Invera Wealth Advisors, LLC Reduced Holdings in Q3 2025

Invera Wealth Advisors, LLC

  • $152 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TT
Trane Technologies PLC

Industrials
-274
- 3.02%
$398.96 - $472.54 $109K - $129K
8.8K $3.71M
ICE
Intercontinental Exchange, Inc.

Financial Services
-166
- 1.52%
$167.28 - $188.45 $27.8K - $31.3K
10.8K $1.81M
DRI
Darden Restaurants Inc

Consumer Cyclical
-46
- 0.78%
$184.73 - $220.27 $8.5K - $10.1K
5.86K $1.12M
FIS
Fidelity National Information Services, Inc.

Technology
-117
- 1.26%
$63.37 - $82.35 $7.41K - $9.63K
9.19K $605K
IQV
Iqvia Holdings Inc.

Healthcare
-3.08K
- 21.65%
$157.68 - $200.82 $485K - $618K
11.1K $2.12M
GOOG
Alphabet Inc.

Communication Services
-1.2K
- 59.03%
$175.16 - $255.24 $210K - $306K
833 $202K
CMCSA
Comcast Corp

Communication Services
-611
- 3.23%
$31.41 - $36.33 $19.2K - $22.2K
18.3K $575K
COST
Costco Wholesale Corp

Consumer Defensive
-13
- 1.06%
$915.95 - $994.57 $11.9K - $12.9K
1.21K $1.12M
SNPS
Synopsys Inc

Technology
-30
- 1.42%
$387.78 - $645.35 $11.6K - $19.4K
2.09K $1.03M
IEMG
Ishares Inc

ETFs
-976
- 1.4%
N/A
68.6K $3.68M
APD
Air Products & Chemicals, Inc.

Basic Materials
-5
- 0.15%
$265.78 - $299.3 $1.33K - $1.5K
3.31K $903K
CB
Chubb LTD

Financial Services
-6
- 0.16%
$265.99 - $289.59 $1.6K - $1.74K
3.79K $1.07M
CME
Cme Group Inc.

Financial Services
-27
- 0.73%
$258.83 - $287.1 $6.99K - $7.75K
3.66K $988K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-650
- 2.28%
$22.64 - $23.22 $14.7K - $15.1K
27.9K $645K
VZ
Verizon Communications Inc

Communication Services
-328
- 3.06%
$40.84 - $45.06 $13.4K - $14.8K
10.4K $456K
TXN
Texas Instruments Inc

Technology
-29
- 2.52%
N/A
1.12K $218K
PEG
Public Service Enterprise Group Inc

Utilities
-4
- 0.1%
$79.99 - $90.14 $320 - $361
3.96K $330K
Lam Research Corp
-901
- 3.92%
N/A
22.1K $0
Ge Vernova Inc
-95
- 4.07%
N/A
2.24K $0
Spdr Index Shs Fds
-4.71K
- 3.79%
N/A
120K $0
IGLB
Ishares 10+ Year Investment Gr

ETFs
-123
- 2.7%
$48.96 - $52.08 $6.02K - $6.41K
4.43K $228K
CMF
Ishares California Muni Bond E

ETFs
-176
- 1.39%
$55.16 - $57.13 $9.71K - $10.1K
12.5K $710K
XLI
Industrial Sector Spdr

ETFs
-20
- 1.39%
$147.94 - $154.99 $2.96K - $3.1K
1.42K $218K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-27
- 0.48%
$101.12 - $106.18 $2.73K - $2.87K
5.55K $572K
UNP
Union Pacific Corp

Industrials
-66
- 1.45%
$214.91 - $237.16 $14.2K - $15.7K
4.47K $1.06M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-904
- 1.34%
$71.6 - $76.11 $64.7K - $68.8K
66.7K $5.05M
XLK
Technology Sector Spdr

ETFs
-14
- 1.55%
$250.97 - $282.66 $3.51K - $3.96K
892 $251K
FANG
Diamondback Energy, Inc.

Energy
-44
- 0.7%
$134.53 - $152.5 $5.92K - $6.71K
6.27K $897K
NEE
Nextera Energy Inc

Utilities
-5
- 0.1%
$69.77 - $77.54 $349 - $388
4.88K $368K
WMT
Walmart Inc.

Consumer Defensive
-20
- 0.26%
$94.4 - $104.27 $1.89K - $2.09K
7.75K $798K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-37
- 0.34%
$78.88 - $85.2 $2.92K - $3.15K
10.7K $893K
MDT
Medtronic PLC

Healthcare
-14
- 0.26%
$87.67 - $95.74 $1.23K - $1.34K
5.39K $512K
ETN
Eaton Corp PLC

Industrials
-69
- 1.73%
$342.99 - $392.76 $23.7K - $27.1K
3.91K $1.46M
USXF
Ishares Esg Advanced Msci Usa

Technology
-5.74K
- 5.12%
$53.69 - $57.31 $308K - $329K
106K $6.09M
MSI
Motorola Solutions, Inc.

Technology
-20
- 0.8%
$408.73 - $490.3 $8.17K - $9.81K
2.48K $1.13M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-1.91K
- 2.05%
$41.5 - $43.83 $79.3K - $83.8K
91.5K $4.01M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-37
- 0.3%
$79.39 - $90.39 $2.94K - $3.34K
12.1K $1.07M
AMD
Advanced Micro Devices Inc

Technology
-432
- 4.52%
$134.8 - $184.42 $58.2K - $79.7K
9.12K $1.48M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-1.06K
- 1.69%
$35.99 - $38.74 $38.3K - $41.2K
61.8K $2.39M
MPC
Marathon Petroleum Corp

Energy
-8
- 0.15%
$158.59 - $198.69 $1.27K - $1.59K
5.27K $1.02M
HCA
Hca Healthcare, Inc.

Healthcare
-20
- 0.58%
$334.32 - $426.2 $6.69K - $8.52K
3.44K $1.47M
MSFT
Microsoft Corp

Technology
-235
- 1.73%
$491.09 - $535.64 $115K - $126K
13.3K $6.9M
HD
Home Depot, Inc.

Consumer Cyclical
-26
- 0.57%
$357.4 - $423.42 $9.29K - $11K
4.54K $1.84M
AVGO
Broadcom Inc.

Technology
-261
- 5.52%
$264.74 - $369.57 $69.1K - $96.5K
4.47K $1.47M
IEFA
Ishares Tr

ETFs
-354
- 0.66%
$81.7 - $87.53 $28.9K - $31K
53.1K $4.63M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-1.95K
- 1.76%
$42.5 - $45.6 $82.7K - $88.8K
108K $4.91M
ABBV
Abb Vie Inc.

Healthcare
-10
- 0.25%
$184.85 - $231.54 $1.85K - $2.32K
3.97K $919K
JNJ
Johnson & Johnson

Healthcare
-7
- 0.12%
$155.17 - $185.42 $1.09K - $1.3K
5.83K $1.08M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-17
- 0.08%
$108.46 - $120.63 $1.84K - $2.05K
21K $2.5M
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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