IVC Wealth Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$183M
Signature - Title
Paul Joseph McColgan - CCO
Location
Silverdale, PA
Summary
This page shows a list of all the recent 13F filings made by IVC Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. IVC Wealth Advisors LLC reported 163 stock holdings with total value $183M as of Q3 2024. Top holdings included VUG, AAPL, JEPI, SCHV, and COWZ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 163 $183M +$6.46M -$13.7M -$7.28M VUG, AAPL, JEPI, SCHV, COWZ 13F-HR 10/24/2024, 05:06 PM
Q2 2024 165 $179M +$12.6M -$5.4M +$7.18M VUG, AAPL, JEPI, SCHV, COWZ 13F-HR 7/16/2024, 01:58 PM
Q1 2024 163 $173M +$8.55M -$6.09M +$2.46M VUG, AAPL, JEPI, SCHV, COWZ 13F-HR 4/19/2024, 10:31 AM
Q4 2023 161 $161M +$14.6M -$18M -$3.47M VUG, AAPL, JEPI, SCHV, COWZ 13F-HR 1/10/2024, 03:28 PM
Q3 2023 154 $150M +$4.34M -$5.46M -$1.12M VUG, AAPL, SCHV, JEPI, USIG 13F-HR 10/5/2023, 04:34 PM
Q2 2023 160 $158M +$13.8M -$4.67M +$9.1M VUG, AAPL, SCHV, JEPI, USIG 13F-HR 7/13/2023, 03:59 PM
Q1 2023 142 $141M +$5.29M -$9.77M -$4.49M VUG, AAPL, SCHV, JEPI, CZNC 13F-HR 4/13/2023, 01:57 PM
Q4 2022 156 $129M +$8.07M -$3.38M +$4.69M SCHV, VUG, AAPL, CZNC, IGSB 13F-HR 1/17/2023, 12:14 PM
Q3 2022 141 $124M +$4.13M -$2.76M +$1.36M VUG, SCHV, AAPL, CZNC, IGSB 13F-HR 10/12/2022, 02:13 PM
Q2 2022 139 $129M +$9.16M -$12.1M -$2.93M SCHV, VUG, AAPL, CZNC, IGSB 13F-HR 7/11/2022, 04:54 PM
Q1 2022 146 $152M +$10.9M -$6.46M +$4.44M SCHV, AAPL, VUG, TIP, FTSL Restatement 4/27/2022, 05:14 PM
Q4 2021 135 $155M +$6.81M -$6.67M +$141K SCHV, AAPL, VUG, TIP, CZNC 13F-HR 1/13/2022, 11:04 AM
Q3 2021 142 $145M +$6.64M -$2.86M +$3.79M SCHV, VUG, AAPL, TIP, CZNC 13F-HR 10/8/2021, 02:06 PM
Q2 2021 131 $142M +$12.6M -$3.63M +$8.98M SCHV, VUG, AAPL, TIP, CZNC 13F-HR 7/13/2021, 04:01 PM
Q1 2021 126 $127M +$21.9M -$5.37M +$16.5M SCHV, VUG, AAPL, TIP, CZNC 13F-HR 4/20/2021, 12:25 PM
Q4 2020 112 $105M $0 $0 AAPL, VUG, SCHV, CZNC, TFC 13F-HR 2/1/2021, 10:57 AM