Nvest Financial, LLC Portfolio Holdings
Nvest Financial, LLC
- $158 Million
- Q2 2024
Nvest Financial, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $158 Million distributed in 89 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 $15.4M, Spdr Gold Trust with a value of $9.03M, Spdr S&P 500 ETF Trust with a value of $7.35M, Ishares S&P 500 Value ETF with a value of $7.15M, and Apple Inc. with a value of $7.13M.
Examining the 13F form we can see an increase of $9.06M in the current position value, from $149M to 158M.
Below you can find more details about Nvest Financial, LLC portfolio as well as his latest detailed transactions.