Holdings
Invera Wealth Advisors, LLC
As of Jun 30, 2026, Invera Wealth Advisors, LLC reported 89 positions worth US$103M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 22,640 | US$6.55M | +39 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 17,483 | US$6.25M | −4,118 | Jun 30, 2026 |
| Microsoft Corp. | 13,984 | US$5.22M | +1,499 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 15,464 | US$5.06M | −499 | Jun 30, 2026 |
| Nvidia Corporation | 24,388 | US$4.88M | −1,531 | Jun 30, 2026 |
| Lam Research Corporation | 10,952 | US$4.75M | −7,952 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 7,216 | US$4.19M | −933 | Jun 30, 2026 |
| Amazon.com, Inc. | 15,698 | US$3.74M | +1,583 | Jun 30, 2026 |
| Broadcom Inc. | 7,502 | US$2.83M | −586 | Jun 30, 2026 |
| Tjx Companies, Inc. (the) | 18,065 | US$2.74M | −6,230 | Jun 30, 2026 |