Nvest Financial, LLC Reduced Holdings in Q1 2025

Nvest Financial, LLC

  • $177 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.09K
- 2.63%
$360.07 - $417.26 $394K - $456K
40.5K $14.6M
AAPL
Apple Inc.

Technology
-706
- 1.99%
$209.68 - $247.1 $148K - $174K
34.8K $7.73M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.98K
- 72.6%
$497.6 - $606.74 $985K - $1.2M
747 $371K
VCR
Vanguard Consumer Discretionar

ETFs
-2.24K
- 52.78%
$318.51 - $391.75 $713K - $878K
2K $652K
AMZN
Amazon Com Inc

Consumer Cyclical
-997
- 4.02%
$190.26 - $242.06 $190K - $241K
23.8K $4.53M
VGT
Vanguard Information Technolog

ETFs
-1.28K
- 64.62%
$542.38 - $646.34 $696K - $830K
703 $381K
GOOGL
Alphabet Inc.

Communication Services
-91
- 0.44%
$154.33 - $206.19 $14K - $18.8K
20.8K $3.21M
MSFT
Microsoft Corp

Technology
-187
- 1.58%
$375.39 - $447.2 $70.2K - $83.6K
11.6K $4.37M
WMT
Walmart Inc.

Consumer Defensive
-2.93K
- 4.82%
$84.5 - $105.05 $247K - $307K
57.7K $5.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.03%
$551.42 - $612.93 $2.21K - $2.45K
14K $7.83M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.64K
- 4.22%
$82.81 - $92.93 $136K - $153K
37.3K $3.17M
CRM
Salesforce, Inc.

Technology
-93
- 3.31%
$268.36 - $359.95 $25K - $33.5K
2.71K $728K
IWP
Ishares Russell Mid Cap Growth

ETFs
-296
- 1.63%
$114.9 - $139.6 $34K - $41.3K
17.9K $2.1M
PEP
Pepsico Inc

Consumer Defensive
-777
- 3.21%
$142.64 - $156.42 $111K - $122K
23.5K $3.52M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-363
- 1.13%
$37.33 - $45.03 $13.6K - $16.3K
31.8K $1.21M
IVV
Ishares Core S&P 500 ETF

ETFs
-51
- 2.54%
$554.06 - $615.85 $28.3K - $31.4K
1.96K $1.1M
GOOG
Alphabet Inc.

Communication Services
-30
- 1.35%
$156.06 - $207.71 $4.68K - $6.23K
2.2K $343K
META
Meta Platforms, Inc.

Communication Services
-12
- 0.39%
$576.36 - $736.67 $6.92K - $8.84K
3.1K $1.79M
TJX
Tjx Companies Inc

Consumer Cyclical
-501
- 2.17%
$112.81 - $126.16 $56.5K - $63.2K
22.6K $2.76M
YJUN
First Tr Exchange Traded Fd Vi
-2.56K
- 8.72%
$21.51 - $23.37 $55K - $59.8K
26.8K $607K
XOM
Exxon Mobil Corp

Energy
-607
- 14.59%
$105.44 - $118.93 $64K - $72.2K
3.55K $422K
PG
Procter & Gamble CO

Consumer Defensive
-205
- 6.01%
$158.56 - $176.26 $32.5K - $36.1K
3.21K $546K
IVE
Ishares S&P 500 Value ETF

ETFs
-47
- 0.12%
$185.78 - $198.58 $8.73K - $9.33K
40.1K $7.64M
PH
Parker Hannifin Corp

Industrials
-5
- 0.9%
$591.65 - $707.05 $2.96K - $3.54K
549 $333K
NFLX
Netflix Inc

Communication Services
-177
- 4.91%
$828.4 - $1058.6 $147K - $187K
3.43K $3.2M
ICLN
Ishares

ETFs
-803
- 3.81%
$10.94 - $11.86 $8.78K - $9.52K
20.3K $231K
XLU
Utilities Sector Spdr

ETFs
-741
- 4.64%
$74.7 - $80.27 $55.4K - $59.5K
15.2K $1.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-6
- 0.2%
$169.43 - $182.84 $1.02K - $1.1K
2.92K $506K
First Tr Exchng Traded Fd Vi
-1.11K
- 3.91%
N/A
27.3K $0
Aim ETF Products Trust
-1.64K
- 4.64%
N/A
33.7K $0
Aim ETF Products Trust
-88
- 0.36%
N/A
24.4K $0
Aim ETF Products Trust
-747
- 3.44%
N/A
21K $0
Aim ETF Products Trust
-509
- 2.72%
N/A
18.2K $0
CSCO
Cisco Systems, Inc.

Technology
-43
- 0.82%
$58.74 - $64.87 $2.53K - $2.79K
5.2K $320K
IWD
Ishares Russell 1000 Val ETF

ETFs
-11
- 0.25%
$182.82 - $196.21 $2.01K - $2.16K
4.31K $810K
LLY
Eli Lilly & CO

Healthcare
-25
- 1.09%
$725.72 - $929.72 $18.1K - $23.2K
2.26K $1.87M
MDT
Medtronic PLC

Healthcare
-12
- 0.11%
$79.84 - $94.5 $958 - $1.13K
10.6K $950K
PGR
Progressive Corp

Financial Services
-422
- 4.78%
$235.61 - $291.22 $99.4K - $123K
8.42K $2.38M
RTX
Raytheon Technologies Corp

Industrials
-336
- 1.37%
$114.1 - $135.66 $38.3K - $45.6K
24.1K $3.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-289
- 2.23%
$442.66 - $534.52 $128K - $154K
12.6K $6.73M
Activity Summary
Buys All Purchases 41 New Holdings 2 Increased Positions 39 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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