Invera Wealth Advisors, LLC

Position in JNJ — Johnson & Johnson

CIK 1976780 BEND, OR

Position in JNJ

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,257,659

-$110,471 QoQ

Shares Held

4,952

-11.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#2,771

of 4,664 holders

Holding Since

Dec 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Invera Wealth Advisors, LLC holds $4,937,209 across 5 Drug Manufacturers - General names. JNJ ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,561	$1,872,310
2	JNJ	Johnson & Johnson This page	4,952	$1,257,659
3	ABBV	AbbVie Inc.	4,815	$1,211,646
4	MRK	Merck & Co., Inc.	2,879	$369,951
5	GILD	Gilead Sciences, Inc.	1,786	$225,643

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,257,659	4,952	-11.5%	Shares	Sole	2026-07-29
2026-03-31	$1,368,130	5,597	-1.4%	Shares	Sole	2026-04-22
2025-12-31	$1,175,062	5,678	-2.6%	Shares	Sole	2026-01-23
2025-09-30	$1,081,369	5,832	-0.1%	Shares	Sole	2025-10-29
2025-06-30	$891,907	5,839	-12.3%	Shares	Sole	2025-10-29
2025-03-31	$1,104,494	6,660	+5.9%	Shares	Sole	2025-10-29
2023-12-31	$985,581	6,288	—	Shares	Sole	2024-04-22
No filing history on record for this holder in this stock.