Nvest Wealth Strategies, Inc.
Source: SEC Form 13F · as of Mar 2026Nvest Wealth Strategies, Inc. holds 23 biotech & pharma companies tracked by BioSniper, totaling $212K in value as of Mar 2026 (SEC Form 13F).
Companies held
23
Total value held
$212K
| Company | Shares | Value |
|---|---|---|
| JNJJOHNSON & JOHNSON | 274 | $67K |
| LLYELI LILLY & Co | 56 | $52K |
| ABBVAbbVie Inc. | 220 | $48K |
| ABTABBOTT LABORATORIES | 180 | $18K |
| CRBUCaribou Biosciences, Inc. | 2,525 | $5K |
| GEHCGE HealthCare Technologies Inc. | 62 | $4K |
| BIIBBIOGEN INC. | 22 | $4K |
| GSKGSK plc American Depositary Shares (Each representing two Ordinary Shares) | 54 | $3K |
| PMPhilip Morris International Inc | 9 | $1K |
| GILDGILEAD SCIENCES, INC. | 10 | $1K |
| IDXXIDEXX LABORATORIES INC /DE | 2 | $1K |
| MRKMerck & Co., Inc. | 9 | $1K |
| AMGNAMGEN INC | 3 | $1K |
| AZNASTRAZENECA PLC | 4 | $789 |
| NVSNovartis AG | 5 | $764 |
| ZTSZoetis Inc. | 6 | $710 |
| GMOptec International, Inc. | 7 | $522 |
| NVAXNOVAVAX INC | 58 | $473 |
| NVONovo Nordisk A/S | 9 | $331 |
| PFEPFIZER INC | 11 | $309 |
| BMYBRISTOL MYERS SQUIBB CO | 5 | $304 |
| SNYSanofi | 6 | $290 |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 1 | $271 |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.