0001842811-22-000002.txt : 20220418 0001842811-22-000002.hdr.sgml : 20220418 20220418151324 ACCESSION NUMBER: 0001842811-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220418 DATE AS OF CHANGE: 20220418 EFFECTIVENESS DATE: 20220418 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: 22831999 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 03-31-2022 03-31-2022 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 04-18-2022 0 134 154607 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 875 4927 SH SOLE 0 0 4927 ABBOTT LABS COM 002824100 202 1432 SH SOLE 0 0 1432 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 713 1721 SH SOLE 0 0 1721 ADOBE SYSTEMS INCORPORATED COM 00724F101 2336 4120 SH SOLE 0 0 4120 ALLIANT ENERGY CORP COM 018802108 322 5239 SH SOLE 0 0 5239 ALLSTATE CORP COM 020002101 1369 11639 SH SOLE 0 0 11639 AMAZON COM INC COM 023135106 463 139 SH SOLE 0 0 139 AMERICAN TOWER CORP NEW COM 03027X100 288 985 SH SOLE 0 0 985 AMETEK INC COM 031100100 942 6407 SH SOLE 0 0 6407 AMGEN INC COM 031162100 350 1554 SH SOLE 0 0 1554 ANALOG DEVICES INC COM 032654105 604 3436 SH SOLE 0 0 3436 APPLE INC COM 037833100 14205 79995 SH SOLE 0 0 79995 AT&T INC COM 00206R102 291 11811 SH SOLE 0 0 11811 AUTONATION INC COM 05329W102 1399 11973 SH SOLE 0 0 11973 BANK NEW YORK MELLON CORP COM 064058100 424 7299 SH SOLE 0 0 7299 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 327 1092 SH SOLE 0 0 1092 BLACKSTONE INC COM 09260D107 389 3010 SH SOLE 0 0 3010 BLOCK INC CL A 852234103 287 1779 SH SOLE 0 0 1779 BOEING CO COM 097023105 1028 5105 SH SOLE 0 0 5105 BRISTOL-MYERS SQUIBB CO COM 110122108 515 8263 SH SOLE 0 0 8263 C3 AI INC CL A 12468P104 258 8255 SH SOLE 0 0 8255 CASSAVA SCIENCES INC COM 14817C107 550 12575 SH SOLE 0 0 12575 CATERPILLAR INC COM 149123101 826 3995 SH SOLE 0 0 3995 CHENIERE ENERGY INC COM NEW 16411R208 510 5027 SH SOLE 0 0 5027 CHEVRON CORP NEW COM 166764100 233 1989 SH SOLE 0 0 1989 CISCO SYS INC COM 17275R102 999 15770 SH SOLE 0 0 15770 CITIZENS & NORTHN CORP COM 172922106 3779 144665 SH SOLE 0 0 144665 CLOROX CO DEL COM 189054109 618 3544 SH SOLE 0 0 3544 COCA COLA CO COM 191216100 643 10856 SH SOLE 0 0 10856 CONOCOPHILLIPS COM 20825C104 575 7969 SH SOLE 0 0 7969 CONSOLIDATED EDISON INC COM 209115104 300 3511 SH SOLE 0 0 3511 COSTAR GROUP INC COM 22160N109 1118 14146 SH SOLE 0 0 14146 COSTCO WHSL CORP NEW COM 22160K105 208 367 SH SOLE 0 0 367 CSX CORP COM 126408103 522 13879 SH SOLE 0 0 13879 DANAHER CORPORATION COM 235851102 356 1081 SH SOLE 0 0 1081 DEERE & CO COM 244199105 348 1015 SH SOLE 0 0 1015 DISNEY WALT CO COM 254687106 1567 10118 SH SOLE 0 0 10118 DOCUSIGN INC COM 256163106 551 3618 SH SOLE 0 0 3618 EATON CORP PLC SHS G29183103 835 4832 SH SOLE 0 0 4832 EOG RES INC COM 26875P101 759 8539 SH SOLE 0 0 8539 EXXON MOBIL CORP COM 30231G102 406 6641 SH SOLE 0 0 6641 FEDEX CORP COM 31428X106 521 2016 SH SOLE 0 0 2016 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 3534 73757 SH SOLE 0 0 73757 GENERAL MLS INC COM 370334104 240 3561 SH SOLE 0 0 3561 GLOBAL X FDS GLBX SUPRINC ETF 37950E333 589 50262 SH SOLE 0 0 50262 HARTFORD FINL SVCS GROUP INC COM 416515104 219 3169 SH SOLE 0 0 3169 HOME DEPOT INC COM 437076102 683 1645 SH SOLE 0 0 1645 HORMEL FOODS CORP COM 440452100 305 6240 SH SOLE 0 0 6240 INTEL CORP COM 458140100 562 10917 SH SOLE 0 0 10917 INTERNATIONAL BUSINESS MACHS COM 459200101 709 5303 SH SOLE 0 0 5303 INTUITIVE SURGICAL INC COM NEW 46120E602 483 1344 SH SOLE 0 0 1344 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 220 4520 SH SOLE 0 0 4520 IQVIA HLDGS INC COM 46266C105 1062 3764 SH SOLE 0 0 3764 ISHARES INC JP MRG EM CRP BD 464286251 393 7713 SH SOLE 0 0 7713 ISHARES INC CORE MSCI EMKT 46434G103 1799 30059 SH SOLE 0 0 30059 ISHARES TR IBOXX INV CP ETF 464287242 271 2049 SH SOLE 0 0 2049 ISHARES TR BARCLAYS 7 10 YR 464287440 1233 10720 SH SOLE 0 0 10720 ISHARES TR SHORT TREAS BD 464288679 624 5648 SH SOLE 0 0 5648 ISHARES TR ISHS 1-5YR INVS 464288646 2308 42832 SH SOLE 0 0 42832 ISHARES TR CORE MSCI EAFE 46432F842 766 10260 SH SOLE 0 0 10260 ISHARES TR GL CLEAN ENE ETF 464288224 1993 94122 SH SOLE 0 0 94122 ISHARES TR TIPS BD ETF 464287176 6444 49876 SH SOLE 0 0 49876 ISHARES TR USD INV GRDE ETF 464288620 2426 40611 SH SOLE 0 0 40611 JOHNSON & JOHNSON COM 478160104 1949 11395 SH SOLE 0 0 11395 JPMORGAN CHASE & CO COM 46625H100 458 2891 SH SOLE 0 0 2891 KELLOGG CO COM 487836108 204 3171 SH SOLE 0 0 3171 KIMBERLY-CLARK CORP COM 494368103 1008 7052 SH SOLE 0 0 7052 LILLY ELI & CO COM 532457108 845 3058 SH SOLE 0 0 3058 LOCKHEED MARTIN CORP COM 539830109 280 787 SH SOLE 0 0 787 LOWES COS INC COM 548661107 527 2037 SH SOLE 0 0 2037 LYONDELLBASELL INDUSTRIES N SHS - 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