Nvest Financial, LLC

Name: Nvest Financial, LLC 13F holdings, Q2 2026
Creator: Nvest Financial, LLC
Published: 2026-07-30

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Nvest Financial, LLC reported 150 stock positions worth $316.3 million. Its top holding was iShares Russell 1000 Growth (IWF) at 6.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 5.5%) and Apple (AAPL, 3.9%). Compared with Q1 2026, it opened 17 new positions, sold out of 6, added to 71 and reduced 48. The biggest buy was a new position in Foliobe Altr In&in H ETF-Usd (RISR) and the biggest sale an exit from Stryker (SYK).

Most Recent 13F: Q2 2026
Location: PORTSMOUTH, NH
CIK: 0001915315
Portfolio Value: $316.3M (Q2 2026)
SEC Filing: 0001951757-26-001090 ↗ filed Jul 30, 2026

Holdings Value

Holdings 150 stocks · $316.3M


IWF iShares Russell 1000 Growth	6.32%	160,871	$20.0M	Reduce -1.9%
SPY SS SPDR S&P 500 ETF Trust-US	5.46%	23,119	$17.3M	Add +13.1%
AAPL Apple Inc.	3.87%	42,290	$12.2M	Reduce -7.7%
IVE iShares S&P 500 Value ETF	3.77%	52,578	$11.9M	Add +0.3%
QTUM Defiance Quantum ETF	2.85%	54,429	$9.0M	Add +0.9%
GOOGL Alphabet Inc. Class A	2.65%	23,493	$8.4M	Reduce -4.2%
VTWG Vanguard Russell 2000 Growth	2.47%	27,103	$7.8M	Add +9.1%
NVDA Nvidia Corp.	2.37%	37,439	$7.5M	Reduce -3.7%
BRK.B Berkshire Hathaway Inc. Class B	2.30%	14,567	$7.3M	Add +0.4%
CSB Victoryshares US Small Cap H	2.30%	111,105	$7.3M	Add +0.1%
SPYG SS SPDR P S&P 500 Growth ETF	2.09%	55,675	$6.6M	Add +7.0%
WMT Walmart Inc.	2.06%	57,618	$6.5M	Reduce -2.2%
JPM JPMorgan Chase & Co.	2.03%	19,583	$6.4M	Reduce -0.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW	2.01%	41,892	$6.3M	Add +2.4%
AMZN Amazon.com Inc.	2.00%	26,577	$6.3M	Reduce -0.4%
QQQ Invesco QQQ Trust Series 1	1.95%	8,379	$6.2M	Add +1.4%
IEV iShares Europe ETF	1.84%	80,057	$5.8M	Add +7.3%
LLY Eli Lilly & Co.	1.80%	4,745	$5.7M	Add +106.8%
XSMO Invesco S&P Smallcap Momentu	1.64%	55,243	$5.2M	Add +2.5%
MSFT Microsoft Corp.	1.54%	13,082	$4.9M	Add +2.9%
NEE Nextera Energy Inc.	1.51%	54,325	$4.8M	Add +2.6%
GLD SPDR Gold Shares	1.48%	12,670	$4.7M	Add +1.0%
MU Micron Technology Inc.	1.42%	3,886	$4.5M	Reduce -13.3%
RTX RTX Corp.	1.40%	23,331	$4.4M	Reduce -2.9%
RISR Foliobe Altr In&in H ETF-Usd	1.32%	115,696	$4.2M	New
COST Costco Wholesale Corp.	1.13%	3,814	$3.6M	Add +4.2%
V Visa Inc. Class A	1.10%	10,162	$3.5M	Reduce -0.4%
