Nvest Financial, LLC Reduced Holdings in Q4 2024

Nvest Financial, LLC

  • $187 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RPG
Invesco Exchange Traded Fd Tr

ETFs
-23.2K
- 41.98%
$38.88 - $44.07 $903K - $1.02M
32.1K $1.33M
IEV
Ishares Tr Europe ETF

ETFs
-6.56K
- 14.22%
$52.03 - $57.63 $341K - $378K
39.5K $2.06M
ZTS
Zoetis Inc.

Healthcare
-532
- 5.17%
$162.24 - $194.42 $86.3K - $103K
9.76K $1.59M
IDXX
Idexx Laboratories Inc

Healthcare
-388
- 17.31%
$406.92 - $495.42 $158K - $192K
1.85K $766K
GLD
Spdr Gold Trust

ETFs
-1.34K
- 3.34%
$236.59 - $257.5 $316K - $344K
38.7K $9.37M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-39
- 1.41%
$501.29 - $612.85 $19.6K - $23.9K
2.73K $1.42M
RTX
Raytheon Technologies Corp

Industrials
-1.19K
- 4.62%
$114.45 - $127.21 $136K - $151K
24.4K $2.83M
PGR
Progressive Corp

Financial Services
-265
- 2.91%
$239.6 - $268.88 $63.5K - $71.3K
8.84K $2.12M
ASML
Asml Holding Nv

Technology
-113
- 15.17%
$658.43 - $872.27 $74.4K - $98.6K
632 $438K
DHR
Danaher Corp

Healthcare
-112
- 3.49%
$226.16 - $274.52 $25.3K - $30.7K
3.09K $709K
CVX
Chevron Corp

Energy
-817
- 4.77%
$141.15 - $162.53 $115K - $133K
16.3K $2.36M
VDE
Vanguard Energy ETF

ETFs
-1.08K
- 6.19%
$116.67 - $136.78 $126K - $148K
16.4K $1.99M
WMT
Walmart Inc.

Consumer Defensive
-8.92K
- 12.82%
$79.1 - $95.7 $705K - $853K
60.7K $5.48M
XLU
Utilities Sector Spdr

ETFs
-653
- 3.93%
$74.89 - $82.93 $48.9K - $54.2K
16K $1.21M
MU
Micron Technology Inc

Technology
-69
- 1.49%
$84.16 - $113.41 $5.81K - $7.83K
4.56K $384K
NOC
Northrop Grumman Corp

Industrials
-51
- 4.63%
$466.52 - $543.88 $23.8K - $27.7K
1.05K $492K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.21K
- 24.98%
$57.53 - $60.83 $69.8K - $73.8K
3.65K $209K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-247
- 7.78%
$174.22 - $187.62 $43K - $46.3K
2.93K $512K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-499
- 16.81%
$103.6 - $112.52 $51.7K - $56.1K
2.47K $258K
PG
Procter & Gamble CO

Consumer Defensive
-170
- 4.75%
$161.05 - $179.7 $27.4K - $30.5K
3.41K $571K
PH
Parker Hannifin Corp

Industrials
-5
- 0.89%
$621.74 - $709.46 $3.11K - $3.55K
554 $352K
Aim ETF Products Trust
-1.1K
- 4.8%
N/A
21.7K $0
Aim ETF Products Trust
-391
- 2.05%
N/A
18.7K $0
Aim ETF Products Trust
-5.11K
- 12.62%
N/A
35.4K $0
Aim ETF Products Trust
-641
- 2.2%
N/A
28.5K $0
VCR
Vanguard Consumer Discretionar

ETFs
-41
- 0.96%
$328.51 - $401.37 $13.5K - $16.5K
4.24K $1.59M
IWP
Ishares Russell Mid Cap Growth

ETFs
-75
- 0.41%
$116.4 - $138.52 $8.73K - $10.4K
18.2K $2.31M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-91
- 0.22%
$370.24 - $418.94 $33.7K - $38.1K
41.6K $16.7M
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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