Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Nvest Financial, Llc > Profile

Instuitional Investor - Nvest Financial, Llc

Fund Profile
Filing Period:
Fund Name: Nvest Financial, Llc
Portfolio Value $174,045,409
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 29,064 $13,613,808 7.82%
2.
Apple Inc.
 AAPL 31,740 $8,082,043 4.64%
3.
Ishares Trust
 IEF 37,304 $7,703,697 4.43%
4.
Spdr S & P 500 Etf Trust
 SPY 11,263 $7,503,216 4.31%
5.
Nvidia Corp
 NVDA 35,588 $6,640,010 3.82%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.