Nicholson Wealth Management Group, LLC Purchases in Q2 2025

Nicholson Wealth Management Group, LLC

  • $162 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ZTS
Zoetis Inc.

Healthcare
640
+ 7.72%
$144.41 - $170.3 $92.4K - $109K
8.93K $1.39B
ACN
Accenture PLC

Technology
276
+ 6.44%
$279.23 - $323.21 $77.1K - $89.2K
4.56K $1.36B
KO
Coca Cola CO

Consumer Defensive
423
+ 4.74%
$68.37 - $73.9 $28.9K - $31.3K
9.34K $661M
CBSH
Commerce Bancshares Inc

Financial Services
214
+ 1.03%
$55.42 - $65.63 $11.9K - $14K
20.9K $1.3B
DUK
Duke Energy Corp

Utilities
166
+ 7.81%
$112.46 - $124.05 $18.7K - $20.6K
2.29K $270M
UNP
Union Pacific Corp

Industrials
252
+ 3.13%
$208.27 - $238.46 $52.5K - $60.1K
8.31K $1.91B
MDLZ
Mondelez International, Inc.

Consumer Defensive
266
+ 1.13%
$63.54 - $68.5 $16.9K - $18.2K
23.8K $1.61B
FDS
Factset Research Systems Inc

Financial Services
73
+ 2.17%
$398.85 - $473.32 $29.1K - $34.6K
3.44K $1.54B
SSB
South State Corp

Financial Services
125
+ 1.77%
$80.59 - $94.67 $10.1K - $11.8K
7.2K $663M
O
Realty Income Corp

Real Estate
228
+ 0.8%
$52.27 - $58.52 $11.9K - $13.3K
28.8K $1.66B
ATO
Atmos Energy Corp

Utilities
21
+ 0.18%
$145.06 - $162.66 $3.05K - $3.42K
11.7K $1.81B
JKHY
Henry Jack & Associates Inc

Technology
94
+ 1.09%
$163.54 - $186.02 $15.4K - $17.5K
8.71K $1.57B
CB
Chubb LTD

Financial Services
204
+ 3.37%
$274.32 - $302.46 $56K - $61.7K
6.26K $1.81B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
33
+ 4.55%
$483.48 - $539.8 $16K - $17.8K
758 $368M
LOW
Lowes Companies Inc

Consumer Cyclical
189
+ 3.0%
$210.83 - $235.28 $39.8K - $44.5K
6.49K $1.44B
TSCO
Tractor Supply CO

Consumer Cyclical
675
+ 2.36%
$47.86 - $55.77 $32.3K - $37.6K
29.3K $1.54B
AFL
Aflac Inc

Financial Services
400
+ 2.8%
$99.77 - $112.45 $39.9K - $45K
14.7K $1.55B
MDT
Medtronic PLC

Healthcare
94
+ 0.5%
$80.68 - $88.86 $7.58K - $8.35K
19K $1.65B
CL
Colgate Palmolive CO

Consumer Defensive
27
+ 0.17%
$87.57 - $96.0 $2.36K - $2.59K
16.1K $1.47B
CVX
Chevron Corp

Energy
112
+ 4.03%
$133.73 - $168.51 $15K - $18.9K
2.89K $414M
APD
Air Products & Chemicals, Inc.

Basic Materials
38
+ 0.73%
$248.61 - $294.96 $9.45K - $11.2K
5.27K $1.49B
WEC
Wec Energy Group, Inc.

Utilities
60
+ 0.35%
$102.24 - $109.76 $6.13K - $6.59K
17.4K $1.81B
PAYX
Paychex Inc

Industrials
138
+ 1.24%
$137.01 - $159.78 $18.9K - $22K
11.3K $1.64B
SBUX
Starbucks Corp

Consumer Cyclical
184
+ 1.15%
$79.69 - $99.41 $14.7K - $18.3K
16.2K $1.48B
MCD
Mcdonalds Corp

Consumer Cyclical
123
+ 1.94%
$285.55 - $321.23 $35.1K - $39.5K
6.48K $1.89B
AAPL
Apple Inc.

Technology
345
+ 3.34%
$172.42 - $223.89 $59.5K - $77.2K
10.7K $2.19B
MKC
Mccormick & CO Inc

Consumer Defensive
181
+ 0.96%
$71.11 - $82.25 $12.9K - $14.9K
19.1K $1.45B
NJR
New Jersey Resources Corp

Utilities
489
+ 1.54%
$44.23 - $49.97 $21.6K - $24.4K
32.2K $1.44B
CMS
Cms Energy Corp

Utilities
158
+ 0.68%
$68.57 - $75.51 $10.8K - $11.9K
23.5K $1.63B
BFB
Brown Forman Corp Cl B
3.03K
+ 9.66%
N/A
34.4K $927M
JNJ
Johnson & Johnson

Healthcare
37
+ 0.32%
$146.36 - $159.82 $5.42K - $5.91K
11.5K $1.75B
PG
Procter & Gamble CO

Consumer Defensive
100
+ 0.68%
$157.66 - $172.39 $15.8K - $17.2K
14.7K $2.35B
BRO
Brown & Brown, Inc.

Financial Services
230
+ 1.58%
$104.48 - $124.43 $24K - $28.6K
14.8K $1.64B
AMGN
Amgen Inc

Healthcare
35
+ 0.59%
$262.28 - $309.85 $9.18K - $10.8K
5.92K $1.65B
CHD
Church & Dwight CO Inc

Consumer Defensive
167
+ 1.16%
$91.57 - $110.76 $15.3K - $18.5K
14.6K $1.4B
BDX
Becton Dickinson & CO

Healthcare
130
+ 2.06%
$165.15 - $226.42 $21.5K - $29.4K
6.43K $1.11B
UNH
Unitedhealth Group Inc

Healthcare
228
+ 8.02%
$274.35 - $599.47 $62.6K - $137K
3.07K $958M
Activity Summary
Buys All Purchases 88 New Holdings 6 Increased Positions 82 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Nicholson Wealth Management Group, LLC Portfolio

Follow Nicholson Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nicholson Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nicholson Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email