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 101–150 of 214
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COST | COSTCO WHSL CORP NEW | 18 | $15K–$50K | SH |
| ET | ENERGY TRANSFER L P | 900 | $1K–$15K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 50 | $1K–$15K | SH |
| DE | DEERE & CO | 32 | $1K–$15K | SH |
| FSLR | FIRST SOLAR INC | 50 | $1K–$15K | SH |
| FEAM | 5E ADVANCED MATERIALS INC | 4K | $1K–$15K | SH |
| PFE | PFIZER INC | 500 | $1K–$15K | SH |
| WS | WORTHINGTON STL INC | 334 | $1K–$15K | SH |
| AON | AON PLC | 32 | $1K–$15K | SH |
| WAT | WATERS CORP | 29 | $1K–$15K | SH |
| XLE | SELECT SECTOR SPDR TR | 244 | $1K–$15K | SH |
| ALL | ALLSTATE CORP | 50 | $1K–$15K | SH |
| SCHW | SCHWAB CHARLES CORP | 103 | $1K–$15K | SH |
| V | VISA INC | 29 | $1K–$15K | SH |
| NEM | NEWMONT CORP | 100 | $1K–$15K | SH |
| UPS | UNITED PARCEL SERVICE INC | 100 | $1K–$15K | SH |
| DOV | DOVER CORP | 50 | $1K–$15K | SH |
| MA | MASTERCARD INCORPORATED | 17 | $1K–$15K | SH |
| IVV | ISHARES TR | 14 | $1K–$15K | SH |
| ENPH | ENPHASE ENERGY INC | 282 | $1K–$15K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 219 | $1K–$15K | SH |
| DCI | DONALDSON INC | 100 | $1K–$15K | SH |
| HLI | HOULIHAN LOKEY INC | 50 | $1K–$15K | SH |
| PEP | PEPSICO INC | 60 | $1K–$15K | SH |
| PIPR | PIPER SANDLER COMPANIES | 25 | $1K–$15K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 39 | $1K–$15K | SH |
| ORCL | ORACLE CORP | 43 | $1K–$15K | SH |
| SWBI | SMITH & WESSON BRANDS INC | 839 | $1K–$15K | SH |
| MPC | MARATHON PETE CORP | 50 | $1K–$15K | SH |
| SBAC | SBA COMMUNICATIONS CORP NEW | 42 | $1K–$15K | SH |
| FDX | FEDEX CORP | 27 | $1K–$15K | SH |
| HPQ | HP INC | 350 | $1K–$15K | SH |
| AMT | AMERICAN TOWER CORP NEW | 42 | $1K–$15K | SH |
| MO | ALTRIA GROUP INC | 120 | $1K–$15K | SH |
| PANL | PANGAEA LOGISTICS SOLUTION L | 1K | $1K–$15K | SH |
| CVX | CHEVRON CORP NEW | 45 | $1K–$15K | SH |
| IBB | ISHARES TR | 40 | $1K–$15K | SH |
| CBZ | CBIZ INC | 125 | $1K–$15K | SH |
| F | FORD MTR CO | 472 | $1K–$15K | SH |
| SMG | SCOTTS MIRACLE-GRO CO | 100 | $1K–$15K | SH |
| CHWY | CHEWY INC | 170 | $1K–$15K | SH |
| KO | COCA COLA CO | 80 | $1K–$15K | SH |
| CVS | CVS HEALTH CORP | 70 | $1K–$15K | SH |
| MTZ | MASTEC INC | 25 | $1K–$15K | SH |
| CCI | CROWN CASTLE INC | 60 | $1K–$15K | SH |
| CRWV | COREWEAVE INC | 73 | $1K–$15K | SH |
| MC | MOELIS & CO | 75 | $1K–$15K | SH |
| COP | CONOCOPHILLIPS | 55 | $1K–$15K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 62 | $1K–$15K | SH |
| SBLK | STAR BULK CARRIERS CORP. | 262 | $1K–$15K | SH |