Nvest Financial, LLC
RIA/Wealth
Nvest Financial, LLC is a RIA/Wealth based in Portsmouth, NH led by Nichole Demetria Raftopoulos, reporting $523.4M in AUM as of Q3 2025 with 42% ETF concentration.
CEONichole Demetria Raftopoulos
- Portfolio Value
- $174.0M
- Positions
- 122
- Top Holding
- IWF at 7.82%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Nvest Financial, LLC's portfolio (38.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $13.6M | 7.82% | -$5.2M Sold | — 29.1K shares | |
Consumer Electronics Technology | $8.1M | 4.64% | -$1.7M Sold | 0.00% 31.7K shares | |
ETF ETF | $7.7M | 4.43% | -$1.5M Sold | — 37.3K shares | |
ETF ETF | $7.5M | 4.31% | -$2.4M Sold | — 11.3K shares | |
Semiconductors Technology | $6.6M | 3.82% | +$933.1K Bought | 0.00% 35.6K shares | |
Software - Infrastructure Technology | $4.8M | 2.76% | -$1.4M Sold | 0.00% 9.3K shares | |
Insurance - Diversified Financial Services | $4.8M | 2.74% | -$1.5M Sold | 0.00% 9.5K shares | |
Banks - Diversified Financial Services | $4.6M | 2.65% | -$1.5M Sold | 0.00% 14.6K shares | |
Apparel - Retail Consumer Cyclical | $4.5M | 2.60% | +$1.1M Bought | 0.00% 31.4K shares | |
Internet Content & Information Communication Services | $4.2M | 2.39% | -$1.5M Sold | 0.00% 17.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Nvest Financial, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Nvest Financial, LLC
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