Invera Wealth Advisors, LLC - Q42025 Holdings

Invera Wealth Advisors, LLC holds 90 stocks with a total portfolio value of $ 158.26M as of Q42025. In Q42025, Invera Wealth Advisors, LLC added 9 new positions, increased stakes in 11 stocks, reduced 66 holdings, and fully exited 6 positions. The largest holding is Ishares Tr (IGIB), representing 4.42% of the total portfolio.