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CIK: 0001976780
Total reported value
$186.4M
$186.4M
90 檔
16.1%
According to the latest 13F quarterly dataset, Invera Wealth Advisors, LLC managed an equity portfolio of $186.4M at the end of Q1 2025, spanning 90 distinct U.S. exchange-listed positions.
During Q1 2025, Invera Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including USXF, AAPL, IGIB) accounted for 16.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 5.20% | +0.10% | -3.56% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.70% | -0.17% | — | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.61% | -0.48% | — | |
| 4 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 3.46% | -0.41% | +2.52% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.37% | -0.17% | — | |
| 6 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 3.00% | -0.17% | -1.52% | |
| 7 | NZAC | State Street Spdr Msci Acwi | ETF-Other | 2.89% | — | -1.86% | |
| 8 | EMXF | Ishares Esg Adv Msci Em ETF | ETF-Other | 2.79% | -0.20% | -2.09% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.74% | -0.29% | -29.21% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.64% | -0.30% | -12.53% | |
| 11 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 2.49% | -1.13% | -0.19% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.47% | -0.64% | -7.26% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.44% | -0.16% | -13.02% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.21% | -1.02% | — | |
| 15 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 2.19% | -0.02% | -2.58% | |
| 16 | TT | Trane Technologies plc | Stock-Industrials | 2.02% | -0.57% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.73% | -0.78% | — | |
| 18 | FISV | Fiserv Inc | Stock-Other | 1.68% | — | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | -0.28% | -29.34% | |
| 20 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.60% | -0.01% | -0.33% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.46% | -0.11% | — | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.43% | +0.15% | — | |
| 23 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-Other | 1.41% | -0.74% | +0.35% | |
| 24 | CMI | Cummins Inc | Stock-Industrials | 1.35% | -0.67% | — | |
| 25 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.31% | -0.01% | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | -0.02% | — | |
| 27 | ICE | Intercontinental Exchange In | Stock-Financials | 1.25% | -0.58% | -13.39% | |
| 28 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.20% | -0.11% | +7.43% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.12% | +0.35% | -23.26% | |
| 30 | LRCX | Lam Research CORP | Stock-Tech | 1.10% | -0.04% | — | |
| 31 | ALL | Allstate CORP | Stock-Financials | 1.09% | -0.03% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | +0.08% | — | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.99% | — | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.16% | -10.64% | |
| 35 | STE | STERIS plc | Stock-Healthcare | 0.89% | -0.58% | EXIT | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.12% | — | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.85% | — | -12.66% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.84% | +1.19% | — | |
| 39 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.81% | -0.11% | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.18% | — | |
| 41 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.79% | -0.54% | -0.90% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.78% | -0.13% | — | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.31% | -29.73% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.74% | -0.17% | — | |
| 45 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.74% | +0.14% | — | |
| 46 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.74% | -0.04% | — | |
| 47 | FANG | Diamondback Energy Inc | Stock-Energy | 0.74% | -0.13% | +1.28% | |
| 48 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.73% | — | — | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.73% | — | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.21% | — |
According to official SEC Form 13F filings, Invera Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $186.4M across 90 disclosed positions in Q1 2025.
During Q1 2025, Invera Wealth Advisors, LLC's top holdings by market value included USXF (5.2%)、AAPL (3.7%)、IGIB (3.6%). The largest single position, USXF, represented 5.2% of total portfolio value.
In Q1 2025, Invera Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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