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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 $100,988,546
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr Esg Msci Usa Etf
 178,758 $9,411,620 9.31%
2.
Jpmorgan Chase & Co
 JPM 24,385 $6,481,799 6.41%
3.
Alphabet Inc.
 GOOGL 26,677 $5,281,593 5.22%
4.
Ishares Tr Esg Awre Usd Etf
 226,628 $5,150,121 5.09%
5.
Spdr Msci Acwi Climate Paris Aligned Etf
 128,946 $4,821,291 4.77%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)