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 151–200 of 214
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TFC | TRUIST FINL CORP | 100 | $1K–$15K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 11 | $1K–$15K | SH |
| EME | EMCOR GROUP INC | 8 | $1K–$15K | SH |
| MMM | 3M CO | 30 | $1K–$15K | SH |
| J | JACOBS SOLUTIONS INC | 35 | $1K–$15K | SH |
| UNH | UNITEDHEALTH GROUP INC | 14 | $1K–$15K | SH |
| GNK | GENCO SHIPPING & TRADING LTD | 250 | $1K–$15K | SH |
| JCI | JOHNSON CTLS INTL PLC | 35 | $1K–$15K | SH |
| IP | INTERNATIONAL PAPER CO | 103 | $1K–$15K | SH |
| KIM | KIMCO RLTY CORP | 200 | $1K–$15K | SH |
| CRBU | CARIBOU BIOSCIENCES INC | 3K | $1K–$15K | SH |
| SHM | SPDR SERIES TRUST | 80 | $1K–$15K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 100 | $1K–$15K | SH |
| XLC | SELECT SECTOR SPDR TR | 31 | $1K–$15K | SH |
| EOG | EOG RES INC | 35 | $1K–$15K | SH |
| ENB | ENBRIDGE INC | 75 | $1K–$15K | SH |
| NVTS | NAVITAS SEMICONDUCTOR CORP | 487 | $1K–$15K | SH |
| BIIB | BIOGEN INC | 19 | $1K–$15K | SH |
| IWP | ISHARES TR | 22 | $1K–$15K | SH |
| FWRD | FORWARD AIR CORP | 120 | $1K–$15K | SH |
| IJS | ISHARES TR | 26 | $1K–$15K | SH |
| IMCV | ISHARES TR | 35 | $1K–$15K | SH |
| IJT | ISHARES TR | 19 | $1K–$15K | SH |
| NKE | NIKE INC | 40 | $1K–$15K | SH |
| GSK | GSK PLC | 48 | $1K–$15K | SH |
| TLT | ISHARES TR | 27 | $1K–$15K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 5 | $1K–$15K | SH |
| ACHR | ARCHER AVIATION INC | 300 | $1K–$15K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 15 | $1K–$15K | SH |
| PL | PLANET LABS PBC | 100 | $1K–$15K | SH |
| HOG | HARLEY DAVIDSON INC | 90 | $1K–$15K | SH |
| BITQ | BITWISE FUNDS TRUST | 92 | $1K–$15K | SH |
| SERV | SERVE ROBOTICS INC | 152 | $1K–$15K | SH |
| XLK | SELECT SECTOR SPDR TR | 10 | $1K–$15K | SH |
| RGLD | ROYAL GOLD INC | 6 | $1K–$15K | SH |
| IYF | ISHARES TR | 10 | $1K–$15K | SH |
| AIQ | GLOBAL X FDS | 25 | $1K–$15K | SH |
| KMX | CARMAX INC | 33 | $1K–$15K | SH |
| IHE | ISHARES TR | 15 | $1K–$15K | SH |
| DIS | DISNEY WALT CO | 11 | $1K–$15K | SH |
| DKNG | DRAFTKINGS INC NEW | 35 | $1K–$15K | SH |
| INTC | INTEL CORP | 32 | $1K–$15K | SH |
| BXP | BXP INC | 17 | $1K–$15K | SH |
| KR | KROGER CO | 17 | $1K–$15K | SH |
| AMTM | AMENTUM HOLDINGS INC | 37 | $1K–$15K | SH |
| PANW | PALO ALTO NETWORKS INC | 5 | <$1K | SH |
| SH | PROSHARES TR | 25 | <$1K | SH |
| HLN | HALEON PLC | 60 | <$1K | SH |
| SOLV | SOLVENTUM CORP | 7 | <$1K | SH |
| KD | KYNDRYL HLDGS INC | 20 | <$1K | SH |