Invera Wealth Advisors, LLC

Position in LLY — ELI LILLY & Co

CIK 1976780 BEND, OR

Position in LLY

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

Position Value

$1,872,310

+$1,142,013 QoQ

Shares Held

1,561

+96.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.66%

of 13F equity value

Holder Rank

#2,551

of 4,605 holders

Holding Since

Mar 2026

2 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. LLY ranks #1 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	1,561	$1,872,310
2	JNJ	Johnson & Johnson	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

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,872,310	1,561	+96.6%	Shares	Sole	2026-07-29
2026-03-31	$730,297	794	—	Shares	Sole	2026-04-22
No filing history on record for this holder in this stock.