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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Nvest Financial LLC
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| CRD # | 128868 |
| SEC # | 801-123374 |
| CIK # | 0001915315, 0001398400 |
| AUM | $523.4 M (2025-07-31) |
| Employees | 15 (33% Investors, 27% Brokers) |
| Phone | 207-985-8585 |
| Address | Two International Drive Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.8 | ||
| Microsoft Corp | 5.9 | ||
| Wal Mart Stores Inc | 5.7 | ||
| J P Morgan Chase & Co | 5.6 | ||
| Amazon Com Inc | 5.5 | ||
| Nvidia Corp | 4.8 | ||
| Netflix Inc | 4.5 | ||
| Alphabet Inc | 4.1 | ||
| SPDR Gold Trust | 4.0 | ||
| United Technologies Corp /DE/ | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 480 | 201.2 |
| (b) Individuals (high net worth individuals) | 129 | 309.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 8.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,244 | 523.4 |
| By Discretionary | ||
| Discretionary | 1,244 | 523.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,244 | 523.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 523.4 | |
| Total | 1,244 | 523.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001398400] | |
| 13F-HR | [0001915315] |
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|---|---|---|
|
The LUTS & Greenleigh Group Inc
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MD | 0.5 |
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Alexander Labrunerie & Co Inc
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BBVA Global Wealth Advisors Inc
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Premier Wealth Advisors LLC
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NY | 0.5 |
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BMB Advisers LLC
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Highmark Wealth Management LLC
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MN | 0.5 |
|
Brooklyn Investment Group LLC
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NY | 0.5 |
|
Signalpoint Asset Management LLC
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MO | 0.5 |
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Castle Rock Wealth Management LLC
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CA | 0.5 |