Nvest Financial, LLC Reduced Holdings in Q3 2025

Nvest Financial, LLC

  • $160 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-11.2K
- 27.73%
$420.11 - $472.68 $4.68M - $5.27M
29.1K $13.6M
PEP
Pepsico Inc

Consumer Defensive
-16.9K
- 89.79%
$133.81 - $152.16 $2.26M - $2.57M
1.92K $269K
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.53K
- 23.88%
$617.65 - $666.84 $2.18M - $2.36M
11.3K $7.5M
WMT
Walmart Inc.

Consumer Defensive
-18.4K
- 31.67%
$94.4 - $104.27 $1.74M - $1.92M
39.8K $4.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.18K
- 28.59%
$211.65 - $238.24 $1.52M - $1.71M
17.9K $3.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.05K
- 24.29%
$459.11 - $506.91 $1.4M - $1.55M
9.5K $4.78M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-40.6K
- 46.09%
$31.79 - $33.42 $1.29M - $1.36M
47.5K $1.59M
MSFT
Microsoft Corp

Technology
-2.64K
- 22.16%
$491.09 - $535.64 $1.3M - $1.42M
9.28K $4.81M
IVE
Ishares S&P 500 Value ETF

ETFs
-7.46K
- 16.66%
$194.44 - $206.51 $1.45M - $1.54M
37.3K $7.7M
VDC
Vanguard Consumer Staples ETF

ETFs
-4.5K
- 40.6%
$212.64 - $225.25 $956K - $1.01M
6.58K $1.41M
JPM
Jpmorgan Chase & CO

Financial Services
-4.73K
- 24.46%
$282.78 - $316.06 $1.34M - $1.5M
14.6K $4.61M
COST
Costco Wholesale Corp

Consumer Defensive
-605
- 19.92%
$915.95 - $994.57 $554K - $602K
2.43K $2.25M
RTX
Raytheon Technologies Corp

Industrials
-7.31K
- 31.73%
$144.19 - $167.33 $1.05M - $1.22M
15.7K $2.63M
IEV
Ishares Tr Europe ETF

ETFs
-13K
- 23.07%
$61.37 - $65.49 $796K - $849K
43.2K $2.83M
SPYG
Spdr Portfolio

ETFs
-10.7K
- 24.56%
$94.33 - $105.31 $1.01M - $1.13M
32.9K $3.44M
TMUS
T Mobile Us, Inc.

Communication Services
-2.97K
- 26.63%
$226.02 - $259.01 $671K - $769K
8.18K $1.96M
PGR
Progressive Corp

Financial Services
-1.79K
- 20.96%
$238.61 - $264.3 $427K - $473K
6.75K $1.67M
V
Visa Inc.

Financial Services
-1.4K
- 15.96%
$332.09 - $358.86 $466K - $504K
7.4K $2.52M
SHW
Sherwin Williams CO

Basic Materials
-1.75K
- 26.55%
$330.88 - $375.23 $580K - $658K
4.85K $1.68M
GLD
Spdr Gold Trust

ETFs
-3.44K
- 26.37%
$300.96 - $355.47 $1.03M - $1.22M
9.59K $3.41M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.73K
- 63.32%
$192.76 - $203.86 $526K - $557K
1.58K $322K
NEE
Nextera Energy Inc

Utilities
-10.1K
- 22.51%
$69.77 - $77.54 $703K - $781K
34.7K $2.62M
LMT
Lockheed Martin Corp

Industrials
-1.21K
- 37.48%
$410.74 - $499.21 $496K - $603K
2.02K $1.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.3K
- 19.24%
$546.99 - $602.2 $713K - $785K
5.47K $3.28M
META
Meta Platforms, Inc.

Communication Services
-570
- 16.72%
$695.21 - $791.73 $396K - $451K
2.84K $2.08M
ADP
Automatic Data Processing Inc

Industrials
-1.15K
- 19.74%
$288.69 - $310.94 $331K - $357K
4.67K $1.37M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1.42K
- 22.0%
$185.65 - $214.38 $264K - $305K
5.04K $1.01M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-7.63K
- 24.01%
$45.41 - $48.26 $346K - $368K
24.1K $1.15M
IYF
Ishares Tr

ETFs
-2.92K
- 18.25%
$119.89 - $127.16 $350K - $372K
13.1K $1.66M
SYK
Stryker Corp

Healthcare
-447
- 11.58%
$368.57 - $403.53 $165K - $180K
3.41K $1.26M
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.63K
- 17.85%
$92.26 - $97.51 $335K - $354K
16.7K $1.61M
XLU
Utilities Sector Spdr

ETFs
-3.04K
- 19.58%
$81.14 - $87.32 $247K - $266K
12.5K $1.09M
DHR
Danaher Corp

Healthcare
-912
- 28.9%
$181.46 - $212.2 $165K - $194K
2.24K $444K
VO
Vanguard Mid Cap ETF

ETFs
-717
- 31.82%
$279.83 - $293.74 $201K - $211K
1.54K $451K
IVV
Ishares Core S&P 500 ETF

ETFs
-397
- 21.98%
$620.67 - $670.08 $246K - $266K
1.41K $943K
CRM
Salesforce, Inc.

Technology
-224
- 6.72%
$231.66 - $273.65 $51.9K - $61.3K
3.11K $736K
YJUN
First Tr Exchange Traded Fd Vi
-7.12K
- 38.45%
$24.2 - $25.07 $172K - $178K
11.4K $285K
MA
Mastercard Inc

Financial Services
-292
- 19.4%
$550.18 - $598.96 $161K - $175K
1.21K $689K
MDT
Medtronic PLC

Healthcare
-2.28K
- 20.23%
$87.67 - $95.74 $200K - $218K
8.99K $856K
ABT
Abbott Laboratories

Healthcare
-758
- 18.31%
$120.51 - $136.62 $91.3K - $104K
3.38K $452K
PVAL
Putnam ETF Tr Putnam Focused L
-2.36K
- 26.85%
$39.93 - $42.72 $94.1K - $101K
6.42K $274K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-479
- 27.09%
$181.56 - $190.33 $87K - $91.2K
1.29K $244K
CGGO
Capital Group Global Growth Eq

ETFs
-2.49K
- 29.64%
$31.71 - $34.17 $78.8K - $84.9K
5.9K $201K
LLY
Eli Lilly & CO

Healthcare
-32
- 1.41%
$625.65 - $812.69 $20K - $26K
2.24K $1.71M
PHYS
Sprott Physical Gold Trust

Financial Services
-5.06K
- 20.97%
$25.02 - $29.62 $126K - $150K
19.1K $564K
PH
Parker Hannifin Corp

Industrials
-92
- 17.26%
$697.13 - $769.67 $64.1K - $70.8K
441 $334K
IWP
Ishares Russell Mid Cap Growth

ETFs
-579
- 4.41%
$137.51 - $145.26 $79.6K - $84.1K
12.5K $1.79M
GERN
Geron Corp

Healthcare
-8.4K
- 2.61%
$1.1 - $1.47 $9.24K - $12.3K
314K $429K
ICLN
Ishares

ETFs
-3.96K
- 25.46%
$13.22 - $15.48 $52.4K - $61.3K
11.6K $179K
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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