Nvest Financial, LLC Portfolio Holdings
Nvest Financial, LLC
- $169 Million
- Q3 2024
Nvest Financial, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $169 Million distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $15.6M, Spdr Gold Trust with a value of $9.73M, Spdr S&P 500 ETF Trust with a value of $7.95M, Apple Inc. with a value of $7.81M, and Ishares S&P 500 Value ETF with a value of $7.68M.
Examining the 13F form we can see an increase of $11.2M in the current position value, from $158M to 169M.
Below you can find more details about Nvest Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$169 Million
ETFs: $81.7 Million
Technology: $17.9 Million
Financial Services: $15.2 Million
Consumer Defensive: $12.4 Million
Healthcare: $9.21 Million
Consumer Cyclical: $9.2 Million
Communication Services: $8.46 Million
Industrials: $7.57 Million
Other: $7.52 Million