← Every investor
Nvest Wealth Strategies, Inc. Portfolio
$138.2M across 347 positions as of 2026-09-30, with 80% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.8% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +0.9% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| JHMMJOHN HANCOCK EXCHANGE TRADED | $25M | 18.1% | 350,254 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $19.3M | 14.0% | 538,293 |
| 2023 ETF SERIES TRUST | $14.9M | 10.8% | 345,325 |
| AVUVAvantis U.S. Small Cap Value ETF | $11.6M | 8.4% | 98,278 |
| EMLPFirst Trust North American Energy Infrastructure Fund | $7.6M | 5.5% | 184,550 |
| HARBOR ETF TRUST | $7.2M | 5.2% | 203,595 |
| WISDOMTREE TR | $7M | 5.1% | 38,968 |
| SLYGState Street SPDR S&P 600 Small Cap Growth ETF | $6.3M | 4.5% | 58,442 |
| RSPInvesco S&P 500 Equal Weight ETF | $6.2M | 4.5% | 29,931 |
| AMERICAN CENTY ETF TR | $4.9M | 3.6% | 63,032 |
| UNPUnion Pacific Corp | $3.7M | 2.7% | 13,500 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $3.3M | 2.4% | 34,324 |
| IHDGWisdomTree International Hedged Quality Dividend Growth Fund | $2.9M | 2.1% | 55,521 |
| SPDR SERIES TRUST | $2.6M | 1.9% | 25,639 |
| FNDFSchwab Fundamental International Equity ETF | $1.8M | 1.3% | 33,383 |
| T ROWE PRICE EXCHANGE-TRADED | $1.8M | 1.3% | 37,052 |
| NVDANVIDIA Corp | $1.5M | 1.1% | 6,479 |
| AMERICAN CENTY ETF TR | $1.1M | 0.8% | 15,011 |
| NVDANVIDIA Corpput — a bet against | $913.5K | 0.7% | 4,000 |
| AVDVAvantis International Small Cap Value ETF | $845.9K | 0.6% | 7,734 |
| VBKVanguard Small-Cap Growth ETF | $557.4K | 0.4% | 1,650 |
| PPGPPG Industries Inc | $517.1K | 0.4% | 4,956 |
| EA SERIES TRUST | $463.4K | 0.3% | 8,437 |
| AAPLApple Inc | $365.4K | 0.3% | 1,097 |
| TCHPT. Rowe Price Blue Chip Growth ETF | $291.8K | 0.2% | 5,675 |
| USFRWISDOMTREE TR | $291.7K | 0.2% | 5,789 |
| AMZNAmazon.com Inc | $286.5K | 0.2% | 1,150 |
| EA SERIES TRUST | $282.6K | 0.2% | 5,108 |
| VIGIVanguard International Dividend Appreciation ETF | $263K | 0.2% | 2,785 |
| JBHTJ B Hunt Transport Services Inc | $248.2K | 0.2% | 1,108 |
| JPMJPMorgan Chase & Co | $224.1K | 0.2% | 677 |
| QQQInvesco QQQ Trust, Series 1 | $206.4K | 0.1% | 279 |
| JEPIJPMorgan Equity Premium Income ETF | $191.1K | 0.1% | 3,400 |
| CATCaterpillar Inc | $156.4K | 0.1% | 193 |
| AEPAmerican Electric Power Company Inc | $155.4K | 0.1% | 1,310 |
| SHOPShopify Inc | $149.2K | 0.1% | 1,006 |
| PGProcter & Gamble Co | $134.2K | 0.1% | 924 |
