Nvest Financial, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$174.0B
Holdings
122
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IWDISHARES TR | 1,582 | $322.1M | 0.19% | |
| 102 | GSGOLDMAN SACHS GROUP INC | 403 | $321.2M | 0.18% | |
| 103 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,130 | $315.6M | 0.18% | |
| 104 | ITWILLINOIS TOOL WKS INC | 1,135 | $296.0M | 0.17% | |
| 105 | GMAYFIRST TR EXCHNG TRADED FD VI | 7,192 | $291.1M | 0.17% | |
| 106 | YJUNFIRST TR EXCHNG TRADED FD VI | 11,393 | $285.6M | 0.16% | |
| 107 | XLYSELECT SECTOR SPDR TR | 1,173 | $281.2M | 0.16% | |
| 108 | PVALPUTNAM ETF TRUST | 6,419 | $274.2M | 0.16% | |
| 109 | PEPPEPSICO INC | 1,922 | $269.9M | 0.16% | |
| 110 | BMIBADGER METER INC | 1,500 | $267.9M | 0.15% | |
| 111 | CMICUMMINS INC | 594 | $250.9M | 0.14% | |
| 112 | EVSMMORGAN STANLEY ETF TRUST | 4,958 | $250.1M | 0.14% | |
| 113 | NBISNEBIUS GROUP N.V. | 2,185 | $245.3M | 0.14% | |
| 114 | RSPINVESCO EXCHANGE TRADED FD T | 1,289 | $244.5M | 0.14% | |
| 115 | HDHOME DEPOT INC | 582 | $235.9M | 0.14% | |
| 116 | XLFSELECT SECTOR SPDR TR | 4,363 | $235.0M | 0.14% | |
| 117 | JEPIJ P MORGAN EXCHANGE TRADED F | 3,859 | $220.3M | 0.13% | |
| 118 | BACVERIZON COMMUNICATIONS INC | 4,969 | $218.4M | 0.13% | |
| 119 | VRTXVERTEX PHARMACEUTICALS INC | 549 | $215.0M | 0.12% | |
| 120 | AMDADVANCED MICRO DEVICES INC | 1,258 | $203.5M | 0.12% | |
| 121 | CGGOCAPITAL GROUP GBL GROWTH EQT | 5,900 | $201.6M | 0.12% | |
| 122 | ICLNISHARES TR | 11,597 | $179.5M | 0.10% |
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