Portfolio (Quarterly)
Guide ↗
Nvest Wealth Strategies, Inc.
· CIK 0002106942| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 1 | $346.0 | — | SOLD |
| 62 | — | UNILEVER PLC | — | 6 | $342.0 | — | SOLD |
| 63 | CB | CHUBB LTD SWITZ | Financial Services | 1 | $326.0 | — | SOLD |
| 64 | — | LEIDOS HOLDINGS INC | — | 2 | $312.0 | — | SOLD |
| 65 | PFE | PFIZER INC | Healthcare | 11 | $309.0 | — | SOLD |
| 66 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 5 | $304.0 | — | SOLD |
| 67 | NRG | NRG ENERGY INC | Utilities | 2 | $293.0 | — | SOLD |
| 68 | SNY | SANOFI SA | Healthcare | 6 | $290.0 | — | SOLD |
| 69 | SYY | SYSCO CORP | Consumer Defensive | 4 | $286.0 | — | SOLD |
| 70 | FIS | FIDELITY NATL INFORMATION SV | Technology | 6 | $282.0 | — | SOLD |
| 71 | DD | DUPONT DE NEMOURS INC | Basic Materials | 6 | $275.0 | — | SOLD |
| 72 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 5 | $270.0 | — | SOLD |
| 73 | PPL | PPL CORP | Utilities | 7 | $268.0 | — | SOLD |
| 74 | WRB | BERKLEY W R CORP | Financial Services | 4 | $266.0 | — | SOLD |
| 75 | CPNG | COUPANG INC | Consumer Cyclical | 14 | $265.0 | — | SOLD |
| 76 | HDB | HDFC BANK LTD | Financial Services | 10 | $249.0 | — | SOLD |
| 77 | KHC | KRAFT HEINZ CO | Consumer Defensive | 11 | $248.0 | — | SOLD |
| 78 | CDE | COEUR MNG INC | Basic Materials | 13 | $245.0 | — | SOLD |
| 79 | NTR | NUTRIEN LTD | Basic Materials | 3 | $227.0 | — | SOLD |
| 80 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1 | $216.0 | — | 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%