IYF iShares US Financials ETF	1.01%	24,979	$3.2M	Add +8.5%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV	0.99%	1,573	$3.1M	Reduce -4.5%
BUFR FT Vest Lad Buffervetf-Usd I	0.98%	84,458	$3.1M	Reduce -1.7%
VB Vanguard Most SM-Cap ETF-Usd	0.96%	9,983	$3.0M	Add +12.0%
PAVE Global X US Infrastructure	0.95%	51,223	$3.0M	Add +6.0%
NFLX Netflix Inc.	0.95%	42,080	$3.0M	Add +4.6%
IWR iShares Russell Mid-Cap ETF	0.84%	24,086	$2.7M	Add +9.8%
META Meta Platforms Inc. Class A	0.81%	4,571	$2.6M	Add +8.2%
IWP iShares Russell Mid-Cap Grow	0.78%	16,869	$2.5M	Add +2.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.76%	8,564	$2.4M	Add +265.1%
PGR Progressive Corp.	0.76%	11,021	$2.4M	Add +7.1%
GOOG Alphabet Inc. Class C	0.75%	6,738	$2.4M	Reduce -0.2%
IWV iShares Russell 3000 ETF	0.75%	5,582	$2.4M	Reduce -2.4%
IWS iShares Russell Mid-Cap Valu	0.75%	14,458	$2.4M	Add +3.5%
XAR SS SPDR S&P Aerospace Def	0.72%	8,015	$2.3M	Reduce -2.9%
GSK GSK PLC-Spon ADR	0.71%	42,661	$2.2M	New
VDC Vanguard Consumer Staple ETF	0.67%	9,410	$2.1M	Reduce -12.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.65%	25,388	$2.0M	Add +22.3%
IVV iShares Core S&P 500 ETF	0.65%	2,728	$2.0M	Add +56.7%
ADP Automatic Data Processing	0.61%	8,593	$1.9M	Add +5.1%
RPG Invesco S&P 500 Pure Growth	0.60%	29,725	$1.9M	Reduce -1.5%
APRT Allianzim US Eq BFFR10 Ap-US	0.58%	40,128	$1.8M	Reduce -3.5%
SHW The Sherwin-Williams Co.	0.57%	5,218	$1.8M	Reduce -13.3%
ECL Ecolab Inc.	0.56%	6,394	$1.8M	Add +59.2%
WAB Wabtec Corp.	0.52%	6,096	$1.6M	Reduce -3.2%
MAYT All US Equ BUF10 May ETF-Usd	0.52%	41,939	$1.6M	Reduce -0.6%
PANW Palo Alto Networks Inc.	0.48%	4,411	$1.5M	Add +56.1%
MART Allianzim US Eq BFFR10 Mr-US	0.44%	33,526	$1.4M	Reduce -7.3%
GE General Electric filed as GE AEROSPACE	0.44%	3,751	$1.4M	Add +47.6%
TDY Teledyne Technologies Inc.	0.44%	2,088	$1.4M	Add +8.1%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.42%	29,120	$1.3M	Reduce -2.8%
IWD iShares Russell 1000 Value E	0.37%	4,867	$1.2M	Reduce -1.6%
LMT Lockheed Martin Corp.	0.37%	2,313	$1.2M	Reduce -5.9%
PH Parker Hannifin Corp.	0.36%	1,154	$1.1M	Add +34.3%
GJUN FT Vest US Equity Moderate B	0.36%	27,341	$1.1M	No change
GS Goldman Sachs Group Inc.	0.34%	1,076	$1.1M	Add +28.6%
SEPT All US Equ BUF10 Sep ETF-Usd	0.34%	28,709	$1.1M	Add +1.4%
XOM Exxon Mobil Corp.	0.34%	7,869	$1.1M	Reduce -0.1%
