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  Name: Nvest Financial LLC
  City: PORTSMOUTH
  State: NH
  Zip: 03801
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $150,095,000
  Total Value Change : $22,945,000
  Securities Held Change : 11
   
All Securities Held : 80
  New Positions : 12
  Closed Positions : 1
  Increased Positions : 45
  Unchanged Positions : 2
  Decreased Positions : 21

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 20 New $0.00 $2,396,000 41,237 1.6% 2,396,000 41,237 0.005    N/A
   (MART)1 Year Chart         MART Allianzim Us Large Cap Buff... 45 New $0.00 $894,000 29,273 0.6% 894,000 29,273 0.325    N/A
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 48 New $3,145.88 $785,000 270 0.52% 785,000 270 0.001    Restaurants
   (WAB)1 Year Chart         WAB Westinghouse Air Brake Tech... 62 New $163.38 $416,000 2,855 0.28% 416,000 2,855 0.002    Auto Parts
   (FEBT)1 Year Chart         FEBT Allianzim Us Large Cap Buff... 64 New $0.00 $331,000 10,717 0.22% 331,000 10,717 0.119    N/A
   (PH)1 Year Chart         PH Parker Hannifin Corp 65 New $539.49 $321,000 577 0.21% 321,000 577 0    Industrial Equipment ...
   (BLDR)1 Year Chart         BLDR Builders Firstsource Inc 69 New $165.39 $266,000 1,277 0.18% 266,000 1,277 0.001    Home Improvement Stores
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 71 New $158.37 $255,000 1,605 0.17% 255,000 1,605 0.002    Closed - End Fund - E...
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 75 New $250.06 $228,000 912 0.15% 228,000 912 0    Business Software & S...
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 74 New $265.43 $228,000 842 0.15% 228,000 842 0.002    Closed - End Fund - E...
   (MHO)1 Year Chart         MHO M I Schottenstein Homes Inc 77 New $127.64 $210,000 1,544 0.14% 210,000 1,544 0    Residential Construct...
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 78 New $163.58 $205,000 1,258 0.14% 205,000 1,258 0    Wireless Communications
      12 Records Found
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Page 1 of 1
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