0001976780-24-000004.txt : 20240422 0001976780-24-000004.hdr.sgml : 20240422 20240422163000 ACCESSION NUMBER: 0001976780-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Invera Wealth Advisors, LLC CENTRAL INDEX KEY: 0001976780 ORGANIZATION NAME: IRS NUMBER: 920866410 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-23505 FILM NUMBER: 24861532 BUSINESS ADDRESS: STREET 1: 70 SW CENTURY DRIVE STREET 2: STE 100 PMB 5056 CITY: BEND STATE: OR ZIP: 97702 BUSINESS PHONE: 541-647-1980 MAIL ADDRESS: STREET 1: 70 SW CENTURY DRIVE STREET 2: STE 100 PMB 5056 CITY: BEND STATE: OR ZIP: 97702 13F-HR/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001976780 XXXXXXXX 12-31-2023 12-31-2023 true 1 RESTATEMENT Invera Wealth Advisors, LLC

70 SW CENTURY DRIVE STE 100 PMB 5056 BEND OR 97702

13F HOLDINGS REPORT 028-23505 000323792 801-126833 N Kendra Means 859-977-9424 Kendra Means Covington KY 04-22-2024 0 93 159820713 false INFORMATION TABLE 2 invera13F12312023amended.xml ABBOTT LABS COM 002824100 1026953 9330 SH SOLE 0 0 9330 ADVANCED MICRO DEVICES INC COM 007903107 2069489 14039 SH SOLE 0 0 14039 AIR PRODS & CHEMS INC COM 009158106 867672 3169 SH SOLE 0 0 3169 ALLSTATE CORP COM 020002101 1548879 11065 SH SOLE 0 0 11065 AMAZON COM INC COM 023135106 1487037 9787 SH SOLE 0 0 9787 APPLE INC COM 037833100 5735871 29792 SH SOLE 0 0 29792 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2140317 6001 SH SOLE 0 0 6001 BEST BUY INC COM 086516101 514534 6573 SH SOLE 0 0 6573 CAMDEN PPTY TR SH BEN INT 133131102 548180 5521 SH SOLE 0 0 5521 CHEVRON CORP NEW COM 166764100 1151068 7717 SH SOLE 0 0 7717 CONAGRA BRANDS INC COM 205887102 237477 8286 SH SOLE 0 0 8286 CUMMINS INC COM 231021106 1759736 7345 SH SOLE 0 0 7345 DARDEN RESTAURANTS INC COM 237194105 1038212 6319 SH SOLE 0 0 6319 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