Position in NVTS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$8,727
+$4,457 QoQ
Shares Held
487
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#304
of 347 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVTS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Nvest Wealth Strategies, Inc. holds $1,429,248 across 10 Semiconductors names. NVTS ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,479 | $1,296,383 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
80 | $38,204 | |
| 3 | AVGO |
Broadcom Inc.
|
95 | $35,886 | |
| 4 | QCOM |
Qualcomm Inc/De
|
164 | $30,305 | |
| 5 | TXN |
Texas Instruments Inc
|
55 | $16,393 | |
| 6 | NVTS |
Navitas Semiconductor Corp
This page
|
487 | $8,727 | |
| 7 | MU |
Micron Technology Inc
|
2 | $2,308 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
1 | $580 |
All Filings in NVTS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,727 | 487 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,270 | 487 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,477 | 487 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||