Portfolio (Quarterly)
Guide ↗
Nvest Wealth Strategies, Inc.
· CIK 0002106942| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SWBI | SMITH & WESSON BRANDS INC | Industrials | 839 | $12K | 0.01% | SOLD |
| 2 | SCHB | SCHWAB STRATEGIC TR | — | 213 | $5K | 0.00% | SOLD |
| 3 | IEF | ISHARES TR | — | 53 | $5K | 0.00% | SOLD |
| 4 | PH | PARKER-HANNIFIN CORP | Industrials | 2 | $2K | 0.00% | SOLD |
| 5 | TRV | TRAVELERS COMPANIES INC | Financial Services | 6 | $2K | 0.00% | SOLD |
| 6 | LOW | LOWES COS INC | Consumer Cyclical | 7 | $2K | 0.00% | SOLD |
| 7 | — | ANGLOGOLD ASHANTI PLC | — | 16 | $2K | 0.00% | SOLD |
| 8 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 18 | $2K | 0.00% | SOLD |
| 9 | SPHD | INVESCO EXCH TRADED FD TR II | — | 29 | $1K | 0.00% | SOLD |
| 10 | HCA | HCA HEALTHCARE INC | Healthcare | 3 | $1K | 0.00% | SOLD |
| 11 | GILD | GILEAD SCIENCES INC | Healthcare | 10 | $1K | 0.00% | SOLD |
| 12 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 8 | $1K | 0.00% | SOLD |
| 13 | MDT | MEDTRONIC PLC | Healthcare | 15 | $1K | 0.00% | SOLD |
| 14 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 9 | $1K | 0.00% | SOLD |
| 15 | ADSK | AUTODESK INC | Technology | 5 | $1K | 0.00% | SOLD |
| 16 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 5 | $1K | 0.00% | SOLD |
| 17 | IDXX | IDEXX LABS INC | Healthcare | 2 | $1K | 0.00% | SOLD |
| 18 | PHM | PULTE GROUP INC | Consumer Cyclical | 9 | $1K | 0.00% | SOLD |
| 19 | AMGN | AMGEN INC | Healthcare | 3 | $1K | 0.00% | SOLD |
| 20 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 17 | $1K | 0.00% | SOLD |
Sector Allocation
Industrials
42.0%
Technology
24.1%
Financial Services
8.2%
Basic Materials
7.7%
Consumer Cyclical
5.1%
Healthcare
3.6%
Utilities
2.6%
Communication Services
2.4%
Energy
2.1%
Consumer Defensive
1.8%