MA Mastercard Inc. Class A	0.34%	2,074	$1.1M	Add +12.9%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.33%	5,318	$1.1M	New
DECT Allianzim US Eq BFFR10 DC-US	0.32%	26,039	$1.0M	Reduce -7.0%
BUFZ FT Vest Laddered Moderate Bu	0.32%	36,298	$1.0M	No change
NLR Vaneck Urani & Nuclr ETF-Usd	0.32%	8,708	$1.0M	Add +20.1%
ILCG iShares Morningstar Growth E	0.31%	8,415	$985K	No change
XLK SS Technology Select Sector	0.30%	4,998	$952K	Reduce -16.1%
GLDM SPDR Gold Minishares Trust	0.30%	11,825	$939K	Add +13.2%
JUNT Allianzim US Eq BFFR10 JN-US	0.30%	24,818	$938K	Add +34.5%
CRS Carpenter Technology	0.29%	1,500	$925K	No change
VCR Vanguard Consumer Discre ETF	0.27%	2,145	$851K	Add +14.6%
PG The Procter & Gamble Co.	0.27%	5,779	$847K	Reduce -4.2%
XYL Xylem Inc.	0.27%	7,107	$840K	Add +34.3%
AHR American Healthcare REIT Inc.	0.26%	15,508	$809K	Reduce -11.0%
AVGO Broadcom Inc.	0.24%	2,040	$771K	Add +28.9%
MDT Medtronic PLC	0.24%	9,688	$758K	Reduce -12.5%
TSLA Tesla Inc.	0.23%	1,746	$734K	Add +6.9%
PHYS Sprott Physical Gold Trust	0.23%	24,240	$731K	No change
VGT Vanguard Info Tech ETF	0.23%	6,083	$727K	Add +19.6%
KO The Coca-Cola Co.	0.23%	8,908	$724K	Reduce -3.9%
AMD Advanced Micro Devices	0.22%	1,213	$705K	Reduce -25.9%
GERN Geron Corp.	0.21%	517,150	$662K	Add +1.7%
CSCO Cisco Systems Inc.	0.20%	5,456	$641K	Add +0.2%
GJUL FT Vest US Equity Moderate B	0.19%	13,865	$603K	No change
JULT All US Equ BUF10 Jul ETF-Usd	0.19%	12,281	$587K	No change
TSM Taiwan Semiconductor-SP ADR	0.18%	1,208	$577K	Add +0.3%
AUGT Allianzim US Eq BFFR10 AG-US	0.18%	15,109	$575K	Add +2.0%
CAT Caterpillar Inc.	0.17%	508	$540K	Add +0.2%
GEV GE Vernova Inc.	0.16%	428	$503K	Add +0.5%
YJUN FT Vest Int Eq Modt ETF-June	0.16%	18,621	$499K	Reduce -0.4%
VEA Vanguard Ftse Developed ETF	0.15%	6,792	$484K	Reduce -3.9%
BAC Bank of America Corp.	0.15%	8,356	$476K	Reduce -3.2%
UPS United Parcel Service Class B	0.15%	4,384	$471K	Reduce -5.8%
APD Air Products & Chemicals Inc.	0.15%	1,600	$469K	No change
ILCV iShares Morningstar Value Et	0.15%	4,628	$469K	No change
QQQI Neos Nasdaq-100 High Inc. ETF	0.15%	8,187	$465K	Add +54.6%
DHR Danaher Corp.	0.15%	2,419	$461K	Reduce -15.5%
ICSH iShares Ultra Short Duration	0.14%	8,900	$450K	No change
PVAL Putnam Focused LRG Cap Value	0.14%	8,789	$448K	Add +0.1%
AXON Axon Enterprise Inc.	0.14%	777	$436K	Add +10.4%
CMI Cummins Inc.	0.13%	596	$425K	Add +0.2%
USB US Bancorp	0.13%	7,035	$425K	Add +0.0%
