Invera Wealth Advisors

Invera Wealth Advisors as of March 31, 2026

Portfolio Holdings for Invera Wealth Advisors

Invera Wealth Advisors holds 98 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Ishs 5-10yr Invt (IGIB) 4.5 $7.0M 131k 53.22
Alphabet Cap Stk Cl A (GOOGL) 3.8 $6.0M 21k 287.56
Apple (AAPL) 3.7 $5.7M 23k 253.79
Ishares Tr Esg Awre Usd Etf (SUSC) 3.6 $5.6M 243k 23.14
Ishares Tr Egsadvncdmsci Em (EMXF) 3.3 $5.1M 107k 47.84
Ishares Tr Esg Eafe Etf (DMXF) 3.2 $5.0M 67k 75.45
JPMorgan Chase & Co. (JPM) 3.0 $4.7M 16k 294.16
Microsoft Corporation (MSFT) 3.0 $4.6M 13k 370.17
NVIDIA Corporation (NVDA) 2.9 $4.5M 26k 174.40
Ishares Tr Core Msci Eafe (IEFA) 2.8 $4.4M 48k 90.53
Ishares Core Msci Emkt (IEMG) 2.8 $4.3M 62k 69.75
Lam Research Corp Com New (LRCX) 2.6 $4.0M 19k 213.66
TJX Companies (TJX) 2.5 $3.9M 24k 159.70
Trane Technologies SHS (TT) 2.2 $3.4M 8.3k 416.74
Ishares Tr Future Ai & Tech (ARTY) 2.1 $3.3M 71k 46.53
Cummins (CMI) 2.0 $3.2M 5.9k 538.02
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 2.0 $3.2M 69k 45.50
Amazon (AMZN) 1.9 $2.9M 14k 208.27
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $2.8M 29k 99.27
Ishares Tr Esg Msci Usa Etf (USXF) 1.7 $2.6M 48k 55.20
Broadcom (AVGO) 1.6 $2.5M 8.1k 309.51
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $2.4M 19k 124.31
Ishares Tr Esg Select Scree (XJR) 1.5 $2.3M 54k 43.54
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 1.4 $2.3M 58k 38.77
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.4 $2.1M 45k 47.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.0M 4.2k 479.20
Johnson Controls Internation SHS (JCI) 1.2 $1.9M 14k 130.95
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 1.1 $1.7M 24k 68.43
Advanced Micro Devices (AMD) 1.1 $1.7M 8.1k 203.43
Ge Vernova (GEV) 1.1 $1.6M 1.9k 872.90
Ishares Tr Esg Aware Msci (ESML) 1.0 $1.6M 35k 47.02
Intercontinental Exchange (ICE) 1.0 $1.6M 10k 157.28
Hca Holdings (HCA) 1.0 $1.6M 3.3k 473.24
Allstate Corporation (ALL) 1.0 $1.5M 7.2k 207.34
Home Depot (HD) 0.9 $1.4M 4.4k 328.89
Visa Com Cl A (V) 0.9 $1.4M 4.6k 302.24
Johnson & Johnson (JNJ) 0.9 $1.4M 5.6k 244.44
Meta Platforms Cl A (META) 0.9 $1.4M 2.4k 572.13
Eaton Corp SHS (ETN) 0.8 $1.3M 3.6k 357.67
Marathon Petroleum Corp (MPC) 0.8 $1.2M 5.1k 244.18
Ishares Tr Usd Grn Bond Etf (BGRN) 0.8 $1.2M 25k 47.47
Costco Wholesale Corporation (COST) 0.8 $1.2M 1.2k 996.43
Chubb (CB) 0.8 $1.2M 3.6k 325.93
Chevron Corporation (CVX) 0.7 $1.2M 5.6k 206.90
Spdr Series Trust State Street Spd (SLYV) 0.7 $1.1M 12k 94.58
Nxp Semiconductors N V (NXPI) 0.7 $1.1M 5.5k 196.86
Cme (CME) 0.7 $1.0M 3.5k 295.35
