Invera Wealth Advisors, LLC

Position in MRK — Merck & Co., Inc.

CIK 1976780 BEND, OR

Position in MRK

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

Position Value

$369,951

-$14,134 QoQ

Shares Held

2,879

-9.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#2,961

of 3,769 holders

Holding Since

Dec 2023

10 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. MRK ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	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. This page	2,879	$369,951
5	GILD	Gilead Sciences, Inc.	1,786	$225,643

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$369,951	2,879	-9.8%	Shares	Sole	2026-07-29
2026-03-31	$384,085	3,193	+0.1%	Shares	Sole	2026-04-22
2025-12-31	$335,779	3,190	-1.4%	Shares	Sole	2026-01-23
2025-09-30	$271,513	3,235	-65.3%	Shares	Sole	2025-10-29
2025-03-31	$837,191	9,327	-15.3%	Shares	Sole	2025-10-29
2024-12-31	$1,095,175	11,009	+2.3%	Shares	Sole	2025-02-03
2024-09-30	$1,221,905	10,760	+2.5%	Shares	Sole	2024-11-12
2024-06-30	$1,299,900	10,500	+1.2%	Shares	Sole	2024-08-07
2024-03-31	$1,369,509	10,379	-5.0%	Shares	Sole	2024-04-22
2023-12-31	$1,190,825	10,923	—	Shares	Sole	2024-04-22
No filing history on record for this holder in this stock.