Nvest Financial, LLC Purchases and Sells in Q4 2024

Nvest Financial, LLC

$187 Million
Q4 2024

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	9.78K + 68.03%	$117.0 - $148.88 $1.14M - $1.46M	24.2K $3.24M
AAPL	1.94K + 5.79%	$221.69 - $259.02 $431K - $503K	35.5K $8.89M
AMZN	1K + 4.22%	$180.88 - $232.93 $182K - $234K	24.8K $5.44M
NFLX	301 + 9.11%	$687.65 - $936.56 $207K - $282K	3.61K $3.21M
JPM	1.5K + 8.52%	$205.18 - $250.29 $307K - $375K	19.1K $4.57M
SPYG	6.32K + 20.77%	$81.74 - $91.38 $516K - $577K	36.7K $3.23M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUFR	89.9K New	$29.73 - $30.81 $2.67M - $2.77M	89.9K $2.74M
IVV	2.01K New	$570.51 - $610.59 $1.14M - $1.22M	2.01K $1.18M
XLB	8.65K New	$83.8 - $97.58 $725K - $844K	8.65K $727K
PHYS	35K New	$19.66 - $21.66 $687K - $757K	35K $704K
GERN	196K New	$3.3 - $4.44 $646K - $869K	196K $692K
YJUN	29.4K New	$21.53 - $22.81 $632K - $670K	29.4K $633K

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RPG	-23.2K - 41.98%	$38.88 - $44.07 $903K - $1.02M	32.1K $1.33M
IEV	-6.56K - 14.22%	$52.03 - $57.63 $341K - $378K	39.5K $2.06M
ZTS	-532 - 5.17%	$162.24 - $194.42 $86.3K - $103K	9.76K $1.59M
IDXX	-388 - 17.31%	$406.92 - $495.42 $158K - $192K	1.85K $766K
GLD	-1.34K - 3.34%	$236.59 - $257.5 $316K - $344K	38.7K $9.37M
TMO	-39 - 1.41%	$501.29 - $612.85 $19.6K - $23.9K	2.73K $1.42M

Activity Summary All Purchases 78 New Holdings 22 Increased Positions 56 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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