Ivc-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "FROG",
  "AKAM",
  "SNOW",
  "ACN",
  null,
  "MMM",
  "ABBV",
  "ADBE",
  null,
  "ALL",
  "GOOGL",
  "VDE",
  null,
  null,
  "SCHH",
  "T",
  "CAT",
  "AVGO",
  "BSX",
  null,
  "CCI",
  "NUV",
  "NWBI",
  "PAGP",
  "EOG",
  "UVSP",
  null,
  "GILD",
  "HD",
  null,
  "MCD",
  null,
  "META",
  null,
  null,
  "HEFA",
  null,
  null,
  "IQV",
  "MPC",
  "MDT",
  "MSFT",
  "MS",
  null,
  "BX",
  "PAYX",
  "VGIT",
  null,
  "VHT",
  "PEP",
  "IEMG",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  null,
  "RIO",
  "RTX",
  "SPDW",
  "GLD",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "TJX",
  "TFC",
  "VNQ",
  "NEM",
  "VOE",
  null,
  null,
  "VCIT",
  null,
  null,
  "TENB",
  null,
  "NFG",
  "AMD",
  "FI",
  "IP",
  "GNRC",
  "WM",
  "EEFT",
  "KNF",
  "PEG",
  "AMZN",
  "MSI",
  null,
  null,
  null,
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  null,
  null,
  "BNDX",
  "VBR",
  "VOT",
  "V",
  "WFC",
  "SOLV",
  "SCHG",
  "JCI",
  "SO",
  "SON",
  "PSX",
  "CRM",
  null,
  "TFX",
  null,
  "LYB",
  null,
  "PSA",
  "NUE",
  "FDX",
  "AME",
  "KMB",
  "AN",
  "AZO",
  "BK",
  "BRK-B",
  "BA",
  "BMY",
  "CVX",
  "LNG",
  "CSCO",
  "C",
  "CLX",
  "CZNC",
  "KO",
  "COP",
  "ED",
  "CSGP",
  "CRWD",
  "DE",
  "DVN",
  "DOCU",
  "RSP",
  "ADI",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "MCHP",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 162
Total Value: 185915440
Accession Number: 0001667731-25-000382
Form Type: 13F-HR
CIK: ivc-wealth-advisors
Manager Name: Ivc-Wealth-Advisors

Data Enrichment

80% identified

129 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

162 positions • $185.9M total value

162 positions • $185.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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JOHNSON & JOHNSON

Shares:10.8K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$185.9M)

Merck & Co., Inc.

Shares:19.4K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$185.9M)

PAYCHEX INC

Shares:10.8K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$185.9M)

INTERNATIONAL BUSINESS MACHINES CORP

Shares:6.1K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.9M)

REPUBLIC SERVICES, INC.

Shares:6.2K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.9M)

CITIZENS & NORTHERN CORP

Shares:73.9K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.9M)

AUTONATION, INC.

Shares:9.0K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.9M)

MICROSOFT CORP

Shares:3.9K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.9M)

92206C771

Shares:30.9K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$185.9M)

CATERPILLAR INC

Shares:4.3K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$185.9M)

ADOBE INC.

Shares:3.6K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$185.9M)

MCDONALDS CORP

Shares:4.4K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$185.9M)

PRUDENTIAL FINANCIAL INC

Shares:12.2K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$185.9M)

47103U852

Shares:29.0K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$185.9M)

ELI LILLY & Co

Shares:1.4K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$185.9M)

Eaton Corp plc

Shares:4.2K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$185.9M)

UNIVEST FINANCIAL Corp

Shares:40.1K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$185.9M)

WASTE MANAGEMENT INC

Shares:4.6K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$185.9M)

92206C649

Shares:7.8K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$185.9M)

CISCO SYSTEMS, INC.

