The Analysis of Invera Wealth Advisors, LLC's Holdings
Currently, Invera Wealth Advisors, LLC holds 87 types of securities in its portfolio with a total value $162.2M. In the most recent quarter, they have increased their positions in STZ (+3.6K shares, valued at $478.9K), MRK (+3.2K shares, valued at $271.5K), SPYV (+3.8K shares, valued at $210.8K); decreased their positions in IQV (-3.1K shares, valued at $584.6K), USXF (-5.7K shares, valued at $328.7K), NZAC (-4.7K shares, valued at $199.8K); initiated new positions in STZ (+3.6K shares, valued at $478.9K), MRK (+3.2K shares, valued at $271.5K), SPYV (+3.8K shares, valued at $210.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP13.3K shares-1.73%2025-09-302025-10-29
IGIB ISHARES TR124.9K shares0.02%2025-09-302025-10-29 AAPL APPLE INC25.0K shares-0.67%2025-09-302025-10-29 USXF ISHARES TR106.2K shares-5.12%2025-09-302025-10-29 GOOGL ALPHABET INC24.1K shares-2.15%2025-09-302025-10-29 SUSC ISHARES TR243.8K shares1.57%2025-09-302025-10-29 JPM JPMORGAN CHASE & CO.16.9K shares-1.17%2025-09-302025-10-29 NZAC SPDR INDEX SHS FDS119.5K shares-3.79%2025-09-302025-10-29 DMXF ISHARES TR66.7K shares-1.34%2025-09-302025-10-29 EMXF ISHARES TR108.4K shares-1.76%2025-09-302025-10-29 IEFA ISHARES TR53.1K shares-0.66%2025-09-302025-10-29 IEMG ISHARES INC68.6K shares-1.40%2025-09-302025-10-29 NVDA NVIDIA CORPORATION22.1K shares-1.77%2025-09-302025-10-29 NULV NUSHARES ETF TR91.5K shares-2.05%2025-09-302025-10-29 TJX TJX COS INC NEW27.1K shares-2.03%2025-09-302025-10-29 ESML ISHARES TR85.5K shares-1.35%2025-09-302025-10-29 TT TRANE TECHNOLOGIES PLC8.8K shares-3.02%2025-09-302025-10-29 LRCX LAM RESEARCH CORP22.1K shares-3.92%2025-09-302025-10-29 CMI CUMMINS INC6.5K shares-1.73%2025-09-302025-10-29 IJR ISHARES TR21.0K shares-0.08%2025-09-302025-10-29 BRK.B BERKSHIRE HATHAWAY INC DEL4.9K shares0.26%2025-09-302025-10-29 AGG ISHARES TR24.4K shares0.46%2025-09-302025-10-29 NUMV NUSHARES ETF TR61.8K shares-1.69%2025-09-302025-10-29 IQV IQVIA HLDGS INC11.1K shares-21.65%2025-09-302025-10-29 EAGG ISHARES TR42.6K shares4.31%2025-09-302025-10-29 META META PLATFORMS INC2.6K shares-1.31%2025-09-302025-10-29 HD HOME DEPOT INC4.5K shares-0.57%2025-09-302025-10-29 ICE INTERCONTINENTAL EXCHANGE IN10.8K shares-1.52%2025-09-302025-10-29 JCI JOHNSON CTLS INTL PLC15.5K shares0.19%2025-09-302025-10-29 ALL ALLSTATE CORP7.9K shares0.08%2025-09-302025-10-29 V VISA INC4.8K shares0.60%2025-09-302025-10-29 FI FISERV INC11.9K shares0.82%2025-09-302025-10-29 AMZN AMAZON COM INC6.9K shares0.00%2025-09-302025-10-29 AMD ADVANCED MICRO DEVICES INC9.1K shares-4.52%2025-09-302025-10-29 AVGO BROADCOM INC4.5K shares-5.52%2025-09-302025-10-29 HCA HCA HEALTHCARE INC3.4K shares-0.58%2025-09-302025-10-29 ETN EATON CORP PLC3.9K shares-1.73%2025-09-302025-10-29 NXPI NXP SEMICONDUCTORS N V6.1K shares0.93%2025-09-302025-10-29 GEV GE VERNOVA INC2.2K shares-4.07%2025-09-302025-10-29 