Nvest Financial, LLC Portfolio Holdings
Nvest Financial, LLC
- $177 Million
- Q1 2025
Nvest Financial, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $177 Million distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $17.4M, Ishares Russell 1000 Gr ETF with a value of $14.6M, Spdr S&P 500 ETF Trust with a value of $7.83M, Apple Inc. with a value of $7.73M, and Ishares S&P 500 Value ETF with a value of $7.64M.
Examining the 13F form we can see an decrease of $10M in the current position value, from $187M 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: $86.2 Million
Financial Services: $19.4 Million
Technology: $19.1 Million
Consumer Defensive: $12.2 Million
Communication Services: $11.5 Million
Industrials: $8.79 Million
Consumer Cyclical: $7.63 Million
Healthcare: $5.96 Million
Other: $5.4 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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