Nicholson Wealth Management Group, LLC Incresed Positions in Q1 2025

Nicholson Wealth Management Group, LLC

  • $152 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
631
+ 150.24%
$725.72 - $929.72 $458K - $587K
1.05K $868M
ABC
Amerisourcebergen Corp

Healthcare
102
+ 1.29%
N/A
8.02K $2.23B
AMGN
Amgen Inc

Healthcare
222
+ 3.92%
$258.59 - $327.36 $57.4K - $72.7K
5.88K $1.83B
BRO
Brown & Brown, Inc.

Financial Services
277
+ 1.94%
$100.54 - $124.4 $27.8K - $34.5K
14.5K $1.81B
AWK
American Water Works Company, Inc.

Utilities
214
+ 1.91%
$121.01 - $149.31 $25.9K - $32K
11.4K $1.69B
WEC
Wec Energy Group, Inc.

Utilities
117
+ 0.68%
$92.12 - $108.98 $10.8K - $12.8K
17.3K $1.89B
ABT
Abbott Laboratories

Healthcare
26
+ 0.19%
$111.1 - $140.22 $2.89K - $3.65K
13.6K $1.81B
JNJ
Johnson & Johnson

Healthcare
73
+ 0.64%
$142.06 - $167.7 $10.4K - $12.2K
11.5K $1.9B
ICE
Intercontinental Exchange, Inc.

Financial Services
203
+ 2.21%
$142.8 - $176.36 $29K - $35.8K
9.4K $1.62B
MDT
Medtronic PLC

Healthcare
375
+ 2.03%
$79.84 - $94.5 $29.9K - $35.4K
18.9K $1.7B
CMS
Cms Energy Corp

Utilities
174
+ 0.75%
$64.99 - $75.11 $11.3K - $13.1K
23.3K $1.75B
ATO
Atmos Energy Corp

Utilities
157
+ 1.36%
$136.51 - $154.58 $21.4K - $24.3K
11.7K $1.81B
PAYX
Paychex Inc

Industrials
272
+ 2.51%
$136.06 - $154.52 $37K - $42K
11.1K $1.71B
CB
Chubb LTD

Financial Services
126
+ 2.13%
$257.71 - $301.99 $32.5K - $38.1K
6.05K $1.83B
CTAS
Cintas Corp

Industrials
277
+ 5.03%
$182.09 - $208.14 $50.4K - $57.7K
5.79K $1.19B
BR
Broadridge Financial Solutions, Inc.

Technology
268
+ 4.26%
$221.46 - $244.83 $59.4K - $65.6K
6.56K $1.59B
AFL
Aflac Inc

Financial Services
464
+ 3.36%
$100.99 - $111.19 $46.9K - $51.6K
14.3K $1.59B
O
Realty Income Corp

Real Estate
375
+ 1.33%
$51.67 - $58.49 $19.4K - $21.9K
28.5K $1.65B
SPGI
S&P Global Inc.

Financial Services
201
+ 6.82%
$478.26 - $543.77 $96.1K - $109K
3.15K $1.6B
ECL
Ecolab Inc.

Basic Materials
24
+ 0.37%
$229.72 - $269.82 $5.51K - $6.48K
6.54K $1.66B
ADP
Automatic Data Processing Inc

Industrials
197
+ 3.62%
$286.85 - $318.64 $56.5K - $62.8K
5.65K $1.73B
SBUX
Starbucks Corp

Consumer Cyclical
135
+ 0.85%
$91.75 - $115.81 $12.4K - $15.6K
16K $1.57B
PSX
Phillips 66

Energy
1
+ 0.01%
$113.93 - $131.55 $114 - $132
11.9K $1.47B
UNH
Unitedhealth Group Inc

Healthcare
117
+ 4.29%
$461.52 - $548.18 $54K - $64.1K
2.84K $1.49B
XYL
Xylem Inc.

