Invera Wealth Advisors, LLC
- SEC CIK
- 0001976780
- 最新申報
- 2026/7/29
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/4/22 申報。只含多頭部位。
- 持股檔數
- 93
- 2023 年第 3 季沒有申報
- 總值
- $1.60 億
- 2023 年第 3 季沒有申報
Invera Wealth Advisors, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E767 | ESG MSCI USA ETF | 168,149 | $669.6 萬 | 4.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 15,554 | $584.9 萬 | 3.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 29,792 | $573.6 萬 | 3.6% | – | – | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 205,414 | $478.0 萬 | 3.0% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 27,832 | $473.4 萬 | 3.0% | – | – | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 84,826 | $441.1 萬 | 2.8% | – | – | – |
| iShares Tr46436E759 | ESG EAFE ETF | 68,848 | $439.8 萬 | 2.8% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 29,442 | $411.3 萬 | 2.6% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 16,799 | $409.7 萬 | 2.6% | – | – | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 111,707 | $401.1 萬 | 2.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 56,670 | $398.7 萬 | 2.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 7,256 | $359.3 萬 | 2.2% | – | – | 歷史 |
| iShares Tr46436E742 | EGSADVNCDMSCI EM | 100,890 | $358.2 萬 | 2.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 70,084 | $354.5 萬 | 2.2% | – | – | – |
| SPGIS&P Global Inc. | Stock | 8,023 | $353.4 萬 | 2.2% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 33,402 | $350.5 萬 | 2.2% | – | – | – |
| ICEIntercontinental Exchange, Inc. | Stock | 26,783 | $344.0 萬 | 2.2% | – | – | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 89,186 | $339.0 萬 | 2.1% | – | – | – |
| TJXTJX Companies Inc | Stock | 35,799 | $335.8 萬 | 2.1% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 14,478 | $335.0 萬 | 2.1% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 22,029 | $292.6 萬 | 1.8% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,844 | $277.8 萬 | 1.7% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,473 | $254.1 萬 | 1.6% | – | – | – |
| HDHome Depot, Inc. | Stock | 6,664 | $230.9 萬 | 1.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,001 | $214.0 萬 | 1.3% | – | – | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 29,019 | $212.9 萬 | 1.3% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 14,039 | $206.9 萬 | 1.3% | – | – | 歷史 |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 62,942 | $198.5 萬 | 1.2% | – | – | – |
| LRCXLam Research Corp | COM | 2,434 | $190.6 萬 | 1.2% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 7,775 | $178.6 萬 | 1.1% | – | – | 歷史 |
| CMICummins Inc | Stock | 7,345 | $176.0 萬 | 1.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,641 | $174.8 萬 | 1.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 6,643 | $173.0 萬 | 1.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,148 | $165.7 萬 | 1.0% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 11,065 | $154.9 萬 | 1.0% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,787 | $148.7 萬 | 0.9% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 18,269 | $139.3 萬 | 0.9% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,088 | $137.8 萬 | 0.9% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 5,514 | $132.8 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,605 | $127.6 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 21,366 | $123.8 萬 | 0.8% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,382 | $122.9 萬 | 0.8% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 10,923 | $119.1 萬 | 0.7% | – | – | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 7,437 | $115.3 萬 | 0.7% | – | – | 歷史 |
| CVXChevron Corp | Stock | 7,717 | $115.1 萬 | 0.7% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,565 | $112.1 萬 | 0.7% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 4,833 | $107.6 萬 | 0.7% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 3,424 | $107.2 萬 | 0.7% | – | – | 歷史 |
| HALHalliburton Co | Stock | 29,478 | $106.6 萬 | 0.7% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 11,711 | $105.7 萬 | 0.7% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 6,319 | $103.8 萬 | 0.6% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 9,330 | $102.7 萬 | 0.6% | – | – | 歷史 |
| JNPRJuniper Networks Inc | COM | 34,653 | $102.2 萬 | 0.6% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 908 | $101.4 萬 | 0.6% | – | – | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 3,662 | $99.1 萬 | 0.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 6,288 | $98.6 萬 | 0.6% | – | – | 歷史 |
| ACNAccenture plc | Stock | 2,789 | $97.9 萬 | 0.6% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 6,522 | $96.8 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 11,335 | $94.4 萬 | 0.6% | – | – | – |
| CBChubb Ltd | Stock | 4,129 | $93.3 萬 | 0.6% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,169 | $86.8 萬 | 0.5% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 19,576 | $85.8 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 20,425 | $80.0 萬 | 0.5% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 51,243 | $79.8 萬 | 0.5% | – | – | – |
| CMECME Group Inc. | COM | 3,737 | $78.7 萬 | 0.5% | – | – | 歷史 |
| STESTERIS plc | SHS USD | 3,577 | $78.6 萬 | 0.5% | – | – | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 16,032 | $76.5 萬 | 0.5% | – | – | – |
| TXNTexas Instruments Inc | Stock | 4,285 | $73.0 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,410 | $67.3 萬 | 0.4% | – | – | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 3,127 | $65.9 萬 | 0.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,955 | $62.4 萬 | 0.4% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,316 | $60.1 萬 | 0.4% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 11,108 | $56.1 萬 | 0.4% | – | – | 歷史 |
| CPTCamden Property Trust | REIT | 5,521 | $54.8 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 10,285 | $51.7 萬 | 0.3% | – | – | 歷史 |
| BBYBest Buy Co Inc | Stock | 6,573 | $51.5 萬 | 0.3% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 3,449 | $50.4 萬 | 0.3% | – | – | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 23,555 | $40.8 萬 | 0.3% | – | – | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 7,536 | $39.7 萬 | 0.2% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 16,320 | $37.6 萬 | 0.2% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 4,745 | $36.9 萬 | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 7,734 | $36.1 萬 | 0.2% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 4,414 | $35.8 萬 | 0.2% | – | – | 歷史 |
| SPDR Index Shs FDS78463X194 | SST SPDR MSCI | 10,556 | $33.5 萬 | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 2,000 | $31.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46436E619 | ESG ADVAN ETF | 7,089 | $30.7 萬 | 0.2% | – | – | – |
| VZVerizon Communications Inc | Stock | 7,108 | $26.8 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 3,202 | $26.4 萬 | 0.2% | – | – | 歷史 |
| BGBunge Global SA | COM SHS | 2,605 | $26.3 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 12,027 | $25.1 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,040 | $24.7 萬 | 0.2% | – | – | – |
| CAGConagra Brands Inc. | Stock | 8,286 | $23.7 萬 | 0.1% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 5,203 | $23.6 萬 | 0.1% | – | – | 歷史 |