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
MDLZ
Mondelez International, Inc.

Consumer Defensive
11.6K
New
$64.35 - $75.71 $746K - $878K
11.6K $854M
ACN
Accenture PLC

Technology
2.39K
New
$295.44 - $355.81 $706K - $851K
2.39K $845M
ITW
Illinois Tool Works Inc

Industrials
3.18K
New
$233.14 - $263.97 $741K - $839K
3.18K $833M
ABT
Abbott Laboratories

Healthcare
7.14K
New
$100.07 - $118.13 $714K - $843K
7.14K $814M
FDS
Factset Research Systems Inc

Financial Services
1.73K
New
$397.04 - $469.48 $686K - $811K
1.73K $794M
CSCO
Cisco Systems, Inc.

Technology
14.7K
New
$44.74 - $53.22 $656K - $780K
14.7K $780M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.62K
New
$247.34 - $300.11 $648K - $786K
2.62K $779M
SBUX
Starbucks Corp

Consumer Cyclical
7.74K
New
$72.51 - $98.6 $561K - $763K
7.74K $755M
AWK
American Water Works Company, Inc.

Utilities
5.15K
New
$127.76 - $149.9 $657K - $771K
5.15K $753M
O
Realty Income Corp

Real Estate
11.7K
New
$52.36 - $63.42 $611K - $740K
11.7K $740M
CTAS
Cintas Corp

Industrials
3.56K
New
$201.38 - $819.83 $716K - $2.91M
3.56K $732M
CBSH
Commerce Bancshares Inc

Financial Services
12.3K
New
$55.02 - $65.08 $677K - $801K
12.3K $731M
CHD
Church & Dwight CO Inc

Consumer Defensive
6.95K
New
$98.01 - $106.59 $681K - $741K
6.95K $728M
KO
Coca Cola CO

Consumer Defensive
9.82K
New
$62.69 - $73.01 $616K - $717K
9.82K $706M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.39K
New
$136.93 - $162.81 $601K - $715K
4.39K $705M
SSB
South State Corp

Financial Services
7.13K
New
$75.47 - $101.63 $538K - $724K
7.13K $693M
BDX
Becton Dickinson & CO

Healthcare
2.85K
New
$221.47 - $242.41 $632K - $692K
2.85K $688M
CL
Colgate Palmolive CO

Consumer Defensive
6.6K
New
$95.54 - $108.77 $630K - $717K
6.6K $685M
CMCSA
Comcast Corp

Communication Services
16.2K
New
$37.33 - $41.78 $603K - $675K
16.2K $675M
PSX
Phillips 66

Energy
5.11K
New
$125.0 - $147.17 $639K - $752K
5.11K $672M
XYL
Xylem Inc.

Industrials
4.86K
New
$126.14 - $141.53 $612K - $687K
4.86K $656M
ECL
Ecolab Inc.

Basic Materials
2.56K
New
$228.86 - $255.76 $587K - $656K
2.56K $654M
ZTS
Zoetis Inc.

Healthcare
3.32K
New
$172.58 - $196.48 $572K - $652K
3.32K $648M
BFB
Brown Forman Corp Cl B
13.2K
New
N/A
13.2K $647M
TSCO
Tractor Supply CO

Consumer Cyclical
2.2K
New
$251.95 - $290.93 $555K - $641K
2.2K $641M
TROW
Price T Rowe Group Inc

Financial Services
5.83K
New
$101.71 - $120.75 $593K - $703K
5.83K $635M
PPG
Ppg Industries Inc

Basic Materials
4.78K
New
$118.32 - $134.55 $566K - $643K
4.78K $633M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.42K
New
$162.83 - $179.16 $556K - $612K
3.42K $612M
MKC
Mccormick & CO Inc

Consumer Defensive
7.24K
New
$69.44 - $84.76 $503K - $614K
7.24K $596M
PLD
Prologis, Inc.

Real Estate
4.62K
New
$111.95 - $132.43 $517K - $612K
4.62K $583M
MDT
Medtronic PLC

Healthcare
6.47K
New
$76.84 - $91.03 $497K - $589K
6.47K $583M
CLX
Clorox CO

Consumer Defensive
3.52K
New
$131.73 - $166.97 $464K - $588K
3.52K $574M
JPM
Jpmorgan Chase & CO

Financial Services
2.48K
New
$194.9 - $224.8 $483K - $557K
2.48K $522M
QQQ
Invesco Qqq Trust, Series 1

ETFs
841
New
$434.77 - $502.96 $366K - $423K
841 $410M
CVX
Chevron Corp

Energy
2.66K
New
$137.88 - $161.97 $367K - $431K
2.66K $392M
IBM
International Business Machines Corp

Technology
1.73K
New
$175.1 - $223.38 $302K - $386K
1.73K $382M
LLY
Eli Lilly & CO

Healthcare
420
New
$772.14 - $960.02 $324K - $403K
420 $372M
TSLA
Tesla, Inc.

Consumer Cyclical
1.42K
New
$191.76 - $263.26 $272K - $373K
1.42K $371M
SON
Sonoco Products CO

Consumer Cyclical
6.45K
New
$48.33 - $56.57 $312K - $365K
6.45K $353M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
725
New
$405.19 - $478.57 $294K - $347K
725 $334M
AVGO
Broadcom Inc.

Technology
1.93K
New
$136.27 - $1745.86 $263K - $3.37M
1.93K $333M
NFLX
Netflix Inc

Communication Services
450
New
$598.55 - $722.26 $269K - $325K
450 $319M
FV
First Trust Dorsey Wright Focu

ETFs
4.63K
New
$51.35 - $59.82 $238K - $277K
4.63K $270M
AMZN
Amazon Com Inc

Consumer Cyclical
1.34K
New
$161.02 - $200.0 $216K - $269K
1.34K $250M
DUK
Duke Energy Corp

Utilities
2.13K
New
$99.35 - $117.71 $211K - $250K
2.13K $245M
NUE
Nucor Corp

Basic Materials
1.5K
New
$137.77 - $166.14 $207K - $250K
1.5K $226M
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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