NVEST FINANCIAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GERN | 229K | $302.00K |
 | WMT | 58K | $6.48M |
 | NEE | 49K | $3.93M |
 | AAPL | 45K | $12.19M |
 | NVDA | 40K | $7.50M |
 | TJX | 39K | $6.03M |
 | NFLX | 39K | $3.62M |
 | AMZN | 26K | $6.07M |
 | GOOGL | 24K | $7.53M |
 | RTX | 24K | $4.36M |
 | JPM | 19K | $6.26M |
 | AHR | 17K | $800.32K |
 | BRK-B | 14K | $7.08M |
 | MSFT | 12K | $5.88M |
 | MDT | 11K | $1.06M |
 | TMUS | 10K | $1.99M |
 | V | 10K | $3.43M |
 | KO | 9K | $648.22K |
 | PGR | 9K | $2.01M |
 | BAC | 9K | $472.13K |
Geron Corporation
GERN
Shares Held
229K
Value
$302.00K
Walmart Inc.
WMT
Shares Held
58K
Value
$6.48M
NextEra Energy, Inc.
NEE
Shares Held
49K
Value
$3.93M
Apple Inc.
AAPL
Shares Held
45K
Value
$12.19M
NVIDIA Corporation
NVDA
Shares Held
40K
Value
$7.50M
The TJX Companies, Inc.
TJX
Shares Held
39K
Value
$6.03M
Netflix, Inc.
NFLX
Shares Held
39K
Value
$3.62M
Amazon.com, Inc.
AMZN
Shares Held
26K
Value
$6.07M
Alphabet Inc.
GOOGL
Shares Held
24K
Value
$7.53M
RTX Corporation
RTX
Shares Held
24K
Value
$4.36M
JPMorgan Chase & Co.
JPM
Shares Held
19K
Value
$6.26M
American Healthcare REIT, Inc.
AHR
Shares Held
17K
Value
$800.32K
Berkshire Hathaway Inc.
BRK-B
Shares Held
14K
Value
$7.08M
Microsoft Corporation
MSFT
Shares Held
12K
Value
$5.88M
Medtronic plc
MDT
Shares Held
11K
Value
$1.06M
T-Mobile US, Inc.
TMUS
Shares Held
10K
Value
$1.99M
Visa Inc.
V
Shares Held
10K
Value
$3.43M
The Coca-Cola Company
KO
Shares Held
9K
Value
$648.22K
The Progressive Corporation
PGR
Shares Held
9K
Value
$2.01M
Bank of America Corporation
BAC
Shares Held
9K
Value
$472.13K