Invera Wealth Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Bend, OR
CIK
0001976780
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
61
117,763
USXF, AAPL, JPM, GOOGL
13F-HR
4/22/2024
000197678024000003
Q4 2023
93
159,820
USXF, MSFT, AAPL, SUSC
RESTATEMENT
4/22/2024
000197678024000004
Additional filings from Invera Wealth Advisors, LLC that have since been restated
Q4 2023