Invera Wealth Advisors, LLC
Top Portfolio Positions
66 positions ·
$91,708,353 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
20,770 | $5,972,621 | 6.51% | |
| AAPL |
Apple Inc.
Technology
|
22,601 | $5,735,907 | 6.25% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
15,963 | $4,695,676 | 5.12% | |
| MSFT |
Microsoft Corp
Technology
|
12,485 | $4,621,572 | 5.04% | |
| NVDA |
Nvidia Corp
Technology
|
25,919 | $4,520,273 | 4.93% | |
| LRCX |
Lam Research Corp
Technology
|
18,904 | $4,039,028 | 4.40% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
24,295 | $3,879,911 | 4.23% | |
| TT |
Trane Technologies plc
Industrials
|
8,259 | $3,441,855 | 3.75% | |
| CMI |
Cummins Inc
Industrials
|
5,894 | $3,171,089 | 3.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,115 | $2,939,731 | 3.21% |
Portfolio Trend
10 quarters · across all stocks
Holdings in LXRX
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,200 | 20,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $23,000 | 20,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $27,000 | 20,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $19,000 | 20,000 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $9,200 | 20,000 | Shares | Sole | 2025-10-29 | |
| No 13F history on record for this holder in this stock. | ||||||