Invera Wealth Advisors, LLC Top Holdings and 13F Report (2024) → Protect Yourself While There’s Still Time … (From Weiss Ratings) (Ad) About Invera Wealth Advisors, LLCInvestment ActivityInvera Wealth Advisors, LLC has $159.82 million in total holdings as of December 31, 2023.Invera Wealth Advisors, LLC owns shares of 93 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Largest Holdings iShares ESG Advanced MSCI USA ETF $6,695,693Microsoft $5,848,954Apple $5,735,871iShares ESG Aware USD Corporate Bond ETF $4,779,987JPMorgan Chase & Co. $4,734,223 Sector AllocationMap of 500 Largest Holdings ofInvera Wealth Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorUSXFiShares ESG Advanced MSCI USA ETF$6,695,693168,1494.2%ManufacturingMSFTMicrosoft$5,848,95415,5543.7%Computer and TechnologyAAPLApple$5,735,87129,7923.6%Computer and TechnologySUSCiShares ESG Aware USD Corporate Bond ETF$4,779,987205,4143.0%ManufacturingJPMJPMorgan Chase & Co.$4,734,22327,8323.0%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$4,410,95284,8262.8%ManufacturingDMXFiShares ESG Advanced MSCI EAFE ETF$4,398,01068,8482.8%ManufacturingGOOGLAlphabet$4,112,75329,4422.6%Computer and TechnologyTTTrane Technologies$4,097,27616,7992.6%Business ServicesNULVNuveen ESG Large-Cap Value ETF$4,011,386111,7072.5%ETFIEFAiShares Core MSCI EAFE ETF$3,986,73556,6702.5%ETFNVDANVIDIA$3,593,3187,2562.2%Computer and TechnologyEMXFiShares ESG Advanced MSCI EM ETF$3,581,595100,8902.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,544,84970,0842.2%ETFSPGIS&P Global$3,534,3168,0232.2%Business ServicesESGUiShares ESG Aware MSCI USA ETF$3,504,53833,4022.2%ManufacturingICEIntercontinental Exchange$3,439,77926,7832.2%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$3,389,95589,1862.1%ETFTJXTJX Companies$3,358,26435,7992.1%Retail/WholesaleIQVIQVIA$3,349,92014,4782.1%MedicalFIFiserv$2,926,33222,0291.8%Business ServicesSPYSPDR S&P 500 ETF Trust$2,777,7125,8441.7%FinanceIJRiShares Core S&P Small-Cap ETF$2,540,95223,4731.6%ETFHDHome Depot$2,309,4096,6641.4%Retail/WholesaleBRK.BBerkshire Hathaway$2,140,3176,0011.3%FinanceMDYVSPDR S&P 400 Mid Cap Value ETF$2,129,41429,0191.3%ETFAMDAdvanced Micro Devices$2,069,48914,0391.3%Computer and TechnologyNUMVNuveen ESG Mid-Cap Value ETF$1,985,19062,9421.2%ETFLRCXLam Research$1,906,4552,4341.2%Computer and TechnologyNXPINXP Semiconductors$1,785,7627,7751.1%Computer and TechnologyCMICummins$1,759,7367,3451.1%Auto/Tires/TrucksCRMSalesforce$1,747,5136,6411.1%Computer and TechnologyVVisa$1,729,5056,6431.1%Business ServicesUNHUnitedHealth Group$1,657,3283,1481.0%MedicalALLAllstate$1,548,87911,0651.0%FinanceAMZNAmazon.com$1,487,0379,7870.9%Retail/WholesaleEWEdwards Lifesciences$1,393,01118,2690.9%MedicalCOSTCostco Wholesale$1,378,2662,0880.9%Retail/WholesaleETNEaton$1,327,8815,5140.8%Industrial ProductsMETAMeta Platforms$1,276,0263,6050.8%Computer and TechnologyCMFiShares California Muni Bond ETF$1,237,94621,3660.