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 |
|---|---|---|---|---|---|---|---|
| VZVerizon Communications Inc | Stock | 21,720 | $126.3 萬 | 1.0% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 12,798 | $127.1 萬 | 1.0% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 20,006 | $128.8 萬 | 1.0% | – | – | – |
| BABoeing Co | Stock | 5,059 | $128.9 萬 | 1.0% | – | – | 歷史 |
| UVSPUnivest Financial Corp | COM | 45,542 | $130.2 萬 | 1.0% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 14,395 | $131.1 萬 | 1.0% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 11,921 | $137.0 萬 | 1.1% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 14,304 | $140.2 萬 | 1.1% | – | – | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 58,374 | $141.8 萬 | 1.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 27,500 | $150.4 萬 | 1.2% | – | – | – |
| PVHPVH Corp. | COM | 14,579 | $154.1 萬 | 1.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 20,272 | $156.3 萬 | 1.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,225 | $183.3 萬 | 1.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 11,469 | $188.5 萬 | 1.5% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 10,295 | $190.0 萬 | 1.5% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 17,713 | $200.0 萬 | 1.6% | – | – | – |
| ADBEAdobe Inc. | Stock | 4,229 | $201.0 萬 | 1.6% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 18,580 | $203.0 萬 | 1.6% | – | – | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 35,829 | $211.5 萬 | 1.7% | – | – | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 46,867 | $224.4 萬 | 1.8% | – | – | – |
| TFCTruist Financial Corp | COM | 49,880 | $290.9 萬 | 2.3% | – | – | 歷史 |
| CZNCCitizens & Northern Corp | COM | 157,750 | $375.1 萬 | 3.0% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 33,627 | $422.0 萬 | 3.3% | – | – | – |
| AAPLApple Inc. | Stock | 85,379 | $1,043 萬 | 8.2% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 40,949 | $1,053 萬 | 8.3% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 163,398 | $1,067 萬 | 8.4% | – | – | – |