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Disclosery

13F-HR/A filed by Invera Wealth Advisors, LLC

Invera Wealth Advisors, LLC filed this 13F-HR/A for the quarter ended 2025-03-31, filed 2025-10-29, with 90 holding rows worth $154,739,555.

Accession
0001976780-25-000008
Filer
CIK 1976780
Filed
2025-10-29
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, amendment of type restatement, 90 entries on the cover page, a total value of $154,739,555 stated on the cover page (in dollars after the unit check, H1), rows summing to $154,739,555 with VALUE read as dollars as filed, 13F file number 028-23505. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR46436E767COM172,402$8,046,001dollars as filed
Apple Inc037833100COM25,741$5,717,848dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT106,463$5,591,437dollars as filed
ISHARES ESG AWARE USD CORPORATE BOND ETF46435G193ETF232,333$5,357,599dollars as filed
Microsoft Corp594918104COM13,882$5,211,164dollars as filed
ISHARES TR46436E759COM69,029$4,648,413dollars as filed
SPDR INDEX SHS FDS78463X194SST SPDR MSCI126,550$4,476,074dollars as filed
ISHARES TR46436E742EGSADVNCDMSCI EM112,737$4,311,063dollars as filed
JPMorgan Chase & Co46625H100COM17,263$4,234,614dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS53,907$4,078,065dollars as filed
NUSHARES ETF TR67092P300NUVEEN ESG LRGVL95,330$3,859,912dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM24,741$3,825,948dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS69,977$3,776,659dollars as filed
TJX Companies Inc872540109COM28,033$3,414,419dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS88,412$3,395,905dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock9,296$3,132,008dollars as filed
Berkshire Hathaway Inc084670702COM5,017$2,671,954dollars as filed
FISERV INC337738108COM11,758$2,596,519dollars as filed
NVIDIA Corp67066G104COM22,915$2,483,528dollars as filed
IQVIA HLDGS INC COM46266C105Stock14,052$2,477,368dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS22,768$2,252,211dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS21,123$2,208,832dollars as filed
NUVEEN ESG MID-CAP VALUE ETF67092P508ETF63,582$2,175,140dollars as filed
CUMMINS INC COM231021106Stock6,665$2,089,078dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock27,925$2,024,004dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS3,579$2,011,040dollars as filed
Intercontinental Exchange,Inc.45866F104COM11,248$1,940,280dollars as filed
iShares ESG Aware US Aggregate Bond ETF46435U549SHS38,995$1,851,483dollars as filed
Visa Inc92826C839COM4,943$1,732,324dollars as filed
Lam Research Corporation512807306COM23,367$1,698,781dollars as filed
ALLSTATE CORP COM020002101Stock8,142$1,685,964dollars as filed
Home Depot, Inc437076102COM4,558$1,670,461dollars as filed
Accenture Plc Class AG1151C101COM4,891$1,526,188dollars as filed
META PLATFORMS INC CL A30303M102COM2,620$1,510,063dollars as filed
STERIS PLC SHS USDG8473T100Stock6,106$1,383,925dollars as filed
Amazon.com, Inc023135106COM6,968$1,325,732dollars as filed
Salesforce.com, Inc79466L302COM4,921$1,320,600dollars as filed
Advanced Micro Devices,Inc.007903107COM12,665$1,301,202dollars as filed
DARDEN RESTAURANTS INC COM237194105Stock6,052$1,257,364dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock15,663$1,254,763dollars as filed
HCA Healthcare Inc40412C101COM3,534$1,221,174dollars as filed
Abbott Laboratories002824100COM9,092$1,206,054dollars as filed
Costco Wholesale Corporation22160K105COM1,236$1,168,984dollars as filed
Chubb LimitedH1467J104COM3,815$1,152,092dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock6,053$1,150,433dollars as filed
ISHARES 10 Y INVE GRADE COR B46428951110+ YR INVST GRD22,887$1,149,614dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock7,124$1,138,985dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock5,385$1,127,134dollars as filed
Walt Disney Co254687106COM11,367$1,121,923dollars as filed
Johnson & Johnson478160104COM6,660$1,104,494dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock2,495$1,092,336dollars as filed
Eaton Corp. PlcG29183103COM3,994$1,085,689dollars as filed
iShares Trust iShares USD Green Bond ETF46435U440SHS22,758$1,077,819dollars as filed
Union Pacific Corporation907818108COM4,534$1,071,112dollars as filed
Chevron Corporation166764100COM6,134$1,026,157dollars as filed
CME Group Inc. Class A12572Q105COM3,746$993,776dollars as filed
AIR PRODS & CHEMS INC009158106COM3,309$975,890dollars as filed
SPDR S&P 600 Small Cap Value ETF78464A300SHS12,075$946,680dollars as filed
SYNOPSYS INC COM871607107Stock2,165$928,460dollars as filed
UnitedHealth Group Inc91324P102COM1,726$903,993dollars as filed
S&P Global,Inc.78409V104COM1,718$872,916dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK16,840$845,536dollars as filed
Merck & Co.,Inc.58933Y105COM9,327$837,192dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock11,170$834,176dollars as filed
SPDR SERIES TRUST78464A839ST STR SP400VAL10,721$826,053dollars as filed
Broadcom Inc.11135F101COM4,897$819,905dollars as filed
MARATHON PETE CORP COM56585A102Stock5,327$776,091dollars as filed
Texas Instruments Incorporated882508104COM4,294$771,632dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock19,801$740,557dollars as filed
ISHARES TR464288356CALIF MUN BD ETF12,783$719,427dollars as filed
Comcast Corp20030N101COM18,951$699,292dollars as filed
Walmart Inc.931142103COM7,776$682,655dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS28,563$656,521dollars as filed
Verizon Communications Inc92343V104COM14,421$654,156dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST5,806$593,257dollars as filed
Medtronic PlcG5960L103COM6,523$586,157dollars as filed
AbbVie,Inc.00287Y109COM2,000$419,040dollars as filed
iShares Russell Midcap ETF464287499SHS4,548$386,898dollars as filed
Gilead Sciences,Inc.375558103COM3,222$361,025dollars as filed
NextEra Energy,Inc.65339F101COM4,882$346,085dollars as filed
PUBLIC SVC ENTERPRISE GROUP COM744573106Stock3,995$328,789dollars as filed
VTI922908769COM1,040$285,834dollars as filed
iShares MSCI ACWI ex U.S. ETF464288240SHS4,157$230,506dollars as filed
BUNGE GLOBAL SA COM SHSH11356104Stock2,971$227,044dollars as filed
GLOBAL X FDS37954Y483NASDAQ 100 COVER13,387$222,626dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock2,619$215,570dollars as filed
CONAGRA FOODS INC205887102COM7,893$210,506dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS2,158$208,139dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS4,096$204,022dollars as filed
LEXICON PHARMACEUTICALS INC528872302COMMON STOCK20,000$9,216dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001976780-25-000002 superseded2025-05-02acceptance time not in the bulk data set
13F-HR/A 0001976780-25-000008this filing2025-10-29acceptance time not in the bulk data set