Nicholson Wealth Management Group, LLC Portfolio Holdings

Nicholson Wealth Management Group, LLC

  • $171 Billion
  • Q3 2025

Nicholson Wealth Management Group, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $171 Billion distributed in 108 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 $9.73B, Perspective Therapeutics Inc with a value of $5.55B, Microsoft Corp with a value of $3.86B, Vanguard Total Stock Market Et with a value of $3.61B, and Apple Inc. with a value of $2.85B.

Examining the 13F form we can see an increase of $8.42B in the current position value, from $162B to 171B.

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 $171 Billion
Technology: $23.9 Billion
Financial Services: $22.5 Billion
Industrials: $21.8 Billion
Healthcare: $18.2 Billion
ETFs: $17.5 Billion
Consumer Defensive: $15.7 Billion
Utilities: $14.9 Billion
Consumer Cyclical: $10.6 Billion
Other: $15.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.73 Billion 5.7% of portfolio
15,883
Q3 2025 Reduced 32.3%
Perspective Therapeutics Inc
-
$5.55 Billion 3.25% of portfolio
-
Q3 2025 Added 0.25%
$3.78T
$3.86 Billion 2.26% of portfolio
7,460
Q3 2025 Reduced 0.37%
$0
$3.61 Billion 2.11% of portfolio
10,994
Q2 2025 Added 0.6%
$4.3T
$2.85 Billion 1.67% of portfolio
11,205
Q3 2025 Added 4.86%
$4.9B
$2.84 Billion 1.66% of portfolio
76,245
Q4 2024 Reduced 0.7%
$139B
$2.47 Billion 1.45% of portfolio
7,495
Q3 2025 Reduced 10.12%
$346B
$2.37 Billion 1.39% of portfolio
15,455
Q3 2025 Added 4.99%
$38.4B
$2.34 Billion 1.37% of portfolio
7,488
Q3 2025 Reduced 4.76%
$94.5B
$2.26 Billion 1.32% of portfolio
6,629
Q3 2025 Added 0.71%
$204B
$2.24 Billion 1.31% of portfolio
15,959
Q3 2025 Added 5.56%
$367B
$2.22 Billion 1.3% of portfolio
5,473
Q3 2025 Added 6.69%
$522B
$2.15 Billion 1.26% of portfolio
11,606
Q3 2025 Added 1.03%
$55.4B
$2.16 Billion 1.26% of portfolio
7,057
Q3 2025 Reduced 2.68%
$279B
$2.14 Billion 1.25% of portfolio
20,754
Q3 2025 Added 3.51%
$79.6B
$2.04 Billion 1.19% of portfolio
16,458
Q3 2025 Added 58.31%
$24.5B
$2.02 Billion 1.18% of portfolio
11,820
Q3 2025 Added 0.66%
$35B
$2.01 Billion 1.18% of portfolio
17,559
Q3 2025 Added 0.89%
$25.7B
$2.01 Billion 1.18% of portfolio
13,646
Q3 2025 Added 3.61%
$118B
$1.99 Billion 1.17% of portfolio
8,119
Q3 2025 Added 6.01%
$98.6B
$2 Billion 1.17% of portfolio
21,122
Q3 2024 New
$971B
$1.97 Billion 1.15% of portfolio
2,582
Q3 2025 Added 61.98%
$533B
$1.97 Billion 1.15% of portfolio
5,773
Q3 2025 Added 0.43%
Linde PLC
-
$1.96 Billion 1.15% of portfolio
-
Q3 2025 Added 2.22%
$404B
$1.94 Billion 1.13% of portfolio
2,091
Q3 2025 Added 5.77%
$319B
$1.93 Billion 1.13% of portfolio
28,143
Q3 2025 Added 2.96%
$123B
$1.91 Billion 1.12% of portfolio
6,754
Q3 2025 Added 7.93%
$228B
$1.9 Billion 1.12% of portfolio
14,220
Q3 2025 Added 5.21%
$72.3B
$1.88 Billion 1.1% of portfolio
16,824
Q3 2025 Added 14.5%
$107B
$1.85 Billion 1.08% of portfolio
2,437
Q3 2025 Added 4.28%
$128B
$1.84 Billion 1.08% of portfolio
19,369
Q3 2025 Added 2.16%
$104B
$1.82 Billion 1.07% of portfolio
6,206
Q3 2025 Added 7.82%
$73.7B
$1.82 Billion 1.07% of portfolio
6,657
Q3 2025 Added 1.53%
$68.5B
$1.83 Billion 1.07% of portfolio
13,456
Q3 2025 Added 2.82%
$21.5B
$1.81 Billion 1.06% of portfolio
24,758
Q3 2025 Added 5.38%
$35.1B
$1.81 Billion 1.06% of portfolio
29,780
Q3 2025 Added 3.58%
$140B
$1.77 Billion 1.04% of portfolio
7,043
Q3 2025 Added 8.52%
$168B
$1.78 Billion 1.04% of portfolio
23,631
Q3 2025 Added 6.49%
$136B
$1.76 Billion 1.03% of portfolio
4,757
Q3 2025 Added 3.26%
$75.4B
$1.76 Billion 1.03% of portfolio
13,439
Q3 2025 Added 5.53%
$46.8B
$1.75 Billion 1.03% of portfolio
1,841
Q3 2025 Added 12.81%
$183B
$1.75 Billion 1.02% of portfolio
6,190
Q3 2025 Added 4.6%
$86.1B
$1.73 Billion 1.02% of portfolio
5,006
Q3 2025 Added 6.49%
$132B
$1.72 Billion 1.01% of portfolio
8,189
Q3 2025 Added 6.36%
$74.9B
$1.7 Billion 1.0% of portfolio
6,537
Q3 2025 Added 7.53%
$4.49B
$1.7 Billion 0.99% of portfolio
35,205
Q3 2025 Added 9.38%
$23.9B
$1.69 Billion 0.99% of portfolio
12,145
Q3 2025 Added 6.12%
$6.15B
$1.69 Billion 0.99% of portfolio
29,774
Q3 2025 Added 1.73%
$114B
$1.67 Billion 0.98% of portfolio
14,544
Q3 2025 Added 3.69%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $171 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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