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| IVC Wealth Advisors LLC
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| |
|---|---|
| CRD # | 301127 |
| SEC # | 801-114980 |
| CIK # | 0001842811 |
| AUM | $358.0 MM (2024-03-22) |
| Employees | 8 (88% Investors, 62% Brokers) |
| Phone | 215-392-6631 |
| Address | 163 E Main Street Silverdale, PA 18962 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001842811 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 14.3 | |
| Nvidia Corp | 399,550.0 | 3.8 | |
| Facebook Inc | 434,852.0 | 3.0 | |
| Merck & Co Inc | 232,371.9 | 2.7 | |
| Adobe Systems Inc | 172,760.2 | 2.2 | |
| BB&T Corp | 64,400.5 | 2.0 | |
| Citizens & Northern Corp | 370.6 | 1.9 | |
| Paychex Inc | 43,278.8 | 1.7 | |
| Lilly Eli & Co | 301,789.7 | 1.7 | |
| Allstate Corp | 34,565.4 | 1.6 | |
| AutoNation Inc | 6,754.6 | 1.6 | |
| Prudential Financial Inc | 36,630.0 | 1.6 | |
| Johnson & Johnson | 465,600.2 | 1.6 | |
| VISA Inc | 419,260.5 | 1.5 | |
| Caterpillar Inc | 99,975.7 | 1.5 | |
| Eaton Corp Ltd | 51,598.7 | 1.4 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 426 | 118.3 |
| (b) Individuals (high net worth individuals) | 75 | 194.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 45 | 16.0 |
| (h) Charitable organizations | 12 | 11.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 17.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,173 | 358.0 |
| By Discretionary | ||
| Discretionary | 1,158 | 357.5 |
| Non-Discretionary | 15 | 0.5 |
| Total | 1,173 | 358.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 358.0 | |
| Total | 1,173 | 358.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001842811] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Independent Wealth Network Inc
✚
|
IA | 0.4 |
|
William Madison Advisors Inc
✚
|
TX | 0.4 |
|
Warren Street Wealth Advisors LLC
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|
CA | 0.4 |
|
Capitol Private Wealth Group LLC
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VA | 0.4 |
|
FMF&E Wealth Management LLC
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NY | 0.4 |
|
First Nebraska Advisory LLC
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NE | 0.4 |
|
Keating Investment Counselors Inc
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|
FL | 0.4 |
|
Red Tortoise LLC
✚
|
GA | 0.4 |
|
TNF LLC
✚
|
MT | 0.4 |
|
Byrne Financial Freedom LLC
✚
|
MA | 0.4 |