Invera Wealth Advisors, LLC - Q12026 Holdings

Invera Wealth Advisors, LLC holds 98 stocks with a total portfolio value of $ 155.81M as of Q12026. In Q12026, Invera Wealth Advisors, LLC added 12 new positions, increased stakes in 31 stocks, reduced 49 holdings, and fully exited 4 positions. The largest holding is Ishares Tr (IGIB), representing 4.48% of the total portfolio.