| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 10 | Q2 2024 | 9.5% |
| SPDR S&P 500 ETF TR | 10 | Q2 2024 | 7.1% |
| ISHARES TR | 10 | Q2 2024 | 6.7% |
| APPLE INC | 10 | Q2 2024 | 5.8% |
| BERKSHIRE HATHAWAY INC DEL | 10 | Q2 2024 | 4.8% |
| WALMART INC | 10 | Q2 2024 | 3.9% |
| MICROSOFT CORP | 10 | Q2 2024 | 3.3% |
| PEPSICO INC | 10 | Q2 2024 | 3.5% |
| AMAZON COM INC | 10 | Q2 2024 | 3.2% |
| VANGUARD WORLD FDS | 10 | Q2 2024 | 2.9% |
View Nvest Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-19 |
| N-PX | 2024-07-17 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-13 |
View Nvest Financial, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.