INVERA WEALTH ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TJX | 25K | $3.85M |
 | AAPL | 24K | $6.46M |
 | GOOGL | 22K | $6.82M |
 | NVDA | 21K | $3.91M |
 | LRCX | 20K | $3.42M |
 | LXRX | 20K | $23.00K |
 | CMG | 18K | $650.68K |
 | JPM | 16K | $5.18M |
 | JCI | 15K | $1.74M |
 | MSFT | 12K | $6.04M |
 | EW | 11K | $979.18K |
 | CMCSA | 11K | $320.24K |
 | IQV | 11K | $2.38M |
 | VZ | 11K | $428.48K |
 | ICE | 10K | $1.66M |
 | AMD | 8K | $1.78M |
 | TT | 8K | $3.24M |
 | ABT | 8K | $1.01M |
 | O | 8K | $438.73K |
 | WMT | 8K | $840.92K |
The TJX Companies, Inc.
TJX
Shares Held
25K
Value
$3.85M
Apple Inc.
AAPL
Shares Held
24K
Value
$6.46M
Alphabet Inc.
GOOGL
Shares Held
22K
Value
$6.82M
NVIDIA Corporation
NVDA
Shares Held
21K
Value
$3.91M
Lam Research Corporation
LRCX
Shares Held
20K
Value
$3.42M
Lexicon Pharmaceuticals, Inc.
LXRX
Shares Held
20K
Value
$23.00K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
18K
Value
$650.68K
JPMorgan Chase & Co.
JPM
Shares Held
16K
Value
$5.18M
Johnson Controls International plc
JCI
Shares Held
15K
Value
$1.74M
Microsoft Corporation
MSFT
Shares Held
12K
Value
$6.04M
Edwards Lifesciences Corporation
EW
Shares Held
11K
Value
$979.18K
Comcast Corporation
CMCSA
Shares Held
11K
Value
$320.24K
IQVIA Holdings Inc.
IQV
Shares Held
11K
Value
$2.38M
Verizon Communications Inc.
VZ
Shares Held
11K
Value
$428.48K
Intercontinental Exchange, Inc.
ICE
Shares Held
10K
Value
$1.66M
Advanced Micro Devices, Inc.
AMD
Shares Held
8K
Value
$1.78M
Trane Technologies plc
TT
Shares Held
8K
Value
$3.24M
Abbott Laboratories
ABT
Shares Held
8K
Value
$1.01M
Realty Income Corporation
O
Shares Held
8K
Value
$438.73K
Walmart Inc.
WMT
Shares Held
8K
Value
$840.92K