Shares:16.8K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$185.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	10.8K	QoQ +4.80% (+495) YoY +0.83% (+89)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$185.9M)	QoQ +20.17% (+$300.8K) YoY +5.70% (+$96.7K)
Merck & Co., Inc.(MRKcusip58933Y105)	19.4K	QoQ -4.27% (-866) YoY -10.85% (-2.4K)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$185.9M)	QoQ -13.62% (-$274.6K) YoY -39.35% (-$1.1M)
PAYCHEX INC(PAYXcusip704326107)	10.8K	QoQ -8.18% (-966) YoY -17.87% (-2.4K)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$185.9M)	QoQ +1.03% (-$17.1K) YoY +3.18% (-$51.6K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	6.1K	QoQ -0.24% (-15) YoY -10.98% (-758)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.9M)	QoQ +12.83% (-$173.7K) YoY +15.90% (-$209.5K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	6.2K	QoQ -1.38% (-87) YoY -11.23% (-786)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.9M)	QoQ +18.70% (-$237.0K) YoY +12.28% (-$164.6K)
CITIZENS & NORTHERN CORP(CZNCcusip172922106)	73.9K	QoQ -9.87% (-8.1K) YoY -30.64% (-32.6K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.9M)	QoQ -2.51% (-$38.3K) YoY -25.69% (-$514.1K)
AUTONATION, INC.(ANcusip05329W102)	9.0K	QoQ -4.26% (-401) YoY -13.64% (-1.4K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.9M)	QoQ -8.73% (-$139.4K) YoY -15.55% (-$268.2K)
MICROSOFT CORP(MSFTcusip594918104)	3.9K	QoQ +41.44% (+1.1K) YoY +30.73% (+909)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.9M)	QoQ +25.97% (+$299.3K) YoY +16.62% (+$207.0K)
(cusip92206C771)✕	30.9K	QoQ -0.89% (-280) YoY -19.11% (-7.3K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$185.9M)	QoQ +1.22% (-$17.3K) YoY -17.87% (-$311.6K)
CATERPILLAR INC(CATcusip149123101)	4.3K	QoQ +6.72% (-268) YoY +2.95% (-122)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$185.9M)	QoQ -2.98% (-$43.1K) YoY -7.35% (-$111.4K)
ADOBE INC.(ADBEcusip00724F101)	3.6K	QoQ -4.27% (-160) YoY -12.90% (-531)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$185.9M)	QoQ -17.43% (-$290.4K) YoY -33.79% (-$702.0K)
MCDONALDS CORP(MCDcusip580135101)	4.4K	QoQ +1.33% (+58) YoY -13.55% (-688)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$185.9M)	QoQ +9.18% (+$115.3K) YoY -4.23% (-$60.6K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	12.2K	QoQ +1.00% (-121) YoY -10.03% (-1.4K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$185.9M)	QoQ -4.83% (-$69.1K) YoY -14.41% (-$229.2K)
(cusip47103U852)✕	29.0K	QoQ +218.88% (+19.9K) YoY NEW(+29.0K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$185.9M)	QoQ +226.24% (+$910.5K) YoY NEW(+$1.3M)
ELI LILLY & Co(LLYcusip532457108)	1.4K	QoQ +1.12% (+16) YoY -36.12% (-811)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$185.9M)	QoQ +8.19% (+$89.7K) YoY -32.18% (-$562.2K)
Eaton Corp plc(ETNcusipG29183103)	4.2K	QoQ -3.76% (-165) YoY -7.66% (-350)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$185.9M)	QoQ -21.17% (-$307.8K) YoY -19.73% (-$281.6K)
UNIVEST FINANCIAL Corp(UVSPcusip915271100)	40.1K	QoQ 0.00% (-0) YoY -0.58% (-236)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$185.9M)	QoQ -3.89% (-$46.1K) YoY +35.41% (-$297.5K)
WASTE MANAGEMENT INC(WMcusip94106L109)	4.6K	QoQ -1.07% (-50) YoY -26.08% (-1.6K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$185.9M)	QoQ +13.50% (-$127.1K) YoY -19.72% (-$262.4K)
(cusip92206C649)✕	7.8K	QoQ -8.86% (-762) YoY -10.04% (-875)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$185.9M)	QoQ -16.12% (-$200.5K) YoY -14.37% (-$175.1K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	16.8K	QoQ -0.60% (-103) YoY -9.02% (-1.7K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$185.9M)	QoQ +3.60% (-$36.1K) YoY +12.48% (-$115.2K)