Invera Wealth Advisors, LLC Purchases in Q3 2025

Invera Wealth Advisors, LLC

  • $152 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STZ
Constellation Brands, Inc.

Consumer Defensive
3.56K
New
$131.78 - $176.09 $469K - $626K
3.56K $478K
MRK
Merck & Co., Inc.

Healthcare
3.24K
New
$77.6 - $87.37 $251K - $283K
3.24K $271K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.81K
New
$52.12 - $55.33 $199K - $211K
3.81K $210K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.77K
+ 1.57%
$22.89 - $23.7 $86.3K - $89.3K
244K $5.74M
ALL
Allstate Corp

Financial Services
6
+ 0.08%
$192.0 - $214.65 $1.15K - $1.29K
7.88K $1.69M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.76K
+ 4.31%
$46.86 - $48.27 $82.6K - $85.1K
42.6K $2.05M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
25
+ 0.02%
$52.55 - $54.37 $1.31K - $1.36K
125K $6.76M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.75K
+ 7.29%
$47.21 - $48.3 $82.7K - $84.6K
25.8K $1.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13
+ 0.26%
$459.11 - $506.91 $5.97K - $6.59K
4.93K $2.48M
UNH
Unitedhealth Group Inc

Healthcare
57
+ 3.29%
$237.77 - $353.61 $13.6K - $20.2K
1.79K $618K
JCI
Johnson Controls International PLC

Industrials
29
+ 0.19%
$103.24 - $111.73 $2.99K - $3.24K
15.5K $1.71M
NXPI
Nxp Semiconductors N.V.

Technology
56
+ 0.93%
$205.16 - $239.07 $11.5K - $13.4K
6.1K $1.39M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
176
+ 4.23%
$60.01 - $65.01 $10.6K - $11.4K
4.33K $281K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
112
+ 0.46%
$97.75 - $100.75 $10.9K - $11.3K
24.4K $2.44M
STE
Steris PLC

Healthcare
6
+ 0.14%
$221.21 - $252.43 $1.33K - $1.51K
4.23K $1.05M
FISV
Fiserv Inc

Technology
97
+ 0.82%
N/A
11.9K $1.49M
EW
Edwards Lifesciences Corp

Healthcare
29
+ 0.24%
$73.75 - $81.83 $2.14K - $2.37K
12K $935K
V
Visa Inc.

Financial Services
29
+ 0.6%
$332.09 - $358.86 $9.63K - $10.4K
4.85K $1.66M
SPGI
S&P Global Inc.

Financial Services
5
+ 0.29%
$484.94 - $564.15 $2.42K - $2.82K
1.73K $839K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.3K
+ 31.88%
$38.58 - $58.24 $204K - $308K
21.9K $858K
CRM
Salesforce, Inc.

Technology
254
+ 5.26%
$231.66 - $273.65 $58.8K - $69.5K
5.09K $1.21M
Activity Summary
Buys All Purchases 22 New Holdings 3 Increased Positions 19 Sells All Sells 58 Reductions 57 Sold out 1 Options Calls 0 Puts 0
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