IW
| |
Invera Wealth Advisors, LLC13F | |
| Invera Wealth Advisors, LLC | |
| Last update 2025-05-02 | 43 Stocks (0 new) |
| Value $85.00 Mil | Turnover 1 % |
Invera Wealth Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USXF | iShares ESG Advanced MSCI USA ETF | 172,402 | 8,046.0 | -3.56% | 9.460 | -0.33% | 0.680 | +23.90% | +12.03% | 1,256.7 | ||
SUSC | iShares ESG USD Corporate Bond ETF | 232,333 | 5,357.6 | +2.52% | 6.300 | +0.15% | 0.480 | +3.05% | +3.87% | 1,172.7 | ||
DMXF | iShares ESG Advanced MSCI EAFE ETF | 69,029 | 4,648.4 | -1.52% | 5.470 | -0.07% | 0.630 | +12.85% | +18.85% | 839.0 | ||
IEFA | iShares Core MSCI EAFE ETF | 59,407 | 4,498.3 | -3.60% | 5.290 | -0.16% | 0.000 | +13.34% | +23.86% | 147,518.3 | ||
JPM | JPMorgan Chase & Co | 18,338 | 4,495.7 | -24.80% | 5.290 | -1.59% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
LOWC |
SPDR MSCI ACWI Low Carbon Target ETF
SPDR MSCI ACWI Low Carbon Target ETF
| 126,550 | 4,476.1 | -1.86% | 5.260 | -0.09% | - | +17.39% | +10.21% | 0 | ||
EMXF | iShares ESG Advanced MSCI EM ETF | 112,737 | 4,311.1 | -2.09% | 5.070 | -0.09% | 4.900 | +17.12% | +19.32% | 105.4 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 77,977 | 4,209.4 | -3.08% | 4.950 | -0.13% | 0.010 | +17.87% | +20.24% | 100,742.8 | ||
NULV | Nuveen ESG Large-Cap Value ETF | 95,330 | 3,859.9 | -0.19% | 4.540 | -0.01% | 0.230 | +10.93% | +8.31% | 1,763.2 | ||
GOOGL | Alphabet Inc | 24,741 | 3,825.9 | -7.26% | 4.500 | -0.38% | 0.000 | +22.60% | +0.73% | 2,312,572.8 | Interactive Media |
Invera Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Invera Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPGI | S&P Global Inc | 2025-03-31 | Reduce Reduce | -2.86% | 478.26 ($510.97) 543.77 | $525.66 | 2.87% | Reduce -76.58% | 1,718 | -5,618 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -1.59% | 225.19 ($254.94) 279.95 | $296.76 | 16.40% | Reduce -24.8% | 18,338 | -6,047 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.39% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Reduce -29.34% | 22,915 | -9,513 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -0.58% | 461.52 ($511.2) 548.18 | $292.51 | -42.78% | Reduce -39.23% | 1,726 | -1,114 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Sold Out Sold Out | -0.56% | 64.88 ($69.16) 72.1 | $74.59 | 7.85% | Sold Out | 0 | -7,870 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.49% | 890.62 ($974.97) 1076.86 | $941.19 | -3.46% | Reduce -29.73% | 1,236 | -523 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.38% | 154.33 ($181.36) 206.38 | $190.23 | 4.89% | Reduce -7.26% | 24,741 | -1,936 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.37% | 167.43 ($211.65) 244.7 | $283.69 | 34.04% | Reduce -18.51% | 6,897 | -1,567 | |
USXF | iShares ESG Advanced MSCI USA ETF | 2025-03-31 | Reduce Reduce | -0.33% | 46.38 ($49.66) 52.65 | $55.44 | 11.64% | Reduce -3.56% | 172,402 | -6,356 | |
ICE | Intercontinental Exchange Inc | 2025-03-31 | Reduce Reduce | -0.27% | 142.8 ($163.84) 176.36 | $181.00 | 10.47% | Reduce -13.39% | 11,248 | -1,739 |
Invera Wealth Advisors, LLC Total Holding History ($B)
Invera Wealth Advisors, LLC's Asset Allocation
Invera Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Invera Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Invera Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Invera Wealth Advisors, LLC's Holdings Heat Map
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Invera Wealth Advisors, LLC's Holdings Bubble Chart
Invera Wealth Advisors, LLC News
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