Nvest Financial, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$174.0M

Holdings

122

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (122 positions)

#	Stock	Shares	Value	% Portfolio
101	IWDISHARES TR	1,582	$322K	0.19%
102	GSGOLDMAN SACHS GROUP INC	403	$321K	0.18%
103	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,130	$316K	0.18%
104	ITWILLINOIS TOOL WKS INC	1,135	$296K	0.17%
105	GMAYFIRST TR EXCHNG TRADED FD VI	7,192	$291K	0.17%
106	YJUNFIRST TR EXCHNG TRADED FD VI	11,393	$286K	0.16%
107	XLYSELECT SECTOR SPDR TR	1,173	$281K	0.16%
108	PVALPUTNAM ETF TRUST	6,419	$274K	0.16%
109	PEPPEPSICO INC	1,922	$270K	0.16%
110	BMIBADGER METER INC	1,500	$268K	0.15%
111	CMICUMMINS INC	594	$251K	0.14%
112	EVSMMORGAN STANLEY ETF TRUST	4,958	$250K	0.14%
113	NBISNEBIUS GROUP N.V.	2,185	$245K	0.14%
114	RSPINVESCO EXCHANGE TRADED FD T	1,289	$245K	0.14%
115	HDHOME DEPOT INC	582	$236K	0.14%
116	XLFSELECT SECTOR SPDR TR	4,363	$235K	0.14%
117	JEPIJ P MORGAN EXCHANGE TRADED F	3,859	$220K	0.13%
118	BACVERIZON COMMUNICATIONS INC	4,969	$218K	0.13%
119	VRTXVERTEX PHARMACEUTICALS INC	549	$215K	0.12%
120	AMDADVANCED MICRO DEVICES INC	1,258	$204K	0.12%
121	CGGOCAPITAL GROUP GBL GROWTH EQT	5,900	$202K	0.12%
122	ICLNISHARES TR	11,597	$180K	0.10%

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