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Home > Institutional Investor > Invera Wealth Advisors, Llc > Profile

Instuitional Investor - Invera Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Invera Wealth Advisors, Llc
Portfolio Value $159,821
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 168,149 $6,696 4.18%
2.
Microsoft Corp
 MSFT 15,554 $5,849 3.65%
3.
Apple Inc.
 AAPL 29,792 $5,736 3.58%
4.
Ishares Tr
 205,414 $4,780 2.99%
5.
Jpmorgan Chase & Co
 JPM 27,832 $4,734 2.96%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)