| AMERICAN CENTY ETF TR | $100.1K | 0.1% | 854 |
| FIDELITY COVINGTON TRUST | $84.8K | 0.1% | 2,500 |
| GOOGLAlphabet Inc | $77.5K | 0.1% | 225 |
| TMOThermo Fisher Scientific Inc | $74.3K | 0.1% | 110 |
| QQQInvesco QQQ Trust, Series 1put — a bet against | $74K | 0.1% | 100 |
| JNJJohnson & Johnson | $72.5K | 0.1% | 274 |
| VRSNVeriSign, Inc | $69.9K | 0.1% | 248 |
| GSGoldman Sachs Group Inc | $66K | 0.0% | 73 |
| ABBVAbbVie Inc | $61.1K | 0.0% | 234 |
| MCDMcDonald's Corp | $59.4K | 0.0% | 257 |
| GLDSPDR Gold Shares | $59K | 0.0% | 155 |
| GEGeneral Electric Co | $59K | 0.0% | 189 |
| STERIS PLC | $58.2K | 0.0% | 277 |
| STLDSteel Dynamics Inc | $55.4K | 0.0% | 250 |
| HMCHonda Motor Co Ltd | $54.2K | 0.0% | 1,714 |
| SGOLETFS GOLD TR | $49.5K | 0.0% | 1,250 |
| GEVGE Vernova Inc | $45.8K | 0.0% | 48 |
| BNDVanguard Total Bond Market ETF | $42.7K | 0.0% | 608 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $42K | 0.0% | 92 |
| LLYEli Lilly and Co | $40.8K | 0.0% | 35 |
| DIREXION SHARES ETF TRUST | $40.3K | 0.0% | 1,157 |
| SHYiShares 1-3 Year Treasury Bond ETF | $39.5K | 0.0% | 486 |
| PLTRPalantir Technologies Inc | $38.9K | 0.0% | 208 |
| VOOVanguard S&P 500 ETF | $36.2K | 0.0% | 52 |
| QTUMDefiance Quantum ETF | $35.9K | 0.0% | 237 |
| AVGOBroadcom Inc | $33.4K | 0.0% | 95 |
| MSMorgan Stanley | $32.7K | 0.0% | 174 |
| ASML HLDG NV | $32.6K | 0.0% | 18 |
| LYVLive Nation Entertainment Inc | $32.3K | 0.0% | 191 |
| GOOGAlphabet Inc | $30.3K | 0.0% | 89 |
| SPCXSpace Exploration Technologies Corp | $30.2K | 0.0% | 200 |
| CGMUCapital Group Municipal Income ETF | $30.1K | 0.0% | 1,159 |
| HDHome Depot Inc | $29.9K | 0.0% | 105 |
| SPTISPDR Portfolio Intermediate Term Treasury ETF | $27.7K | 0.0% | 1,014 |
| XOMExxonmobil Holdings Corp | $27.1K | 0.0% | 166 |
| HBANHuntington Bancshares Inc | $26.5K | 0.0% | 1,736 |
| VCSHVanguard Short-Term Corporate Bond ETF | $26.1K | 0.0% | 338 |
| METAMeta Platforms Inc | $26.1K | 0.0% | 36 |
| EMREmerson Electric Co | $24.8K | 0.0% | 160 |
| TFIState Street SPDR Nuveen ICE Municipal Bond ETF | $23.7K | 0.0% | 554 |
| SHViShares 0-1 Year Treasury Bond ETF | $23.4K | 0.0% | 212 |
| DEDeere & Co | $21.5K | 0.0% | 32 |
| IVWiShares S&P 500 Growth ETF | $21.5K | 0.0% | 151 |
| WMWaste Management Inc | $20.4K | 0.0% | 100 |
| WBDWarner Bros Discovery Inc | $20.1K | 0.0% | 650 |
| ITAiShares U.S. Aerospace & Defense ETF | $20.1K | 0.0% | 97 |
| URIUnited Rentals Inc | $20.1K | 0.0% | 20 |