Industrials
504
+ 4.0%
$114.02 - $132.04 $57.5K - $66.5K
13.1K $1.57B
UNP
Union Pacific Corp

Industrials
160
+ 2.03%
$225.21 - $254.42 $36K - $40.7K
8.06K $1.9B
SHW
Sherwin Williams CO

Basic Materials
178
+ 4.28%
$330.16 - $365.55 $58.8K - $65.1K
4.34K $1.51B
PLD
Prologis, Inc.

Real Estate
185
+ 1.46%
$103.59 - $124.04 $19.2K - $22.9K
12.9K $1.44B
GD
General Dynamics Corp

Industrials
105
+ 1.63%
$241.94 - $272.58 $25.4K - $28.6K
6.55K $1.79B
NJR
New Jersey Resources Corp

Utilities
181
+ 0.57%
$45.25 - $49.37 $8.19K - $8.94K
31.7K $1.56B
SYK
Stryker Corp

Healthcare
80
+ 1.78%
$355.18 - $399.9 $28.4K - $32K
4.58K $1.71B
ZTS
Zoetis Inc.

Healthcare
418
+ 5.31%
$156.48 - $175.67 $65.4K - $73.4K
8.29K $1.37B
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 1.13%
$890.62 - $1076.86 $18.7K - $22.6K
1.89K $1.78B
TSCO
Tractor Supply CO

Consumer Cyclical
182
+ 0.64%
$51.66 - $57.94 $9.4K - $10.5K
28.6K $1.58B
IBM
International Business Machines Corp

Technology
53
+ 3.07%
$217.4 - $264.74 $11.5K - $14K
1.78K $443M
CL
Colgate Palmolive CO

Consumer Defensive
195
+ 1.23%
$85.68 - $97.5 $16.7K - $19K
16.1K $1.51B
PG
Procter & Gamble CO

Consumer Defensive
42
+ 0.29%
$158.56 - $176.26 $6.66K - $7.4K
14.6K $2.49B
APD
Air Products & Chemicals, Inc.

Basic Materials
21
+ 0.4%
$283.24 - $338.07 $5.95K - $7.1K
5.23K $1.54B
ITW
Illinois Tool Works Inc

Industrials
244
+ 4.33%
$244.9 - $274.48 $59.8K - $67K
5.88K $1.46B
LHX
L3 Harris Technologies, Inc.

Industrials
135
+ 1.91%
$194.65 - $222.86 $26.3K - $30.1K
7.2K $1.51B
CBSH
Commerce Bancshares Inc

Financial Services
342
+ 1.68%
$58.85 - $68.59 $20.1K - $23.5K
20.7K $1.29B
NEE
Nextera Energy Inc

Utilities
431
+ 2.03%
$66.96 - $76.16 $28.9K - $32.8K
21.7K $1.54B
CMCSA
Comcast Corp

Communication Services
887
+ 2.25%
$33.19 - $38.23 $29.4K - $33.9K
40.3K $1.49B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
89
+ 0.73%
$29.34 - $31.31 $2.61K - $2.79K
12.3K $367M
WMT
Walmart Inc.

Consumer Defensive
474
+ 2.48%
$84.5 - $105.05 $40.1K - $49.8K
19.6K $1.72B
PH
Parker Hannifin Corp

Industrials
82
+ 3.83%
$591.65 - $707.05 $48.5K - $58K
2.22K $1.35B
NVDA
Nvidia Corp

Technology
315
+ 18.0%
$106.98 - $149.43 $33.7K - $47.1K
2.07K $224M
TXN
Texas Instruments Inc

Technology
277
+ 3.36%
N/A
8.52K $1.53B
QQQ
Invesco Qqq Trust, Series 1

ETFs
39
+ 4.8%
$468.34 - $539.52 $18.3K - $21K
852 $400M
Activity Summary
Buys All Purchases 68 New Holdings 4 Increased Positions 64 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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