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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
AMT +1,562+$309
TGT +1,518+$253
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
MSFT -15,554-$5,849
IGIB -84,826-$4,411
ESGU -33,402-$3,505
TJX -35,799-$3,358
FI -22,029-$2,926
SPY -5,844-$2,778
IJR -23,473-$2,541
HD -6,664-$2,309
LRCX -2,434-$1,906
CMI -7,345-$1,760
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
NZAC +41,014+$1,325
EW +12,809+$1,577
EMXF +8,383+$177
EAGG +6,118+$249
VZ +5,814+$251
DVN +5,400+$309
STE +3,484+$801
EUSB +3,130+$119
IEMG +2,788+$118
NUMV +2,658+$119
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
MDYV -19,110-$1,431
SUSC -8,669-$389
NVDA -2,379+$536
USXF -1,297+$348
JPM -1,235+$593
TT -1,165+$430
MPC -767+$154
MRK -544+$109
SLYV -453-$113
Invera Wealth Advisors LLC Info
Size ($ in 1000's)
At 03/31/2024: $120,133
At 12/31/2023: $159,821

Invera Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Invera Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Invera Wealth Advisors LLC
As of  03/31/2024, we find all stocks held by Invera Wealth Advisors LLC to be as follows, presented in the table below with each row detailing each Invera Wealth Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Invera Wealth Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Invera Wealth Advisors LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
ISHARES TR ESG MSCI USA ETF (USXF) 166,852 -1,297 $7,044
     USXF166,852-1,297$7,044
JPMORGAN CHASE & COMPANY 26,597 -1,235 $5,327
     JPM26,597-1,235$5,327
APPLE INCORPORATED 30,410 +618 $5,080
     AAPL30,410+618$5,080
ALPHABET INCORPORATED CAP STK CLASS A 29,877 +435 $4,661
     GOOGL29,877+435$4,661
TRANE TECHNOLOGIES PLC SHS 15,634 -1,165 $4,527
     TT15,634-1,165$4,527
ISHARES TR ESG EAFE ETF (DMXF) 69,251 +403 $4,476
     DMXF69,251+403$4,476
ISHARES TR ESG AWRE USD ETF (SUSC) 196,745 -8,669 $4,391
     SUSC196,745-8,669$4,391
NUVEEN ESG LARGE CAP VALUE ETF (NULV) 113,827 +2,120 $4,171
     NULV113,827+2,120$4,171
ISHARES TR CORE MSCI EAFE (IEFA) 58,395 +1,725 $4,133
     IEFA58,395+1,725$4,133
NVIDIA CORPORATION 4,877 -2,379 $4,129
     NVDA4,877-2,379$4,129
ISHARES TR EGSADVNCDMSCI EM (EMXF) 109,273 +8,383 $3,759
     EMXF109,273+8,383$3,759
ISHARES INCORPORATED CORE MSCI EMKT (IEMG) 72,872 +2,788 $3,663
     IEMG72,872+2,788$3,663
IQVIA HLDGS INCORPORATED 14,460 -18 $3,657
     IQV14,460-18$3,657
INTERCONTINENTAL EXCHANGE INCORPORATED (ICE) 26,686 -97 $3,495
     ICE26,686-97$3,495
ISHARES TR ESG AWARE MSCI (ESML) 89,717 +531 $3,319
     ESML89,717+531$3,319
S&P GLOBAL INCORPORATED 7,983 -40 $3,300
     SPGI7,983-40$3,300
EDWARDS LIFESCIENCES CORPORATION 31,078 +12,809 $2,970
     EW31,078+12,809$2,970
ADVANCED MICRO DEVICES INCORPORATED 14,615 +576 $2,638
     AMD14,615+576$2,638
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW      $2,474
     BRK.B6,187+186$2,474
NUVEEN ESG MID CAP VALUE ETF (NUMV) 65,600 +2,658 $2,104
     NUMV65,600+2,658$2,104
SALESFORCE INCORPORATED 6,745 +104 $2,031
     CRM6,745+104$2,031
NXP SEMICONDUCTORS N V 7,633 -142 $1,891
     NXPI7,633-142$1,891
META PLATFORMS INCORPORATED CLASS A 3,749 +144 $1,881
     META3,749+144$1,881
ALLSTATE CORPORATION 11,055 -10 $1,870
     ALL11,055-10$1,870
VISA INCORPORATED COM CLASS A 6,692 +49 $1,816
     V6,692+49$1,816
AMAZON COM INCORPORATED 9,767 -20 $1,750
     AMZN9,767-20$1,750
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF (NZAC) 51,570 +41,014 $1,660
     NZAC51,570+41,014$1,660
DIAMONDBACK ENERGY INCORPORATED 8,141 +704 $1,625
     FANG8,141+704$1,625
ACCENTURE PLC IRELAND SHS CLASS A 5,080 +2,291 $1,605
     ACN5,080+2,291$1,605
STERIS PLC SHS USD 7,061 +3,484 $1,587
     STE7,061+3,484$1,587
UNITEDHEALTH GROUP INCORPORATED 3,213 +65 $1,585
     UNH3,213+65$1,585
EATON CORPORATION PLC SHS 5,105 -409 $1,577
     ETN5,105-409$1,577