MRSH Marsh & McLennan Cos	0.13%	2,535	$423K	Reduce -1.9%
VTI VG Morningstar TS MKT ETF-US	0.13%	1,130	$418K	Add +0.3%
WEC WEC Energy Group Inc.	0.13%	3,398	$397K	No change
TMO Thermo Fisher Scientific Inc.	0.12%	779	$390K	Reduce -0.8%
VHT Vanguard Health Care ETF	0.12%	1,257	$376K	Add +0.3%
CVX Chevron Corp.	0.12%	2,266	$376K	Reduce -2.3%
FBT First Trust Nyse Arca Biotec	0.12%	1,488	$369K	New
NOW ServiceNow Inc.	0.12%	3,706	$368K	Add +34.3%
IWM iShares Russell 2000 ETF	0.11%	1,181	$355K	Add +9.7%
IWO iShares Russell 2000 Growth	0.11%	891	$351K	New
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT	0.11%	8,115	$344K	Reduce -3.6%
ICLN iShares Global Clean Energy	0.11%	16,600	$340K	Add +0.1%
RSP Invesco S&P 500 Equal Weight	0.11%	1,588	$338K	Add +0.3%
INTC Intel Corp.	0.11%	2,412	$337K	New
GMAY FT Vest U.S. Equity Moderate	0.10%	7,596	$327K	Reduce -0.1%
JANT Allianzim US Eq BFFR10 JN-US	0.10%	7,294	$321K	Reduce -1.1%
NVBT All US Equ BUF10 Nov ETF-Usd	0.10%	7,912	$313K	No change
SPVM Invesco S&P 500 Value With M	0.10%	4,171	$310K	New
ABT Abbott Laboratories	0.10%	3,369	$306K	Reduce -8.0%
ITW Illinois Tool Works	0.10%	1,117	$302K	Add +0.4%
NBIS Nebius Group NV	0.10%	1,093	$302K	Reduce -50.0%
AMAT Applied Materials Inc.	0.09%	413	$298K	New
FDVV Fidelity High Dividend ETF	0.09%	4,865	$293K	New
QQQH Neos NDQ-100 HG Eq Inc. ETF	0.09%	5,250	$293K	New
DE Deere & Co.	0.09%	448	$284K	Add +0.2%
TYL Tyler Technologies Inc.	0.09%	953	$279K	Add +32.4%
VRTX Vertex Pharmaceuticals Inc.	0.09%	554	$275K	No change
FEBT Allianzim US Eq BFFR10 FB-US	0.09%	6,640	$273K	Add +2.1%
PEP Pepsico Inc.	0.08%	1,958	$265K	Reduce -1.6%
EVSM Eaton Vance SHRT Dur Muni	0.08%	5,070	$255K	Add +0.8%
AXP American Express Co.	0.08%	740	$250K	Add +0.1%
SPYI Neos S&P 500 High Income ETF	0.08%	4,544	$241K	Reduce -48.7%
STX Seagate Technology Holdings	0.07%	246	$237K	New
CSX CSX Corp.	0.07%	4,973	$236K	Add +0.3%
MRK Merck & Co. Inc.	0.07%	1,745	$224K	Add +0.2%
BMI Badger Meter Inc.	0.07%	1,500	$223K	No change
HD Home Depot Inc.	0.07%	607	$214K	New
VOO Vanguard S&P 500 ETF	0.07%	310	$213K	New
MS Morgan Stanley	0.07%	1,015	$212K	New
XMAR FT Vest US Equity Enhance &	0.07%	4,825	$206K	New
VZ Verizon Communications Inc.	0.06%	4,799	$203K	Add +1.4%
IMCG iShares Morningstar Mid-Cap	0.06%	2,064	$203K	New
SDY SS SPDR S&P Dividend ETF	0.06%	1,332	$203K	New

