Nicholson Wealth Management Group, LLC Portfolio Holdings

Nicholson Wealth Management Group, LLC

  • $152 Billion
  • Q1 2025

Nicholson Wealth Management Group, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $13.4B, Perspective Therapeutics Inc with a value of $3.43B, Vanguard Total Stock Market Et with a value of $3B, United Bankshares Inc with a value of $2.64B, and Microsoft Corp with a value of $2.5B.

Examining the 13F form we can see an increase of $2.75B in the current position value, from $150B to 152B.

Nicholson Wealth Management Group, LLC is based out at Charlestown, SC

Below you can find more details about Nicholson Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
Financial Services: $20.8 Billion
Industrials: $20.5 Billion
ETFs: $19.3 Billion
Technology: $16.4 Billion
Healthcare: $16.3 Billion
Consumer Defensive: $15.7 Billion
Utilities: $12.4 Billion
Consumer Cyclical: $9.36 Billion
Other: $14.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.4 Billion 8.79% of portfolio
26,062
Q1 2025 Reduced 2.07%
Perspective Therapeutics Inc
-
$3.43 Billion 2.25% of portfolio
-
Q4 2024 Added 0.44%
$0
$3 Billion 1.97% of portfolio
10,928
Q4 2024 Reduced 4.73%
$4.86B
$2.64 Billion 1.73% of portfolio
76,245
Q4 2024 Reduced 0.7%
$3.43T
$2.5 Billion 1.64% of portfolio
6,648
Q1 2025 Added 5.06%
$403B
$2.49 Billion 1.64% of portfolio
14,620
Q1 2025 Added 0.29%
$3.23T
$2.3 Billion 1.51% of portfolio
10,341
Q1 2025 Added 3.84%
$181B
$2.28 Billion 1.5% of portfolio
15,193
Q1 2025 Added 0.48%
$38.4B
$2.23 Billion 1.46% of portfolio
8,024
Q1 2025 Added 1.29%
$597B
$1.99 Billion 1.31% of portfolio
5,690
Q1 2025 Reduced 1.42%
$231B
$1.99 Billion 1.3% of portfolio
6,356
Q1 2025 Reduced 0.55%
$98B
$1.94 Billion 1.27% of portfolio
21,122
Q3 2024 New
$406B
$1.9 Billion 1.25% of portfolio
11,451
Q1 2025 Added 0.64%
$136B
$1.9 Billion 1.25% of portfolio
8,055
Q1 2025 Added 2.03%
$33.9B
$1.89 Billion 1.24% of portfolio
17,344
Q1 2025 Added 0.68%
Linde PLC
-
$1.85 Billion 1.21% of portfolio
-
Q1 2025 Added 1.74%
$377B
$1.83 Billion 1.2% of portfolio
4,992
Q1 2025 Added 2.04%
$154B
$1.83 Billion 1.2% of portfolio
5,883
Q1 2025 Added 3.92%
$234B
$1.81 Billion 1.19% of portfolio
13,617
Q1 2025 Added 0.19%
$31.9B
$1.81 Billion 1.19% of portfolio
14,536
Q1 2025 Added 1.94%
$21.6B
$1.81 Billion 1.19% of portfolio
11,722
Q1 2025 Added 1.36%
$460B
$1.78 Billion 1.17% of portfolio
1,885
Q1 2025 Added 1.13%
$76.5B
$1.79 Billion 1.17% of portfolio
6,549
Q1 2025 Added 1.63%
$20.4B
$1.75 Billion 1.15% of portfolio
23,337
Q1 2025 Added 0.75%
$135B
$1.73 Billion 1.13% of portfolio
5,646
Q1 2025 Added 3.62%
$56.9B
$1.71 Billion 1.13% of portfolio
11,115
Q1 2025 Added 2.51%
$268B
$1.72 Billion 1.13% of portfolio
19,565
Q1 2025 Added 2.48%
$145B
$1.71 Billion 1.12% of portfolio
4,584
Q1 2025 Added 1.78%
$110B
$1.7 Billion 1.11% of portfolio
18,866
Q1 2025 Added 2.03%
$26B
$1.69 Billion 1.11% of portfolio
11,447
Q1 2025 Added 1.91%
$35B
$1.65 Billion 1.09% of portfolio
28,524
Q1 2025 Added 1.33%
$75.7B
$1.66 Billion 1.09% of portfolio
6,539
Q1 2025 Added 0.37%
$259B
$1.65 Billion 1.08% of portfolio
26,668
Q1 2025 Reduced 1.35%
$100B
$1.62 Billion 1.06% of portfolio
9,400
Q1 2025 Added 2.21%
$126B
$1.62 Billion 1.06% of portfolio
3,630
Q1 2025 Added 2.11%
$92.5B
$1.6 Billion 1.05% of portfolio
23,575
Q1 2025 Reduced 3.76%
$167B
$1.6 Billion 1.05% of portfolio
3,149
Q1 2025 Added 6.82%
$37.5B
$1.59 Billion 1.04% of portfolio
6,559
Q1 2025 Added 4.26%
$65.4B
$1.59 Billion 1.04% of portfolio
14,294
Q1 2025 Added 3.36%
$23.9B
$1.59 Billion 1.04% of portfolio
14,429
Q1 2025 Reduced 1.1%
$98.7B
$1.57 Billion 1.03% of portfolio
15,989
Q1 2025 Added 0.85%
$152B
$1.57 Billion 1.03% of portfolio
7,418
Q1 2025 Added 1.12%
$13.2B
$1.57 Billion 1.03% of portfolio
8,614
Q1 2025 Reduced 0.4%
$55B
$1.57 Billion 1.03% of portfolio
1,594
Q1 2025 Added 4.66%
$22.7B
$1.57 Billion 1.03% of portfolio
13,112
Q1 2025 Added 4.0%
$5.37B
$1.58 Billion 1.03% of portfolio
28,593
Q1 2025 Added 0.64%
$18.2B
$1.56 Billion 1.02% of portfolio
18,946
Q1 2025 Reduced 1.19%
$4.36B
$1.56 Billion 1.02% of portfolio
31,698
Q1 2025 Added 0.57%
$17.5B
$1.53 Billion 1.01% of portfolio
3,371
Q1 2025 Added 2.56%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $152 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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