Invera Wealth Advisors, LLC Reduced Holdings in Q1 2025

Invera Wealth Advisors, LLC

  • $80.5 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPGI
S&P Global Inc.

Financial Services
-5.62K
- 76.58%
$478.26 - $543.77 $2.69M - $3.05M
1.72K $872K
NVDA
Nvidia Corp

Technology
-9.51K
- 29.34%
$106.98 - $149.43 $1.02M - $1.42M
22.9K $2.48M
JPM
Jpmorgan Chase & CO

Financial Services
-6.05K
- 24.8%
$225.19 - $279.95 $1.36M - $1.69M
18.3K $4.5M
GOOGL
Alphabet Inc.

Communication Services
-1.94K
- 7.26%
$154.33 - $206.19 $299K - $399K
24.7K $3.83M
USXF
Ishares Esg Advanced Msci Usa

Technology
-6.36K
- 3.56%
$46.38 - $52.65 $295K - $335K
172K $8.05M
AVGO
Broadcom Inc.

Technology
-1.57K
- 18.51%
$167.43 - $244.7 $262K - $383K
6.9K $1.15M
CRM
Salesforce, Inc.

Technology
-713
- 12.66%
$268.36 - $359.95 $191K - $257K
4.92K $1.32M
UNH
Unitedhealth Group Inc

Healthcare
-1.11K
- 39.23%
$461.52 - $548.18 $514K - $611K
1.73K $903K
COST
Costco Wholesale Corp

Consumer Defensive
-523
- 29.73%
$890.62 - $1076.86 $466K - $563K
1.24K $1.17M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-2.34K
- 2.58%
$37.84 - $44.02 $88.7K - $103K
88.4K $3.4M
MRK
Merck & Co., Inc.

Healthcare
-1.68K
- 15.28%
$83.01 - $101.02 $140K - $170K
9.33K $837K
META
Meta Platforms, Inc.

Communication Services
-312
- 10.64%
$576.36 - $736.67 $180K - $230K
2.62K $1.51M
IEMG
Ishares Inc

ETFs
-2.48K
- 3.08%
N/A
78K $4.18M
CMCSA
Comcast Corp

Communication Services
-1.33K
- 5.48%
$33.19 - $38.23 $44.1K - $50.8K
23K $846K
V
Visa Inc.

Financial Services
-798
- 12.39%
$306.92 - $362.71 $245K - $289K
5.64K $1.98M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-619
- 9.63%
$97.38 - $104.52 $60.3K - $64.7K
5.81K $593K
XLC
Select Sector Spdr Tr Communic

ETFs
-182
- 7.78%
$94.84 - $105.31 $17.3K - $19.2K
2.16K $208K
Spdr Msci Acwi Climate Paris Aligned ETF
-2.4K
- 1.86%
N/A
127K $0
XLF
Financial Sector Spdr

ETFs
-139
- 3.28%
$47.32 - $52.19 $6.58K - $7.25K
4.1K $204K
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.74K
- 13.39%
$142.8 - $176.36 $248K - $307K
11.2K $1.94M
MPC
Marathon Petroleum Corp

Energy
-186
- 3.37%
$134.72 - $159.03 $25.1K - $29.6K
5.33K $776K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-2.4K
- 2.09%
$36.46 - $39.46 $87.6K - $94.8K
113K $4.31M
CME
Cme Group Inc.

Financial Services
-147
- 3.78%
$225.82 - $266.54 $33.2K - $39.2K
3.75K $993K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-182
- 0.19%
$38.89 - $41.6 $7.08K - $7.57K
95.3K $3.86M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-1.07K
- 1.52%
$63.91 - $70.19 $68.3K - $75K
69K $4.65M
HCA
Hca Healthcare, Inc.

Healthcare
-32
- 0.9%
$296.7 - $345.55 $9.49K - $11.1K
3.53K $1.22M
IEFA
Ishares Tr

ETFs
-2.22K
- 3.6%
$69.57 - $78.65 $154K - $175K
59.4K $4.49M
Activity Summary
Buys All Purchases 12 New Holdings 0 Increased Positions 12 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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