INVERA WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TJX | 27K | $3.91M |
 | AAPL | 25K | $6.37M |
 | GOOGL | 24K | $5.85M |
 | LRCX | 22K | $2.96M |
 | NVDA | 22K | $4.12M |
 | CMG | 22K | $858.58K |
 | LXRX | 20K | $27.00K |
 | CMCSA | 18K | $575.74K |
 | JPM | 17K | $5.32M |
 | JCI | 16K | $1.71M |
 | MSFT | 13K | $6.90M |
 | EW | 12K | $935.26K |
 | IQV | 11K | $2.12M |
 | ICE | 11K | $1.81M |
 | VZ | 10K | $456.73K |
 | FIS | 9K | $605.73K |
 | AMD | 9K | $1.48M |
 | ABT | 9K | $1.22M |
 | TT | 9K | $3.71M |
 | ALL | 8K | $1.69M |
The TJX Companies, Inc.
TJX
Shares Held
27K
Value
$3.91M
Apple Inc.
AAPL
Shares Held
25K
Value
$6.37M
Alphabet Inc.
GOOGL
Shares Held
24K
Value
$5.85M
Lam Research Corporation
LRCX
Shares Held
22K
Value
$2.96M
NVIDIA Corporation
NVDA
Shares Held
22K
Value
$4.12M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
22K
Value
$858.58K
Lexicon Pharmaceuticals, Inc.
LXRX
Shares Held
20K
Value
$27.00K
Comcast Corporation
CMCSA
Shares Held
18K
Value
$575.74K
JPMorgan Chase & Co.
JPM
Shares Held
17K
Value
$5.32M
Johnson Controls International plc
JCI
Shares Held
16K
Value
$1.71M
Microsoft Corporation
MSFT
Shares Held
13K
Value
$6.90M
Edwards Lifesciences Corporation
EW
Shares Held
12K
Value
$935.26K
IQVIA Holdings Inc.
IQV
Shares Held
11K
Value
$2.12M
Intercontinental Exchange, Inc.
ICE
Shares Held
11K
Value
$1.81M
Verizon Communications Inc.
VZ
Shares Held
10K
Value
$456.73K
Fidelity National Information Services, Inc.
FIS
Shares Held
9K
Value
$605.73K
Advanced Micro Devices, Inc.
AMD
Shares Held
9K
Value
$1.48M
Abbott Laboratories
ABT
Shares Held
9K
Value
$1.22M
Trane Technologies plc
TT
Shares Held
9K
Value
$3.71M
The Allstate Corporation
ALL
Shares Held
8K
Value
$1.69M