Nicholson Wealth Management Group, LLC Incresed Positions in Q4 2024

Nicholson Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.3K
+ 157.29%
$521.84 - $558.82 $8.49M - $9.09M
26.6K $14.3B
AVGO
Broadcom Inc.

Technology
6.36K
+ 329.24%
$159.67 - $250.0 $1.02M - $1.59M
8.29K $1.92B
V
Visa Inc.

Financial Services
2.4K
+ 71.07%
$273.87 - $320.91 $657K - $770K
5.77K $1.82B
MDT
Medtronic PLC

Healthcare
12K
+ 185.71%
$79.61 - $92.24 $957K - $1.11M
18.5K $1.48B
PPG
Ppg Industries Inc

Basic Materials
7.86K
+ 164.3%
$119.09 - $131.37 $935K - $1.03M
12.6K $1.51B
ECL
Ecolab Inc.

Basic Materials
3.95K
+ 154.19%
$234.32 - $261.43 $926K - $1.03M
6.52K $1.53B
TSCO
Tractor Supply CO

Consumer Cyclical
26.2K
+ 1189.65%
$52.59 - $303.74 $1.38M - $7.96M
28.4K $1.51B
MKC
Mccormick & CO Inc

Consumer Defensive
11.9K
+ 164.87%
$73.97 - $84.09 $883K - $1M
19.2K $1.46B
TROW
Price T Rowe Group Inc

Financial Services
7.16K
+ 122.93%
$106.48 - $124.69 $763K - $893K
13K $1.47B
CSCO
Cisco Systems, Inc.

Technology
12.4K
+ 84.42%
$52.45 - $60.02 $649K - $743K
27K $1.6B
CMCSA
Comcast Corp

Communication Services
23.3K
+ 144.08%
$37.39 - $45.14 $871K - $1.05M
39.5K $1.48B
CHD
Church & Dwight CO Inc

Consumer Defensive
7.64K
+ 109.99%
$99.11 - $112.25 $757K - $858K
14.6K $1.53B
FDS
Factset Research Systems Inc

Financial Services
1.56K
+ 90.33%
$449.69 - $495.72 $702K - $773K
3.29K $1.58B
HON
Honeywell International Inc

Industrials
3.09K
+ 72.9%
$202.84 - $236.0 $627K - $730K
7.34K $1.66B
UNP
Union Pacific Corp

Industrials
3.73K
+ 89.46%
$223.15 - $249.32 $832K - $929K
7.9K $1.8B
O
Realty Income Corp

Real Estate
16.5K
+ 141.15%
$51.76 - $64.71 $853K - $1.07M
28.1K $1.5B
CL
Colgate Palmolive CO

Consumer Defensive
9.31K
+ 141.18%
$90.22 - $102.31 $840K - $953K
15.9K $1.45B
BDX
Becton Dickinson & CO

Healthcare
3.53K
+ 123.55%
$220.02 - $243.75 $776K - $859K
6.38K $1.45B
PLD
Prologis, Inc.

Real Estate
8.05K
+ 174.26%
$101.4 - $126.96 $816K - $1.02M
12.7K $1.34B
APD
Air Products & Chemicals, Inc.

Basic Materials
2.6K
+ 99.12%
$285.5 - $335.62 $741K - $871K
5.21K $1.51B
SPGI
S&P Global Inc.

Financial Services
1.52K
+ 106.59%
$480.36 - $529.17 $731K - $805K
2.95K $1.47B
ABT
Abbott Laboratories

Healthcare
6.45K
+ 90.38%
$111.93 - $119.39 $722K - $770K
13.6K $1.54B
MSFT
Microsoft Corp

Technology
1.81K
+ 40.06%
$406.35 - $454.46 $735K - $823K
6.33K $2.67B
ADI
Analog Devices Inc

Technology
3.6K
+ 95.49%
$206.35 - $236.48 $742K - $850K
7.36K $1.56B
PG
Procter & Gamble CO

