CIK 2106942
Nvest Wealth Strategies, Inc.
Institutional 13F holdings & portfolio
Holdings
214
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 214
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLD | SPDR GOLD TR | 135 | $50K–$100K | SH |
| SGOL | ETFS GOLD TR | 1K | $50K–$100K | SH |
| SPGI | S&P GLOBAL INC | 94 | $15K–$50K | SH |
| LUV | SOUTHWEST AIRLS CO | 1K | $15K–$50K | SH |
| STLD | STEEL DYNAMICS INC | 250 | $15K–$50K | SH |
| FTNT | FORTINET INC | 520 | $15K–$50K | SH |
| GOOG | ALPHABET INC | 121 | $15K–$50K | SH |
| HD | HOME DEPOT INC | 105 | $15K–$50K | SH |
| QCOM | QUALCOMM INC | 210 | $15K–$50K | SH |
| QTUM | ETF SER SOLUTIONS | 309 | $15K–$50K | SH |
| GEV | GE VERNOVA INC | 51 | $15K–$50K | SH |
| TXN | TEXAS INSTRS INC | 191 | $15K–$50K | SH |
| AVGO | BROADCOM INC | 95 | $15K–$50K | SH |
| XOM | EXXON MOBIL CORP | 264 | $15K–$50K | SH |
| MS | MORGAN STANLEY | 174 | $15K–$50K | SH |
| IXJ | ISHARES TR | 310 | $15K–$50K | SH |
| RIO | RIO TINTO PLC | 347 | $15K–$50K | SH |
| LYV | LIVE NATION ENTERTAINMENT IN | 185 | $15K–$50K | SH |
| VOO | VANGUARD INDEX FDS | 41 | $15K–$50K | SH |
| HAL | HALLIBURTON CO | 900 | $15K–$50K | SH |
| TFI | SPDR SERIES TRUST | 554 | $15K–$50K | SH |
| RUSHB | RUSH ENTERPRISES INC | 450 | $15K–$50K | SH |
| META | META PLATFORMS INC | 36 | $15K–$50K | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 864 | $15K–$50K | SH |
| KGC | KINROSS GOLD CORP | 800 | $15K–$50K | SH |
| ASGN | ASGN INC | 466 | $15K–$50K | SH |
| WM | WASTE MGMT INC DEL | 100 | $15K–$50K | SH |
| ACN | ACCENTURE PLC IRELAND | 80 | $15K–$50K | SH |
| ABT | ABBOTT LABS | 168 | $15K–$50K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 68 | $15K–$50K | SH |
| ASML | ASML HOLDING N V | 19 | $15K–$50K | SH |
| EMR | EMERSON ELEC CO | 150 | $15K–$50K | SH |
| FCX | FREEPORT-MCMORAN INC | 390 | $15K–$50K | SH |
| RTX | RTX CORPORATION | 106 | $15K–$50K | SH |
| ORLA | ORLA MNG LTD NEW | 1K | $15K–$50K | SH |
| NOC | NORTHROP GRUMMAN CORP | 33 | $15K–$50K | SH |
| WBD | WARNER BROS DISCOVERY INC | 650 | $15K–$50K | SH |
| IVW | ISHARES TR | 151 | $15K–$50K | SH |
| WOR | WORTHINGTON ENTERPRISES INC | 334 | $15K–$50K | SH |
| COF | CAPITAL ONE FINL CORP | 71 | $15K–$50K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 966 | $15K–$50K | SH |
| OXY | OCCIDENTAL PETE CORP | 400 | $15K–$50K | SH |
| ROKU | ROKU INC | 150 | $15K–$50K | SH |
| URI | UNITED RENTALS INC | 20 | $15K–$50K | SH |
| GATX | GATX CORP | 95 | $15K–$50K | SH |
| INTU | INTUIT | 24 | $15K–$50K | SH |
| EIPI | FIRST TR EXCHNG TRADED FD VI | 789 | $15K–$50K | SH |
| OVV | OVINTIV INC | 400 | $15K–$50K | SH |
| NFLX | NETFLIX INC | 166 | $15K–$50K | SH |
| AXP | AMERICAN EXPRESS CO | 42 | $15K–$50K | SH |