$122 Million is the total value of Nvest Financial, LLC's 70 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 7 | Q3 2023 | 9.1% |
| SPDR S&P 500 ETF TR | 7 | Q3 2023 | 7.1% |
| ISHARES TR | 7 | Q3 2023 | 6.7% |
| SPDR SER TR | 7 | Q3 2023 | 6.7% |
| APPLE INC | 7 | Q3 2023 | 5.8% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q3 2023 | 4.8% |
| WALMART INC | 7 | Q3 2023 | 3.9% |
| PEPSICO INC | 7 | Q3 2023 | 3.5% |
| MICROSOFT CORP | 7 | Q3 2023 | 3.3% |
| CHEVRON CORP NEW | 7 | Q3 2023 | 3.4% |
View Nvest Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-26 |
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.