Invera Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Invera Wealth Advisors, LLCInvestment ActivityInvera Wealth Advisors, LLC has $155.81 million in total holdings as of March 31, 2026.Invera Wealth Advisors, LLC owns shares of 98 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 9.53% of the portfolio was purchased this quarter.About 10.17% of the portfolio was sold this quarter.This quarter, Invera Wealth Advisors, LLC has purchased 90 new stocks and bought additional shares in 31 stocks.Invera Wealth Advisors, LLC sold shares of 49 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares 5-10 Year Investment Grade Corporate Bond ETF $6,974,215Alphabet $5,972,621Apple $5,735,908iShares ESG Aware USD Corporate Bond ETF $5,624,567iShares ESG Advanced MSCI EM ETF $5,108,600 Largest New Holdings this Quarter 46435U556 - iShares Robotics and Artificial Intelligence Multisector ETF $3,289,764 Holding46436E544 - iShares ESG Select Screened S&P Small-Cap ETF $2,345,583 Holding301505707 - ROBO Global Robotics & Automation ETF $1,667,776 Holding532457108 - Eli Lilly and Company $730,297 Holding98978V103 - Zoetis $458,891 Holding Largest Purchases this Quarter iShares Robotics and Artificial Intelligence Multisector ETF 70,702 shares (about $3.29M)iShares ESG Select Screened S&P Small-Cap ETF 53,875 shares (about $2.35M)ROBO Global Robotics & Automation ETF 24,372 shares (about $1.67M)Amazon.com 7,162 shares (about $1.49M)Broadcom 4,032 shares (about $1.25M) Largest Sales this Quarter SPDR MSCI ACWI Climate Paris Aligned ETF 96,786 shares (about $3.93M)iShares ESG Advanced MSCI USA ETF 47,883 shares (about $2.64M)iShares ESG Aware MSCI USA Small-Cap ETF 49,502 shares (about $2.33M)Nuveen ESG Large-Cap Value ETF 17,543 shares (about $798.21K)IQVIA 4,657 shares (about $794.20K) 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 PortfolioSectorIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$6,974,215$61,150 â–²0.9%131,0454.5%ManufacturingGOOGLAlphabet$5,972,621$296,474 â–¼-4.7%20,7703.8%Computer and TechnologyAAPLApple$5,735,908$296,173 â–¼-4.9%22,6013.7%Computer and TechnologySUSCiShares ESG Aware USD Corporate Bond ETF$5,624,567$164,625 â–²3.0%243,0913.6%ManufacturingEMXFiShares ESG Advanced MSCI EM ETF$5,108,600$36,503 â–²0.7%106,7823.3%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$5,016,444$87,975 â–²1.8%66,4873.2%ManufacturingJPMJPMorgan Chase & Co.$4,695,676$29,710 â–¼-0.6%15,9633.0%FinanceMSFTMicrosoft$4,621,572$1,481 â–¼0.0%12,4853.0%Computer and TechnologyNVDANVIDIA$4,520,274$867,466 â–²23.7%25,9192.9%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$4,377,035$157,613 â–¼-3.5%48,3492.