IVC Wealth Advisors LLC
- SEC CIK
- 0001842811
- 最新申報
- 2026/7/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/20 申報。只含多頭部位。
- 持股檔數
- 126
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.27 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 163,398 | $1,067 萬 | 8.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 40,949 | $1,053 萬 | 8.3% | – | – | – |
| AAPLApple Inc. | Stock | 85,379 | $1,043 萬 | 8.2% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 33,627 | $422.0 萬 | 3.3% | – | – | – |
| CZNCCitizens & Northern Corp | COM | 157,750 | $375.1 萬 | 3.0% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 49,880 | $290.9 萬 | 2.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 46,867 | $224.4 萬 | 1.8% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 35,829 | $211.5 萬 | 1.7% | – | – | – |
| SBUXStarbucks Corp | Stock | 18,580 | $203.0 萬 | 1.6% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 4,229 | $201.0 萬 | 1.6% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 17,713 | $200.0 萬 | 1.6% | – | – | – |
| DISWalt Disney Co | Stock | 10,295 | $190.0 萬 | 1.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 11,469 | $188.5 萬 | 1.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,225 | $183.3 萬 | 1.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 20,272 | $156.3 萬 | 1.2% | – | – | 歷史 |
| PVHPVH Corp. | COM | 14,579 | $154.1 萬 | 1.2% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 27,500 | $150.4 萬 | 1.2% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 58,374 | $141.8 萬 | 1.1% | – | – | – |
| PAYXPaychex Inc | Stock | 14,304 | $140.2 萬 | 1.1% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 11,921 | $137.0 萬 | 1.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 14,395 | $131.1 萬 | 1.0% | – | – | 歷史 |
| UVSPUnivest Financial Corp | COM | 45,542 | $130.2 萬 | 1.0% | – | – | 歷史 |
| BABoeing Co | Stock | 5,059 | $128.9 萬 | 1.0% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 20,006 | $128.8 萬 | 1.0% | – | – | – |
| RSGRepublic Services, Inc. | COM | 12,798 | $127.1 萬 | 1.0% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 21,720 | $126.3 萬 | 1.0% | – | – | 歷史 |
| ANAutonation, Inc. | COM | 13,124 | $122.3 萬 | 1.0% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 11,673 | $121.5 萬 | 1.0% | – | – | 歷史 |
| CSGPCostar Group, Inc. | COM | 1,452 | $119.3 萬 | 0.9% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 5,267 | $118.0 萬 | 0.9% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 5,472 | $117.4 萬 | 0.9% | – | – | – |
| VVisa Inc. | Stock | 5,445 | $115.3 萬 | 0.9% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 7,506 | $106.2 萬 | 0.8% | – | – | 歷史 |
| TAT&T Inc. | Stock | 32,752 | $99.1 萬 | 0.8% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 15,467 | $93.1 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 6,771 | $91.3 萬 | 0.7% | – | – | – |
| CATCaterpillar Inc | Stock | 3,883 | $90.0 萬 | 0.7% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 6,676 | $86.1 萬 | 0.7% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 4,225 | $85.5 萬 | 0.7% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,286 | $85.0 萬 | 0.7% | – | – | 歷史 |
| AMEAmetek Inc | COM | 6,505 | $83.1 萬 | 0.7% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,947 | $82.7 萬 | 0.7% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,856 | $82.6 萬 | 0.7% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 4,264 | $82.4 萬 | 0.6% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,933 | $79.1 萬 | 0.6% | – | – | 歷史 |
| INTCIntel Corp | Stock | 11,862 | $75.9 萬 | 0.6% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,495 | $75.0 萬 | 0.6% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 20,524 | $74.4 萬 | 0.6% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 5,215 | $72.1 萬 | 0.6% | – | – | 歷史 |
| Global X FDS37950E333 | GLBX SUPRINC ETF | 59,464 | $70.7 萬 | 0.6% | – | – | – |
| LLYEli Lilly & Co | Stock | 3,648 | $68.2 萬 | 0.5% | – | – | 歷史 |
| TFXTeleflex Inc | COM | 1,620 | $67.3 萬 | 0.5% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,267 | $66.8 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 18,796 | $66.5 萬 | 0.5% | – | – | – |
| MSIMotorola Solutions, Inc. | Stock | 3,489 | $65.6 萬 | 0.5% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C649 | VNG RUS2000VAL | 4,668 | $65.3 萬 | 0.5% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 10,168 | $64.2 萬 | 0.5% | – | – | 歷史 |
| CLXClorox Co | Stock | 3,271 | $63.1 萬 | 0.5% | – | – | 歷史 |
| CSXCSX Corp | Stock | 6,523 | $62.9 萬 | 0.5% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 8,574 | $62.2 萬 | 0.5% | – | – | 歷史 |
| TGTTarget Corp | Stock | 3,134 | $62.1 萬 | 0.5% | – | – | 歷史 |
| SYKStryker Corp | Stock | 2,495 | $60.8 萬 | 0.5% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 15,283 | $59.7 萬 | 0.5% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,477 | $58.1 萬 | 0.5% | – | – | – |
| FDXFedEx Corp | Stock | 1,970 | $56.0 萬 | 0.4% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 10,530 | $55.5 萬 | 0.4% | – | – | 歷史 |
| LUVSouthwest Airlines Co | COM | 9,075 | $55.4 萬 | 0.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,329 | $54.9 萬 | 0.4% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 3,520 | $54.6 萬 | 0.4% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 4,439 | $52.4 萬 | 0.4% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,205 | $51.3 萬 | 0.4% | – | – | 歷史 |
| ACNAccenture plc | Stock | 1,841 | $50.9 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 6,388 | $48.0 萬 | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,536 | $46.9 萬 | 0.4% | – | – | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 6,348 | $45.7 萬 | 0.4% | – | – | 歷史 |
| RIOTRiot Platforms, Inc. | COM | 8,350 | $44.5 萬 | 0.4% | – | – | 歷史 |
| HRLHormel Foods Corp | COM | 9,265 | $44.3 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 3,250 | $44.0 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,858 | $43.5 萬 | 0.3% | – | – | 歷史 |
| COPConocoPhillips | Stock | 8,216 | $43.5 萬 | 0.3% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,139 | $42.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 1,929 | $42.2 萬 | 0.3% | – | – | – |
| AMGNAmgen Inc | Stock | 1,690 | $42.1 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 134 | $41.5 萬 | 0.3% | – | – | 歷史 |
| SOSouthern Co | Stock | 6,367 | $39.6 萬 | 0.3% | – | – | 歷史 |
| WORKSlack Technologies, Inc. | COM CL A | 9,700 | $39.4 萬 | 0.3% | – | – | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 11,926 | $38.1 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,485 | $37.9 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,524 | $36.4 萬 | 0.3% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 775 | $35.4 萬 | 0.3% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 7,467 | $35.3 萬 | 0.3% | – | – | 歷史 |
| RTXRTX Corp | Stock | 4,571 | $35.3 萬 | 0.3% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,858 | $35.3 萬 | 0.3% | – | – | 歷史 |
| XLNXXilinx Inc | COM | 2,685 | $33.3 萬 | 0.3% | – | – | 歷史 |
| FLNAFilana Therapeutics, Inc. | COM | 6,870 | $30.9 萬 | 0.2% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 415 | $30.7 萬 | 0.2% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 1,329 | $29.9 萬 | 0.2% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 3,864 | $28.8 萬 | 0.2% | – | – | 歷史 |
| PPLPPL Corp | COM | 9,734 | $28.1 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 755 | $27.9 萬 | 0.2% | – | – | 歷史 |