| MPCMarathon Petroleum Corp | $19.9K | 0.0% | 50 |
| RTXRTX Corp | $19.7K | 0.0% | 106 |
| KINROSS GOLD CORP | $19.3K | 0.0% | 800 |
| CBZCBIZ Inc | $17.8K | 0.0% | 325 |
| SPGIS&P Global Inc | $17.8K | 0.0% | 45 |
| ABTAbbott Laboratories | $17.7K | 0.0% | 179 |
| GATXGATX Corp | $16.2K | 0.0% | 95 |
| BPBP PLC | $15.4K | 0.0% | 350 |
| EVERFORTH INC | $15.3K | 0.0% | 466 |
| ALLAllstate Corp | $15.1K | 0.0% | 68 |
| COFCapital One Financial Corp | $14.5K | 0.0% | 75 |
| XLEState Street Energy Select Sector SPDR ETF | $14.1K | 0.0% | 230 |
| HPQHP Inc | $13.5K | 0.0% | 430 |
| NFLXNetflix Inc | $12.8K | 0.0% | 184 |
| WATWaters Corp | $12.7K | 0.0% | 29 |
| SPHQInvesco S&P 500 Quality ETF | $12.7K | 0.0% | 151 |
| IBMInternational Business Machines Corp | $11K | 0.0% | 50 |
| IVViShares Core S&P 500 ETF | $10.7K | 0.0% | 14 |
| VZVerizon Communications Inc | $10.5K | 0.0% | 229 |
| DOVDover Corp | $10.5K | 0.0% | 56 |
| AON PLC | $10K | 0.0% | 36 |
| MOAltria Group Inc | $9.8K | 0.0% | 146 |
| SCHWAB STRATEGIC TR | $9.7K | 0.0% | 340 |
| CVXChevron Corp | $9.2K | 0.0% | 45 |
| MSFTMicrosoft Corp | $8.9K | 0.0% | 17 |
| FSLRFirst Solar Inc | $8.8K | 0.0% | 50 |
| DCIDonaldson Company Inc | $8.7K | 0.0% | 100 |
| FDXFedEx Corp | $8.3K | 0.0% | 29 |
| IXJiShares Global Healthcare ETF | $8.2K | 0.0% | 80 |
| PANGAEA LOGISTICS SOLUTION L | $8K | 0.0% | 1,000 |
| STAR BULK CARRIERS CORP. | $7.7K | 0.0% | 262 |
| PEPPepsiCo Inc | $7.6K | 0.0% | 60 |
| IBBiShares Nasdaq Biotechnology Index Fund | $7.4K | 0.0% | 35 |
| USBUS Bancorp | $7.2K | 0.0% | 124 |
| KOCoca-Cola Co | $6.9K | 0.0% | 80 |
| COPConocoPhillips | $6.9K | 0.0% | 55 |
| AMTAmerican Tower Corp | $6.9K | 0.0% | 42 |
| CTVACorteva Inc | $6.8K | 0.0% | 88 |
| SBACSBA Communications Corp | $6.7K | 0.0% | 42 |
| PIPER SANDLER COMPANIES | $6.6K | 0.0% | 100 |
| SCHWCharles Schwab Corp | $6.6K | 0.0% | 67 |
| GENCO SHIPPING & TRADING LTD | $6.5K | 0.0% | 250 |
| HLIHoulihan Lokey Inc | $6.3K | 0.0% | 50 |
| JOHNSON CONTROLS INTERNATION | $6.1K | 0.0% | 41 |
| EMEEMCOR Group Inc | $6K | 0.0% | 8 |
| CVSCVS Health Corp | $6K | 0.0% | 70 |
| EOGEOG Resources Inc | $5.9K | 0.0% | 43 |
| VOOGVanguard S&P 500 Growth ETF | $5.6K | 0.0% | 66 |
| SEAGATE TECHNOLOGY HLDNGS PL | $5.5K | 0.0% | 6 |
| CCitigroup Inc | $5.4K | 0.0% | 42 |
| FHLCFIDELITY COVINGTON TRUST | $5.4K | 0.0% | 66 |
| MTZMasTec Inc | $5.3K | 0.0% | 25 |
| KRKroger Co | $5.3K | 0.0% | 90 |