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,294,647$168,795 â–¼-3.8%61,5722.8%ETFLAM RESEARCH CORP$4,039,029$235,026 â–¼-5.5%18,9042.6%COM NEWTJXTJX Companies$3,879,912$118,497 â–¼-3.0%24,2952.5%Retail/WholesaleTTTrane Technologies$3,441,856$22,921 â–¼-0.7%8,2592.2%ConstructionIRBOiShares Robotics and Artificial Intelligence Multisector ETF$3,289,764$3,289,764 â–²New Holding70,7022.1%ManufacturingCMICummins$3,171,090$112,984 â–¼-3.4%5,8942.0%Auto/Tires/TrucksNULVNuveen ESG Large-Cap Value ETF$3,152,923$798,207 â–¼-20.2%69,2952.0%ETFAMZNAmazon.com$2,939,731$1,491,630 â–²103.0%14,1151.9%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$2,846,667$40,204 â–²1.4%28,6761.8%FinanceUSXFiShares ESG Advanced MSCI USA ETF$2,644,301$2,643,142 â–¼-50.0%47,9041.7%ManufacturingAVGOBroadcom$2,503,317$1,247,944 â–²99.4%8,0881.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$2,387,995$37,044 â–¼-1.5%19,2101.5%ETFXJRiShares ESG Select Screened S&P Small-Cap ETF$2,345,583$2,345,583 â–²New Holding53,8751.5%ETFNUMVNuveen ESG Mid-Cap Value ETF$2,254,592$52,727 â–¼-2.3%58,1531.4%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,123,155$103,659 â–²5.1%44,6511.4%ETFBRK.BBerkshire Hathaway$1,994,430$235,287 â–¼-10.6%4,1621.3%FinanceJCIJohnson Controls International$1,872,847$28,416 â–¼-1.5%14,3021.2%ConstructionROBOROBO Global Robotics & Automation ETF$1,667,776$1,667,776 â–²New Holding24,3721.1%ETFAMDAdvanced Micro Devices$1,657,751$36,414 â–¼-2.1%8,1491.1%Computer and TechnologyGE VERNOVA INC$1,639,306$131,808 â–¼-7.4%1,8781.1%COMESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,623,601$2,327,585 â–¼-58.9%34,5301.0%ETFICEIntercontinental Exchange$1,613,850$2,831 â–¼-0.2%10,2611.0%FinanceHCAHCA Healthcare$1,551,754$5,206 â–¼-0.3%3,2791.0%MedicalALLAllstate$1,482,688$17,002 â–¼-1.1%7,1511.0%FinanceHDHome Depot$1,437,578$27,956 â–¼-1.9%4,3710.9%Retail/WholesaleVVisa$1,402,998$30,224 â–²2.2%4,6420.9%Business ServicesJNJJohnson & Johnson$1,368,131$19,800 â–¼-1.4%5,5970.9%MedicalMETAMeta Platforms$1,354,232$14,303 â–¼-1.0%2,3670.9%Computer and TechnologyETNEaton$1,279,743$65,454 â–¼-4.9%3,5780.8%IndustrialsMPCMarathon Petroleum$1,236,283$15,628 â–¼-1.2%5,0630.8%EnergyBGRNiShares USD Green Bond ETF$1,199,940$69,546 â–²6.2%25,2770.8%ManufacturingCOSTCostco Wholesale$1,185,752$996 â–²0.1%1,1900.8%Retail/WholesaleCBChubb$1,175,304$31,289 â–¼-2.6%3,6060.8%FinanceCVXChevron$1,157,6060.0%5,5950.7%EnergySLYVSPDR S&P 600 Small Cap Value ETF$1,108,194$15,700 â–¼-1.4%11,7170.7%ETFNXPINXP Semiconductors$1,082,533$3,150 â–¼-0.3%5,4990.7%Computer and TechnologyCMECME Group$1,031,362$13,586 â–¼-1.3%3,4920.7%FinanceUNPUnion Pacific$1,027,010$2,911 â–¼-0.3%4,2330.7%TransportationDRIDarden Restaurants$1,022,937$17,252 â–¼-1.7%5,2180.7%Retail/WholesaleIQVIQVIA$1,002,775$794,205 â–¼-44.2%5,8800.6%MedicalMSIMotorola Solutions$998,131$27,774 â–¼-2.7%2,3000.6%Computer and TechnologyABBVAbbVie$958,696$91,346 â–²10.5%4,4080.6%MedicalWALMART INC$918,056$20,009 â–¼-2.1%7,3870.6%COMSTESTERIS$896,461$26,314 â–²3.0%4,0540.6%MedicalMDYVSPDR S&P 400 Mid Cap Value ETF$895,608$12,602 â–¼-1.4%10,5180.6%ETFAPDAir Products and Chemicals$892,676$2,905 â–¼-0.3%3,0730.6%Basic MaterialsEWEdwards Lifesciences$891,130$28,669 â–¼-3.1%11,1280.6%MedicalABTAbbott