Portfolio Sells Q1 2026 → Q2 2026


SYK Stryker Corp.	Sold out	0.00%	−0.83
TMUS T-Mobile US Inc.	Sold out	0.00%	−0.74
WMT Walmart Inc.	Reduce -2.2%	2.06%	−0.66
AAPL Apple Inc.	Reduce -7.7%	3.87%	−0.46
RTX RTX Corp.	Reduce -2.9%	1.40%	−0.33
CRM Salesforce Inc.	Sold out	0.00%	−0.31
DIS The Walt Disney Co.	Sold out	0.00%	−0.23
VDC Vanguard Consumer Staple ETF	Reduce -12.2%	0.67%	−0.23
IWF iShares Russell 1000 Growth	Reduce -1.9%	6.32%	−0.20
LMT Lockheed Martin Corp.	Reduce -5.9%	0.37%	−0.18
XOM Exxon Mobil Corp.	Reduce -0.1%	0.34%	−0.16
NVDA Nvidia Corp.	Reduce -3.7%	2.37%	−0.16
SHW The Sherwin-Williams Co.	Reduce -13.3%	0.57%	−0.15
JPM JPMorgan Chase & Co.	Reduce -0.7%	2.03%	−0.14
MDT Medtronic PLC	Reduce -12.5%	0.24%	−0.12
BUFR FT Vest Lad Buffervetf-Usd I	Reduce -1.7%	0.98%	−0.10
XLU St Sr Utl SL SE SPDR ETF-Usd	Reduce -2.8%	0.42%	−0.10
SPYI Neos S&P 500 High Income ETF	Reduce -48.7%	0.08%	−0.09
APRT Allianzim US Eq BFFR10 Ap-US	Reduce -3.5%	0.58%	−0.08
SPGP Invesco S&P 500 Garp ETF	Sold out	0.00%	−0.08
T AT&T Inc.	Sold out	0.00%	−0.07
MART Allianzim US Eq BFFR10 Mr-US	Reduce -7.3%	0.44%	−0.07
AMZN Amazon.com Inc.	Reduce -0.4%	2.00%	−0.07
WAB Wabtec Corp.	Reduce -3.2%	0.52%	−0.07
MAYT All US Equ BUF10 May ETF-Usd	Reduce -0.6%	0.52%	−0.06
XAR SS SPDR S&P Aerospace Def	Reduce -2.9%	0.72%	−0.06
CVX Chevron Corp.	Reduce -2.3%	0.12%	−0.06
PG The Procter & Gamble Co.	Reduce -4.2%	0.27%	−0.06
DHR Danaher Corp.	Reduce -15.5%	0.15%	−0.06
AHR American Healthcare REIT Inc.	Reduce -11.0%	0.26%	−0.05
DECT Allianzim US Eq BFFR10 DC-US	Reduce -7.0%	0.32%	−0.05
V Visa Inc. Class A	Reduce -0.4%	1.10%	−0.05
ABT Abbott Laboratories	Reduce -8.0%	0.10%	−0.04
IWV iShares Russell 3000 ETF	Reduce -2.4%	0.75%	−0.04
KO The Coca-Cola Co.	Reduce -3.9%	0.23%	−0.03
MRSH Marsh & McLennan Cos	Reduce -1.9%	0.13%	−0.03
PEP Pepsico Inc.	Reduce -1.6%	0.08%	−0.03
YJUN FT Vest Int Eq Modt ETF-June	Reduce -0.4%	0.16%	−0.02
UPS United Parcel Service Class B	Reduce -5.8%	0.15%	−0.02
IWD iShares Russell 1000 Value E	Reduce -1.6%	0.37%	−0.02
TMO Thermo Fisher Scientific Inc.	Reduce -0.8%	0.12%	−0.02
VEA Vanguard Ftse Developed ETF	Reduce -3.9%	0.15%	−0.02
GMAY FT Vest U.S. Equity Moderate	Reduce -0.1%	0.10%	−0.01
JANT Allianzim US Eq BFFR10 JN-US	Reduce -1.1%	0.10%	−0.01
BAC Bank of America Corp.	Reduce -3.2%	0.15%	−0.01
CGGO Cap Group Global Growth	Reduce -3.6%	0.11%	+0.00
XLK SS Technology Select Sector	Reduce -16.1%	0.30%	+0.01
NBIS Nebius Group NV	Reduce -50.0%	0.10%	+0.01
GOOGL Alphabet Inc. Class A	Reduce -4.2%	2.65%	+0.03
GOOG Alphabet Inc. Class C	Reduce -0.2%	0.75%	+0.03

