Invera Wealth Advisors, LLC Reduced Holdings in Q4 2025

Invera Wealth Advisors, LLC

  • $146 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
-8.67K
- 72.96%
N/A
3.21K $402K
USXF
Ishares Esg Advanced Msci Usa

Technology
-10.5K
- 9.84%
$56.25 - $59.38 $588K - $621K
95.8K $5.46M
SNPS
Synopsys Inc

Technology
-920
- 44.02%
$389.83 - $489.36 $359K - $450K
1.17K $456K
MSFT
Microsoft Corp

Technology
-841
- 6.31%
$496.82 - $542.07 $418K - $456K
12.5K $6.34M
JPM
Jpmorgan Chase & CO

Financial Services
-796
- 4.72%
$294.11 - $320.41 $234K - $255K
16.1K $4.83M
FANG
Diamondback Energy, Inc.

Energy
-3.31K
- 52.74%
$137.29 - $149.2 $454K - $494K
2.97K $442K
META
Meta Platforms, Inc.

Communication Services
-178
- 6.93%
$609.01 - $751.67 $108K - $134K
2.39K $1.46M
NXPI
Nxp Semiconductors N.V.

Technology
-589
- 9.65%
$197.1 - $231.42 $116K - $136K
5.52K $1.09M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.32K
- 19.73%
$29.81 - $42.36 $129K - $183K
17.6K $555K
CMCSA
Comcast Corp

Communication Services
-7.61K
- 41.53%
$26.98 - $31.09 $205K - $237K
10.7K $291K
CMF
Ishares California Muni Bond E

ETFs
-4.68K
- 37.55%
$56.96 - $57.62 $267K - $270K
7.78K $446K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.03K
- 7.51%
$138.56 - $147.63 $282K - $300K
25K $3.66M
ICE
Intercontinental Exchange, Inc.

Financial Services
-484
- 4.5%
$145.59 - $162.64 $70.5K - $78.7K
10.3K $1.56M
IEMG
Ishares Inc

ETFs
-4.59K
- 6.69%
N/A
64K $3.43M
HD
Home Depot, Inc.

Consumer Cyclical
-83
- 1.83%
$358.03 - $397.02 $29.7K - $33K
4.46K $1.6M
TT
Trane Technologies PLC

Industrials
-486
- 5.52%
$408.5 - $448.65 $199K - $218K
8.31K $3.48M
MSI
Motorola Solutions, Inc.

Technology
-112
- 4.52%
$379.98 - $462.26 $42.6K - $51.8K
2.36K $898K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-7.85K
- 3.22%
$23.38 - $23.82 $183K - $187K
236K $5.52M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.49K
- 7.11%
$114.27 - $121.15 $171K - $181K
19.5K $2.28M
NVDA
Nvidia Corp

Technology
-1.14K
- 5.17%
$179.83 - $207.04 $206K - $237K
20.9K $3.91M
DRI
Darden Restaurants Inc

Consumer Cyclical
-557
- 9.5%
$171.59 - $193.49 $95.6K - $108K
5.31K $922K
IEFA
Ishares Tr

ETFs
-2.98K
- 5.62%
$86.09 - $89.88 $257K - $268K
50.1K $4.45M
V
Visa Inc.

Financial Services
-308
- 6.35%
$325.75 - $352.42 $100K - $109K
4.54K $1.48M
ABT
Abbott Laboratories

Healthcare
-1K
- 11.0%
$123.62 - $134.59 $124K - $135K
8.09K $1.05M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-4.7K
- 5.13%
$42.88 - $45.39 $201K - $213K
86.8K $3.87M
ALL
Allstate Corp

Financial Services
-644
- 8.18%
$190.0 - $214.3 $122K - $138K
7.23K $1.55M
ETN
Eaton Corp PLC

Industrials
-148
- 3.79%
$352.39 - $387.75 $52.2K - $57.4K
3.76K $1.33M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.48K
- 1.74%
$43.95 - $46.24 $65.2K - $68.6K
84K $3.72M
UNP
Union Pacific Corp

Industrials
-227
- 5.08%
$216.37 - $237.41 $49.1K - $53.9K
4.25K $938K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-278
- 5.64%
$475.68 - $513.11 $132K - $143K
4.65K $2.37M
APD
Air Products & Chemicals, Inc.

Basic Materials
-230
- 6.94%
$237.56 - $271.47 $54.6K - $62.4K
3.08K $799K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-2.28K
- 3.69%
$37.7 - $39.08 $86.1K - $89.2K
59.5K $2.29M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-1.97K
- 7.64%
$47.92 - $48.5 $94.5K - $95.6K
23.8K $1.14M
IVV
Ishares Core S&P 500 ETF

ETFs
-159
- 10.47%
$656.2 - $690.71 $104K - $110K
1.36K $917K
AVGO
Broadcom Inc.

Technology
-413
- 9.24%
$324.63 - $385.98 $134K - $159K
4.06K $1.39M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-1.36K
- 2.04%
$74.84 - $78.22 $102K - $106K
65.3K $4.99M
CRM
Salesforce, Inc.

Technology
-162
- 3.19%
$235.69 - $263.41 $38.2K - $42.7K
4.92K $1.17M
COST
Costco Wholesale Corp

Consumer Defensive
-25
- 2.06%
$910.94 - $954.99 $22.8K - $23.9K
1.19K $1.09M
STE
Steris PLC

Healthcare
-299
- 7.06%
$235.48 - $267.99 $70.4K - $80.1K
3.94K $1.02M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-243
- 2.0%
$84.91 - $90.88 $20.6K - $22.1K
11.9K $1.05M
WMT
Walmart Inc.

Consumer Defensive
-199
- 2.57%
$101.18 - $109.03 $20.1K - $21.7K
7.55K $777K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-45
- 0.42%
$80.59 - $84.32 $3.63K - $3.79K
10.7K $873K
IWR
Ishares Russell Mid Cap ETF

ETFs
-122
- 2.7%
$94.02 - $97.61 $11.5K - $11.9K
4.4K $416K
AAPL
Apple Inc.

Technology
-1.26K
- 5.04%
$245.27 - $275.25 $310K - $347K
23.8K $6.36M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-162
- 0.38%
$47.89 - $48.53 $7.76K - $7.86K
42.5K $2.03M
XLI
Industrial Sector Spdr

ETFs
-45
- 3.17%
$149.9 - $155.79 $6.75K - $7.01K
1.37K $208K
SPGI
S&P Global Inc.

Financial Services
-26
- 1.51%
$472.05 - $502.96 $12.3K - $13.1K
1.7K $830K
CME
Cme Group Inc.

Financial Services
-120
- 3.28%
$261.53 - $285.04 $31.4K - $34.2K
3.54K $987K
Spdr Index Shs Fds
-6.33K
- 5.29%
N/A
113K $0
Activity Summary
Buys All Purchases 20 New Holdings 9 Increased Positions 11 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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