| BIIBBiogen Inc | $5.2K | 0.0% | 23 |
| MCKMcKesson Corp | $5.1K | 0.0% | 6 |
| ANGLOGOLD ASHANTI PLC | $5.1K | 0.0% | 54 |
| IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF | $5K | 0.0% | 99 |
| MMM3M Co | $4.9K | 0.0% | 30 |
| JJacobs Solutions Inc | $4.7K | 0.0% | 35 |
| SPDR SERIES TRUST | $4.7K | 0.0% | 172 |
| GEHCGE Healthcare Technologies Inc | $4.7K | 0.0% | 72 |
| DKSDICK'S Sporting Goods Inc | $4.7K | 0.0% | 35 |
| TFCTruist Financial Corp | $4.6K | 0.0% | 100 |
| NDAQNasdaq Inc | $4.6K | 0.0% | 50 |
| KIMKimco Realty Corp | $4.4K | 0.0% | 200 |
| ORCLOracle Corp | $4.4K | 0.0% | 32 |
| MCMoelis & Co | $4.3K | 0.0% | 75 |
| VVisa Inc | $4.3K | 0.0% | 12 |
| MUMicron Technology Inc | $4.3K | 0.0% | 4 |
| TSLATesla Inc | $4.3K | 0.0% | 12 |
| SKHYSK Hynix Inc | $4.1K | 0.0% | 22 |
| CCICrown Castle Inc | $4K | 0.0% | 60 |
| PANWPalo Alto Networks Inc | $4K | 0.0% | 10 |
| KLACKLA Corp | $3.9K | 0.0% | 20 |
| ADSKAutodesk Inc | $3.8K | 0.0% | 18 |
| SHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETF | $3.7K | 0.0% | 80 |
| WDCWestern Digital Corp | $3.6K | 0.0% | 8 |
| TRANE TECHNOLOGIES PLC | $3.6K | 0.0% | 8 |
| FIDELITY COVINGTON TRUST | $3.6K | 0.0% | 71 |
| VMBSVanguard Mortgage Backed Security | $3.6K | 0.0% | 81 |
| GILDGilead Sciences, Inc | $3.6K | 0.0% | 24 |
| ENBEnbridge Inc | $3.5K | 0.0% | 75 |
| PMPhilip Morris International Inc | $3.4K | 0.0% | 18 |
| HCAHCA Healthcare Inc | $3.4K | 0.0% | 8 |
| CTSHCognizant Technology Solutions Corp | $3.3K | 0.0% | 58 |
| IJSiShares S&P SmallCap 600 Value ETF | $3.3K | 0.0% | 26 |
| MAMastercard Inc | $3.3K | 0.0% | 6 |
| ACCENTURE PLC IRELAND | $3.3K | 0.0% | 18 |
| LRCXLam Research Corp | $3.3K | 0.0% | 10 |
| CWCurtiss-Wright Corp | $3.3K | 0.0% | 6 |
| BRBroadridge Financial Solutions Inc | $3.2K | 0.0% | 20 |
| IMCViShares Morningstar Mid-Cap Value ETF | $3.2K | 0.0% | 35 |
| CARIBOU BIOSCIENCES INC | $3.2K | 0.0% | 2,525 |
| CMGChipotle Mexican Grill Inc | $3.2K | 0.0% | 100 |
| RMDResmed Inc | $3.1K | 0.0% | 14 |
| WISDOMTREE TR | $3.1K | 0.0% | 52 |
| IJTiShares S&P SmallCap 600 Growth ETF | $3K | 0.0% | 19 |
| IWPiShares Russell Midcap Growth ETF | $3K | 0.0% | 22 |
| IEIiShares 3-7 Year Treasury Bond ETF | $3K | 0.0% | 26 |
| TRVTravelers Companies Inc | $2.9K | 0.0% | 8 |
| SHELShell PLC | $2.9K | 0.0% | 30 |
| ROSTRoss Stores Inc | $2.8K | 0.0% | 12 |
| MCOMoody's Corp | $2.7K | 0.0% | 6 |
| RIORio Tinto PLC | $2.6K | 0.0% | 28 |
