Holdings
Nvest Wealth Strategies, Inc.
As of Sep 30, 2026, Nvest Wealth Strategies, Inc. reported 259 positions worth US$9.33M. Largest: Union Pacific Corporation, Nvidia Corporation and Ppg Industries, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Union Pacific Corporation | 13,500 | US$3.67M | +2,008 | Sep 30, 2026 |
| Nvidia Corporation | 6,479 | US$1.48M | no change | Sep 30, 2026 |
| Ppg Industries, Inc. | 4,956 | US$517K | +20 | Sep 30, 2026 |
| Apple Inc | 1,097 | US$365K | −470 | Sep 30, 2026 |
| Amazon.com, Inc. | 1,150 | US$287K | no change | Sep 30, 2026 |
| J.b. Hunt Transport Services, Inc. | 1,108 | US$248K | −34 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 677 | US$224K | +481 | Sep 30, 2026 |
| Caterpillar, Inc. | 193 | US$156K | no change | Sep 30, 2026 |
| American Electric Power Company, Inc. | 1,310 | US$155K | −6 | Sep 30, 2026 |
| Shopify Inc. | 1,006 | US$149K | +6 | Sep 30, 2026 |