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Portfolio (Quarterly) Guide ↗

Invera Wealth Advisors, LLC

· CIK 0001976780
13F Portfolio $186M AUM 132 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 132 New
Page 2 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TT TRANE TECHNOLOGIES PLC Industrials 6,216.0 $3.1M 1.64% NEW $491.16 -8.6%
22 AVGO BROADCOM INC Technology 7,502.0 $2.8M 1.52% NEW $377.75 -2.4%
23 TJX TJX COS INC NEW Consumer Cyclical 18,065.0 $2.7M 1.47% NEW $151.50 -10.8%
24 CMI CUMMINS INC Industrials 3,578.0 $2.6M 1.37% NEW $713.21 -20.8%
25 GEV GE VERNOVA INC Utilities 2,022.0 $2.4M 1.27% NEW $1174.86 -22.4%
26 V VISA INC Financial Services 6,793.0 $2.3M 1.25% NEW $343.09 +11.2%
27 EAGG ISHARES TR 49,104.0 $2.3M 1.25% NEW $47.41 -1.5%
28 JCI JOHNSON CONTROLS INTERNATION Industrials 13,078.0 $1.9M 1.02% NEW $146.11 -4.5%
29 ESML ISHARES TR 34,121.0 $1.9M 1.02% NEW $55.93 -1.6%
30 LLY ELI LILLY & CO Healthcare 1,561.0 $1.9M 1.00% NEW $1199.43 -2.2%
31 HD HOME DEPOT INC Consumer Cyclical 5,275.0 $1.9M 1.00% NEW $352.68 -6.4%
32 ALL ALLSTATE CORP Financial Services 7,184.0 $1.7M 0.92% NEW $237.94 +9.5%
33 NULV NUSHARES ETF TR 33,318.0 $1.7M 0.89% NEW $49.99 +7.8%
34 AMAT APPLIED MATLS INC Technology 2,219.0 $1.6M 0.86% NEW $723.00 -36.1%
35 NXPI NXP SEMICONDUCTORS N V Technology 5,504.0 $1.5M 0.83% NEW $281.03 -20.4%
36 SLYV SPDR SERIES TRUST 12,967.0 $1.4M 0.76% NEW $109.11 +0.5%
37 NUMV NUSHARES ETF TR 30,584.0 $1.3M 0.71% NEW $43.49 +3.7%
38 META META PLATFORMS INC Communication Services 2,345.0 $1.3M 0.71% NEW $563.29 +2.6%
39 ETN EATON CORP PLC Industrials 2,979.0 $1.3M 0.68% NEW $426.12 -5.5%
40 JNJ JOHNSON & JOHNSON Healthcare 4,952.0 $1.3M 0.68% NEW $253.97 +5.5%
Page 2 of 7  ·  132 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.2%
Financial Services 13.9%
Consumer Cyclical 11.0%
Healthcare 10.8%
Industrials 10.8%
Communication Services 7.1%
Utilities 2.8%
Energy 2.7%
Consumer Defensive 2.5%
Basic Materials 1.7%