Portfolio Buys Q1 2026 → Q2 2026


RISR Foliobe Altr In&in H ETF-Usd	New	1.32%	+1.32
LLY Eli Lilly & Co.	Add +106.8%	1.80%	+1.01
GSK GSK PLC-Spon ADR	New	0.71%	+0.71
QTUM Defiance Quantum ETF	Add +0.9%	2.85%	+0.69
IBM Intl Business Machines Corp.	Add +265.1%	0.76%	+0.55
SPY SS SPDR S&P 500 ETF Trust-US	Add +13.1%	5.46%	+0.50
VTWG Vanguard Russell 2000 Growth	Add +9.1%	2.47%	+0.34
VOE Vngrd Mrngstr MD-Cap Val ETF	New	0.33%	+0.33
PANW Palo Alto Networks Inc.	Add +56.1%	0.48%	+0.31
IVV iShares Core S&P 500 ETF	Add +56.7%	0.65%	+0.22
SPYG SS SPDR P S&P 500 Growth ETF	Add +7.0%	2.09%	+0.20
GE General Electric	Add +47.6%	0.44%	+0.17
QQQ Invesco QQQ Trust Series 1	Add +1.4%	1.95%	+0.17
ECL Ecolab Inc.	Add +59.2%	0.56%	+0.17
FBT First Trust Nyse Arca Biotec	New	0.12%	+0.12
IWO iShares Russell 2000 Growth	New	0.11%	+0.11
XSMO Invesco S&P Smallcap Momentu	Add +2.5%	1.64%	+0.11
INTC Intel Corp.	New	0.11%	+0.11
SPVM Invesco S&P 500 Value With M	New	0.10%	+0.10
AMAT Applied Materials Inc.	New	0.09%	+0.09
FDVV Fidelity High Dividend ETF	New	0.09%	+0.09
QQQH Neos NDQ-100 HG Eq Inc. ETF	New	0.09%	+0.09
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +22.3%	0.65%	+0.09
VB Vanguard Most SM-Cap ETF-Usd	Add +12.0%	0.96%	+0.09
GS Goldman Sachs Group Inc.	Add +28.6%	0.34%	+0.08
STX Seagate Technology Holdings	New	0.07%	+0.07
PH Parker Hannifin Corp.	Add +34.3%	0.36%	+0.07
HD Home Depot Inc.	New	0.07%	+0.07
VOO Vanguard S&P 500 ETF	New	0.07%	+0.07
MS Morgan Stanley	New	0.07%	+0.07
XMAR FT Vest US Equity Enhance &	New	0.07%	+0.07
VGT Vanguard Info Tech ETF	Add +19.6%	0.23%	+0.06
IMCG iShares Morningstar Mid-Cap	New	0.06%	+0.06
SDY SS SPDR S&P Dividend ETF	New	0.06%	+0.06
AVGO Broadcom Inc.	Add +28.9%	0.24%	+0.06
JUNT Allianzim US Eq BFFR10 JN-US	Add +34.5%	0.30%	+0.05
QQQI Neos Nasdaq-100 High Inc. ETF	Add +54.6%	0.15%	+0.05
IWR iShares Russell Mid-Cap ETF	Add +9.8%	0.84%	+0.05
CSCO Cisco Systems Inc.	Add +0.2%	0.20%	+0.05
PAVE Global X US Infrastructure	Add +6.0%	0.95%	+0.04
CAT Caterpillar Inc.	Add +0.2%	0.17%	+0.04
TSM Taiwan Semiconductor-SP ADR	Add +0.3%	0.18%	+0.03
XYL Xylem Inc.	Add +34.3%	0.27%	+0.03
AXON Axon Enterprise Inc.	Add +10.4%	0.14%	+0.03
GEV GE Vernova Inc.	Add +0.5%	0.16%	+0.02
VCR Vanguard Consumer Discre ETF	Add +14.6%	0.27%	+0.02
CMI Cummins Inc.	Add +0.2%	0.13%	+0.01
IWM iShares Russell 2000 ETF	Add +9.7%	0.11%	+0.01
NOW ServiceNow Inc.	Add +34.3%	0.12%	+0.01
TSLA Tesla Inc.	Add +6.9%	0.23%	+0.01

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	150	$316.3M	IWF, SPY, AAPL, IVE, QTUM
Q1 2026	139	$268.4M	IWF, SPY, AAPL, IVE, WMT
Q4 2025	127	$240.6M	IWF, AAPL, SPY, IVE, GOOGL
Q3 2025	122	$174.0M	IWF, AAPL, IVE, SPY, NVDA
Q2 2025	106	$192.0M	IWF, SPY, IVE, AAPL, BRK.B
Q1 2025	95	$186.8M	GLD, IWF, SPY, AAPL, IVE
Q4 2024	111	$197.0M	IWF, GLD, AAPL, SPY, IVE
Q3 2024	91	$175.3M	IWF, GLD, SPY, AAPL, IVE
Q2 2024	89	$162.6M	IWF, GLD, SPY, IVE, AAPL
Q1 2024	80	$150.1M	IWF, GLD, SPY, IVE, AAPL