0001842811-22-000004.txt : 20220711 0001842811-22-000004.hdr.sgml : 20220711 20220711165414 ACCESSION NUMBER: 0001842811-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220711 DATE AS OF CHANGE: 20220711 EFFECTIVENESS DATE: 20220711 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IVC Wealth Advisors LLC CENTRAL INDEX KEY: 0001842811 IRS NUMBER: 471654678 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20501 FILM NUMBER: 221077411 BUSINESS ADDRESS: STREET 1: 163 E MAIN ST STREET 2: PO BOX 539 CITY: SILVERDALE STATE: PA ZIP: 18962-0539 BUSINESS PHONE: 2153926631 MAIL ADDRESS: STREET 1: 163 E MAIN ST STREET 2: PO BOX 539 CITY: SILVERDALE STATE: PA ZIP: 18962-0539 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001842811 XXXXXXXX 06-30-2022 06-30-2022 false IVC Wealth Advisors LLC

163 E Main St Po Box 539 Silverdale PA 18962-0539

13F HOLDINGS REPORT 028-20501 N Paul Joseph McColgan 215-392-6631 /s/ Paul Joseph McColgan Silverdale PA 07-11-2022 0 139 129231 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 645 4986 SH SOLE 0 0 4986 ABBVIE INC COM 00287Y109 235 1532 SH SOLE 0 0 1532 ABRDN ETFS BBRG ALL COMD K1 003261104 404 14893 SH SOLE 0 0 14893 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 338 1219 SH SOLE 0 0 1219 ADOBE SYSTEMS INCORPORATED COM 00724F101 1502 4102 SH SOLE 0 0 4102 ADVANCED MICRO DEVICES INC COM 007903107 370 4839 SH SOLE 0 0 4839 ALLIANT ENERGY CORP COM 018802108 304 5188 SH SOLE 0 0 5188 ALLSTATE CORP COM 020002101 1443 11389 SH SOLE 0 0 11389 AMAZON COM INC COM 023135106 404 3805 SH SOLE 0 0 3805 AMERICAN TOWER CORP NEW COM 03027X100 281 1100 SH SOLE 0 0 1100 AMETEK INC COM 031100100 711 6470 SH SOLE 0 0 6470 AMGEN INC COM 031162100 374 1536 SH SOLE 0 0 1536 ANALOG DEVICES INC COM 032654105 495 3386 SH SOLE 0 0 3386 APPLE INC COM 037833100 10476 76621 SH SOLE 0 0 76621 AT&T INC COM 00206R102 285 13610 SH SOLE 0 0 13610 AUTONATION INC COM 05329W102 1252 11201 SH SOLE 0 0 11201 BANK NEW YORK MELLON CORP COM 064058100 316 7569 SH SOLE 0 0 7569 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 375 1375 SH SOLE 0 0 1375 BLACKSTONE INC COM 09260D107 285 3129 SH SOLE 0 0 3129 BOEING CO COM 097023105 632 4624 SH SOLE 0 0 4624 BRISTOL-MYERS SQUIBB CO COM 110122108 689 8942 SH SOLE 0 0 8942 CASSAVA SCIENCES INC COM 14817C107 405 14415 SH SOLE 0 0 14415 CATERPILLAR INC COM 149123101 727 4067 SH SOLE 0 0 4067 CHENIERE ENERGY INC COM NEW 16411R208 657 4936 SH SOLE 0 0 4936 CHEVRON CORP NEW COM 166764100 316 2180 SH SOLE 0 0 2180 CISCO SYS INC COM 17275R102 757 17754 SH SOLE 0 0 17754 CITIZENS & NORTHN CORP COM 172922106 3443 142468 SH SOLE 0 0 142468 CLOROX CO DEL COM 189054109 431 3057 SH SOLE 0 0 3057 COCA COLA CO COM 191216100 735 11682 SH SOLE 0 0 11682 CONOCOPHILLIPS COM 20825C104 671 7470 SH SOLE 0 0 7470 CONSOLIDATED EDISON INC COM 209115104 336 3529 SH SOLE 0 0 3529 COSTAR GROUP INC COM 22160N109 788 13050 SH SOLE 0 0 13050 CSX CORP COM 126408103 403 13879 SH SOLE 0 0 13879 DANAHER CORPORATION COM 235851102 281 1107 SH SOLE 0 0 1107 DEERE & CO COM 244199105 314 1047 SH SOLE 0 0 1047 DEVON ENERGY CORP NEW COM 25179M103 235 4270 SH SOLE 0 0 4270 DISNEY WALT CO COM 254687106 887 9396 SH SOLE 0 0 9396 DOCUSIGN INC COM 256163106 232 4048 SH SOLE 0 0 4048 DOW INC COM 260557103 234 4529 SH SOLE 0 0 4529 EATON CORP PLC SHS G29183103 612 4859 SH SOLE 0 0 4859 EOG RES INC COM 26875P101 946 8562 SH SOLE 0 0 8562 EXXON MOBIL CORP COM 30231G102 680 7937 SH SOLE 0 0 7937 FEDEX CORP COM 31428X106 448 1975 SH SOLE 0 0 1975 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 1415 32081 SH SOLE 0 0 32081 GENERAL MLS INC COM 370334104 306 4061 SH SOLE 0 0 4061 GLOBAL X FDS GLBX SUPRINC ETF 37950E333 381 37083 SH SOLE 0 0 37083 HARTFORD FINL SVCS GROUP INC COM 416515104 212 3242 SH SOLE 0 0 3242 HOME DEPOT INC COM 437076102 339 1234 SH SOLE 0 0 1234 HORMEL FOODS CORP COM 440452100 294 6208 SH SOLE 0 0 6208 INTEL CORP COM 458140100 449 12013 SH SOLE 0 0 12013 INTERNATIONAL BUSINESS MACHS COM 459200101 803 5688 SH SOLE 0 0 5688 INTUITIVE SURGICAL INC COM NEW 46120E602 227 1130 SH SOLE 0 0 1130 IQVIA HLDGS INC COM 46266C105 773 3564 SH SOLE 0 0 3564 ISHARES INC CORE MSCI EMKT 46434G103 2192 44678 SH SOLE 0 0 44678 ISHARES TR GL CLEAN ENE ETF 464288224 2016 105835 SH SOLE 0 0 105835 ISHARES TR CORE MSCI EAFE 46432F842 223 3790 SH SOLE 0 0 3790 ISHARES TR MSCI EAFE ETF 464287465 888 14217 SH SOLE 0 0 14217 ISHARES TR TIPS BD ETF 464287176 2498 21927 SH SOLE 0 0 21927 ISHARES TR ISHS 1-5YR INVS 464288646 2546 50366 SH SOLE 0 0 50366 ISHARES TR USD INV GRDE ETF 464288620 2225 43655 SH SOLE 0 0 43655 ISHARES TR MBS ETF 464288588 353 3622 SH SOLE 0 0 3622 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 613 12230 SH SOLE 0 0 12230 JOHNSON & JOHNSON COM 478160104 2062 11619 SH SOLE 0 0 11619 JPMORGAN CHASE & CO COM 46625H100 411 3652 SH SOLE 0 0 3652 KELLOGG CO COM 487836108 228 3195 SH SOLE 0 0 3195 KIMBERLY-CLARK CORP COM 494368103 995 7362 SH SOLE 0 0 7362 LILLY ELI & CO COM 532457108 970 2991 SH SOLE 0 0 2991 LOWES COS INC COM 548661107 218 1250 SH SOLE 0 0 1250 LYONDELLBASELL INDUSTRIES N SHS - 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