| MRKMerck & Co Inc | $2.6K | 0.0% | 18 |
| ROKRockwell Automation Inc | $2.6K | 0.0% | 6 |
| TE CONNECTIVITY PLC | $2.5K | 0.0% | 12 |
| BACBank of America Corp | $2.5K | 0.0% | 46 |
| PAYXPaychex Inc | $2.4K | 0.0% | 24 |
| GSKGSK plc | $2.3K | 0.0% | 48 |
| DXCMDexcom Inc | $2.2K | 0.0% | 26 |
| HSYHershey Co | $2.2K | 0.0% | 14 |
| UNHUnitedHealth Group Inc | $2.2K | 0.0% | 6 |
| AGNICO EAGLE MINES LTD | $2.2K | 0.0% | 12 |
| HOGHarley-Davidson Inc | $2.2K | 0.0% | 90 |
| TGTTarget Corp | $2.2K | 0.0% | 14 |
| NTAPNetApp Inc | $2.1K | 0.0% | 10 |
| TLTiShares 20+ Year Treasury Bond ETF | $2.1K | 0.0% | 27 |
| AGGiShares Core U.S. Aggregate Bond ETF | $2.1K | 0.0% | 22 |
| ADMArcher-Daniels-Midland Co | $2.1K | 0.0% | 26 |
| HSBCHSBC Holdings PLC | $2K | 0.0% | 20 |
| AMPAmeriprise Financial Inc | $2K | 0.0% | 4 |
| SHWSherwin-Williams Co | $1.9K | 0.0% | 6 |
| CSCOCisco Systems Inc | $1.9K | 0.0% | 18 |
| MEDTRONIC PLC | $1.9K | 0.0% | 22 |
| EXPDExpeditors International of Washington Inc | $1.8K | 0.0% | 10 |
| FORWARD AIR CORP | $1.8K | 0.0% | 120 |
| WSMWilliams-Sonoma Inc | $1.8K | 0.0% | 8 |
| SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $1.8K | 0.0% | 44 |
| FFIVF5 Inc | $1.8K | 0.0% | 4 |
| KMBKimberly-Clark Corp | $1.8K | 0.0% | 18 |
| HIGHartford Insurance Group Inc | $1.7K | 0.0% | 14 |
| BUNGE GLOBAL SA | $1.7K | 0.0% | 16 |
| MNSTMonster Beverage Corp | $1.7K | 0.0% | 40 |
| TROWT Rowe Price Group Inc | $1.7K | 0.0% | 16 |
| PLPlanet Labs PBC | $1.6K | 0.0% | 100 |
| ANETArista Networks Inc | $1.6K | 0.0% | 8 |
| SUSuncor Energy Inc (Canada) | $1.6K | 0.0% | 24 |
| VALEVale SA | $1.6K | 0.0% | 120 |
| EXPEExpedia Group Inc | $1.6K | 0.0% | 6 |
| DDominion Energy Inc | $1.6K | 0.0% | 26 |
| RYRoyal Bank of Canada | $1.6K | 0.0% | 8 |
| SOFISoFi Technologies Inc | $1.6K | 0.0% | 100 |
| CFGCitizens Financial Group Inc | $1.5K | 0.0% | 24 |
| EBAYeBay Inc | $1.5K | 0.0% | 14 |
| QCOMQualcomm Inc | $1.5K | 0.0% | 8 |
| VIVMARK RESIDENTIAL | $1.5K | 0.0% | 24 |
| KEYSKeysight Technologies Inc | $1.5K | 0.0% | 4 |
| IGSBISHARES TR | $1.4K | 0.0% | 28 |
| EDConsolidated Edison Inc | $1.4K | 0.0% | 14 |
| MUFGMitsubishi UFJ Financial Group Inc | $1.4K | 0.0% | 62 |
| FEDEX FGHT HLDG CO INC | $1.4K | 0.0% | 13 |
| NKENike Inc | $1.4K | 0.0% | 40 |
| OTISOtis Worldwide Corp | $1.4K | 0.0% | 22 |
| RGLDRoyal Gold Inc | $1.4K | 0.0% | 6 |
| EEni SpA | $1.4K | 0.0% | 26 |
| CIENCiena Corp | $1.4K | 0.0% | 4 |
