Nvest Financial, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Salesforce Inc | $1.08M | 0.4% |
| Medtronic plc | $1.06M | 0.4% |
| VANGUARD INDEX FDS | $1.04M | 0.4% |
| AIM ETF PRODUCTS TRUST | $1.04M | 0.4% |
| ISHARES TR | $1.02M | 0.4% |
| EXXON MOBIL CORP | $974.9K | 0.4% |
| FIRST TR EXCHNG TRADED FD VI | $963.0K | 0.4% |
| Teledyne Technologies Inc | $943.8K | 0.4% |
| ISHARES TR | $884.8K | 0.4% |
| PROCTER & GAMBLE Co | $864.1K | 0.4% |
| Mastercard Inc | $854.4K | 0.4% |
| VICTORY PORTFOLIOS II | $838.1K | 0.3% |
| SELECT SECTOR SPDR TR | $835.0K | 0.3% |
| American Healthcare REIT, Inc. | $800.3K | 0.3% |
| SPROTT ASSET MANAGEMENT LP | $783.1K | 0.3% |
| VANGUARD WORLD FD | $736.4K | 0.3% |
| Tesla Inc | $711.0K | 0.3% |
| AIM ETF PRODUCTS TRUST | $697.5K | 0.3% |
| ECOLAB INC. | $696.4K | 0.3% |
| VANGUARD SCOTTSDALE FDS | $693.1K | 0.3% |
| INTERNATIONAL BUSINESS MACHINES CORP | $691.5K | 0.3% |
| DANAHER CORP /DE | $677.1K | 0.3% |
| COCA COLA CO | $648.2K | 0.3% |
| Walt Disney Co | $599.3K | 0.2% |
| Xylem Inc. | $592.1K | 0.2% |
| First Trust Exchange-Traded Fund VIII | $573.0K | 0.2% |
| AIM ETF PRODUCTS TRUST | $567.2K | 0.2% |
| Parker-Hannifin Corp | $567.1K | 0.2% |
| THE GOLDMAN SACHS GROUP, INC. | $564.1K | 0.2% |
| AIM ETF PRODUCTS TRUST | $553.9K | 0.2% |
| VANECK ETF TRUST | $552.8K | 0.2% |
| GENERAL ELECTRIC CO | $517.2K | 0.2% |
| MARSH & MCLENNAN COMPANIES, INC. | $486.8K | 0.2% |
| VANGUARD TAX-MANAGED FDS | $484.5K | 0.2% |
| VANGUARD WORLD FD | $480.4K | 0.2% |
| First Trust Exchange-Traded Fund VIII | $479.3K | 0.2% |
| CARPENTER TECHNOLOGY CORP | $472.3K | 0.2% |
| BANK OF AMERICA CORP /DE | $472.1K | 0.2% |
| ABBOTT LABORATORIES | $471.0K | 0.2% |
| United Parcel Service Inc | $460.3K | 0.2% |
| THERMO FISHER SCIENTIFIC INC. | $456.4K | 0.2% |
| Broadcom Inc. | $455.4K | 0.2% |
| ISHARES TR | $450.2K | 0.2% |
| ISHARES TR | $436.7K | 0.2% |
| CISCO SYSTEMS, INC. | $429.5K | 0.2% |
| PUTNAM ETF TRUST | $400.3K | 0.2% |
| VANGUARD INDEX FDS | $380.3K | 0.2% |
| VANGUARD INDEX FDS | $376.6K | 0.2% |
| US BANCORP \DE | $375.3K | 0.2% |
| ADVANCED MICRO DEVICES INC | $372.9K | 0.2% |