Invera Wealth Advisors, LLC Portfolio Holdings by Sector
Invera Wealth Advisors, LLC
- $80.5 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
SUSC IEFA EMXF IEMG NULV ESML NUMV EAGG 16 stocks |
$34,356
50.64% of portfolio
|
7
|
8
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$5,652
8.33% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$4,498
6.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
ICE CME SPGI 3 stocks |
$3,805
5.61% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$3,637
5.36% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
IQV 1 stocks |
$2,477
3.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
FANG DVN 2 stocks |
$1,998
2.94% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$1,977
2.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CMCSA VZ 2 stocks |
$1,620
2.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$1,320
1.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK ABBV 2 stocks |
$1,256
1.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$1,221
1.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$1,168
1.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$903
1.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
FIS 1 stocks |
$834
1.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$776
1.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$346
0.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|