NVEST FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GERN | 314K | $429.81K |
 | WMT | 40K | $4.10M |
 | NVDA | 36K | $6.64M |
 | NEE | 35K | $2.62M |
 | AAPL | 32K | $8.08M |
 | TJX | 31K | $4.53M |
 | AMZN | 18K | $3.94M |
 | GOOGL | 17K | $4.16M |
 | RTX | 16K | $2.63M |
 | JPM | 15K | $4.61M |
 | AHR | 12K | $488.41K |
 | BRK-B | 10K | $4.78M |
 | MSFT | 9K | $4.81M |
 | MDT | 9K | $856.40K |
 | BAC | 8K | $425.55K |
 | TMUS | 8K | $1.96M |
 | V | 7K | $2.52M |
 | USB | 7K | $339.95K |
 | KO | 7K | $461.92K |
 | GOOG | 7K | $1.65M |
Geron Corporation
GERN
Shares Held
314K
Value
$429.81K
Walmart Inc.
WMT
Shares Held
40K
Value
$4.10M
NVIDIA Corporation
NVDA
Shares Held
36K
Value
$6.64M
NextEra Energy, Inc.
NEE
Shares Held
35K
Value
$2.62M
Apple Inc.
AAPL
Shares Held
32K
Value
$8.08M
The TJX Companies, Inc.
TJX
Shares Held
31K
Value
$4.53M
Amazon.com, Inc.
AMZN
Shares Held
18K
Value
$3.94M
Alphabet Inc.
GOOGL
Shares Held
17K
Value
$4.16M
RTX Corporation
RTX
Shares Held
16K
Value
$2.63M
JPMorgan Chase & Co.
JPM
Shares Held
15K
Value
$4.61M
American Healthcare REIT, Inc.
AHR
Shares Held
12K
Value
$488.41K
Berkshire Hathaway Inc.
BRK-B
Shares Held
10K
Value
$4.78M
Microsoft Corporation
MSFT
Shares Held
9K
Value
$4.81M
Medtronic plc
MDT
Shares Held
9K
Value
$856.40K
Bank of America Corporation
BAC
Shares Held
8K
Value
$425.55K
T-Mobile US, Inc.
TMUS
Shares Held
8K
Value
$1.96M
Visa Inc.
V
Shares Held
7K
Value
$2.52M
U.S. Bancorp
USB
Shares Held
7K
Value
$339.95K
The Coca-Cola Company
KO
Shares Held
7K
Value
$461.92K
Alphabet Inc.
GOOG
Shares Held
7K
Value
$1.65M