Nvest Financial, LLC Purchases in Q4 2024

Nvest Financial, LLC

  • $187 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
89.9K
New
$29.73 - $30.81 $2.67M - $2.77M
89.9K $2.74M
NVDA
Nvidia Corp

Technology
9.78K
+ 68.03%
$117.0 - $148.88 $1.14M - $1.46M
24.2K $3.24M
IVV
Ishares Core S&P 500 ETF

ETFs
2.01K
New
$570.51 - $610.59 $1.14M - $1.22M
2.01K $1.18M
AAPL
Apple Inc.

Technology
1.94K
+ 5.79%
$221.69 - $259.02 $431K - $503K
35.5K $8.89M
AMZN
Amazon Com Inc

Consumer Cyclical
1K
+ 4.22%
$180.88 - $232.93 $182K - $234K
24.8K $5.44M
NFLX
Netflix Inc

Communication Services
301
+ 9.11%
$687.65 - $936.56 $207K - $282K
3.61K $3.21M
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
+ 8.52%
$205.18 - $250.29 $307K - $375K
19.1K $4.57M
XLB
Select Sector Spdr Fd Material

ETFs
8.65K
New
$83.8 - $97.58 $725K - $844K
8.65K $727K
SPYG
Spdr Portfolio

ETFs
6.32K
+ 20.77%
$81.74 - $91.38 $516K - $577K
36.7K $3.23M
PHYS
Sprott Physical Gold Trust

Financial Services
35K
New
$19.66 - $21.66 $687K - $757K
35K $704K
YJUN
First Tr Exchange Traded Fd Vi
29.4K
New
$21.53 - $22.81 $632K - $670K
29.4K $633K
V
Visa Inc.

Financial Services
888
+ 11.42%
$273.87 - $320.91 $243K - $285K
8.67K $2.74M
QQQ
Invesco Qqq Trust, Series 1

ETFs
910
+ 16.62%
$481.22 - $538.17 $438K - $490K
6.38K $3.26M
GOOGL
Alphabet Inc.

Communication Services
605
+ 2.99%
$161.86 - $196.66 $97.9K - $119K
20.9K $3.95M
TSLA
Tesla, Inc.

Consumer Cyclical
1.3K
New
$213.65 - $479.86 $278K - $624K
1.3K $525K
ICSH
Blackrock Ultra Short Term Bon

ETFs
8.9K
New
$50.35 - $50.69 $448K - $451K
8.9K $448K
LLY
Eli Lilly & CO

Healthcare
758
+ 49.61%
$727.2 - $932.06 $551K - $707K
2.29K $1.76M
PVAL
Putnam ETF Tr Putnam Focused L
9.5K
New
$36.85 - $39.99 $350K - $380K
9.5K $352K
MSFT
Microsoft Corp

Technology
1.06K
+ 9.83%
$406.35 - $454.46 $430K - $481K
11.8K $4.99M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.96K
+ 26.84%
$55.73 - $66.16 $276K - $328K
23.4K $1.41M
VGT
Vanguard Information Technolog

ETFs
476
+ 31.5%
$571.78 - $647.97 $272K - $308K
1.99K $1.24M
TJX
Tjx Companies Inc

Consumer Cyclical
2.25K
+ 10.78%
$112.15 - $127.2 $252K - $286K
23.1K $2.79M
USB
Us Bancorp \De\

Financial Services
7.03K
New
$43.98 - $53.66 $309K - $377K
7.03K $336K
CGGO
Capital Group Global Growth Eq

ETFs
11.3K
New
$29.21 - $30.67 $329K - $345K
11.3K $328K
BMI
Badger Meter Inc

Technology
1.5K
New
$199.06 - $237.67 $299K - $357K
1.5K $318K
ADP
Automatic Data Processing Inc

Industrials
880
+ 28.05%
$280.08 - $307.97 $246K - $271K
4.02K $1.18M
LMT
Lockheed Martin Corp

Industrials
1.09K
+ 43.18%
$479.66 - $614.62 $520K - $667K
3.6K $1.75M
COST
Costco Wholesale Corp

Consumer Defensive
223
+ 8.82%
$873.59 - $994.69 $195K - $222K
2.75K $2.52M
PEP
Pepsico Inc

Consumer Defensive
4.14K
+ 20.59%
$151.29 - $176.1 $626K - $729K
24.2K $3.69M
SYK
Stryker Corp

Healthcare
736
+ 46.67%
$345.14 - $392.15 $254K - $289K
2.31K $832K
SPY
Spdr S&P 500 ETF Trust

ETFs
149
+ 1.08%
$567.81 - $607.81 $84.6K - $90.6K
14K $8.2M
CRS
Carpenter Technology Corp

Industrials
1.5K
New
$149.5 - $196.14 $224K - $294K
1.5K $254K
META
Meta Platforms, Inc.

Communication Services
336
+ 12.11%
$554.08 - $632.68 $186K - $213K
3.11K $1.83M
ICLN
Ishares

ETFs
21.1K
New
$11.35 - $14.51 $239K - $306K
21.1K $240K
VTWV
Vanguard Russell 2000 Value Et

ETFs
1.56K
New
$143.69 - $159.92 $224K - $249K
1.56K $225K
CMI
Cummins Inc

Industrials
592
New
$324.93 - $383.42 $192K - $227K
592 $206K
DXCM
Dexcom Inc

Healthcare
2.58K
New
$65.68 - $81.01 $169K - $209K
2.58K $200K
SHW
Sherwin Williams CO

Basic Materials
1.04K
+ 27.6%
$338.75 - $399.71 $352K - $415K
4.8K $1.63M
TMUS
T Mobile Us, Inc.

Communication Services
579
+ 13.21%
$206.1 - $246.94 $119K - $143K
4.96K $1.1M
CRM
Salesforce, Inc.

Technology
31
+ 1.12%
$270.87 - $367.87 $8.4K - $11.4K
2.81K $938K
MA
Mastercard Inc

Financial Services
244
+ 20.54%
$491.3 - $536.15 $120K - $131K
1.43K $754K
GOOG
Alphabet Inc.

Communication Services
622
+ 38.75%
$163.08 - $198.16 $101K - $123K
2.23K $424K
MCD
Mcdonalds Corp

Consumer Cyclical
618
+ 25.22%
$288.47 - $316.54 $178K - $196K
3.07K $889K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
475
+ 32.51%
$278.19 - $315.36 $132K - $150K
1.94K $557K
VDC
Vanguard Consumer Staples ETF

ETFs
878
+ 10.74%
$210.96 - $223.62 $185K - $196K
9.05K $1.91M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
276
+ 5.04%
$180.39 - $205.43 $49.8K - $56.7K
5.76K $1.09M
TDY
Teledyne Technologies Inc

Technology
129
+ 9.95%
$436.59 - $489.24 $56.3K - $63.1K
1.43K $661K
IWV
Ishares Russell 3000 ETF

ETFs
17
+ 0.3%
$323.08 - $349.08 $5.49K - $5.93K
5.65K $1.89M
IWM
Ishares Russell 2000 ETF

ETFs
198
+ 4.13%
$216.13 - $242.4 $42.8K - $48K
4.99K $1.1M
Activity Summary
Buys All Purchases 78 New Holdings 22 Increased Positions 56 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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