Invera Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Invera Wealth Advisors, LLCInvestment ActivityInvera Wealth Advisors, LLC has $193.70 million in total holdings as of September 30, 2026.Invera Wealth Advisors, LLC owns shares of 135 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 6.66% of the portfolio was purchased this quarter.About 2.31% of the portfolio was sold this quarter.This quarter, Invera Wealth Advisors, LLC has purchased 132 new stocks and bought additional shares in 100 stocks.Invera Wealth Advisors, LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $7,597,185Microsoft $7,345,241iShares 5-10 Year Investment Grade Corporate Bond ETF $7,146,427iShares Robotics and Artificial Intelligence Multisector ETF $6,481,137iShares ESG Aware USD Corporate Bond ETF $6,337,979 Largest New Holdings this Quarter 29444U700 - Equinix $556,369 Holding43849R105 - HONEYWELL AEROSPACE INC $499,003 Holding438516205 - HONEYWELL INTL INC $357,754 Holding500767306 - KraneShares CSI China Internet ETF $201,423 Holding Largest Purchases this Quarter iShares ESG Aware U.S. Aggregate Bond ETF 23,051 shares (about $1.04M)O'Reilly Automotive 9,695 shares (about $828.05K)iShares ESG Aware USD Corporate Bond ETF 31,153 shares (about $683.65K)Equinix 550 shares (about $556.37K)HONEYWELL AEROSPACE INC 3,220 shares (about $499.00K) Largest Sales this Quarter Nuveen ESG Large-Cap Value ETF 27,256 shares (about $1.44M)Home Depot 2,547 shares (about $724.60K)Nuveen ESG Mid-Cap Value ETF 15,151 shares (about $641.34K)Advanced Micro Devices 526 shares (about $321.79K)iShares California Muni Bond ETF 3,673 shares (about $198.78K) 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 PortfolioSectorAAPLApple$7,597,185$57,612 ▲0.8%22,8133.9%TechnologyMSFTMicrosoft$7,345,241$172,847 ▲2.4%14,3213.8%TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$7,146,427$89,724 ▲1.3%141,9353.7%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$6,481,137$145,675 ▲2.3%82,7523.3%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$6,337,979$683,653 ▲12.1%288,8123.3%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$6,026,826$328,781 ▲5.8%71,1973.1%ETFEMXFiShares ESG Advanced MSCI EM ETF$5,997,109$329,416 ▲5.8%104,7533.1%ETFGOOGLAlphabet$5,848,328$116,299 ▲2.0%16,9973.0%Communication ServicesNVDANVIDIA$5,570,645$914 ▲0.0%24,3922.9%TechnologyJPMJPMorgan Chase & Co.$5,087,504$28,451 ▼-0.6%15,3782.6%FinanceIEMGiShares Core MSCI Emerging Markets ETF$4,916,916$164,755 ▲3.5%60,5832.5%ETFIEFAiShares Core MSCI EAFE ETF$4,782,384$93,586 ▲2.0%49,3642.5%ETFAMDAdvanced Micro Devices$4,092,674$321,786 ▼-7.3%6,6902.1%TechnologyAMZNAmazon.com$3,953,263$42,106 ▲1.1%15,8672.0%Consumer DiscretionaryLAM RESEARCH CORP$3,497,317$100,524 ▼-2.8%10,6461.8%COM NEWUSXFiShares ESG Advanced MSCI USA ETF$3,294,444$10,822 ▲0.3%48,4051.7%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$3,265,014$1,043,058 ▲46.9%72,1551.