Nvest Financial, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AIM ETF PRODUCTS TRUST | $205.1K | 0.1% |
| DEERE & CO | $207.3K | 0.1% |
| HOME DEPOT, INC. | $209.9K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $212.9K | 0.1% |
| Palantir Technologies Inc | $219.0K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $225.1K | 0.1% |
| ISHARES TR | $243.5K | 0.1% |
| CATERPILLAR INC | $248.1K | 0.1% |
| VERTEX PHARMACEUTICALS INC / MA | $251.2K | 0.1% |
| MORGAN STANLEY ETF TRUST | $252.3K | 0.1% |
| BADGER METER INC | $261.6K | 0.1% |
| ISHARES TR | $272.3K | 0.1% |
| AMERICAN EXPRESS CO | $273.0K | 0.1% |
| GE Vernova Inc. | $275.2K | 0.1% |
| ILLINOIS TOOL WORKS INC | $280.9K | 0.1% |
| CAPITAL GROUP GBL GROWTH EQT | $291.7K | 0.1% |
| GERON CORP | $302.0K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $302.6K | 0.1% |
| CUMMINS INC | $303.6K | 0.1% |
| PEPSICO INC | $304.2K | 0.1% |
| First Trust Exchange-Traded Fund VIII | $314.1K | 0.1% |
| AIM ETF PRODUCTS TRUST | $333.0K | 0.1% |
| CHEVRON CORP | $337.5K | 0.1% |
| WEC ENERGY GROUP, INC. | $358.4K | 0.1% |
| VANGUARD WORLD FD | $359.7K | 0.1% |
| ServiceNow Inc | $362.3K | 0.2% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $365.4K | 0.2% |
| ADVANCED MICRO DEVICES INC | $372.9K | 0.2% |
| US BANCORP \DE | $375.3K | 0.2% |
| VANGUARD INDEX FDS | $376.6K | 0.2% |
| VANGUARD INDEX FDS | $380.3K | 0.2% |
| PUTNAM ETF TRUST | $400.3K | 0.2% |
| CISCO SYSTEMS, INC. | $429.5K | 0.2% |
| ISHARES TR | $436.7K | 0.2% |
| ISHARES TR | $450.2K | 0.2% |
| Broadcom Inc. | $455.4K | 0.2% |
| THERMO FISHER SCIENTIFIC INC. | $456.4K | 0.2% |
| United Parcel Service Inc | $460.3K | 0.2% |
| ABBOTT LABORATORIES | $471.0K | 0.2% |
| BANK OF AMERICA CORP /DE | $472.1K | 0.2% |
| CARPENTER TECHNOLOGY CORP | $472.3K | 0.2% |
| First Trust Exchange-Traded Fund VIII | $479.3K | 0.2% |
| VANGUARD WORLD FD | $480.4K | 0.2% |
| VANGUARD TAX-MANAGED FDS | $484.5K | 0.2% |
| MARSH & MCLENNAN COMPANIES, INC. | $486.8K | 0.2% |
| GENERAL ELECTRIC CO | $517.2K | 0.2% |
| VANECK ETF TRUST | $552.8K | 0.2% |
| AIM ETF PRODUCTS TRUST | $553.9K | 0.2% |
| THE GOLDMAN SACHS GROUP, INC. | $564.1K | 0.2% |
| Parker-Hannifin Corp | $567.1K | 0.2% |