Nicholson Wealth Management Group, LLC Portfolio Holdings

Nicholson Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024

Nicholson Wealth Management Group, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $150 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $14.3B, Perspective Therapeutics Inc with a value of $5.13B, Vanguard Total Stock Market Et with a value of $3.17B, United Bankshares Inc with a value of $2.86B, and Microsoft Corp with a value of $2.67B.

Examining the 13F form we can see an increase of $27.9B in the current position value, from $122B to 150B.

Nicholson Wealth Management Group, LLC is based out at Charlestown, SC

Below you can find more details about Nicholson Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $150 Billion
ETFs: $21.2 Billion
Industrials: $19.8 Billion
Financial Services: $19.5 Billion
Technology: $16.8 Billion
Consumer Defensive: $15.2 Billion
Healthcare: $14 Billion
Utilities: $11.1 Billion
Consumer Cyclical: $9.51 Billion
Other: $13.5 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.77B
$1.46 Billion 0.98% of portfolio
12,345
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $150 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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