Nvest Financial, LLC Portfolio Holdings
Nvest Financial, LLC
- $187 Million
- Q4 2024
Nvest Financial, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $187 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $16.7M, Spdr Gold Trust with a value of $9.37M, Apple Inc. with a value of $8.89M, Spdr S&P 500 ETF Trust with a value of $8.2M, and Ishares S&P 500 Value ETF with a value of $7.66M.
Examining the 13F form we can see an increase of $18M in the current position value, from $169M to 187M.
Below you can find more details about Nvest Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$187 Million
ETFs: $88.5 Million
Technology: $21 Million
Financial Services: $17.6 Million
Consumer Defensive: $12.7 Million
Consumer Cyclical: $11.5 Million
Communication Services: $10.5 Million
Healthcare: $9.43 Million
Industrials: $8.15 Million
Other: $6.73 Million