Invera Wealth Advisors, LLC holdings history

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99 is the total number of securities Invera Wealth Advisors, LLC has owned. The longest Invera Wealth Advisors, LLC has owned a single stock is 3 quarters.

Invera Wealth Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
USXF ISHARES TR ESG MSCI US...334.19%6.14%8.25%Q4 2023Q2 20243
JPM JPMORGAN CHASE COMPANY332.96%4.27%5.74%Q4 2023Q2 20243
GOOGL ALPHABET INCORPORATED ...332.57%4.01%5.50%Q4 2023Q2 20243
SUSC ISHARES TR ESG AWRE US...332.99%3.92%5.04%Q4 2023Q2 20243
NVDA NVIDIA CORPORATION332.25%3.90%5.95%Q4 2023Q2 20243
DMXF ISHARES TR ESG EAFE ETF332.75%3.86%5.01%Q4 2023Q2 20243
IEFA ISHARES TR CORE MSCI EAFE332.50%3.64%4.92%Q4 2023Q2 20243
NULV NUVEEN ESG LARGE-CAP V...332.51%3.54%4.56%Q4 2023Q2 20243
IEMG ISHARES INCORPORATED C...332.22%3.34%4.70%Q4 2023Q2 20243
EMXF ISHARES TR EGSADVNCDMS...332.24%3.25%4.33%Q4 2023Q2 20243
ICE INTERCONTINENTAL EXCHA...332.15%3.03%3.96%Q4 2023Q2 20243
SPGI SP GLOBAL INCORPORATED332.21%2.98%3.94%Q4 2023Q2 20243
ESML ISHARES TR ESG AWARE MSCI332.12%2.87%3.68%Q4 2023Q2 20243
IQV IQVIA HLDGS INCORPORATED332.10%2.72%3.26%Q4 2023Q2 20243
NUMV NUVEEN ESG MID-CAP VAL...331.24%1.78%2.30%Q4 2023Q2 20243
V VISA INCORPORATED COM ...331.08%1.53%1.96%Q4 2023Q2 20243
CRM SALESFORCE INCORPORATED331.09%1.44%1.68%Q4 2023Q2 20243
FB META PLATFORMS INCORPO...330.80%1.40%1.82%Q4 2023Q2 20243
UNH UNITEDHEALTH GROUP INC...331.04%1.34%1.65%Q4 2023Q2 20243
FANG DIAMONDBACK ENERGY INC...330.72%1.32%1.86%Q4 2023Q2 20243
COST COSTCO WHSL CORP NEW330.86%1.27%1.72%Q4 2023Q2 20243
LOWC SPDR MSCI ACWI CLIMATE...330.21%1.17%1.89%Q4 2023Q2 20243
MRK MERCK COMPANY INCORPOR...330.74%1.08%1.39%Q4 2023Q2 20243
AVGO BROADCOM INCORPORATED330.63%1.05%1.61%Q4 2023Q2 20243
HCA HCA HEALTHCARE INCORPO...330.62%0.91%1.19%Q4 2023Q2 20243
MDYV SPDR SP 400 MID CAP VA...330.59%0.90%1.33%Q4 2023Q2 20243
EAGG ISHARES TR ESG AWR US ...330.48%0.88%1.29%Q4 2023Q2 20243
MPC MARATHON PETE CORPORATION330.60%0.82%0.95%Q4 2023Q2 20243
SLYV SPDR SP 600 SMALL CAP ...330.59%0.75%0.95%Q4 2023Q2 20243
CMCSA COMCAST CORPORATION NE...330.54%0.71%0.94%Q4 2023Q2 20243
SPYD SPDR SER TR330.50%0.66%0.83%Q4 2023Q2 20243
CME CME GROUP INCORPORATED330.49%0.63%0.76%Q4 2023Q2 20243
NOBL PROSHARES TR330.38%0.52%0.64%Q4 2023Q2 20243
CSCO CISCO SYSTEMS INCORPOR...330.35%0.49%0.69%Q4 2023Q2 20243
VZ VERIZON COMMUNICATIONS...330.17%0.43%0.68%Q4 2023Q2 20243
DVN DEVON ENERGY CORPORATI...330.15%0.38%0.53%Q4 2023Q2 20243
GOVT ISHARES TR US TREAS BD...330.24%0.30%0.36%Q4 2023Q2 20243
SPYV SPDR SER TR330.23%0.30%0.37%Q4 2023Q2 20243
QYLD GLOBAL X NASDAQ 100 CO...330.26%0.29%0.35%Q4 2023Q2 20243
ABBV ABBVIE INCORPORATED330.19%0.27%0.35%Q4 2023Q2 20243
BSCO INVESCO EXCH TRD SLF I...330.16%0.20%0.24%Q4 2023Q2 20243
AAPL APPLE INCORPORATED223.59%3.95%4.31%Q4 2023Q1 20242
TT TRANE TECHNOLOGIES PLC...222.56%3.20%3.84%Q4 2023Q1 20242
BRKB BERKSHIRE HATHAWAY INC...221.34%1.72%2.10%Q4 2023Q1 20242
AMD ADVANCED MICRO DEVICES...221.30%1.61%1.92%Q4 2023Q1 20242
EW EDWARDS LIFESCIENCES C...220.87%1.58%2.28%Q4 2023Q1 20242
ALL ALLSTATE CORPORATION220.97%1.28%1.59%Q4 2023Q1 20242
NXPI NXP SEMICONDUCTORS N V221.12%1.27%1.42%Q4 2023Q1 20242
