Nvest Financial, LLC Incresed Positions in Q2 2025

Nvest Financial, LLC

  • $177 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
3.65K
+ 13.57%
$94.31 - $157.99 $345K - $577K
30.6K $4.83M
MSFT
Microsoft Corp

Technology
277
+ 2.38%
$354.56 - $497.45 $98.2K - $138K
11.9K $5.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
804
+ 5.75%
$496.48 - $617.85 $399K - $497K
14.8K $9.14M
SPYG
Spdr Portfolio

ETFs
7.7K
+ 21.47%
$71.83 - $95.32 $553K - $734K
43.6K $4.15M
IVE
Ishares S&P 500 Value ETF

ETFs
4.66K
+ 11.62%
$168.34 - $195.42 $784K - $911K
44.8K $8.75M
IEV
Ishares Tr Europe ETF

ETFs
13.1K
+ 30.43%
$51.8 - $64.59 $679K - $847K
56.2K $3.55M
AMZN
Amazon Com Inc

Consumer Cyclical
1.32K
+ 5.56%
$167.32 - $223.3 $221K - $295K
25.1K $5.51M
JPM
Jpmorgan Chase & CO

Financial Services
282
+ 1.48%
$210.28 - $289.91 $59.3K - $81.8K
19.3K $5.61M
GOOGL
Alphabet Inc.

Communication Services
2.34K
+ 11.26%
$144.7 - $178.6 $338K - $418K
23.1K $4.07M
META
Meta Platforms, Inc.

Communication Services
311
+ 10.04%
$484.66 - $738.09 $151K - $230K
3.41K $2.52M
GOOG
Alphabet Inc.

Communication Services
3.54K
+ 160.9%
$146.58 - $180.01 $518K - $636K
5.73K $1.02M
WMT
Walmart Inc.

Consumer Defensive
483
+ 0.84%
$81.79 - $99.98 $39.5K - $48.3K
58.2K $5.69M
IWS
Ishares Russell Midcap Value E

ETFs
4.54K
+ 173.9%
$110.58 - $132.14 $502K - $600K
7.16K $945K
SYK
Stryker Corp

Healthcare
929
+ 31.71%
$337.37 - $395.63 $313K - $368K
3.86K $1.53M
COST
Costco Wholesale Corp

Consumer Defensive
253
+ 9.09%
$908.13 - $1056.85 $230K - $267K
3.04K $3.01M
ASML
Asml Holding Nv

Technology
282
+ 32.05%
$595.37 - $815.24 $168K - $230K
1.16K $931K
ADP
Automatic Data Processing Inc

Industrials
1K
+ 20.86%
$276.76 - $326.81 $278K - $328K
5.82K $1.79M
SHW
Sherwin Williams CO

Basic Materials
899
+ 15.75%
$313.51 - $363.51 $282K - $327K
6.61K $2.27M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
368
+ 6.04%
$160.22 - $209.35 $59K - $77K
6.46K $1.35M
RPG
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.06%
$33.86 - $45.77 $677 - $915
31.8K $1.45M
MU
Micron Technology Inc

Technology
327
+ 6.29%
$64.72 - $127.91 $21.2K - $41.8K
5.53K $681K
IWV
Ishares Russell 3000 ETF

ETFs
15
+ 0.26%
$281.67 - $351.0 $4.23K - $5.27K
5.68K $1.99M
CRM
Salesforce, Inc.

Technology
618
+ 22.78%
$236.26 - $291.15 $146K - $180K
3.33K $908K
TJX
Tjx Companies Inc

Consumer Cyclical
864
+ 3.82%
$119.13 - $135.03 $103K - $117K
23.5K $2.9M
GERN
Geron Corp

Healthcare
123K
+ 61.68%
$1.18 - $1.62 $145K - $199K
322K $454K
DIS
Walt Disney CO

Communication Services
685
+ 32.62%
$81.72 - $124.01 $56K - $84.9K
2.79K $345K
NEE
Nextera Energy Inc

Utilities
2.67K
+ 6.34%
$64.11 - $75.0 $171K - $200K
44.7K $3.11M
AAPL
Apple Inc.

Technology
3.47K
+ 9.96%
$172.42 - $223.89 $597K - $776K
38.3K $7.85M
TSLA
Tesla, Inc.

Consumer Cyclical
121
+ 8.95%
$221.86 - $362.89 $26.8K - $43.9K
1.47K $467K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.14%
$470.37 - $663.28 $470 - $663
704 $466K
VTI
Vanguard Total Stock Market Et

ETFs
157
+ 17.39%
$243.75 - $303.93 $38.3K - $47.7K
1.06K $322K
ABT
Abbott Laboratories

Healthcare
449
+ 12.17%
$123.95 - $138.08 $55.7K - $62K
4.14K $562K
GE
General Electric CO

Industrials
42
+ 4.0%
$166.81 - $257.39 $7.01K - $10.8K
1.09K $280K
XLU
Utilities Sector Spdr

ETFs
301
+ 1.98%
$73.09 - $82.77 $22K - $24.9K
15.5K $1.27M
CSCO
Cisco Systems, Inc.

Technology
9
+ 0.17%
$53.19 - $69.38 $479 - $624
5.21K $361K
BAC
Bank Of America Corp

Financial Services
5
+ 0.07%
$34.39 - $47.46 $172 - $237
6.76K $319K
TDY
Teledyne Technologies Inc

Technology
21
+ 1.3%
$435.54 - $512.31 $9.15K - $10.8K
1.63K $837K
MDT
Medtronic PLC

Healthcare
696
+ 6.58%
$80.68 - $88.86 $56.2K - $61.8K
11.3K $982K
MA
Mastercard Inc

Financial Services
18
+ 1.21%
$479.92 - $590.74 $8.64K - $10.6K
1.51K $845K
IWD
Ishares Russell 1000 Val ETF

ETFs
8
+ 0.19%
$166.82 - $194.23 $1.33K - $1.55K
4.31K $837K
JEPI
J P Morgan Exchange Traded Fd

ETFs
96
+ 2.59%
$51.14 - $57.0 $4.91K - $5.47K
3.81K $216K
Aim ETF Products Trust
580
+ 2.12%
N/A
28K $0
Aim ETF Products Trust
8.63K
+ 25.57%
N/A
42.4K $0
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
4.26K
+ 10.77%
N/A
43.8K $0
Aim ETF Products Trust
994
+ 5.46%
N/A
19.2K $0
VRTX
Vertex Pharmaceuticals Inc

Healthcare
14
+ 2.81%
$421.16 - $509.5 $5.9K - $7.13K
513 $228K
DHR
Danaher Corp

Healthcare
45
+ 1.45%
$174.64 - $205.16 $7.86K - $9.23K
3.16K $623K
XOM
Exxon Mobil Corp

Energy
11
+ 0.31%
$99.93 - $119.04 $1.1K - $1.31K
3.56K $384K
TMO
Thermo Fisher Scientific Inc.

Healthcare
63
+ 8.43%
$390.26 - $489.06 $24.6K - $30.8K
810 $328K
Activity Summary
Buys All Purchases 68 New Holdings 15 Increased Positions 53 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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