Nvest Financial, LLC Purchases in Q3 2025

Nvest Financial, LLC

  • $160 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
5K
+ 16.35%
$153.3 - $186.58 $767K - $933K
35.6K $6.64M
TJX
Tjx Companies Inc

Consumer Cyclical
7.88K
+ 33.54%
$121.35 - $144.54 $956K - $1.14M
31.4K $4.53M
VUG
Vanguard Growth ETF

ETFs
1.66K
New
$433.97 - $484.08 $721K - $805K
1.66K $797K
VB
Vanguard Small Cap ETF

ETFs
2.71K
New
$237.58 - $259.17 $643K - $701K
2.71K $687K
GOOG
Alphabet Inc.

Communication Services
1.06K
+ 18.42%
$175.16 - $255.24 $185K - $270K
6.79K $1.65M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.65K
New
$196.15 - $217.83 $520K - $577K
2.65K $533K
IWS
Ishares Russell Midcap Value E

ETFs
3.41K
+ 47.59%
$132.83 - $140.61 $452K - $479K
10.6K $1.48M
IBM
International Business Machines Corp

Technology
1.86K
New
$234.77 - $292.47 $437K - $545K
1.86K $525K
KO
Coca Cola CO

Consumer Defensive
6.97K
New
$65.67 - $71.67 $457K - $499K
6.97K $461K
VTV
Vanguard Value ETF

ETFs
2.26K
New
$175.51 - $186.57 $396K - $421K
2.26K $421K
ILCV
Ishares Morningstar Value ETF

ETFs
4.36K
New
$82.86 - $90.02 $361K - $392K
4.36K $392K
ECL
Ecolab Inc.

Basic Materials
1.37K
New
$259.39 - $285.47 $355K - $391K
1.37K $375K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
597
New
$567.77 - $614.76 $339K - $367K
597 $365K
PG
Procter & Gamble CO

Consumer Defensive
2.42K
+ 87.57%
$150.47 - $161.22 $364K - $390K
5.18K $795K
XYL
Xylem Inc.

Industrials
2.4K
New
$129.67 - $147.5 $311K - $354K
2.4K $353K
CVX
Chevron Corp

Energy
2.28K
New
$145.57 - $161.83 $331K - $368K
2.28K $353K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.49K
New
$72.57 - $74.72 $326K - $335K
4.49K $333K
GS
Goldman Sachs Group Inc

Financial Services
403
New
$696.56 - $806.32 $281K - $325K
403 $320K
XLY
Select Sector Spdr Consumer Di

ETFs
1.17K
New
$216.09 - $242.18 $253K - $284K
1.17K $281K
ASML
Asml Holding Nv

Technology
89
+ 7.66%
$689.63 - $968.09 $61.4K - $86.2K
1.25K $1.21M
CSB
Victory Portf Ii Shs Us Small

ETFs
4.17K
+ 85.44%
$55.33 - $60.22 $231K - $251K
9.04K $534K
CMI
Cummins Inc

Industrials
594
New
$327.85 - $426.39 $195K - $253K
594 $250K
VTI
Vanguard Total Stock Market Et

ETFs
675
+ 63.68%
$303.93 - $329.86 $205K - $223K
1.74K $569K
XLF
Financial Sector Spdr

ETFs
4.36K
New
$51.37 - $54.25 $224K - $237K
4.36K $235K
VZ
Verizon Communications Inc

Communication Services
4.97K
New
$40.84 - $45.06 $203K - $224K
4.97K $218K
AMD
Advanced Micro Devices Inc

Technology
1.26K
New
$134.8 - $184.42 $170K - $232K
1.26K $203K
VEA
Vanguard Ftse Developed Market

ETFs
3.05K
+ 63.66%
$56.02 - $60.3 $171K - $184K
7.83K $469K
IWV
Ishares Russell 3000 ETF

ETFs
14
+ 0.25%
$351.04 - $379.81 $4.91K - $5.32K
5.69K $2.16M
BAC
Bank Of America Corp

Financial Services
1.49K
+ 21.99%
$44.92 - $52.42 $66.8K - $77.9K
8.25K $425K
NOW
Service Now, Inc.

Technology
131
+ 50.78%
$850.86 - $1044.69 $111K - $137K
389 $357K
XOM
Exxon Mobil Corp

Energy
560
+ 15.72%
$105.83 - $117.22 $59.3K - $65.6K
4.12K $464K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6
+ 0.53%
$224.68 - $282.71 $1.35K - $1.7K
1.13K $315K
ITW
Illinois Tool Works Inc

Industrials
15
+ 1.34%
$252.31 - $269.41 $3.78K - $4.04K
1.14K $295K
CSCO
Cisco Systems, Inc.

Technology
282
+ 5.41%
$66.2 - $71.79 $18.7K - $20.2K
5.49K $375K
JEPI
J P Morgan Exchange Traded Fd

ETFs
51
+ 1.34%
$55.61 - $57.37 $2.84K - $2.93K
3.86K $220K
Nebius Group N.V.
2.19K
New
N/A
2.19K $0
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
2.86K
+ 35.83%
N/A
10.8K $0
ILCG
Ishares Morningstar Growth ETF
8.12K
New
N/A
8.12K $0
Morgan Stanley ETF Trust
4.96K
New
N/A
4.96K $0
DIS
Walt Disney CO

Communication Services
187
+ 6.71%
$112.25 - $124.0 $21K - $23.2K
2.97K $340K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
36
+ 7.02%
$366.54 - $479.53 $13.2K - $17.3K
549 $215K
Activity Summary
Buys All Purchases 42 New Holdings 22 Increased Positions 20 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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