Nvest Financial, LLC Reduced Holdings in Q2 2025

Nvest Financial, LLC

  • $177 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-47.5K
- 78.48%
$273.71 - $316.29 $13M - $15M
13K $3.97M
VHT
Vanguard Health Care ETF

ETFs
-18.5K
- 93.14%
$236.71 - $261.92 $4.37M - $4.83M
1.36K $337K
IWR
Ishares Russell Mid Cap ETF

ETFs
-17K
- 45.46%
$74.88 - $91.97 $1.27M - $1.56M
20.3K $1.87M
PEP
Pepsico Inc

Consumer Defensive
-4.63K
- 19.75%
$128.02 - $151.37 $593K - $701K
18.8K $2.49M
VO
Vanguard Mid Cap ETF

ETFs
-2.72K
- 54.65%
$228.54 - $279.83 $620K - $760K
2.25K $630K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-93
- 0.74%
$483.48 - $539.8 $45K - $50.2K
12.6K $6.1M
PHYS
Sprott Physical Gold Trust

Financial Services
-20.8K
- 46.26%
$22.82 - $26.29 $474K - $546K
24.1K $611K
IWP
Ishares Russell Mid Cap Growth

ETFs
-4.78K
- 26.7%
$104.34 - $138.68 $499K - $663K
13.1K $1.82M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.15K
- 39.47%
$152.93 - $181.74 $176K - $210K
1.77K $321K
YJUN
First Tr Exchange Traded Fd Vi
-8.28K
- 30.91%
$21.32 - $24.75 $177K - $205K
18.5K $453K
PG
Procter & Gamble CO

Consumer Defensive
-445
- 13.88%
$157.66 - $172.39 $70.2K - $76.7K
2.76K $439K
VDC
Vanguard Consumer Staples ETF

ETFs
-361
- 3.16%
$204.89 - $224.73 $74K - $81.1K
11.1K $2.42M
CGGO
Capital Group Global Growth Eq

ETFs
-2.88K
- 25.53%
$25.31 - $32.17 $72.8K - $92.5K
8.39K $268K
ICLN
Ishares

ETFs
-4.73K
- 23.31%
$10.56 - $13.31 $49.9K - $62.9K
15.6K $203K
PVAL
Putnam ETF Tr Putnam Focused L
-729
- 7.67%
$33.6 - $40.23 $24.5K - $29.3K
8.78K $353K
VEA
Vanguard Ftse Developed Market

ETFs
-580
- 10.81%
$45.65 - $57.01 $26.5K - $33.1K
4.79K $272K
Aim ETF Products Trust
-1.44K
- 4.42%
N/A
31.1K $0
Aim ETF Products Trust
-3.73K
- 17.77%
N/A
17.2K $0
First Tr Exchng Traded Fd Vi
-6.25K
- 13.14%
N/A
41.3K $0
First Tr Exchng Traded Fd Vi
-525
- 3.65%
N/A
13.9K $0
V
Visa Inc.

Financial Services
-83
- 0.93%
$308.27 - $373.31 $25.6K - $31K
8.8K $3.12M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-69
- 2.51%
$86.05 - $107.7 $5.94K - $7.43K
2.68K $288K
IVV
Ishares Core S&P 500 ETF

ETFs
-149
- 7.62%
$498.8 - $620.9 $74.3K - $92.5K
1.81K $1.12M
VCR
Vanguard Consumer Discretionar

ETFs
-119
- 5.94%
$290.42 - $364.35 $34.6K - $43.4K
1.89K $682K
PH
Parker Hannifin Corp

Industrials
-16
- 2.91%
$517.23 - $700.54 $8.28K - $11.2K
533 $372K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.77K
- 1.97%
$27.3 - $31.8 $48.3K - $56.3K
88.1K $2.8M
RTX
Raytheon Technologies Corp

Industrials
-1.06K
- 4.38%
$113.75 - $148.48 $120K - $157K
23K $3.37M
NFLX
Netflix Inc

Communication Services
-42
- 1.22%
$855.86 - $1339.13 $35.9K - $56.2K
3.39K $4.54M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-284
- 0.7%
$320.42 - $424.58 $91K - $121K
40.2K $17.1M
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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