Invera Wealth Advisors, LLC
98 holdingsFiling period: 2026-03-31Current AUM: $175.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IGIB | ISHARES TR | 131.0K | $7.0M | $6.9M | 3.90% | +1.1K | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 20.8K | $6.0M | $7.4M | 4.21% | -1,031 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 22.6K | $5.7M | $7.0M | 3.97% | -1,167 | 2026-03-31 |
| 4 | SUSC | ISHARES TR | 243.1K | $5.6M | $5.5M | 3.14% | +7.1K | 2026-03-31 |
| 5 | EMXF | ISHARES TR | 106.8K | $5.1M | $5.9M | 3.35% | +763 | 2026-03-31 |
| 6 | DMXF | ISHARES TR | 66.5K | $5.0M | $5.6M | 3.18% | +1.2K | 2026-03-31 |
| 7 | JPM | JPMORGAN CHASE & CO | 16.0K | $4.7M | $5.6M | 3.19% | -101 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 12.5K | $4.6M | $5.8M | 3.30% | -4 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 25.9K | $4.5M | $5.2M | 2.96% | +5.0K | 2026-03-31 |
| 10 | IEFA | ISHARES TR | 48.3K | $4.4M | $4.8M | 2.70% | -1,741 | 2026-03-31 |
| 11 | IEMG | ISHARES INC | 61.6K | $4.3M | $4.8M | 2.72% | -2,420 | 2026-03-31 |
| 12 | LRCX | LAM RESEARCH CORP | 18.9K | $4.0M | $5.5M | 3.15% | -1,100 | 2026-03-31 |
| 13 | TJX | TJX COS INC NEW | 24.3K | $3.9M | $3.8M | 2.17% | -742 | 2026-03-31 |
| 14 | — | TRANE TECHNOLOGIES PLC | 8.3K | $3.4M | $3.4M | 1.96% | -55 | 2026-03-31 |
| 15 | ARTY | ISHARES TR | 70.7K | $3.3M | $4.7M | 2.68% | -- | 2026-03-31 |
| 16 | CMI | CUMMINS INC | 5.9K | $3.2M | $3.7M | 2.13% | -210 | 2026-03-31 |
| 17 | NULV | NUSHARES ETF TR | 69.3K | $3.2M | $3.6M | 2.04% | -17,543 | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 14.1K | $2.9M | $3.8M | 2.18% | +7.2K | 2026-03-31 |
| 19 | AGG | ISHARES TR | 28.7K | $2.8M | $2.8M | 1.59% | +405 | 2026-03-31 |
| 20 | USXF | ISHARES TR | 47.9K | $2.6M | $3.2M | 1.80% | -47,883 | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 8.1K | $2.5M | $3.1M | 1.79% | +4.0K | 2026-03-31 |
| 22 | IJR | ISHARES TR | 19.2K | $2.4M | $2.8M | 1.59% | -298 | 2026-03-31 |
| 23 | XJR | ISHARES TR | 53.9K | $2.3M | $2.8M | 1.58% | -- | 2026-03-31 |
| 24 | NUMV | NUSHARES ETF TR | 58.2K | $2.3M | $2.6M | 1.46% | -1,360 | 2026-03-31 |
| 25 | EAGG | ISHARES TR | 44.7K | $2.1M | $2.1M | 1.18% | +2.2K | 2026-03-31 |
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