Union Pacific Corporation (UNP) 0.7 $1.0M 4.2k 242.62
Darden Restaurants (DRI) 0.7 $1.0M 5.2k 196.04
Iqvia Holdings (IQV) 0.6 $1.0M 5.9k 170.54
Motorola Solutions Com New (MSI) 0.6 $998k 2.3k 433.97
Abbvie (ABBV) 0.6 $959k 4.4k 217.49
Wal-Mart Stores (WMT) 0.6 $918k 7.4k 124.28
Steris Shs Usd (STE) 0.6 $897k 4.1k 221.13
Spdr Series Trust State Street Spd (MDYV) 0.6 $896k 11k 85.15
Air Products & Chemicals (APD) 0.6 $893k 3.1k 290.49
Edwards Lifesciences (EW) 0.6 $891k 11k 80.08
Abbott Laboratories (ABT) 0.5 $831k 8.1k 102.67
Ishares Tr Us Treas Bd Etf (GOVT) 0.5 $802k 35k 22.91
Ishares Tr Core S&p500 Etf (IVV) 0.5 $800k 1.2k 653.21
Eli Lilly & Co. (LLY) 0.5 $730k 794.00 919.77
Constellation Brands Cl A (STZ) 0.4 $678k 4.5k 150.00
S&p Global (SPGI) 0.4 $673k 1.6k 425.34
Spdr Index Shs Fds Sst Spdr Msci (NZAC) 0.4 $667k 16k 40.65
Analog Devices (ADI) 0.4 $646k 2.0k 318.14
Chipotle Mexican Grill (CMG) 0.4 $602k 19k 32.01
Diamondback Energy (FANG) 0.4 $595k 3.0k 197.79
Nextera Energy (NEE) 0.4 $551k 5.9k 92.88
Verizon Communications (VZ) 0.3 $530k 11k 50.20
Realty Income (O) 0.3 $470k 7.7k 61.18
Synopsys (SNPS) 0.3 $468k 1.2k 396.48
Zoetis Cl A (ZTS) 0.3 $459k 3.9k 118.21
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $449k 7.9k 56.86
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $428k 4.4k 97.23
Comcast Corp Cl A (CMCSA) 0.3 $420k 15k 28.71
Dex (DXCM) 0.3 $417k 6.6k 62.80
Gilead Sciences (GILD) 0.3 $414k 3.0k 139.37
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.3 $400k 8.1k 49.63
Cadence Design Systems (CDNS) 0.3 $396k 1.4k 277.87
Entergy Corporation (ETR) 0.2 $384k 3.4k 112.36
Merck & Co (MRK) 0.2 $384k 3.2k 120.29
Best Buy (BBY) 0.2 $374k 5.8k 64.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $334k 1.0k 320.81
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $331k 3.6k 92.69
SYSCO Corporation (SYY) 0.2 $316k 4.4k 71.33
Bank of America Corporation (BAC) 0.2 $277k 5.7k 48.75
Alphabet Cap Stk Cl C (GOOG) 0.2 $239k 833.00 286.86
Teradyne (TER) 0.2 $237k 800.00 296.46
Republic Services (RSG) 0.1 $219k 998.00 219.02
Ishares Tr Core Msci Total (IXUS) 0.1 $212k 2.4k 86.64
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $211k 1.3k 161.73
Fidelity National Information Services (FIS) 0.1 $211k 4.5k 46.91
Colgate-Palmolive Company (CL) 0.1 $211k 2.5k 85.23
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $209k 1.6k 132.90
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $208k 1.4k 146.61
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $204k 6.1k 33.22
Monolithic Power Systems (MPWR) 0.1 $200k 183.00 1093.35
Lexicon Pharmaceuticals Com New (LXRX) 0.0 $31k 20k 1.56