Invera Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Invera Wealth Advisors, LLCInvestment ActivityInvera Wealth Advisors, LLC has $85.06 million in total holdings as of March 31, 2025.Invera Wealth Advisors, LLC owns shares of 43 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 0.77% of the portfolio was purchased this quarter.About 12.37% of the portfolio was sold this quarter.This quarter, Invera Wealth Advisors, LLC has purchased 47 new stocks and bought additional shares in 12 stocks.Invera Wealth Advisors, LLC sold shares of 28 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares ESG Advanced MSCI USA ETF $8,046,001iShares ESG Aware USD Corporate Bond ETF $5,357,599iShares ESG Advanced MSCI EAFE ETF $4,648,413iShares Core MSCI EAFE ETF $4,498,265JPMorgan Chase & Co. $4,495,678 Largest Purchases this Quarter Diamondback Energy 840 shares (about $134.11K)iShares ESG Aware USD Corporate Bond ETF 5,705 shares (about $131.56K)iShares ESG Aware U.S. Aggregate Bond ETF 2,696 shares (about $128.01K)iShares USD Green Bond ETF 2,451 shares (about $116.08K)Devon Energy 1,437 shares (about $53.74K) Largest Sales this Quarter S&P Global 5,618 shares (about $2.85M)JPMorgan Chase & Co. 6,047 shares (about $1.48M)NVIDIA 9,513 shares (about $1.03M)UnitedHealth Group 1,114 shares (about $583.46K)Costco Wholesale 523 shares (about $494.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvera Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUSXFiShares ESG Advanced MSCI USA ETF$8,046,001$296,635 ▼-3.6%172,4029.5%ManufacturingSUSCiShares ESG Aware USD Corporate Bond ETF$5,357,599$131,557 ▲2.5%232,3336.3%ManufacturingDMXFiShares ESG Advanced MSCI EAFE ETF$4,648,413$71,919 ▼-1.5%69,0295.5%ManufacturingIEFAiShares Core MSCI EAFE ETF$4,498,265$168,021 ▼-3.6%59,4075.3%ETFJPMJPMorgan Chase & Co.$4,495,678$1,482,461 ▼-24.8%18,3385.3%FinanceNZACSPDR MSCI ACWI Climate Paris Aligned ETF$4,476,074$84,747 ▼-1.9%126,5505.3%ETFEMXFiShares ESG Advanced MSCI EM ETF$4,311,063$91,891 ▼-2.1%112,7375.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,209,379$133,606 ▼-3.1%77,9774.9%ETFNULVNuveen ESG Large-Cap Value ETF$3,859,912$7,369 ▼-0.2%95,3304.5%ETFGOOGLAlphabet$3,825,948$299,383 ▼-7.3%24,7414.5%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$3,395,905$90,033 ▼-2.6%88,4124.0%ETFNVDANVIDIA$2,483,528$1,031,019 ▼-29.3%22,9152.9%Computer and TechnologyIQVIQVIA$2,477,368$8,110 ▼-0.3%14,0522.9%MedicalNUMVNuveen ESG Mid-Cap Value ETF$2,175,140$7,595 ▲0.4%63,5822.6%ETFVVisa$1,972,319$278,914 ▼-12.4%5,6432.3%Business ServicesICEIntercontinental Exchange$1,940,280$299,978 ▼-13.4%11,2482.3%FinanceEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,851,483$128,006 ▲7.4%38,9952.2%ETFMETAMeta Platforms$1,510,063$179,824 ▼-10.6%2,6201.8%Computer and TechnologyCRMSalesforce$1,320,600$191,341 ▼-12.7%4,9211.6%Computer and TechnologyFANGDiamondback Energy$1,257,140$134,112 ▲11.9%7,8741.5%EnergyHCAHCA Healthcare$1,221,174$11,058 ▼-0.9%3,5341.4%MedicalCOSTCostco Wholesale$1,168,984$494,643 ▼-29.7%1,2361.4%Retail/WholesaleAVGOBroadcom$1,158,145$263,131 ▼-18.5%6,8971.4%Computer and TechnologyBGRNiShares USD Green Bond ETF$1,077,819$116,079 ▲12.1%22,7581.3%ManufacturingCMECME Group$993,776$38,998 ▼-3.8%3,7461.2%FinanceSLYVSPDR S&P 600 Small Cap Value ETF$946,680$10,898 ▲1.2%12,0751.1%ETFUNHUnitedHealth Group$903,993$583,458 ▼-39.2%1,7261.1%MedicalSPGIS&P Global$872,916$2,854,506 ▼-76.6%1,7181.0%Business ServicesCMCSAComcast$845,772$49,012 ▼-5.5%22,9511.0%Consumer DiscretionaryMRKMerck & Co., Inc.$837,192$150,976 ▼-15.3%9,3271.0%MedicalFISFidelity National Information Services$834,176$9,036 ▲1.1%11,1701.0%Business ServicesMDYVSPDR S&P 400 Mid Cap Value ETF$826,053$6,010 ▲0.7%10,7211.0%ETFMPCMarathon Petroleum$776,091$27,098 ▼-3.4%5,3270.9%EnergyVZVerizon Communications$773,221$1,540 ▲0.2%17,0710.9%Computer and TechnologyDVNDevon Energy$740,557$53,744 ▲7.8%19,8010.9%EnergyGOVTiShares U.S. Treasury Bond ETF$656,521$50,383 ▲8.3%28,5630.8%ETFNOBLProShares S&P 500 Aristocrats ETF$593,257$63,249 ▼-9.6%5,8060.7%ETFABBVAbbVie$419,0400.0%2,0000.5%MedicalNEENextEra Energy$346,085$4,466 ▲1.3%4,8820.4%UtilitiesGOOGAlphabet$317,4120.0%2,0330.4%Computer and TechnologyQYLDGlobal X Nasdaq 100 Covered Call ETF$222,6260.0%13,3870.3%ManufacturingXLCCommunication Services Select Sector SPDR Fund$208,139$17,554 ▼-7.8%2,1580.2%ETFXLFFinancial Select Sector SPDR Fund$204,022$6,924 ▼-3.3%4,0960.2%ETFSPLGSPDR Portfolio S&P 500 ETF$0$564,515 ▼-100.0%00.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$0$255,984 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$223,442 ▼-100.0%00.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$0$200,502 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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