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Nvest Financial, LLC

All holdings · as of Dec 31, 2025

127 positions

CompanyClassValueShares% of portfolio
AIM ETF PRODUCTS TRUST$567.2K12,6390.2%
First Trust Exchange-Traded Fund VIII$573.0K13,8650.2%
Xylem Inc.$592.1K4,3480.2%
Walt Disney Co$599.3K5,2680.2%
COCA COLA CO$648.2K9,2720.3%
DANAHER CORP /DE$677.1K2,9580.3%
INTERNATIONAL BUSINESS MACHINES CORP$691.5K2,3340.3%
VANGUARD SCOTTSDALE FDS$693.1K2,9370.3%
ECOLAB INC.$696.4K2,6530.3%
AIM ETF PRODUCTS TRUST$697.5K19,1960.3%
Tesla Inc$711.0K1,5810.3%
VANGUARD WORLD FD$736.4K1,8690.3%
SPROTT ASSET MANAGEMENT LP$783.1K23,7170.3%
American Healthcare REIT, Inc.$800.3K17,0060.3%
SELECT SECTOR SPDR TR$835.0K5,8000.3%
VICTORY PORTFOLIOS II$838.1K14,2980.3%
Mastercard Inc$854.4K1,4970.4%
PROCTER & GAMBLE Co$864.1K6,0300.4%
ISHARES TR$884.8K8,5040.4%
Teledyne Technologies Inc$943.8K1,8480.4%
FIRST TR EXCHNG TRADED FD VI$963.0K36,2980.4%
EXXON MOBIL CORP$974.9K8,1010.4%
ISHARES TR$1.02M4,8400.4%
AIM ETF PRODUCTS TRUST$1.04M29,6230.4%
VANGUARD INDEX FDS$1.04M3,5910.4%
Medtronic plc$1.06M11,0710.4%
Salesforce Inc$1.08M4,0790.4%
First Trust Exchange-Traded Fund VIII$1.08M27,3410.5%
AIM ETF PRODUCTS TRUST$1.13M30,7820.5%
AIM ETF PRODUCTS TRUST$1.18M30,5750.5%
LOCKHEED MARTIN CORP$1.21M2,5010.5%
ISHARES TR$1.23M1,7970.5%
SELECT SECTOR SPDR TR$1.30M30,5330.5%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$1.38M6,4720.6%
INVESCO EXCHANGE TRADED FD T$1.46M31,3550.6%
AIM ETF PRODUCTS TRUST$1.61M43,7120.7%
ASML HOLDING N V$1.66M1,5560.7%
ISHARES TR$1.76M12,4480.7%
GLOBAL X FDS$1.76M36,8850.7%
AUTOMATIC DATA PROCESSING INC$1.76M6,8600.7%
AIM ETF PRODUCTS TRUST$1.77M42,6060.7%
STRYKER CORP$1.79M5,0870.7%
MICRON TECHNOLOGY INC$1.86M6,5260.8%
T-Mobile US, Inc.TMUSCommon Stock$1.99M9,8250.8%
PROGRESSIVE CORP/OH$2.01M8,8470.8%
SHERWIN WILLIAMS CO$2.03M6,2610.8%
ISHARES TR$2.04M21,1950.8%
ISHARES TR$2.19M16,0270.9%
ISHARES TR$2.21M5,7060.9%
VANGUARD WORLD FD$2.25M10,6700.9%
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