Nvest Financial, LLC Portfolio Holdings
Nvest Financial, LLC
- $177 Million
- Q2 2025
Nvest Financial, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $177 Million distributed in 106 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 $17.1M, Spdr S&P 500 ETF Trust with a value of $9.14M, Ishares S&P 500 Value ETF with a value of $8.75M, Apple Inc. with a value of $7.85M, and Berkshire Hathaway Inc Class B with a value of $6.1M.
Examining the 13F form we can see an decrease of $231K in the current position value, from $177M to 177M.
Below you can find more details about Nvest Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$177 Million
ETFs: $75.5 Million
Technology: $23.5 Million
Financial Services: $19.2 Million
Communication Services: $15.1 Million
Consumer Defensive: $11.6 Million
Industrials: $9.57 Million
Consumer Cyclical: $9.1 Million
Healthcare: $6.7 Million
Other: $5.76 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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