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,228,91412,3820.8%FinanceMRKMerck & Co., Inc.$1,190,82510,9230.7%MedicalFANGDiamondback Energy$1,153,3307,4370.7%Oils/EnergyCVXChevron$1,151,0687,7170.7%Oils/EnergyUNPUnion Pacific$1,121,2554,5650.7%TransportationLOWLowe's Companies$1,075,6464,8330.7%Retail/WholesaleMSIMotorola Solutions$1,072,0203,4240.7%Computer and TechnologyHALHalliburton$1,065,63029,4780.7%Oils/EnergyDISWalt Disney$1,057,38611,7110.7%Consumer DiscretionaryDRIDarden Restaurants$1,038,2126,3190.6%Retail/WholesaleABTAbbott Laboratories$1,026,9539,3300.6%MedicalJNPRJuniper Networks$1,021,56434,6530.6%Computer and TechnologyAVGOBroadcom$1,013,5559080.6%Computer and TechnologyHCAHCA Healthcare$991,2463,6620.6%MedicalJNJJohnson & Johnson$985,5816,2880.6%MedicalACNAccenture$978,7332,7890.6%Business ServicesMPCMarathon Petroleum$967,6046,5220.6%Oils/EnergySLYVSPDR S&P 600 Small CapValue ETF$944,31911,3350.6%ETFCBChubb$933,1544,1290.6%FinanceAPDAir Products and Chemicals$867,6723,1690.5%Basic MaterialsCMCSAComcast$858,40819,5760.5%Consumer DiscretionarySPYDSPDR Portfolio S&P 500 High Dividend ETF$800,45620,4250.5%ETFICLNiShares Global Clean Energy ETF$797,86051,2430.5%ETFCMECME Group$787,0123,7370.5%FinanceSTESTERIS$786,4033,5770.5%MedicalEAGGiShares ESG Aware U.S. Aggregate Bond ETF$765,36816,0320.5%ETFTXNTexas Instruments$730,4214,2850.5%Computer and TechnologyIVViShares Core S&P 500 ETF$673,4581,4100.4%ETFLHXL3Harris Technologies$658,6093,1270.4%AerospaceWMTWalmart$623,5063,9550.4%Retail/WholesaleNOBLProShares S&P 500 Aristocrats ETF$601,2836,3160.4%ETFCSCOCisco Systems$561,17611,1080.4%Computer and TechnologyCPTCamden Property Trust$548,1805,5210.3%FinanceINTCIntel$516,82110,2850.3%Computer and TechnologyBBYBest Buy$514,5346,5730.3%Retail/WholesaleELEstée Lauder Companies$504,4163,4490.3%Consumer StaplesQYLDGlobal X Nasdaq 100 Covered Call ETF$408,44423,5550.3%ManufacturingIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$397,0727,5360.2%ETFGOVTiShares U.S. Treasury Bond ETF$376,01316,3200.2%ETFIWRiShares Russell Mid-Cap ETF$368,8294,7450.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$360,6367,7340.2%ETFGILDGilead Sciences$357,5784,4140.2%MedicalNZACSPDR MSCI ACWI Climate Paris Aligned ETF$334,62510,5560.2%ETFABBVAbbVie$309,9402,0000.2%MedicalEUSBiShares ESG Advanced Total USD Bond Market ETF$306,6707,0890.2%ETFVZVerizon Communications$267,9727,1080.2%Computer and TechnologyMDTMedtronic$263,7813,2020.2%MedicalBUNGE GLOBAL SA$262,9752,6050.2%COM SHSBSCOInvesco BulletShares 2024 Corporate Bond ETF$251,18412,0270.2%ETFVTIVanguard Total Stock Market ETF$246,7091,0400.2%ETFCAGConagra Brands$237,4778,2860.1%Consumer StaplesDVNDevon Energy$235,6965,2030.1%Oils/EnergyShowing largest 100 holdings. 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