Invera Wealth Advisors

Latest statistics and disclosures from Invera Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Invera Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Invera Wealth Advisors

Invera Wealth Advisors holds 47 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Esg Msci Usa Etf Exchange Traded Funds (USXF) 9.3 $9.4M +4% 179k 52.65
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Jpmorgan Chase Company Common (JPM) 6.4 $6.5M -5% 24k 265.81
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Alphabet Incorporated Cap Stk Class A Common (GOOGL) 5.2 $5.3M -5% 27k 197.98
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Ishares Tr Esg Awre Usd Etf Exchange Traded Funds (SUSC) 5.1 $5.2M +4% 227k 22.73
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Spdr Msci Acwi Climate Paris Aligned Etf Exchange Traded Funds (NZAC) 4.8 $4.8M +123% 129k 37.39
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Nvidia Corporation Common (NVDA) 4.7 $4.8M -9% 32k 147.22
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Ishares Tr Esg Eafe Etf Exchange Traded Funds (DMXF) 4.7 $4.7M 70k 67.20
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Ishares Tr Core Msci Eafe Exchange Traded Funds (IEFA) 4.5 $4.5M 62k 73.09
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Ishares Tr Egsadvncdmsci Em Exchange Traded Funds (EMXF) 4.4 $4.4M 115k 38.24
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Ishares Incorporated Core Msci Emkt Exchange Traded Funds (IEMG) 4.2 $4.3M 81k 53.11
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Ishares Tr Esg Aware Msci Exchange Traded Funds (ESML) 4.0 $4.0M -2% 91k 43.97
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Nuveen Esg Large Cap Value Etf Exchange Traded Funds (NULV) 3.9 $3.9M 96k 40.93
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Sp Global Incorporated Common (SPGI) 3.7 $3.8M -5% 7.3k 513.46
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Iqvia Hldgs Incorporated Common (IQV) 2.9 $2.9M 14k 206.00
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Nuveen Esg Mid Cap Value Etf Exchange Traded Funds (NUMV) 2.3 $2.3M 63k 36.20
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Visa Incorporated Com Class A Common (V) 2.1 $2.1M -4% 6.4k 327.70
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Intercontinental Exchange Incorporated Common (ICE) 2.0 $2.0M -47% 13k 157.69
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Broadcom Incorporated Common (AVGO) 2.0 $2.0M -7% 8.5k 240.43
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Salesforce Incorporated Common (CRM) 1.9 $1.9M -8% 5.6k 334.66
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Meta Platforms Incorporated Class A Common (META) 1.8 $1.9M -9% 2.9k 636.45
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Ishares Tr Esg Awr Us Agrgt Exchange Traded Funds (EAGG) 1.7 $1.7M +16% 36k 46.44
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Costco Wholesale Corporation Common (COST) 1.6 $1.7M -7% 1.8k 942.42
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Unitedhealth Group Incorporated Common (UNH) 1.5 $1.5M -2% 2.8k 529.77
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Diamondback Energy Incorporated Common (FANG) 1.2 $1.2M -14% 7.0k 176.73
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Hca Healthcare Incorporated Common (HCA) 1.1 $1.2M 3.6k 325.38
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Spdr Sp 600 Small Cap Value Etf Exchange Traded Funds (SLYV) 1.1 $1.1M 12k 89.62
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Merck Company Incorporated Common (MRK) 1.1 $1.1M +2% 11k 96.63
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Ishares Tr Usd Grn Bond Etf Exchange Traded Funds (BGRN) 0.9 $947k +23% 20k 46.61
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Cme Group Incorporated Common (CME) 0.9 $909k 3.9k 233.38
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Comcast Corporation New Class A Common (CMCSA) 0.9 $908k -3% 24k 37.41
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Spdr Sp 400 Mid Cap Value Etf Exchange Traded Funds (MDYV) 0.9 $890k +2% 11k 83.65
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Fidelity Natl Information Svcs Common (FIS) 0.9 $876k +4% 11k 79.29
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Marathon Pete Corporation Common (MPC) 0.8 $851k 5.5k 154.31
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Devon Energy Corporation Common (DVN) 0.7 $669k +55% 18k 36.45
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Verizon Communications Incorporated Common (VZ) 0.7 $667k +2% 17k 39.15
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Proshares Sp 500 Dividend Aristocrats Etf Exchange Traded Funds (NOBL) 0.6 $653k 6.4k 101.66
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Ishares Tr Us Treas Bd Etf Exchange Traded Funds (GOVT) 0.6 $592k +73% 26k 22.43
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Spdr Portfolio Sp 500 Etf Exchange Traded Funds (SPLG) 0.6 $565k NEW 7.9k 71.73
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Alphabet Incorporated Cap Stk Class C Common (GOOG) 0.4 $406k 2.0k 199.85
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Abbvie Incorporated Common (ABBV) 0.3 $341k 2.0k 170.67
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Nextera Energy Incorporated Common (NEE) 0.3 $334k +2% 4.8k 69.23
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Spdr Portfolio Sp 500 Value Etf Exchange Traded Funds (SPYV) 0.3 $256k -2% 4.9k 52.65
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Global X Nasdaq 100 Covered Call Etf Exchange Traded Funds (QYLD) 0.2 $249k -10% 13k 18.57
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Spdr Communication Services Select Sector Fund Exchange Traded Funds (XLC) 0.2 $233k 2.3k 99.51
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Spdr Technology Select Sector Fund Exchange Traded Funds (XLK) 0.2 $223k 924.00 241.82
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Spdr Financial Select Sector Fund Exchange Traded Funds (XLF) 0.2 $215k 4.2k 50.70
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Ishares Incorporated Msci Emrg Chn Exchange Traded Funds (EMXC) 0.2 $201k -3% 3.5k 57.27
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Past Filings by Invera Wealth Advisors

SEC 13F filings are viewable for Invera Wealth Advisors going back to 2023