BGRN ISHARES TR25.8K shares7.29%2025-09-302025-10-29 ABT ABBOTT LABS9.1K shares0.00%2025-09-302025-10-29 CRM SALESFORCE INC5.1K shares5.26%2025-09-302025-10-29 MSI MOTOROLA SOLUTIONS INC2.5K shares-0.80%2025-09-302025-10-29 COST COSTCO WHSL CORP NEW1.2K shares-1.06%2025-09-302025-10-29 DRI DARDEN RESTAURANTS INC5.9K shares-0.78%2025-09-302025-10-29 JNJ JOHNSON & JOHNSON5.8K shares-0.12%2025-09-302025-10-29 SLYV SPDR SERIES TRUST12.1K shares-0.30%2025-09-302025-10-29 CB CHUBB LIMITED3.8K shares-0.16%2025-09-302025-10-29 UNP UNION PAC CORP4.5K shares-1.45%2025-09-302025-10-29 STE STERIS PLC4.2K shares0.14%2025-09-302025-10-29 SNPS SYNOPSYS INC2.1K shares-1.42%2025-09-302025-10-29 IVV ISHARES TR1.5K shares0.40%2025-09-302025-10-29 MPC MARATHON PETE CORP5.3K shares-0.15%2025-09-302025-10-29 CME CME GROUP INC3.7K shares-0.73%2025-09-302025-10-29 EW EDWARDS LIFESCIENCES CORP12.0K shares0.24%2025-09-302025-10-29 ABBV ABBVIE INC4.0K shares-0.25%2025-09-302025-10-29 APD AIR PRODS & CHEMS INC3.3K shares-0.15%2025-09-302025-10-29 FANG DIAMONDBACK ENERGY INC6.3K shares-0.70%2025-09-302025-10-29 MDYV SPDR SERIES TRUST10.7K shares-0.34%2025-09-302025-10-29 CVX CHEVRON CORP NEW5.6K shares0.00%2025-09-302025-10-29 CMG CHIPOTLE MEXICAN GRILL INC21.9K shares31.88%2025-09-302025-10-29 SPGI S&P GLOBAL INC1.7K shares0.29%2025-09-302025-10-29 WMT WALMART INC7.7K shares-0.26%2025-09-302025-10-29 CMF ISHARES TR12.5K shares-1.39%2025-09-302025-10-29 GOVT ISHARES TR27.9K shares-2.28%2025-09-302025-10-29 UNH UNITEDHEALTH GROUP INC1.8K shares3.29%2025-09-302025-10-29 FIS FIDELITY NATL INFORMATION SV9.2K shares-1.26%2025-09-302025-10-29 CMCSA COMCAST CORP NEW18.3K shares-3.23%2025-09-302025-10-29 NOBL PROSHARES TR5.6K shares-0.48%2025-09-302025-10-29 MDT MEDTRONIC PLC5.4K shares-0.26%2025-09-302025-10-29 STZ CONSTELLATION BRANDS INC3.6K sharesnew addition2025-09-302025-10-29 VZ VERIZON COMMUNICATIONS INC10.4K shares-3.06%2025-09-302025-10-29 IWR ISHARES TR4.5K shares0.00%2025-09-302025-10-29 NEE NEXTERA ENERGY INC4.9K shares-0.10%2025-09-302025-10-29 GILD GILEAD SCIENCES INC3.2K shares0.00%2025-09-302025-10-29 VTI VANGUARD INDEX FDS1.0K shares0.00%2025-09-302025-10-29 PEG PUBLIC SVC ENTERPRISE GRP IN4.0K shares-0.10%2025-09-302025-10-29 ACWX ISHARES TR4.3K shares4.23%2025-09-302025-10-29 MRK MERCK & CO INC3.2K sharesnew addition2025-09-302025-10-29 XLK SELECT SECTOR SPDR TR892 shares-1.55%2025-09-302025-10-29 IGLB ISHARES TR4.4K shares-2.70%2025-09-302025-10-29 QYLD GLOBAL X FDS13.4K shares0.00%2025-09-302025-10-29 XLI SELECT SECTOR SPDR TR1.4K shares-1.39%2025-09-302025-10-29 SPYV SPDR SERIES TRUST3.8K sharesnew addition2025-09-302025-10-29 TXN TEXAS INSTRS INC1.1K shares-2.52%2025-09-302025-10-29 GOOG ALPHABET INC833 sharesnew addition2025-09-302025-10-29 LXRX LEXICON PHARMACEUTICALS INC20.0K shares0.00%2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available