IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Alera Investment Advisors, LLC

Q2 2022 Holdings

Filed 2022-08-08 | 433 holdings | $5.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Waste Connections Inc COM(WCN)Stock94106B101$6555,2810.0%
Abbott Labs COM(ABT)Stock002824100$6596,0650.0%
EOG RES Inc COM(EOG)Stock26875P101$6605,9760.0%
Innovator U.S. Equity Power Buffer ETF - March(PMAR)ETF45782C383$68223,1140.0%
Mettler Toledo International COM(MTD)Stock592688105$6895990.0%
Innovator U.S. Equity Power Buffer ETF A December(PDEC)ETF45782C540$69624,2000.0%
Church & Dwight Co Inc COM(CHD)Stock171340102$7127,6950.0%
Invesco S&P 500 LOW Volatility ETF(SPLV)ETF46138E354$76412,3200.0%
CVS Health Corp COM(CVS)Stock126650100$7668,2770.0%
American Tower Corp New COM(AMT)REIT03027X100$7703,0070.0%
Dominion Energy Inc COM(D)Stock25746U109$7899,8810.0%
AON PLC SHS CL A(AON)StockG0403H108$7942,9440.0%
Honeywell Intl Inc COM(HON)Stock438516106$8014,6020.0%
Servicenow Inc COM(NOW)Stock81762P102$8061,6940.0%
Merck & Co Inc COM(MRK)Stock58933Y105$8229,0220.0%
Procter and Gamble Co COM(PG)Stock742718109$8315,7810.0%
Amphenol Corp New CL A(APH)Stock032095101$83512,9700.0%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$84210,3030.0%
Nike Inc CL B(NKE)Stock654106103$8438,2520.0%
Verizon Communications Inc COM(VZ)Stock92343V104$84316,6250.0%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$8573920.0%
Comcast Corp New CL A(CMCSA)Stock20030N101$86522,0570.0%
Pepsico Inc COM(PEP)Stock713448108$8755,2500.0%
Union PAC Corp COM(UNP)Stock907818108$8924,1830.0%
Novo-Nordisk A S ADR(NVO)ADR670100205$9088,1450.0%
Nextera Energy Inc COM(NEE)Stock65339F101$92511,9380.0%
Mcdonalds Corp COM(MCD)Stock580135101$9353,7820.0%
Vanguard Small-Cap Value Index Fund(VBR)ETF922908611$9396,2670.0%
Ishares Russell 3000 ETF(IWV)ETF464287689$9474,3570.0%
Innovator U.S. Equity Ultra Buffer ETF - February(UFEB)ETF45782C425$94836,3510.0%
Ishares Russell 2000 Growth ETF(IWO)ETF464287648$9494,6010.0%
Travelers Companies Inc COM(TRV)Stock89417E109$9855,8170.0%
Pfizer Inc COM(PFE)Stock717081103$1.0K19,4040.0%
Home Depot Inc COM(HD)Stock437076102$1.1K3,8460.0%
Vanguard Dividend Appreciation Index Fund(VIG)ETF921908844$1.1K7,4330.0%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$1.1K11,8860.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$1.1K14,3930.0%
Vanguard Value Index Fund(VTV)ETF922908744$1.1K8,5450.0%
Lilly ELI & Co COM(LLY)Stock532457108$1.1K3,5160.0%
CME Group Inc COM(CME)Stock12572Q105$1.2K5,6610.0%
Oracle Corp COM(ORCL)Stock68389X105$1.2K16,7600.0%
JPMorgan Chase & Co COM(JPM)Stock46625H100$1.3K11,0950.0%
Visa Inc COM CL A(V)Stock92826C839$1.3K6,5510.0%
Vanguard Ftse All-World Ex-US Small-Cap Index Fund(VSS)ETF922042718$1.3K12,8330.0%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$1.4K10,1950.0%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$1.4K2,5660.0%
Ishares Msci Eafe Growth ETF(EFG)ETF464288885$1.5K18,1590.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$1.5K2,8620.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$1.5K6780.0%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$1.5K14,6590.0%
PreviousPage 3 of 4Next