Invera Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Invera Wealth Advisors, LLCInvestment ActivityInvera Wealth Advisors, LLC has $100.99 million in total holdings as of December 31, 2024.Invera Wealth Advisors, LLC owns shares of 47 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 4.98% of the portfolio was purchased this quarter.About 4.87% of the portfolio was sold this quarter.This quarter, Invera Wealth Advisors, LLC has purchased 47 new stocks and bought additional shares in 19 stocks.Invera Wealth Advisors, LLC sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares ESG Advanced MSCI USA ETF $9,411,620JPMorgan Chase & Co. $6,481,799Alphabet $5,281,593iShares ESG Aware USD Corporate Bond ETF $5,150,121SPDR MSCI ACWI Climate Paris Aligned ETF $4,821,291 Largest New Holdings this Quarter SPDR Portfolio S&P 500 ETF $564,515 Holding Largest Purchases this Quarter SPDR MSCI ACWI Climate Paris Aligned ETF 71,240 shares (about $2.66M)SPDR Portfolio S&P 500 ETF 7,870 shares (about $564.52K)iShares ESG Advanced MSCI USA ETF 8,245 shares (about $434.10K)iShares U.S. Treasury Bond ETF 11,173 shares (about $250.61K)iShares ESG Aware U.S. Aggregate Bond ETF 5,158 shares (about $239.54K) Largest Sales this Quarter Intercontinental Exchange 11,841 shares (about $1.87M)NVIDIA 3,454 shares (about $508.50K)JPMorgan Chase & Co. 1,535 shares (about $408.02K)Alphabet 1,594 shares (about $315.58K)Diamondback Energy 1,181 shares (about $208.72K) 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$9,411,620$434,100 ▲4.8%178,7589.3%ManufacturingJPMJPMorgan Chase & Co.$6,481,799$408,020 ▼-5.9%24,3856.4%FinanceGOOGLAlphabet$5,281,593$315,585 ▼-5.6%26,6775.2%Computer and TechnologySUSCiShares ESG Aware USD Corporate Bond ETF$5,150,121$210,093 ▲4.3%226,6285.1%ManufacturingNZACSPDR MSCI ACWI Climate Paris Aligned ETF$4,821,291$2,663,664 ▲123.5%128,9464.8%ETFNVDANVIDIA$4,774,068$508,500 ▼-9.6%32,4284.7%Computer and TechnologyDMXFiShares ESG Advanced MSCI EAFE ETF$4,710,518$60,749 ▼-1.3%70,0974.7%ManufacturingIEFAiShares Core MSCI EAFE ETF$4,504,026$49,699 ▼-1.1%61,6264.5%ETFEMXFiShares ESG Advanced MSCI EM ETF$4,402,954$77,704 ▲1.8%115,1404.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,272,815$5,789 ▼-0.1%80,4524.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$3,990,520$91,281 ▼-2.2%90,7564.0%ETFNULVNuveen ESG Large-Cap Value ETF$3,909,299$46,865 ▼-1.2%95,5123.9%ETFSPGIS&P Global$3,766,727$201,275 ▼-5.1%7,3363.7%Business ServicesIQVIQVIA$2,904,188$21,012 ▲0.7%14,0982.9%MedicalNUMVNuveen ESG Mid-Cap Value ETF$2,293,625$31,277 ▼-1.3%63,3602.3%ETFVVisa$2,110,746$106,504 ▼-4.8%6,4412.1%Business ServicesICEIntercontinental Exchange$2,047,859$1,867,152 ▼-47.7%12,9872.0%FinanceAVGOBroadcom$2,034,990$168,541 ▼-7.6%8,4642.0%Computer and TechnologyCRMSalesforce$1,885,474$181,051 ▼-8.8%5,6341.9%Computer and TechnologyMETAMeta Platforms$1,866,071$188,389 ▼-9.2%2,9321.8%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,685,726$239,538 ▲16.6%36,2991.7%ETFCOSTCostco Wholesale$1,657,710$128,169 ▼-7.2%1,7591.6%Retail/WholesaleUNHUnitedHealth Group$1,504,547$39,203 ▼-2.5%2,8401.5%MedicalFANGDiamondback Energy$1,243,135$208,721 ▼-14.4%7,0341.2%Oils/EnergyHCAHCA Healthcare$1,160,318$7,484 ▼-0.6%3,5661.1%MedicalSLYVSPDR S&P 600 Small CapValue ETF$1,069,704$20,075 ▲1.9%11,9361.1%ETFMRKMerck & Co., Inc.$1,063,800$24,061 ▲2.3%11,0091.1%MedicalBGRNiShares USD Green Bond ETF$946,509$181,593 ▲23.7%20,3070.9%ManufacturingCMECME Group$908,548$4,668 ▲0.5%3,8930.9%FinanceCMCSAComcast$908,369$30,752 ▼-3.3%24,2810.9%Consumer DiscretionaryMDYVSPDR S&P 400 Mid Cap Value ETF$890,287$20,829 ▲2.4%10,6430.9%ETFFISFidelity National Information Services$876,075$35,205 ▲4.2%11,0490.9%Business ServicesMPCMarathon Petroleum$850,711$13,271 ▲1.6%5,5130.8%Oils/EnergyDVNDevon Energy$669,368$237,909 ▲55.1%18,3640.7%Oils/EnergyVZVerizon Communications$666,914$14,445 ▲2.2%17,0370.7%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$653,166$3,456 ▲0.5%6,4250.6%ETFGOVTiShares U.S. Treasury Bond ETF$591,502$250,611 ▲73.5%26,3710.6%ETFSPLGSPDR Portfolio S&P 500 ETF$564,515$564,515 ▲New Holding7,8700.6%ETFGOOGAlphabet$406,286$3,797 ▼-0.9%2,0330.4%Computer and TechnologyABBVAbbVie$341,3400.0%2,0000.3%MedicalNEENextEra Energy$333,619$7,408 ▲2.3%4,8190.3%UtilitiesSPYVSPDR Portfolio S&P 500 Value ETF$255,984$5,581 ▼-2.1%4,8620.3%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$248,597$30,641 ▼-11.0%13,3870.2%ManufacturingXLCCommunication Services Select Sector SPDR Fund$232,8530.0%2,3400.2%ETFXLKTechnology Select Sector SPDR Fund$223,442$725 ▲0.3%9240.2%ETFXLFFinancial Select Sector SPDR Fund$214,715$761 ▼-0.4%4,2350.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$200,502$6,987 ▼-3.4%3,5010.2%ManufacturingBSCOInvesco BulletShares 2024 Corporate Bond ETF$0$224,211 ▼-100.0%00.0%ETFShowing 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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