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  Name: Invera Wealth Advisors LLC
  City: BEND
  State: OR
  Zip: 97702
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $117,761,000
  Total Value Change : $-42,060,000
  Securities Held Change : -32
   
All Securities Held : 61
  New Positions : 2
  Closed Positions : 34
  Increased Positions : 30
  Unchanged Positions : 3
  Decreased Positions : 26

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMT)1 Year Chart         AMT American Tower Corp 59 New $186.96 $267,000 1,562 0.23% 267,000 1,562 0    Integrated Telecommun...
   (TGT)1 Year Chart         TGT Target Corp 60 New $158.96 $253,000 1,518 0.21% 253,000 1,518 0    Discount, Variety Stores

      2 Records Found
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