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

Instuitional Investor - Invera Wealth Advisors, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Invera Wealth Advisors, Llc
Portfolio Value	$158,258,035

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Tr		129,896	$6,998,796	4.42%
2.	Alphabet Inc.	GOOGL	21,801	$6,823,713	4.31%
3.	Apple Inc.	AAPL	23,768	$6,461,568	4.08%
4.	Microsoft Corp	MSFT	12,489	$6,039,930	3.82%
5.	Ishares Tr - ESG AWRE USD ETF		235,976	$5,518,228	3.49%