Nvest Financial, LLC Incresed Positions in Q4 2024

Nvest Financial, LLC

  • $187 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
9.78K
+ 68.03%
$117.0 - $148.88 $1.14M - $1.46M
24.2K $3.24M
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
SPYG
Spdr Portfolio

ETFs
6.32K
+ 20.77%
$81.74 - $91.38 $516K - $577K
36.7K $3.23M
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
LLY
Eli Lilly & CO

Healthcare
758
+ 49.61%
$727.2 - $932.06 $551K - $707K
2.29K $1.76M
VGT
Vanguard Information Technolog

ETFs
476
+ 31.5%
$571.78 - $647.97 $272K - $308K
1.99K $1.24M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.96K
+ 26.84%
$55.73 - $66.16 $276K - $328K
23.4K $1.41M
TJX
Tjx Companies Inc

Consumer Cyclical
2.25K
+ 10.78%
$112.15 - $127.2 $252K - $286K
23.1K $2.79M
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
META
Meta Platforms, Inc.

Communication Services
336
+ 12.11%
$554.08 - $632.68 $186K - $213K
3.11K $1.83M
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
IWO
Ishares Russell 2000 Gwt ETF

ETFs
475
+ 32.51%
$278.19 - $315.36 $132K - $150K
1.94K $557K
MCD
Mcdonalds Corp

Consumer Cyclical
618
+ 25.22%
$288.47 - $316.54 $178K - $196K
3.07K $889K
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
IWS
Ishares Russell Midcap Value E

ETFs
341
+ 15.18%
$128.08 - $140.32 $43.7K - $47.8K
2.59K $334K
CSCO
Cisco Systems, Inc.

Technology
90
+ 1.75%
$52.45 - $60.02 $4.72K - $5.4K
5.24K $310K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.88K
+ 3.48%
$56.06 - $61.35 $106K - $115K
56K $3.16M
IWN
Ishares Russell2000 Val ETF

ETFs
216
+ 11.99%
$162.69 - $181.35 $35.1K - $39.2K
2.02K $331K
IWR
Ishares Russell Mid Cap ETF

ETFs
223
+ 0.58%
$87.25 - $95.52 $19.5K - $21.3K
38.9K $3.44M
BAC
Bank Of America Corp

Financial Services
5
+ 0.07%
$39.22 - $47.77 $196 - $239
6.75K $296K
VO
Vanguard Mid Cap ETF

ETFs
53
+ 1.09%
$261.5 - $284.63 $13.9K - $15.1K
4.92K $1.3M
ABNB
Airbnb, Inc.

Consumer Cyclical
1
+ 0.06%
$125.36 - $147.37 $125 - $147
1.73K $227K
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.56%
$280.04 - $302.45 $1.4K - $1.51K
900 $260K
ABT
Abbott Laboratories

Healthcare
59
+ 1.63%
$111.93 - $119.39 $6.6K - $7.04K
3.67K $415K
VEA
Vanguard Ftse Developed Market

ETFs
536
+ 11.17%
$47.57 - $52.44 $25.5K - $28.1K
5.34K $255K
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
378
+ 1.0%
N/A
38.3K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
86
+ 2.03%
$183.23 - $199.79 $15.8K - $17.2K
4.32K $799K
IVE
Ishares S&P 500 Value ETF

ETFs
1.22K
+ 3.12%
$189.5 - $206.17 $230K - $250K
40.1K $7.66M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
11
+ 0.71%
$131.66 - $144.0 $1.45K - $1.58K
1.57K $207K
XOM
Exxon Mobil Corp

Energy
64
+ 1.56%
$105.51 - $125.37 $6.75K - $8.02K
4.16K $447K
STZ
Constellation Brands, Inc.

Consumer Defensive
95
+ 5.15%
$219.66 - $257.62 $20.9K - $24.5K
1.94K $428K
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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