Nvest Financial, LLC Purchases in Q3 2024

Nvest Financial, LLC

  • $169 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VDC
Vanguard Consumer Staples ETF

ETFs
6.37K
+ 353.91%
$201.77 - $221.32 $1.29M - $1.41M
8.18K $1.79M
SHW
Sherwin Williams CO

Basic Materials
1.86K
+ 97.38%
$294.65 - $384.0 $547K - $713K
3.76K $1.44M
VHT
Vanguard Health Care ETF

ETFs
1.61K
+ 9.48%
$261.88 - $288.1 $421K - $463K
18.6K $5.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
349
+ 2.59%
$517.38 - $573.86 $181K - $200K
13.8K $7.95M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.26K
+ 13.09%
$53.41 - $57.9 $334K - $363K
54.1K $3.13M
NEE
Nextera Energy Inc

Utilities
373
+ 1.22%
$69.9 - $84.97 $26.1K - $31.7K
30.9K $2.61M
MCD
Mcdonalds Corp

Consumer Cyclical
1.27K
+ 108.33%
$245.82 - $304.51 $313K - $388K
2.45K $746K
ADP
Automatic Data Processing Inc

Industrials
1.07K
+ 51.47%
$233.44 - $279.45 $249K - $298K
3.14K $868K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.52K
+ 38.43%
$150.01 - $182.29 $228K - $277K
5.48K $995K
TMUS
T Mobile Us, Inc.

Communication Services
1.34K
+ 43.78%
$175.14 - $206.36 $234K - $275K
4.38K $904K
SYK
Stryker Corp

Healthcare
880
+ 126.26%
$315.94 - $371.96 $278K - $327K
1.58K $569K
ZTS
Zoetis Inc.

Healthcare
546
+ 5.6%
$172.58 - $196.48 $94.2K - $107K
10.3K $2.01M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.37K
+ 25.46%
$42.22 - $48.62 $227K - $261K
26.4K $1.23M
IEV
Ishares Tr Europe ETF

ETFs
2.73K
+ 6.3%
$53.25 - $58.78 $146K - $161K
46.1K $2.69M
META
Meta Platforms, Inc.

Communication Services
234
+ 9.21%
$453.41 - $572.44 $106K - $134K
2.77K $1.59M
COST
Costco Wholesale Corp

Consumer Defensive
212
+ 9.16%
$801.83 - $917.05 $170K - $194K
2.53K $2.24M
CRM
Salesforce, Inc.

Technology
870
+ 45.67%
$238.42 - $276.53 $207K - $241K
2.78K $759K
VTI
Vanguard Total Stock Market Et

ETFs
895
New
$255.18 - $283.2 $228K - $253K
895 $253K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.02K
+ 5.88%
$103.87 - $117.59 $105K - $119K
18.3K $2.14M
NFLX
Netflix Inc

Communication Services
161
+ 5.12%
$598.55 - $722.26 $96.4K - $116K
3.31K $2.34M
TMO
Thermo Fisher Scientific Inc.

Healthcare
71
+ 2.64%
$531.86 - $624.21 $37.8K - $44.3K
2.77K $1.71M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.56K
New
$125.95 - $142.04 $196K - $221K
1.56K $221K
V
Visa Inc.

Financial Services
468
+ 6.4%
$253.74 - $291.56 $119K - $136K
7.78K $2.14M
XLU
Utilities Sector Spdr

ETFs
130
+ 0.79%
$67.67 - $80.78 $8.8K - $10.5K
16.6K $1.34M
UNF
Unifirst Corp

Industrials
1.02K
New
$164.34 - $198.74 $168K - $203K
1.02K $202K
ASML
Asml Holding Nv

Technology
332
+ 80.39%
$749.82 - $1098.95 $249K - $365K
745 $620K
IWM
Ishares Russell 2000 ETF

ETFs
413
+ 9.44%
$200.87 - $224.6 $83K - $92.8K
4.79K $1.06M
PVBC
Provident Bancorp, Inc.

Financial Services
15.4K
New
$9.75 - $12.1 $150K - $187K
15.4K $166K
MDT
Medtronic PLC

Healthcare
633
+ 6.72%
$76.84 - $91.03 $48.6K - $57.6K
10.1K $904K
PEP
Pepsico Inc

Consumer Defensive
344
+ 1.74%
$161.9 - $179.3 $55.7K - $61.7K
20.1K $3.42M
MA
Mastercard Inc

Financial Services
219
+ 22.6%
$429.6 - $500.99 $94.1K - $110K
1.19K $586K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
431
+ 41.84%
$256.4 - $289.78 $111K - $125K
1.46K $414K
NVDA
Nvidia Corp

Technology
1.23K
+ 9.36%
$98.91 - $134.91 $122K - $166K
14.4K $1.75M
NOC
Northrop Grumman Corp

Industrials
35
+ 3.28%
$423.73 - $533.14 $14.8K - $18.7K
1.1K $581K
IWV
Ishares Russell 3000 ETF

ETFs
19
+ 0.34%
$294.75 - $326.73 $5.6K - $6.21K
5.63K $1.84M
SPYG
Spdr Portfolio

ETFs
177
+ 0.59%
$73.38 - $84.1 $13K - $14.9K
30.4K $2.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
98
+ 1.82%
$434.77 - $502.96 $42.6K - $49.3K
5.47K $2.67M
IDXX
Idexx Laboratories Inc

Healthcare
109
+ 5.11%
$455.08 - $517.19 $49.6K - $56.4K
2.24K $1.13M
TDY
Teledyne Technologies Inc

Technology
55
+ 4.43%
$381.47 - $437.71 $21K - $24.1K
1.3K $567K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.22K
+ 33.63%
$54.98 - $59.51 $67.2K - $72.8K
4.86K $289K
ADBE
Adobe Inc.

Technology
216
+ 13.04%
$508.13 - $586.55 $110K - $127K
1.87K $969K
IWN
Ishares Russell2000 Val ETF

ETFs
151
+ 9.15%
$150.05 - $171.34 $22.7K - $25.9K
1.8K $300K
RSP
Invesco S&P 500 Equal Weight E

ETFs
10
+ 0.32%
$162.83 - $179.16 $1.63K - $1.79K
3.17K $568K
CSCO
Cisco Systems, Inc.

Technology
166
+ 3.33%
$44.74 - $53.22 $7.43K - $8.83K
5.15K $274K
XOM
Exxon Mobil Corp

Energy
189
+ 4.84%
$109.72 - $119.0 $20.7K - $22.5K
4.1K $480K
ABNB
Airbnb, Inc.

Consumer Cyclical
299
+ 20.88%
$113.01 - $154.34 $33.8K - $46.1K
1.73K $219K
Aim ETF Products Trust
860
+ 4.71%
N/A
19.1K $0
Aim ETF Products Trust
22.8K
New
N/A
22.8K $0
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
7.83K
New
N/A
7.83K $0
Activity Summary
Buys All Purchases 54 New Holdings 7 Increased Positions 47 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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