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,227,217$161,096 ▲5.3%34,1361.7%ETFROBOROBO Global Robotics & Automation ETF$3,059,974$138,793 ▲4.8%38,0311.6%ETFXJRiShares ESG Select Screened S&P Small-Cap ETF$3,008,928$202,951 ▲7.2%62,3281.6%ETFTTTrane Technologies$2,864,649$55,142 ▲2.0%6,3381.5%IndustrialsIJRiShares Core S&P Small-Cap ETF$2,859,969$16,325 ▼-0.6%21,0231.5%ETFAVGOBroadcom$2,783,532$148,905 ▲5.7%7,9261.4%TechnologyTJXTJX Companies$2,448,264$58,084 ▲2.4%18,5041.3%Consumer DiscretionaryVVisa$2,400,684$40,245 ▼-1.6%6,6811.2%FinanceLLYEli Lilly and Company$2,096,629$290,427 ▲16.1%1,8121.1%HealthcareGE VERNOVA INC$2,054,009$132,118 ▲6.9%2,1611.1%COMJCIJohnson Controls International$1,958,761$14,716 ▲0.8%13,1771.0%IndustrialsCMICummins$1,893,229$44,942 ▲2.4%3,6651.0%IndustrialsESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,761,708$12,584 ▼-0.7%33,8790.9%ETFMETAMeta Platforms$1,723,028$22,481 ▲1.3%2,3760.9%Communication ServicesMPCMarathon Petroleum$1,684,489$119,417 ▼-6.6%4,2600.9%EnergyIQVIQVIA$1,577,343$53,770 ▼-3.3%5,8670.8%HealthcareALLAllstate$1,549,470$44,372 ▼-2.8%6,9840.8%FinanceNXPINXP Semiconductors$1,460,572$153,207 ▲11.7%6,1490.8%TechnologyBGRNiShares USD Green Bond ETF$1,412,291$234,112 ▲19.9%30,9590.7%ETFSLYVSPDR S&P 600 Small Cap Value ETF$1,399,557$74,978 ▲5.7%13,7010.7%ETFSNPSSynopsys$1,342,225$417,542 ▲45.2%3,0860.7%TechnologyETNEaton$1,336,828$56,722 ▲4.4%3,1110.7%IndustrialsJNJJohnson & Johnson$1,296,432$14,561 ▼-1.1%4,8970.7%HealthcareABBVAbbVie$1,260,079$523 ▲0.0%4,8170.7%HealthcareAMATApplied Materials$1,225,778$91,026 ▲8.0%2,3970.6%TechnologyORLYO'Reilly Automotive$1,193,776$828,050 ▲226.4%13,9770.6%Consumer DiscretionaryDXCMDexCom$1,175,011$41,764 ▼-3.4%13,6170.6%HealthcareCMGChipotle Mexican Grill$1,161,542$114,573 ▲10.9%36,3550.6%Consumer DiscretionaryICEIntercontinental Exchange$1,116,052$62,484 ▲5.9%7,3410.6%FinanceCVXChevron$1,075,982$131,103 ▼-10.9%5,2690.6%EnergyUNPUnion Pacific$1,072,736$1,361 ▲0.1%3,9420.6%IndustrialsMSIMotorola Solutions$1,069,436$62,882 ▲6.2%2,3980.6%TechnologyCBChubb$1,047,956$21,467 ▲2.1%3,2220.5%FinanceHCAHCA Healthcare$1,021,189$78,947 ▲8.4%2,3930.5%HealthcareDRIDarden Restaurants$991,566$27,442 ▲2.8%5,1310.5%Consumer DiscretionaryMDYVSPDR S&P 400 Mid Cap Value ETF$983,877$37,174 ▲3.9%11,1160.5%ETFEWEdwards Lifesciences$980,423$17,005 ▼-1.7%11,3580.5%HealthcareIVViShares Core S&P 500 ETF$978,756$39,824 ▲4.2%1,2780.5%ETFCMECME Group$960,419$58,160 ▲6.4%3,6660.5%FinanceCDNSCadence Design Systems$882,915$3,632 ▲0.4%2,6740.5%TechnologyAPDAir Products and Chemicals$879,763$42,291 ▲5.0%3,1620.5%MaterialsCOSTCostco Wholesale$872,106$61,903 ▲7.6%9580.5%Consumer StaplesNZACSPDR MSCI ACWI Climate Paris Aligned ETF$862,521$50,447 ▲6.2%18,5850.4%ETFBRK.BBerkshire Hathaway$860,458$65,729 ▼-7.1%1,7280.4%FinanceDHRDanaher$825,495$341,852 ▲70.7%3,7260.4%HealthcareABTAbbott Laboratories$819,4980.0%8,2920.4%HealthcarePANWPalo Alto Networks$794,620$397 ▲0.1%2,0000.4%TechnologySPGIS&P Global$786,968$1,183 ▲0.2%1,9950.4%FinanceHDHome Depot$776,089$724,596 ▼-48.3%2,7280.4%Consumer DiscretionaryGOVTiShares U.S. Treasury Bond ETF$772,295$6,714 ▲0.9%35,3130.4%ETFWALMART INC$770,567$60,897 ▲8.6%7,4150.4%COMMAMastercard$767,095$145,588 ▲23.4%1,3910.4%FinanceECLEcolab$757,841$324,828 ▲75.0%2,7600.4%MaterialsUBERUber Technologies$720,520$377,490 ▲110.0%10,5170.4%IndustrialsMCKMcKesson$718,908$324,448 ▲82.3%8420.4%HealthcareTSCOTractor Supply$713,318$365,311 ▲105.0%22,7970.4%Consumer DiscretionaryADIAnalog Devices$711,301$44,828 ▲6.7%1,7930.4%TechnologyAPHAmphenol$655,433$334,840 ▲104.4%7,7750.3%TechnologySYYSysco$653,695$124,970 ▲23.6%8,3850.3%Consumer StaplesNUMVNuveen ESG Mid-Cap Value ETF$653,279$641,342 ▼-49.5%15,4330.3%ETFVZVerizon Communications$644,978$102,795 ▲19.0%14,0610.3%Communication ServicesSTZConstellation Brands$602,610$93,501 ▲18.4%5,3300.3%Consumer StaplesREGNRegeneron Pharmaceuticals$596,758$222,931 ▲59.6%7870.3%HealthcareSYKStryker$574,739$240,966 ▲72.2%2,0870.3%HealthcareZTSZoetis$572,815$48,252 ▼-7.8%8,2030.3%HealthcareLINDE PLC$557,714$69,774 ▲14.3%1,1750.3%SHSEQIXEquinix$556,369$556,369 ▲New Holding5500.3%Real EstateFANGDiamondback Energy$544,078$55,327 ▲11.3%2,9600.3%EnergyIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$542,441$169,901 ▲45.6%11,8800.3%ETFARISTA NETWORKS INC$520,783$20,563 ▲4.1%2,5580.3%COM SHSDEDeere & Company$505,006$44,322 ▲9.6%7520.3%IndustrialsHONEYWELL AEROSPACE INC$499,003$499,003 ▲New Holding3,2200.3%COMUNHUnitedHealth Group$476,470$4,405 ▲0.9%1,2980.2%HealthcareSCIService Corporation International$471,749$9,062 ▲2.0%6,1950.2%Consumer DiscretionaryIWRiShares Russell Mid-Cap ETF$465,6820.0%4,3640.2%ETFCTASCintas$464,633$23,212 ▲5.3%2,3820.2%IndustrialsNEENextEra Energy$464,135$23,025 ▲5.2%6,1280.2%UtilitiesISRGIntuitive Surgical$458,272$132,155 ▲40.5%1,1270.2%HealthcareVRTXVertex Pharmaceuticals$455,368$23,004 ▲5.3%8710.2%HealthcareBACBank of America$446,925$33,311 ▲8.1%8,2110.2%FinanceHLTHilton Worldwide$439,642$60,443 ▲15.9%1,3820.2%Consumer DiscretionaryORealty Income$437,495$16,942 ▲4.0%8,0570.2%Real EstateGWWW.W. Grainger$418,575$24,915 ▲6.3%3360.2%IndustrialsShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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