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NVEST FINANCIAL, LLC
NVEST FINANCIAL, LLC
Latest filing: 2026-06-30
NVEST FINANCIAL, LLC runs NVEST FINANCIAL, LLC and currently holds 150 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $316.29M. Their top holdings are IWF, SPY, AAPL, IVE, QTUM. The top five represent 22.3% of reported portfolio weight. NVEST FINANCIAL, LLC ranks #583 out of 1000 investors tracked by Alpha Score. In the most recent quarter, NVEST FINANCIAL, LLC initiated 3 new positions. They added to 54 existing positions. They trimmed 34 positions. Their current best-performing preview position is MU with returns of +241.69%.
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150 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IWF ISHARES TR | 6.32% | $83.75 | $122.38 | +46.13% | Added +292.31% |
 SPY STATE STR SPDR S&P 500 ETF T | 5.46% | $577.00 | $765.62 | +32.69% | Added +13.05% |
 AAPL APPLE INC | 3.87% | $206.96 | $309.35 | +49.47% | Trimmed -7.73% |
 IVE ISHARES TR | 3.77% | $175.49 | $237.18 | +35.15% | Added +0.35% |
 QTUM ETF SER SOLUTIONS | 2.85% | $97.71 | $150.47 | +54.00% | Added +0.94% |
 GOOGL ALPHABET INC | 2.65% | $182.66 | $344.82 | +88.78% | Trimmed -4.24% |
 VTWG VANGUARD SCOTTSDALE FDS | 2.47% | $234.67 | $282.75 | +20.49% | Added +9.08% |
 NVDA NVIDIA CORPORATION | 2.37% | $116.86 | $214.76 | +83.78% | Trimmed -3.68% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 2.30% | $402.95 | $495.77 | +23.04% | Added +0.41% |
 CSB VICTORY PORTFOLIOS II | 2.30% | $61.23 | $67.19 | +9.73% | Added +0.08% |
Showing 1-10 of 150