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Home > Institutional Investor > Nvest Financial, Llc > Profile

Instuitional Investor - Nvest Financial, Llc

Fund Profile
Filing Period:
Fund Name: Nvest Financial, Llc
Portfolio Value $186,783,783
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 60,551 $17,447,048 9.34%
2.
Ishares Trust
 IEF 40,499 $14,623,791 7.83%
3.
Spdr S & P 500 Etf Trust
 SPY 13,992 $7,827,208 4.19%
4.
Apple Inc.
 AAPL 34,785 $7,726,865 4.14%
5.
Ishares Trust
 IEF 40,102 $7,642,601 4.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)