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INVERA WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
American Express CompanyAXP1.14K$385.61K
Hilton Worldwide Holdings Inc.HLT1.19K$393.91K
Stryker CorporationSYK1.21K$381.59K
UnitedHealth Group IncorporatedUNH1.29K$534.5K
Eli Lilly and CompanyLLY1.56K$1.87M
Ecolab Inc.ECL1.58K$439.37K
Analog Devices, Inc.ADI1.68K$667.25K
Gilead Sciences, Inc.GILD1.79K$225.64K
Berkshire Hathaway Inc.BRK-B1.86K$930.73K
KLA CorporationKLAC1.94K$583.81K
S&P Global Inc.SPGI1.99K$767.52K
Palo Alto Networks, Inc.PANW2K$681.7K
GE Vernova Inc.GEV2.02K$2.38M
Synopsys, Inc.SNPS2.13K$948.35K
Danaher CorporationDHR2.18K$415.82K
Flex Ltd.FLEX2.19K$355.1K
HCA Healthcare, Inc.HCA2.21K$860.88K
Applied Materials, Inc.AMAT2.22K$1.6M
Motorola Solutions, Inc.MSI2.26K$937.31K
Cintas CorporationCTAS2.26K$384.89K