Nvest Financial, LLC Purchases in Q4 2024

Nvest Financial, LLC

  • $187 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWS
Ishares Russell Midcap Value E

ETFs
341
+ 15.18%
$128.08 - $140.32 $43.7K - $47.8K
2.59K $334K
CSCO
Cisco Systems, Inc.

Technology
90
+ 1.75%
$52.45 - $60.02 $4.72K - $5.4K
5.24K $310K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.88K
+ 3.48%
$56.06 - $61.35 $106K - $115K
56K $3.16M
IWN
Ishares Russell2000 Val ETF

ETFs
216
+ 11.99%
$162.69 - $181.35 $35.1K - $39.2K
2.02K $331K
IWR
Ishares Russell Mid Cap ETF

ETFs
223
+ 0.58%
$87.25 - $95.52 $19.5K - $21.3K
38.9K $3.44M
BAC
Bank Of America Corp

Financial Services
5
+ 0.07%
$39.22 - $47.77 $196 - $239
6.75K $296K
VO
Vanguard Mid Cap ETF

ETFs
53
+ 1.09%
$261.5 - $284.63 $13.9K - $15.1K
4.92K $1.3M
ABNB
Airbnb, Inc.

Consumer Cyclical
1
+ 0.06%
$125.36 - $147.37 $125 - $147
1.73K $227K
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.56%
$280.04 - $302.45 $1.4K - $1.51K
900 $260K
ABT
Abbott Laboratories

Healthcare
59
+ 1.63%
$111.93 - $119.39 $6.6K - $7.04K
3.67K $415K
First Tr Exchng Traded Fd Vi
28.5K
New
N/A
28.5K $0
First Tr Exchng Traded Fd Vi
8.57K
New
N/A
8.57K $0
Aim ETF Products Trust
24.5K
New
N/A
24.5K $0
First Tr Exchng Traded Fd Vi
47.5K
New
N/A
47.5K $0
First Tr Exchng Traded Fd Vi
14.4K
New
N/A
14.4K $0
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
378
+ 1.0%
N/A
38.3K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
86
+ 2.03%
$183.23 - $199.79 $15.8K - $17.2K
4.32K $799K
IVE
Ishares S&P 500 Value ETF

ETFs
1.22K
+ 3.12%
$189.5 - $206.17 $230K - $250K
40.1K $7.66M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
11
+ 0.71%
$131.66 - $144.0 $1.45K - $1.58K
1.57K $207K
XOM
Exxon Mobil Corp

Energy
64
+ 1.56%
$105.51 - $125.37 $6.75K - $8.02K
4.16K $447K
STZ
Constellation Brands, Inc.

Consumer Defensive
95
+ 5.15%
$219.66 - $257.62 $20.9K - $24.5K
1.94K $428K
MHO
M/I Homes, Inc.

Consumer Cyclical
132
+ 7.81%
$132.44 - $174.81 $17.5K - $23.1K
1.82K $242K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
166
+ 0.63%
$43.84 - $48.76 $7.28K - $8.09K
26.6K $1.17M
MDT
Medtronic PLC

Healthcare
536
+ 5.33%
$79.61 - $92.24 $42.7K - $49.4K
10.6K $845K
ADBE
Adobe Inc.

Technology
106
+ 5.66%
$437.39 - $552.96 $46.4K - $58.6K
1.98K $880K
NEE
Nextera Energy Inc

Utilities
1.02K
+ 3.3%
$69.77 - $85.43 $71K - $87K
31.9K $2.29M
VHT
Vanguard Health Care ETF

ETFs
266
+ 1.43%
$250.81 - $283.3 $66.7K - $75.4K
18.8K $4.77M
Activity Summary
Buys All Purchases 78 New Holdings 22 Increased Positions 56 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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