COSTCO WHOLESALE CORPORATION NEW 2,033 -55 $1,446
     COST2,033-55$1,446
MERCK & COMPANY INCORPORATED 10,379 -544 $1,300
     MRK10,379-544$1,300
HCA HEALTHCARE INCORPORATED 3,641 -21 $1,214
     HCA3,641-21$1,214
MARATHON PETE CORPORATION 5,755 -767 $1,122
     MPC5,755-767$1,122
BROADCOM INCORPORATED 836 -72 $1,053
     AVGO836-72$1,053
ISHARES TR ESG AWR US AGRGT (EAGG) 22,150 +6,118 $1,014
     EAGG22,150+6,118$1,014
ABBOTT LABS 9,330 UNCH $982
     ABT9,330UNCH$982
CHUBB LIMITED 3,936 -193 $966
     CB3,936-193$966
SPDR S&P 600 SMALL CAP VALUE ETF (SLYV) 10,882 -453 $831
     SLYV10,882-453$831
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF (SPYD) 19,980 -445 $768
     SPYD19,980-445$768
CME GROUP INCORPORATED 3,660 -77 $767
     CME3,660-77$767
COMCAST CORPORATION NEW CLASS A 19,302 -274 $765
     CMCSA19,302-274$765
AIR PRODUCTS & CHEMICALS INCORPORATED 3,195 +26 $744
     APD3,195+26$744
SPDR S&P 400 MID CAP VALUE ETF (MDYV) 9,909 -19,110 $698
     MDYV9,909-19,110$698
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL) 6,540 +224 $630
     NOBL6,540+224$630
DEVON ENERGY CORPORATION NEW 10,603 +5,400 $545
     DVN10,603+5,400$545
CISCO SYSTEMS INCORPORATED 10,853 -255 $522
     CSCO10,853-255$522
VERIZON COMMUNICATIONS INCORPORATED 12,922 +5,814 $519
     VZ12,922+5,814$519
MEDTRONIC PLC SHS 5,778 +2,576 $504
     MDT5,778+2,576$504
BEST BUY INCORPORATED 6,597 +24 $501
     BBY6,597+24$501
ISHARES TR ESG ADV TTL USD (EUSB) 10,219 +3,130 $426
     EUSB10,219+3,130$426
GLOBAL X NASDAQ 100 COVERED CALL ETF (QYLD) 23,555 UNCH $414
     QYLD23,555UNCH$414
ISHARES TR US TREAS BD ETF (GOVT) 16,802 +482 $373
     GOVT16,802+482$373
ABBVIE INCORPORATED 2,000 UNCH $364
     ABBV2,000UNCH$364
SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV) 7,460 -274 $354
     SPYV7,460-274$354
AMERICAN TOWER CORPORATION NEW REIT 1,562 +1,562 $309
     AMT1,562+1,562$309
BUNGE GLOBAL SA COM SHS 2,825 +220 $301
     BG2,825+220$301
TARGET CORPORATION 1,518 +1,518 $253
     TGT1,518+1,518$253
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF (BSCO) 12,007 -20 $252
     BSCO12,007-20$252
ISHARES TR $0 (exited)
     AGG0-12,382$0
CONAGRA BRANDS INC $0 (exited)
     CAG0-8,286$0
ISHARES TR $0 (exited)
     CMF0-21,366$0
CUMMINS INC $0 (exited)
     CMI0-7,345$0
CAMDEN PPTY TR $0 (exited)
     CPT0-5,521$0
CHEVRON CORP NEW $0 (exited)
     CVX0-7,717$0
DISNEY WALT CO $0 (exited)
     DIS0-11,711$0
DARDEN RESTAURANTS INC $0 (exited)
     DRI0-6,319$0
LAUDER ESTEE COS INC $0 (exited)
     EL0-3,449$0
ISHARES TR $0 (exited)
     ESGU0-33,402$0
FISERV INC $0 (exited)
     FI0-22,029$0
GILEAD SCIENCES INC $0 (exited)
     GILD0-4,414$0
HALLIBURTON CO $0 (exited)
     HAL0-29,478$0
HOME DEPOT INC $0 (exited)
     HD0-6,664$0
ISHARES TR $0 (exited)
     ICLN0-51,243$0
ISHARES TR $0 (exited)
     IGIB0-84,826$0
ISHARES TR $0 (exited)
     IGLB0-7,536$0
ISHARES TR $0 (exited)
     IJR0-23,473$0
INTEL CORP $0 (exited)
     INTC0-10,285$0
ISHARES TR $0 (exited)
     IVV0-1,410$0
ISHARES TR $0 (exited)
     IWR0-4,745$0
JOHNSON & JOHNSON $0 (exited)
     JNJ0-6,288$0
JUNIPER NETWORKS INC $0 (exited)
     JNPR0-34,653$0
L3HARRIS TECHNOLOGIES INC $0 (exited)
     LHX0-3,127$0
LOWES COS INC $0 (exited)
     LOW0-4,833$0
LAM RESEARCH CORP $0 (exited)
     LRCX0-2,434$0
MICROSOFT CORP $0 (exited)
     MSFT0-15,554$0
MOTOROLA SOLUTIONS INC $0 (exited)
     MSI0-3,424$0
SPDR S&P 500 ETF TR $0 (exited)
     SPY0-5,844$0
TJX COS INC NEW $0 (exited)
     TJX0-35,799$0
TEXAS INSTRS INC $0 (exited)
     TXN0-4,285$0
UNION PAC CORP $0 (exited)
     UNP0-4,565$0
VANGUARD INDEX FDS $0 (exited)
     VTI0-1,040$0
WALMART INC 0 -3,955 $0 (exited)
     WMT0-3,955$0

See Summary: Invera Wealth Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Invera Wealth Advisors LLC

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