Nicholson Wealth Management Group, LLC New Holdings in Q3 2024

Nicholson Wealth Management Group, LLC

  • $122 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Perspective Therapeutics Inc
1.6M
New
N/A
1.6M $21.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.3K
New
$475.2 - $527.7 $4.92M - $5.46M
10.3K $5.46B
VTI
Vanguard Total Stock Market Et

ETFs
11.5K
New
$255.18 - $283.2 $2.93M - $3.25M
11.5K $3.25B
UBSI
United Bankshares Inc

Financial Services
76.8K
New
$31.56 - $39.32 $2.42M - $3.02M
76.8K $2.85B
AVDE
American Centy ETF Tr Avantis

ETFs
38.6K
New
$60.09 - $67.67 $2.32M - $2.61M
38.6K $2.59B
EFA
Ishares Tr Msci Eafe ETF

ETFs
30.8K
New
$75.32 - $84.37 $2.32M - $2.6M
30.8K $2.58B
PIE
Invesco Exchange Traded Fd Tr

ETFs
123K
New
$18.8 - $21.87 $2.31M - $2.69M
123K $2.54B
LMT
Lockheed Martin Corp

Industrials
3.53K
New
$460.3 - $584.56 $1.62M - $2.06M
3.53K $2.06B
GD
General Dynamics Corp

Industrials
6.64K
New
$279.51 - $308.09 $1.86M - $2.05M
6.64K $2.01B
AAPL
Apple Inc.

Technology
8.58K
New
$207.23 - $234.82 $1.78M - $2.02M
8.58K $2B
SO
Southern CO

Utilities
21.1K
New
$77.0 - $90.52 $1.63M - $1.91M
21.1K $1.9B
PG
Procter & Gamble CO

Consumer Defensive
10.1K
New
$160.76 - $177.82 $1.62M - $1.8M
10.1K $1.75B
PEP
Pepsico Inc

Consumer Defensive
10.2K
New
$161.9 - $179.3 $1.64M - $1.82M
10.2K $1.73B
ABC
Amerisourcebergen Corp

Healthcare
7.46K
New
N/A
7.46K $1.68B
LHX
L3 Harris Technologies, Inc.

Industrials
6.82K
New
$221.96 - $243.27 $1.51M - $1.66M
6.82K $1.62B
ATO
Atmos Energy Corp

Utilities
11.3K
New
$114.08 - $138.75 $1.29M - $1.57M
11.3K $1.57B
CHCO
City Holding CO

Financial Services
12.3K
New
$104.53 - $123.29 $1.29M - $1.52M
12.3K $1.45B
HD
Home Depot, Inc.

Consumer Cyclical
3.5K
New
$333.64 - $405.2 $1.17M - $1.42M
3.5K $1.42B
WMT
Walmart Inc.

Consumer Defensive
16.8K
New
$66.91 - $81.4 $1.13M - $1.37M
16.8K $1.36B
CB
Chubb LTD

Financial Services
4.59K
New
$252.51 - $292.2 $1.16M - $1.34M
4.59K $1.32B
COST
Costco Wholesale Corp

Consumer Defensive
1.49K
New
$801.83 - $917.05 $1.19M - $1.36M
1.49K $1.32B
GWW
W.W. Grainger, Inc.

Industrials
1.25K
New
$896.19 - $1044.18 $1.12M - $1.3M
1.25K $1.3B
AMGN
Amgen Inc

Healthcare
3.81K
New
$309.38 - $337.38 $1.18M - $1.28M
3.81K $1.23B
AFL
Aflac Inc

Financial Services
10.6K
New
$88.52 - $111.8 $934K - $1.18M
10.6K $1.18B
MCD
Mcdonalds Corp

Consumer Cyclical
3.87K
New
$245.82 - $304.51 $952K - $1.18M
3.87K $1.18B
CMS
Cms Energy Corp

Utilities
16.4K
New
$58.7 - $70.62 $964K - $1.16M
16.4K $1.16B
BRO
Brown & Brown, Inc.

Financial Services
10.8K
New
$89.11 - $105.82 $959K - $1.14M
10.8K $1.11B
JNJ
Johnson & Johnson

Healthcare
6.43K
New
$145.48 - $167.38 $936K - $1.08M
6.43K $1.04B
ADP
Automatic Data Processing Inc

Industrials
3.75K
New
$233.44 - $279.45 $875K - $1.05M
3.75K $1.04B
Linde PLC
2.17K
New
N/A
2.17K $1.03B
WEC
Wec Energy Group, Inc.

Utilities
10.7K
New
$77.68 - $96.19 $832K - $1.03M
10.7K $1.03B
UNP
Union Pacific Corp

Industrials
4.17K
New
$221.78 - $256.09 $924K - $1.07M
4.17K $1.03B
SHW
Sherwin Williams CO

Basic Materials
2.65K
New
$294.65 - $384.0 $781K - $1.02M
2.65K $1.01B
SYK
Stryker Corp

Healthcare
2.75K
New
$315.94 - $371.96 $869K - $1.02M
2.75K $993M
LOW
Lowes Companies Inc

Consumer Cyclical
3.63K
New
$213.3 - $270.78 $773K - $982K
3.63K $982M
UNH
Unitedhealth Group Inc

Healthcare
1.66K
New
$488.01 - $604.18 $810K - $1M
1.66K $970M
EMR
Emerson Electric CO

Industrials
8.71K
New
$98.19 - $118.87 $855K - $1.04M
8.71K $953M
NJR
New Jersey Resources Corp

Utilities
20K
New
$42.03 - $48.02 $842K - $962K
20K $946M
JKHY
Henry Jack & Associates Inc

Technology
5.34K
New
$160.87 - $177.06 $859K - $945K
5.34K $943M
V
Visa Inc.

Financial Services
3.37K
New
$253.74 - $291.56 $856K - $984K
3.37K $928M
BR
Broadridge Financial Solutions, Inc.

Technology
4.26K
New
$196.56 - $218.55 $837K - $930K
4.26K $915M
PH
Parker Hannifin Corp

Industrials
1.45K
New
$501.01 - $635.92 $725K - $921K
1.45K $915M
NEE
Nextera Energy Inc

Utilities
10.8K
New
$69.9 - $84.97 $754K - $916K
10.8K $912M
PAYX
Paychex Inc

Industrials
6.6K
New
$116.17 - $135.19 $767K - $893K
6.6K $886M
XOM
Exxon Mobil Corp

Energy
7.48K
New
$109.72 - $119.0 $821K - $890K
7.48K $877M
HON
Honeywell International Inc

Industrials
4.24K
New
$196.73 - $220.21 $835K - $934K
4.24K $877M
GLD
Spdr Gold Trust

ETFs
3.58K
New
$215.56 - $246.98 $771K - $883K
3.58K $869M
TXN
Texas Instruments Inc

Technology
4.2K
New
$194.6 - $194.6 $817K - $817K
4.2K $867M
ADI
Analog Devices Inc

Technology
3.77K
New
$200.56 - $243.33 $755K - $916K
3.77K $867M
Activity Summary
Buys All Purchases 97 New Holdings 97 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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