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 |
|---|---|---|---|---|---|---|---|
| VZVerizon Communications Inc | Stock | 21,720 | $1.26M | 1.0% | – | – | History |
| RSGRepublic Services, Inc. | COM | 12,798 | $1.27M | 1.0% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 20,006 | $1.29M | 1.0% | – | – | – |
| BABoeing Co | Stock | 5,059 | $1.29M | 1.0% | – | – | History |
| UVSPUnivest Financial Corp | COM | 45,542 | $1.30M | 1.0% | – | – | History |
| PRUPrudential Financial Inc | Stock | 14,395 | $1.31M | 1.0% | – | – | History |
| ALLAllstate Corp | Stock | 11,921 | $1.37M | 1.1% | – | – | History |
| PAYXPaychex Inc | Stock | 14,304 | $1.40M | 1.1% | – | – | History |
| iShares Global Clean Energy ETF464288224 | ETF | 58,374 | $1.42M | 1.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 27,500 | $1.50M | 1.2% | – | – | – |
| PVHPVH Corp. | COM | 14,579 | $1.54M | 1.2% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 20,272 | $1.56M | 1.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 6,225 | $1.83M | 1.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 11,469 | $1.89M | 1.5% | – | – | History |
| DISWalt Disney Co | Stock | 10,295 | $1.90M | 1.5% | – | – | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 17,713 | $2.00M | 1.6% | – | – | – |
| ADBEAdobe Inc. | Stock | 4,229 | $2.01M | 1.6% | – | – | History |
| SBUXStarbucks Corp | Stock | 18,580 | $2.03M | 1.6% | – | – | History |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 35,829 | $2.12M | 1.7% | – | – | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 46,867 | $2.24M | 1.8% | – | – | – |
| TFCTruist Financial Corp | COM | 49,880 | $2.91M | 2.3% | – | – | History |
| CZNCCitizens & Northern Corp | COM | 157,750 | $3.75M | 3.0% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 33,627 | $4.22M | 3.3% | – | – | – |
| AAPLApple Inc. | Stock | 85,379 | $10.4M | 8.2% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 40,949 | $10.5M | 8.3% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 163,398 | $10.7M | 8.4% | – | – | – |