| MRSHMarsh & McLennan Companies Inc | $1.4K | 0.0% | 8 |
| PNCPNC Financial Services Group Inc | $1.3K | 0.0% | 6 |
| BABAAlibaba Group Holding Ltd | $1.3K | 0.0% | 12 |
| INVHInvitation Homes Inc | $1.3K | 0.0% | 48 |
| SAPSAP SE | $1.3K | 0.0% | 6 |
| AMDAdvanced Micro Devices Inc | $1.2K | 0.0% | 2 |
| WYWeyerhaeuser Co | $1.2K | 0.0% | 64 |
| AXPAmerican Express Co | $1.2K | 0.0% | 4 |
| WECWEC Energy Group Inc | $1.2K | 0.0% | 12 |
| DISWalt Disney Co | $1.2K | 0.0% | 11 |
| BHPBHP Group Ltd | $1.2K | 0.0% | 14 |
| TDToronto-Dominion Bank | $1.2K | 0.0% | 10 |
| SANBanco Santander SA | $1.2K | 0.0% | 84 |
| IEFiShares 7-10 Year Treasury Bond ETF | $1.2K | 0.0% | 13 |
| JBLJabil Inc | $1.1K | 0.0% | 4 |
| SYFSynchrony Financial | $1.1K | 0.0% | 16 |
| PSAPublic Storage | $1.1K | 0.0% | 4 |
| BMYBristol-Myers Squibb Co | $1.1K | 0.0% | 18 |
| TXNTexas Instruments Inc | $1.1K | 0.0% | 4 |
| TMToyota Motor Corp | $1.1K | 0.0% | 6 |
| GMGeneral Motors Co | $1.1K | 0.0% | 14 |
| ADVISORS INNER CIRCLE FD III | $1K | 0.0% | 25 |
| CCJCameco Corp | $1K | 0.0% | 12 |
| TOTALENERGIES SE | $1K | 0.0% | 12 |
| AMATApplied Materials Inc | $1K | 0.0% | 2 |
| PSXPhillips 66 | $1K | 0.0% | 4 |
| NTRSNorthern Trust Corp | $1K | 0.0% | 6 |
| APHAmphenol Corp | $1K | 0.0% | 12 |
| DALDelta Air Lines Inc | $1K | 0.0% | 12 |
| ETREntergy Corp | $994 | 0.0% | 10 |
| IMOImperial Oil Ltd | $986 | 0.0% | 8 |
| DTEDTE Energy Co | $976 | 0.0% | 8 |
| VVVValvoline Inc. Common Stock | $965 | 0.0% | 32 |
| ABNBAirbnb Inc | $964 | 0.0% | 6 |
| METMetLife Inc | $942 | 0.0% | 10 |
| DGXQuest Diagnostics Inc | $934 | 0.0% | 4 |
| CRMSalesforce Inc | $920 | 0.0% | 4 |
| DLTRDollar Tree Inc | $914 | 0.0% | 8 |
| ESEversource Energy | $900 | 0.0% | 14 |
| AFLAflac Inc | $896 | 0.0% | 8 |
| BBVABanco Bilbao Vizcaya Argentaria SA | $892 | 0.0% | 32 |
| UALUnited Airlines Holdings Inc | $888 | 0.0% | 8 |
| SMFGSumitomo Mitsui Financial Group, Inc | $882 | 0.0% | 34 |
| MTBM&T Bank Corp | $872 | 0.0% | 4 |
| SNPSSynopsys Inc | $870 | 0.0% | 2 |
| FEFirstEnergy Corp | $868 | 0.0% | 20 |
| UBS GROUP AG | $868 | 0.0% | 18 |
| NTRNutrien Ltd | $844 | 0.0% | 12 |
| PGRProgressive Corp | $830 | 0.0% | 4 |
| SONYSony Group Corp | $802 | 0.0% | 34 |
| MRNAModerna Inc | $772 | 0.0% | 4 |
| ATI INC | $758 | 0.0% | 4 |
| CMSCMS Energy Corp | $758 | 0.0% | 12 |
| CHDChurch & Dwight Co Inc | $754 | 0.0% | 8 |
| MFGMizuho Financial Group Inc | $730 | 0.0% | 66 |
