StockDriftsStockDriftsTop 50 Invera Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IGIB | ISHARES TR | 4.48% | 131.0K | $7.0M | +0.88%(+1.15K) | $50.68(+4.74%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.83% | 20.8K | $6.0M | -4.73%(-1.03K) | $140.02(+187.55%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.68% | 22.6K | $5.7M | -4.91%(-1.17K) | $181.87(+64.33%) | 2026-03-31 | |
| SUSC | ISHARES TR | 3.61% | 243.1K | $5.6M | +3.02%(+7.12K) | $22.64(+1.95%) | 2026-03-31 | |
| EMXF | ISHARES TR | 3.28% | 106.8K | $5.1M | +0.72%(+763) | $34.99(+60.59%) | 2026-03-31 | |
| DMXF | ISHARES TR | 3.22% | 66.5K | $5.0M | +1.79%(+1.17K) | $60.97(+35.21%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.01% | 16.0K | $4.7M | -0.63%(-101) | $158.21(+89.78%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.97% | 12.5K | $4.6M | -0.03%(-4) | $345.90(+17.15%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.9% | 25.9K | $4.5M | +23.75%(+4.97K) | $72.21(+212.72%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.81% | 48.3K | $4.4M | -3.48%(-1.74K) | $68.33(+42.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.43% | +57.83% |
| Top 20 Holdings Unweighted | +16.92% | +59.84% |
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