Nvest Wealth Strategies, Inc.
Top Portfolio Positions
334 positions ·
$10,041,767 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| UNP |
Union Pacific Corp
Industrials
|
11,489 | $2,787,460 | 27.76% | |
| NVDA |
Nvidia Corp
Technology
|
10,914 | $1,903,401 | 18.95% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
4,935 | $527,452 | 5.25% | |
| AAPL |
Apple Inc.
Technology
|
2,033 | $515,954 | 5.14% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
615 | $354,965 | 3.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,309 | $272,625 | 2.71% | |
| JBHT |
Hunt J B Transport Services Inc
Industrials
|
1,142 | $241,989 | 2.41% | |
| BP |
Bp PLC
Energy
|
3,923 | $184,381 | 1.84% | |
| AEP |
American Electric Power Co Inc
Utilities
|
1,310 | $171,714 | 1.71% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
1,098 | $160,615 | 1.60% |
Portfolio Trend
2 quarters · across all stocks
Holdings in SU
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $793 | 12 | Shares | Other | 2026-04-13 | |
| No 13F history on record for this holder in this stock. | ||||||