Long-term investor
Nvest Wealth Strategies, Inc. @nvestwealthstrategiesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002106942).
Record
- Tracked since 2025-12-31 (288 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +0.6% · 6 months +0.6% · 1 year n/a · all +0.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 47804J206 · 18.1% · long · since 2025-12-31
- 808524300 · 14.0% · long · since 2025-12-31
- 900934209 · 10.8% · long · since 2025-12-31
- 025072877 · 8.4% · long · since 2025-12-31
- 33738D101 · 5.5% · long · since 2025-12-31
- 41151J505 · 5.2% · long · since 2025-12-31
- 97717W851 · 5.1% · long · since 2025-12-31
- 78464A201 · 4.5% · long · since 2025-12-31
- 46137V357 · 4.5% · long · since 2025-12-31
- 025072190 · 3.6% · long · since 2026-03-31
- 907818108 · 2.7% · long · since 2025-12-31
- 97717X669 · 2.4% · long · since 2025-12-31