Nvest Financial, LLC Sells in Q3 2024

Nvest Financial, LLC

  • $169 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCR
Vanguard Consumer Discretionar

ETFs
-7.95K
- 64.98%
$291.88 - $341.94 $2.32M - $2.72M
4.29K $1.46M
GOOGL
Alphabet Inc.

Communication Services
-5.6K
- 21.68%
$148.65 - $191.18 $833K - $1.07M
20.2K $3.36M
VGT
Vanguard Information Technolog

ETFs
-2.34K
- 60.75%
$514.43 - $606.85 $1.2M - $1.42M
1.51K $886K
CVX
Chevron Corp

Energy
-234
- 1.35%
$137.88 - $161.97 $32.3K - $37.9K
17.1K $2.52M
VDE
Vanguard Energy ETF

ETFs
-440
- 2.46%
$117.44 - $131.06 $51.7K - $57.7K
17.5K $2.14M
MU
Micron Technology Inc

Technology
-85
- 1.8%
$86.27 - $136.82 $7.33K - $11.6K
4.63K $480K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-234
- 1.25%
$49.83 - $62.75 $11.7K - $14.7K
18.5K $1.06M
GOOG
Alphabet Inc.

Communication Services
-337
- 17.35%
$149.54 - $192.66 $50.4K - $64.9K
1.61K $268K
ABT
Abbott Laboratories

Healthcare
-832
- 18.71%
$100.07 - $118.13 $83.3K - $98.3K
3.61K $412K
STZ
Constellation Brands, Inc.

Consumer Defensive
-29
- 1.55%
$236.42 - $259.82 $6.86K - $7.53K
1.84K $474K
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
-4.34K
- 10.27%
N/A
37.9K $0
Aim ETF Products Trust
-1.44K
- 3.44%
N/A
40.5K $0
Aim ETF Products Trust
-1.32K
- 4.35%
N/A
29.1K $0
VEA
Vanguard Ftse Developed Market

ETFs
-163
- 3.28%
$47.6 - $53.31 $7.76K - $8.69K
4.8K $253K
IWS
Ishares Russell Midcap Value E

ETFs
-122
- 5.15%
$119.52 - $132.25 $14.6K - $16.1K
2.25K $297K
PG
Procter & Gamble CO

Consumer Defensive
-69
- 1.89%
$160.76 - $177.82 $11.1K - $12.3K
3.58K $619K
DHR
Danaher Corp

Healthcare
-206
- 6.04%
$239.25 - $280.76 $49.3K - $57.8K
3.21K $890K
PH
Parker Hannifin Corp

Industrials
-30
- 5.09%
$501.01 - $635.92 $15K - $19.1K
559 $353K
IWD
Ishares Russell 1000 Val ETF

ETFs
-27
- 0.63%
$173.36 - $189.8 $4.68K - $5.12K
4.23K $802K
TJX
Tjx Companies Inc

Consumer Cyclical
-732
- 3.39%
$107.93 - $120.23 $79K - $88K
20.9K $2.45M
MHO
M/I Homes, Inc.

Consumer Cyclical
-43
- 2.48%
$116.02 - $172.21 $4.99K - $7.41K
1.69K $289K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-842
- 1.5%
$33.68 - $39.31 $28.4K - $33.1K
55.4K $2.17M
VO
Vanguard Mid Cap ETF

ETFs
-88
- 1.78%
$237.84 - $263.83 $20.9K - $23.2K
4.87K $1.28M
JPM
Jpmorgan Chase & CO

Financial Services
-214
- 1.2%
$194.9 - $224.8 $41.7K - $48.1K
17.6K $3.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
-808
- 2.04%
$79.92 - $88.19 $64.6K - $71.3K
38.7K $3.41M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-663
- 1.57%
$332.02 - $382.76 $220K - $254K
41.7K $15.6M
PGR
Progressive Corp

Financial Services
-108
- 1.17%
$209.46 - $259.24 $22.6K - $28K
9.1K $2.31M
RTX
Raytheon Technologies Corp

Industrials
-824
- 3.12%
$99.55 - $123.34 $82K - $102K
25.6K $3.1M
IVE
Ishares S&P 500 Value ETF

ETFs
-376
- 0.96%
$181.06 - $197.17 $68.1K - $74.1K
38.9K $7.68M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-145
- 1.09%
$405.19 - $478.57 $58.8K - $69.4K
13.1K $6.04M
AAPL
Apple Inc.

Technology
-317
- 0.94%
$207.23 - $234.82 $65.7K - $74.4K
33.5K $7.81M
GLD
Spdr Gold Trust

ETFs
-2K
- 4.76%
$215.56 - $246.98 $431K - $493K
40K $9.73M
WMT
Walmart Inc.

Consumer Defensive
-311
- 0.45%
$66.91 - $81.4 $20.8K - $25.3K
69.6K $5.62M
Activity Summary
Buys All Purchases 54 New Holdings 7 Increased Positions 47 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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