Nvest Financial, LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $149 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $13.7M, Spdr Gold Trust with a value of $10M, Spdr S&P 500 ETF Trust with a value of $7.81M, Ishares S&P 500 Value ETF with a value of $7.31M, and Apple Inc. with a value of $5.9M.

Examining the 13F form we can see an increase of $21.7M in the current position value, from $127M to 149M.

Below you can find more details about Nvest Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $149 Million
ETFs: $74.4 Million
Financial Services: $14 Million
Technology: $13.3 Million
Consumer Defensive: $10.1 Million
Healthcare: $8.93 Million
Consumer Cyclical: $8.62 Million
Communication Services: $6.7 Million
Industrials: $5.8 Million
Other: $7.03 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 80
  • Current Value $149 Million
  • Prior Value $127 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 12 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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