Nvest Financial, LLC Q2 2025 Filing

Filed July 28, 2025

Portfolio Value

$192.0B

Holdings

106

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (106 positions)

#StockSharesValue% PortfolioType
101
DEDEERE & CO
445$226.3M0.12%
102
DC4DEXCOM INC
2,576$224.9M0.12%
103
HDHOME DEPOT INC
604$221.4M0.12%
104
JEPIJ P MORGAN EXCHANGE TRADED F
3,808$216.5M0.11%
105
BILSSPDR SERIES TRUST
2,119$210.7M0.11%
106
ICLNISHARES TR
15,558$204.0M0.11%
PreviousPage 2 of 2