.0K0.5%–––
WFCWells Fargo & CompanyStock15,283$597.0K0.5%––History
SYKStryker CorpStock2,495$608.0K0.5%––History
TGTTarget CorpStock3,134$621.0K0.5%––History
EOGEOG Resources IncStock8,574$622.0K0.5%––History
CSXCSX CorpStock6,523$629.0K0.5%––History
CLXClorox CoStock3,271$631.0K0.5%––History
BMYBristol Myers Squibb CoStock10,168$642.0K0.5%––History
Vanguard Scottsdale FDS92206C649VNG RUS2000VAL4,668$653.0K0.5%–––
MSIMotorola Solutions, Inc.Stock3,489$656.0K0.5%––History
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF18,796$665.0K0.5%–––
iShares Core MSCI Eafe ETF46432F842ETF9,267$668.0K0.5%–––
TFXTeleflex IncCOM1,620$673.0K0.5%––History
LLYEli Lilly & CoStock3,648$682.0K0.5%––History
Global X FDS37950E333GLBX SUPRINC ETF59,464$707.0K0.6%–––
ETNEaton Corp plcStock5,215$721.0K0.6%––History
PFEPfizer IncStock20,524$744.0K0.6%––History
CSCOCisco Systems, Inc.Stock14,495$750.0K0.6%––History
INTCIntel CorpStock11,862$759.0K0.6%––History
IBMInternational Business Machines CorpStock5,933$791.0K0.6%––History
IQVIQVIA Holdings Inc.Stock4,264$824.0K0.6%––History
UPSUnited Parcel Service IncStock4,856$826.0K0.7%––History
KMBKimberly Clark CorpStock5,947$827.0K0.7%––History
AMEAmetek IncCOM6,505$831.0K0.7%––History
UNHUnitedHealth Group IncStock2,286$850.0K0.7%––History
DOCUDocuSign, Inc.Stock4,225$855.0K0.7%––History
WMWaste Management IncStock6,676$861.0K0.7%––History
CATCaterpillar IncStock3,883$900.0K0.7%––History
Vanguard Morningstar Mid-Cap Value ETF922908512ETF6,771$913.0K0.7%–––
PEGPublic Service Enterprise Group IncCOM15,467$931.0K0.7%––History
TAT&T Inc.Stock32,752$991.0K0.8%––History
PEPPepsiCo IncStock7,506$1.06M0.8%––History
VVisa Inc.Stock5,445$1.15M0.9%––History
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF5,472$1.17M0.9%–––
MCDMcDonalds CorpStock5,267$1.18M0.9%––History
CSGPCostar Group, Inc.COM1,452$1.19M0.9%––History
LYBLyondellBasell Industries N.V.SHS - A -11,673$1.22M1.0%––History
ANAutonation, Inc.COM13,124$1.22M1.0%––History