AMZN AMAZON COM INCORPORATED220.93%1.21%1.49%Q4 2023Q1 20242
ETN EATON CORP PLC220.83%1.08%1.34%Q4 2023Q1 20242
ACN ACCENTURE PLC IRELAND ...220.61%0.99%1.36%Q4 2023Q1 20242
STE STERIS PLC SHS USD220.49%0.85%1.20%Q4 2023Q1 20242
ABT ABBOTT LABS220.64%0.74%0.83%Q4 2023Q1 20242
CB CHUBB LIMITED220.58%0.70%0.82%Q4 2023Q1 20242
APD AIR PRODUCTS & CHEMICA...220.54%0.59%0.63%Q4 2023Q1 20242
BBY BEST BUY INCORPORATED220.32%0.37%0.43%Q4 2023Q1 20242
EUSB ISHARES TR ESG ADV TTL...220.19%0.28%0.36%Q4 2023Q1 20242
MDT MEDTRONIC PLC SHS220.16%0.28%0.39%Q4 2023Q1 20242
BUNGE GLOBAL SA COM SHS220.16%0.21%0.26%Q4 2023Q1 20242
MSFT MICROSOFT CORP113.66%3.66%3.66%Q4 2023Q4 20231
IGIB ISHARES TR112.76%2.76%2.76%Q4 2023Q4 20231
ESGU ISHARES TR112.19%2.19%2.19%Q4 2023Q4 20231
TJX TJX COS INC NEW112.10%2.10%2.10%Q4 2023Q4 20231
FISV FISERV INC111.83%1.83%1.83%Q4 2023Q4 20231
SPY SPDR S&P 500 ETF TR111.74%1.74%1.74%Q4 2023Q4 20231
IJR ISHARES TR111.59%1.59%1.59%Q4 2023Q4 20231
HD HOME DEPOT INC111.44%1.44%1.44%Q4 2023Q4 20231
LRCX LAM RESEARCH CORP111.19%1.19%1.19%Q4 2023Q4 20231
CMI CUMMINS INC111.10%1.10%1.10%Q4 2023Q4 20231
CMF ISHARES TR110.78%0.78%0.78%Q4 2023Q4 20231
AGG ISHARES TR110.77%0.77%0.77%Q4 2023Q4 20231
CVX CHEVRON CORP NEW110.72%0.72%0.72%Q4 2023Q4 20231
UNP UNION PAC CORP110.70%0.70%0.70%Q4 2023Q4 20231
LOW LOWES COS INC110.67%0.67%0.67%Q4 2023Q4 20231
MSI MOTOROLA SOLUTIONS INC110.67%0.67%0.67%Q4 2023Q4 20231
HAL HALLIBURTON CO110.67%0.67%0.67%Q4 2023Q4 20231
DIS DISNEY WALT CO110.66%0.66%0.66%Q4 2023Q4 20231
DRI DARDEN RESTAURANTS INC110.65%0.65%0.65%Q4 2023Q4 20231
JNPR JUNIPER NETWORKS INC110.64%0.64%0.64%Q4 2023Q4 20231
BGRN ISHARES TR USD GRN BON...110.62%0.62%0.62%Q2 2024Q2 20241
JNJ JOHNSON & JOHNSON110.62%0.62%0.62%Q4 2023Q4 20231
ICLN ISHARES TR110.50%0.50%0.50%Q4 2023Q4 20231
TXN TEXAS INSTRS INC110.46%0.46%0.46%Q4 2023Q4 20231
IVV ISHARES TR110.42%0.42%0.42%Q4 2023Q4 20231
LHX L3HARRIS TECHNOLOGIES INC110.41%0.41%0.41%Q4 2023Q4 20231
GOOG ALPHABET INCORPORATED ...110.40%0.40%0.40%Q2 2024Q2 20241
WMT WALMART INC110.39%0.39%0.39%Q4 2023Q4 20231
CPT CAMDEN PPTY TR110.34%0.34%0.34%Q4 2023Q4 20231
INTC INTEL CORP110.32%0.32%0.32%Q4 2023Q4 20231
EL LAUDER ESTEE COS INC110.32%0.32%0.32%Q4 2023Q4 20231
NEE NEXTERA ENERGY INCORPO...110.27%0.27%0.27%Q2 2024Q2 20241
IGLB ISHARES TR110.25%0.25%0.25%Q4 2023Q4 20231
IWR ISHARES TR110.23%0.23%0.23%Q4 2023Q4 20231
AMT AMERICAN TOWER CORPORA...110.23%0.23%0.23%Q1 2024Q1 20241
GILD GILEAD SCIENCES INC110.22%0.22%0.22%Q4 2023Q4 20231
EMXC ISHARES INCORPORATED M...110.22%0.22%0.22%Q2 2024Q2 20241
TGT TARGET CORPORATION110.22%0.22%0.22%Q1 2024Q1 20241
VTI VANGUARD INDEX FDS110.15%0.15%0.15%Q4 2023Q4 20231
CAG CONAGRA BRANDS INC110.15%0.15%0.15%Q4 2023Q4 20231
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The securities at the top of the list , including ISHARES TR ESG MSCI USA ETF, JPMORGAN CHASE COMPANY, and ALPHABET INCORPORATED CAP STK CLASS A, are the highest-conviction holdings of Invera Wealth Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Invera Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Invera Wealth Advisors, LLC owns currently or has owned in the past.