Laboratories$830,8060.0%8,0920.5%MedicalGOVTiShares U.S. Treasury Bond ETF$801,987$42,773 â–²5.6%35,0060.5%ETFIVViShares Core S&P 500 ETF$800,182$87,530 â–¼-9.9%1,2250.5%ETFLLYEli Lilly and Company$730,297$730,297 â–²New Holding7940.5%MedicalSTZConstellation Brands$677,550$1,800 â–²0.3%4,5170.4%Consumer StaplesSPGIS&P Global$672,888$49,765 â–¼-6.9%1,5820.4%FinanceNZACSPDR MSCI ACWI Climate Paris Aligned ETF$666,830$3,933,915 â–¼-85.5%16,4060.4%ETFADIAnalog Devices$645,824$58,220 â–²9.9%2,0300.4%Computer and TechnologyCMGChipotle Mexican Grill$602,268$39,340 â–²7.0%18,8150.4%Retail/WholesaleFANGDiamondback Energy$594,952$8,505 â–²1.5%3,0080.4%EnergyNEENextEra Energy$551,150$93,623 â–²20.5%5,9340.4%UtilitiesVZVerizon Communications$530,212$2,108 â–²0.4%10,5620.3%Computer and TechnologyORealty Income$469,862$6,302 â–¼-1.3%7,6800.3%FinanceSNPSSynopsys$468,243$4,361 â–²0.9%1,1810.3%Computer and TechnologyZTSZoetis$458,891$458,891 â–²New Holding3,8820.3%MedicalCMFiShares California Muni Bond ETF$449,421$6,937 â–²1.6%7,9040.3%ETFIWRiShares Russell Mid-Cap ETF$427,6180.0%4,3980.3%ETFCMCSAComcast$420,228$112,629 â–²36.6%14,6370.3%Consumer DiscretionaryDXCMDexCom$417,306$4,836 â–²1.2%6,6450.3%MedicalGILDGilead Sciences$413,929$21,742 â–¼-5.0%2,9700.3%MedicalIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$399,968$54,047 â–¼-11.9%8,0590.3%ETFCDNSCadence Design Systems$395,687$2,501 â–¼-0.6%1,4240.3%Computer and TechnologyETREntergy$384,159$225 â–²0.1%3,4190.2%UtilitiesMRKMerck & Co., Inc.$384,086$361 â–²0.1%3,1930.2%MedicalBBYBest Buy$374,286$13,610 â–²3.8%5,8300.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$333,6420.0%1,0400.2%ETFGLDMSPDR Gold MiniShares Trust$331,181$47,457 â–²16.7%3,5730.2%FinanceSYYSysco$316,349$20,186 â–²6.8%4,4350.2%Consumer StaplesBACBank of America$276,998$276,998 â–²New Holding5,6820.2%FinanceGOOGAlphabet$238,9540.0%8330.2%Computer and TechnologyTERTeradyne$237,168$237,168 â–²New Holding8000.2%Computer and TechnologyRSGRepublic Services$218,582$218,582 â–²New Holding9980.1%Business ServicesIXUSiShares Core MSCI Total International Stock ETF$211,575$211,575 â–²New Holding2,4420.1%ManufacturingXLIIndustrial Select Sector SPDR Fund$210,896$11,321 â–¼-5.1%1,3040.1%ETFFISFidelity National Information Services$210,673$38,326 â–¼-15.4%4,4910.1%Business ServicesCLColgate-Palmolive$210,518$210,518 â–²New Holding2,4700.1%Consumer StaplesXLKTechnology Select Sector SPDR Fund$209,450$7,442 â–¼-3.4%1,5760.1%ETFXLVHealth Care Select Sector SPDR Fund$207,893$14,368 â–²7.4%1,4180.1%ETFBOTZGlobal X Robotics & Artificial Intelligence ETF$204,203$204,203 â–²New Holding6,1470.1%ManufacturingMPWRMonolithic Power Systems$200,083$200,083 â–²New Holding1830.1%Computer and TechnologyLXRXLexicon Pharmaceuticals$31,2000.0%20,0000.0%MedicalCRMSalesforce$0$1,304,152 â–¼-100.0%00.0%Computer and TechnologyUNHUnitedHealth Group$0$735,485 â–¼-100.0%00.0%MedicalShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
