Nvest Financial, LLC Purchases and Sells in Q2 2025

Nvest Financial, LLC

$177 Million
Q2 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	3.65K + 13.57%	$94.31 - $157.99 $345K - $577K	30.6K $4.83M
MSFT	277 + 2.38%	$354.56 - $497.45 $98.2K - $138K	11.9K $5.93M
SPY	804 + 5.75%	$496.48 - $617.85 $399K - $497K	14.8K $9.14M
SPYG	7.7K + 21.47%	$71.83 - $95.32 $553K - $734K	43.6K $4.15M
IVE	4.66K + 11.62%	$168.34 - $195.42 $784K - $911K	44.8K $8.75M
IEV	13.1K + 30.43%	$51.8 - $64.59 $679K - $847K	56.2K $3.55M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IYF	16K New	$99.23 - $120.99 $1.59M - $1.94M	16K $1.94M
PAVE	21.3K New	$33.78 - $43.68 $721K - $932K	21.3K $929K
XLK	3K New	$179.73 - $253.23 $539K - $759K	3K $758K
AVGO	1.02K New	$146.29 - $275.65 $150K - $282K	1.02K $282K
ITW	1.12K New	$218.41 - $252.43 $245K - $283K	1.12K $276K
CSB	4.88K New	$49.98 - $58.24 $244K - $284K	4.88K $270K

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	-47.5K - 78.48%	$273.71 - $316.29 $13M - $15M	13K $3.97M
VHT	-18.5K - 93.14%	$236.71 - $261.92 $4.37M - $4.83M	1.36K $337K
IWR	-17K - 45.46%	$74.88 - $91.97 $1.27M - $1.56M	20.3K $1.87M
PEP	-4.63K - 19.75%	$128.02 - $151.37 $593K - $701K	18.8K $2.49M
VO	-2.72K - 54.65%	$228.54 - $279.83 $620K - $760K	2.25K $630K
BRK-B	-93 - 0.74%	$483.48 - $539.8 $45K - $50.2K	12.6K $6.1M

Activity Summary All Purchases 68 New Holdings 15 Increased Positions 53 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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