Nvest Financial, LLC Purchases in Q1 2025

Nvest Financial, LLC

  • $177 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
21.9K
+ 56.55%
$243.19 - $288.14 $5.32M - $6.3M
60.6K $17.4M
TMUS
T Mobile Us, Inc.

Communication Services
5.4K
+ 108.76%
$211.3 - $272.83 $1.14M - $1.47M
10.4K $2.76M
NEE
Nextera Energy Inc

Utilities
10.2K
+ 31.91%
$66.96 - $76.16 $682K - $775K
42.1K $2.98M
VDC
Vanguard Consumer Staples ETF

ETFs
2.38K
+ 26.28%
$206.54 - $226.16 $491K - $538K
11.4K $2.5M
VHT
Vanguard Health Care ETF

ETFs
996
+ 5.29%
$254.06 - $273.83 $253K - $273K
19.8K $5.25M
IEV
Ishares Tr Europe ETF

ETFs
3.53K
+ 8.93%
$51.89 - $60.68 $183K - $214K
43.1K $2.51M
PHYS
Sprott Physical Gold Trust

Financial Services
9.9K
+ 28.33%
$20.25 - $24.06 $201K - $238K
44.9K $1.08M
V
Visa Inc.

Financial Services
216
+ 2.49%
$306.92 - $362.71 $66.3K - $78.3K
8.88K $3.11M
SHW
Sherwin Williams CO

Basic Materials
904
+ 18.82%
$330.16 - $365.55 $298K - $330K
5.71K $1.99M
ADP
Automatic Data Processing Inc

Industrials
795
+ 19.79%
$286.85 - $318.64 $228K - $253K
4.81K $1.47M
GE
General Electric CO

Industrials
1.05K
New
$168.59 - $212.13 $177K - $223K
1.05K $209K
DIS
Walt Disney CO

Communication Services
2.1K
New
$96.87 - $114.0 $203K - $239K
2.1K $207K
ASML
Asml Holding Nv

Technology
248
+ 39.24%
$662.63 - $776.99 $164K - $193K
880 $583K
TDY
Teledyne Technologies Inc

Technology
188
+ 13.19%
$455.51 - $518.84 $85.6K - $97.5K
1.61K $802K
COST
Costco Wholesale Corp

Consumer Defensive
34
+ 1.24%
$890.62 - $1076.86 $30.3K - $36.6K
2.78K $2.63M
NOC
Northrop Grumman Corp

Industrials
101
+ 9.62%
$433.45 - $513.82 $43.8K - $51.9K
1.15K $589K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.44K
+ 6.14%
$53.6 - $58.97 $184K - $203K
59.4K $3.25M
ABT
Abbott Laboratories

Healthcare
17
+ 0.46%
$111.1 - $140.22 $1.89K - $2.38K
3.69K $489K
MU
Micron Technology Inc

Technology
636
+ 13.94%
$86.89 - $109.38 $55.3K - $69.6K
5.2K $451K
MA
Mastercard Inc

Financial Services
55
+ 3.84%
$504.67 - $576.31 $27.8K - $31.7K
1.49K $815K
ADBE
Adobe Inc.

Technology
470
+ 23.75%
$377.84 - $464.11 $178K - $218K
2.45K $939K
VEA
Vanguard Ftse Developed Market

ETFs
30
+ 0.56%
$47.4 - $52.99 $1.42K - $1.59K
5.37K $272K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
282
+ 11.42%
$96.88 - $111.25 $27.3K - $31.4K
2.75K $274K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
337
+ 5.86%
$175.5 - $209.86 $59.1K - $70.7K
6.09K $1.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
66
+ 1.81%
$56.17 - $59.71 $3.71K - $3.94K
3.71K $212K
Aim ETF Products Trust
4.02K
+ 14.13%
N/A
32.5K $0
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
1.3K
+ 3.4%
N/A
39.6K $0
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
145
+ 1.85%
N/A
7.98K $0
IWS
Ishares Russell Midcap Value E

ETFs
26
+ 1.01%
$122.59 - $135.24 $3.19K - $3.52K
2.61K $329K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.33%
$271.18 - $303.12 $814 - $909
903 $248K
BAC
Bank Of America Corp

Financial Services
5
+ 0.07%
$39.61 - $47.74 $198 - $239
6.76K $281K
VO
Vanguard Mid Cap ETF

ETFs
49
+ 1.0%
$251.87 - $277.95 $12.3K - $13.6K
4.97K $1.28M
STZ
Constellation Brands, Inc.

Consumer Defensive
189
+ 9.75%
$161.05 - $222.93 $30.4K - $42.1K
2.13K $390K
DHR
Danaher Corp

Healthcare
18
+ 0.58%
$201.62 - $250.59 $3.63K - $4.51K
3.11K $637K
IWV
Ishares Russell 3000 ETF

ETFs
14
+ 0.25%
$313.1 - $349.83 $4.38K - $4.9K
5.66K $1.8M
LMT
Lockheed Martin Corp

Industrials
23
+ 0.64%
$423.19 - $506.29 $9.73K - $11.6K
3.62K $1.62M
TSLA
Tesla, Inc.

Consumer Cyclical
51
+ 3.92%
$222.15 - $428.22 $11.3K - $21.8K
1.35K $350K
QQQ
Invesco Qqq Trust, Series 1

ETFs
91
+ 1.43%
$468.34 - $539.52 $42.6K - $49.1K
6.48K $3.04M
NVDA
Nvidia Corp

Technology
2.78K
+ 11.5%
$106.98 - $149.43 $297K - $415K
26.9K $2.92M
GERN
Geron Corp

Healthcare
3.5K
+ 1.79%
$1.59 - $3.6 $5.57K - $12.6K
199K $316K
Activity Summary
Buys All Purchases 41 New Holdings 2 Increased Positions 39 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Nvest Financial, LLC Portfolio

Follow Nvest Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nvest Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nvest Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email