Holdings of Nvest Wealth Strategies, Inc.
353 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 85.7 % of the equity sleeve
Sector breakdown
- Industrials 2.8 %
- Technology 1.9 %
- Materials 0.5 %
- Consumer discretionary 0.5 %
- Communication 0.4 %
- Energy 0.3 %
- Financials 0.3 %
- Health care 0.2 %
- Utilities 0.2 %
- Consumer staples 0.1 %
- Funds 0.1 %
- Unattributed 92.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- GB 0.2 %
- TW 0.0 %
- NL 0.0 %
- AU 0.0 %
- JP 0.0 %
- BR 0.0 %
- ES 0.0 %
- IT 0.0 %
- DE 0.0 %
- DK 0.0 %
- FR 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 333 | 113.4M $ | 99.78 % |
| 2 | GB | 5 | 189.7K $ | 0.17 % |
| 3 | TW | 1 | 27K $ | 0.02 % |
| 4 | NL | 1 | 26.4K $ | 0.02 % |
| 5 | AU | 2 | 1.3K $ | 0.00 % |
| 6 | JP | 3 | 1.2K $ | 0.00 % |
| 7 | BR | 1 | 939 $ | 0.00 % |
| 8 | ES | 2 | 821 $ | 0.00 % |
| 9 | IT | 1 | 736 $ | 0.00 % |
| 10 | DE | 1 | 514 $ | 0.00 % |
| 11 | DK | 1 | 331 $ | 0.00 % |
| 12 | FR | 1 | 290 $ | 0.00 % |