| ULUnilever PLC | $730 | 0.0% | 12 |
| BNSBank of Nova Scotia | $728 | 0.0% | 8 |
| ZMZoom Communications Inc | $728 | 0.0% | 8 |
| FFord Motor Co | $724 | 0.0% | 60 |
| BDXBecton Dickinson and Co | $716 | 0.0% | 4 |
| GHGuardant Health Inc | $714 | 0.0% | 4 |
| NINiSource Inc | $702 | 0.0% | 18 |
| RFRegions Financial Corp | $700 | 0.0% | 26 |
| ROPRoper Technologies Inc | $700 | 0.0% | 2 |
| STTState Street Corp | $700 | 0.0% | 4 |
| TSCOTractor Supply Co | $690 | 0.0% | 22 |
| NVONovo Nordisk A/S | $684 | 0.0% | 18 |
| PRUPrudential Financial Inc | $682 | 0.0% | 6 |
| VTRVentas Inc | $682 | 0.0% | 8 |
| VRSKVerisk Analytics Inc | $672 | 0.0% | 4 |
| AMTMAmentum Holdings Inc | $671 | 0.0% | 37 |
| BMOBank of Montreal | $670 | 0.0% | 4 |
| CMCanadian Imperial Bank of Commerce | $662 | 0.0% | 6 |
| TMUST-Mobile US Inc | $654 | 0.0% | 4 |
| TAT&T Inc | $636 | 0.0% | 26 |
| LNTAlliant Energy Corp | $634 | 0.0% | 10 |
| NVAXNovavax Inc | $627 | 0.0% | 58 |
| SYYSysco Corp | $624 | 0.0% | 8 |
| SOLVSolventum Corp | $618 | 0.0% | 7 |
| BROBrown & Brown Inc | $610 | 0.0% | 10 |
| KEYKeyCorp | $604 | 0.0% | 30 |
| FASTFastenal Co | $596 | 0.0% | 12 |
| SUNBELT RENTALS HOLDINGS INC | $586 | 0.0% | 8 |
| INGING Groep NV | $568 | 0.0% | 16 |
| ELEstee Lauder Companies Inc | $558 | 0.0% | 6 |
| ILMNIllumina Inc | $548 | 0.0% | 2 |
| ESSEssex Property Trust Inc | $540 | 0.0% | 2 |
| HLNHaleon PLC | $540 | 0.0% | 60 |
| CMECME Group Inc | $524 | 0.0% | 2 |
| AWKAmerican Water Works Co Inc | $518 | 0.0% | 4 |
| CEGConstellation Energy Corp | $510 | 0.0% | 2 |
| FITBFifth Third Bancorp | $506 | 0.0% | 10 |
| AMEAMETEK Inc | $496 | 0.0% | 2 |
| VRTVertiv Holdings Co | $484 | 0.0% | 2 |
| NUENucor Corp | $468 | 0.0% | 2 |
| APOApollo Global Management Inc | $466 | 0.0% | 4 |
| FANGDiamondback Energy Inc | $368 | 0.0% | 2 |
| WABWestinghouse Air Brake Technologies Corp | $288 | 0.0% | 1 |
| KDKyndryl Holdings Inc | $226 | 0.0% | 20 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $206 | 0.0% | 2 |
| BTIBritish American Tobacco plc | $110 | 0.0% | 2 |
| OPENOpendoor Technologies Inc | $72 | 0.0% | 30 |
| PLUGPlug Power Inc | $10 | 0.0% | 5 |
| OPENDOOR TECHNOLOGIES INC | $1 | 0.0% | 1 |
| OPENDOOR TECHNOLOGIES INC | $1 | 0.0% | 1 |
| OPENDOOR TECHNOLOGIES INC | $1 | 0.0% | 1 |
Quarter ending 2026-09-30.
Follow Nvest Wealth Strategies, Inc. by email
Nvest Wealth Strategies, Inc.'s new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.