Holdings
IVC Wealth Advisors LLC
As of Jun 30, 2026, IVC Wealth Advisors LLC reported 108 positions worth US$111M. Largest: Apple Inc, Nvidia Corporation and Caterpillar, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 54,919 | US$15.9M | −954 | Jun 30, 2026 |
| Nvidia Corporation | 25,654 | US$5.13M | −125 | Jun 30, 2026 |
| Caterpillar, Inc. | 3,802 | US$4.05M | −60 | Jun 30, 2026 |
| Merck & Company, Inc. | 21,139 | US$2.72M | −55 | Jun 30, 2026 |
| Meta Platforms, Inc. | 4,710 | US$2.65M | +83 | Jun 30, 2026 |
| Johnson & Johnson | 10,167 | US$2.58M | −63 | Jun 30, 2026 |
| Intel Corporation | 18,442 | US$2.58M | −1,049 | Jun 30, 2026 |
| Solstice Advanced Materials Inc. | 27,693 | US$2.45M | +342 | Jun 30, 2026 |
| Truist Financial Corporation | 47,770 | US$2.38M | −57 | Jun 30, 2026 |
| Allstate Corporation (the) | 9,595 | US$2.28M | −195 | Jun 30, 2026 |