Consumer Defensive
4.48K
+ 44.41%
$161.05 - $179.7 $722K - $806K
14.6K $2.44B
SBUX
Starbucks Corp

Consumer Cyclical
8.11K
+ 104.78%
$87.44 - $102.5 $709K - $831K
15.9K $1.45B
PSX
Phillips 66

Energy
6.8K
+ 133.11%
$110.35 - $138.93 $751K - $945K
11.9K $1.36B
TXN
Texas Instruments Inc

Technology
4.04K
+ 96.31%
N/A
8.24K $1.54B
MCD
Mcdonalds Corp

Consumer Cyclical
2.52K
+ 65.1%
$288.47 - $316.54 $727K - $798K
6.39K $1.85B
ICE
Intercontinental Exchange, Inc.

Financial Services
4.81K
+ 109.55%
$148.29 - $166.93 $713K - $803K
9.2K $1.37B
AWK
American Water Works Company, Inc.

Utilities
6.09K
+ 118.29%
$123.83 - $146.07 $754K - $889K
11.2K $1.4B
ACN
Accenture PLC

Technology
1.84K
+ 76.96%
$343.9 - $376.86 $633K - $693K
4.23K $1.49B
ZTS
Zoetis Inc.

Healthcare
4.56K
+ 137.48%
$162.24 - $194.42 $740K - $886K
7.88K $1.28B
PAYX
Paychex Inc

Industrials
4.24K
+ 64.19%
$135.86 - $148.73 $576K - $630K
10.8K $1.52B
SYK
Stryker Corp

Healthcare
1.75K
+ 63.78%
$345.14 - $392.15 $605K - $688K
4.5K $1.62B
NEE
Nextera Energy Inc

Utilities
10.5K
+ 97.28%
$69.77 - $85.43 $732K - $896K
21.3K $1.53B
MDLZ
Mondelez International, Inc.

Consumer Defensive
12.9K
+ 111.2%
$59.25 - $72.99 $764K - $941K
24.5K $1.46B
BFB
Brown Forman Corp Cl B
19.9K
+ 151.28%
N/A
33.1K $1.26B
JNJ
Johnson & Johnson

Healthcare
4.94K
+ 76.84%
$143.34 - $165.86 $709K - $820K
11.4K $1.65B
Linde PLC
1.74K
+ 80.14%
N/A
3.9K $1.63B
ITW
Illinois Tool Works Inc

Industrials
2.46K
+ 77.34%
$253.56 - $278.5 $623K - $684K
5.63K $1.43B
WEC
Wec Energy Group, Inc.

Utilities
6.51K
+ 60.74%
$92.94 - $101.82 $605K - $663K
17.2K $1.62B
JKHY
Henry Jack & Associates Inc

Technology
3.31K
+ 62.0%
$171.12 - $186.18 $566K - $616K
8.65K $1.52B
PEP
Pepsico Inc

Consumer Defensive
4.96K
+ 48.85%
$151.29 - $176.1 $751K - $874K
15.1K $2.3B
ADP
Automatic Data Processing Inc

Industrials
1.7K
+ 45.38%
$280.08 - $307.97 $476K - $524K
5.45K $1.6B
LOW
Lowes Companies Inc

Consumer Cyclical
2.6K
+ 71.61%
$244.52 - $284.07 $635K - $737K
6.22K $1.54B
CBSH
Commerce Bancshares Inc

Financial Services
8.07K
+ 65.58%
$57.04 - $74.36 $460K - $600K
20.4K $1.27B
NJR
New Jersey Resources Corp

Utilities
11.5K
+ 57.28%
$45.17 - $51.61 $518K - $592K
31.5K $1.47B
BR
Broadridge Financial Solutions, Inc.

Technology
2.04K
+ 47.81%
$209.64 - $236.44 $427K - $481K
6.29K $1.42B
Activity Summary
Buys All Purchases 81 New Holdings 6 Increased Positions 75 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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