Stock Taper

INVERA WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Darden Restaurants, Inc.DRI4.99K$1.03M
Uber Technologies, Inc.UBER5.01K$361.31K
The Home Depot, Inc.HD5.28K$1.86M
NXP Semiconductors N.V.NXPI5.5K$1.55M
CSX CorporationCSX5.8K$275.82K
NextEra Energy, Inc.NEE5.82K$511.17K
Chevron CorporationCVX5.91K$979.81K
IQVIA Holdings Inc.IQV6.07K$1.17M
Service Corporation InternationalSCI6.08K$461.53K
Trane Technologies plcTT6.22K$3.05M
Sysco CorporationSYY6.78K$566.84K
Visa Inc.V6.79K$2.33M
Walmart Inc.WMT6.83K$773.45K
Intercontinental Exchange, Inc.ICE6.93K$853.15K
The Allstate CorporationALL7.18K$1.71M
Advanced Micro Devices, Inc.AMD7.22K$4.19M
Broadcom Inc.AVGO7.5K$2.83M
Bank of America CorporationBAC7.6K$432.99K
Realty Income CorporationO7.75K$479.88K
Abbott LaboratoriesABT8.29K$752.42K