Nicholson Wealth Management Group, LLC Purchases in Q2 2025

Nicholson Wealth Management Group, LLC

  • $162 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Perspective Therapeutics Inc
5K
+ 0.31%
N/A
1.61M $5.55B
MSFT
Microsoft Corp

Technology
840
+ 12.64%
$354.56 - $497.45 $298K - $418K
7.49K $3.72B
AVGO
Broadcom Inc.

Technology
167
+ 2.04%
$146.29 - $275.65 $24.4K - $46K
8.34K $2.3B
APH
Amphenol Corp

Technology
4.84K
+ 86.94%
$59.09 - $98.75 $286K - $477K
10.4K $1.03B
WRB
Berkley W R Corp

Financial Services
5.54K
+ 144.71%
$64.28 - $75.17 $356K - $417K
9.37K $688M
MA
Mastercard Inc

Financial Services
700
+ 164.32%
$479.92 - $590.74 $336K - $414K
1.13K $633M
ROP
Roper Technologies Inc

Industrials
698
+ 201.73%
$519.19 - $590.78 $362K - $412K
1.04K $592M
LLY
Eli Lilly & CO

Healthcare
543
+ 51.67%
$713.71 - $898.95 $388K - $488K
1.59K $1.24B
EMR
Emerson Electric CO

Industrials
476
+ 3.88%
$94.15 - $133.33 $44.8K - $63.5K
12.7K $1.7B
VTI
Vanguard Total Stock Market Et

ETFs
66
+ 0.6%
$243.75 - $303.93 $16.1K - $20.1K
11K $3.34B
NVDA
Nvidia Corp

Technology
1.35K
+ 65.18%
$94.31 - $157.99 $127K - $213K
3.41K $539M
LHX
L3 Harris Technologies, Inc.

Industrials
56
+ 0.78%
$200.21 - $256.99 $11.2K - $14.4K
7.25K $1.82B
TXN
Texas Instruments Inc

Technology
254
+ 2.98%
N/A
8.77K $1.82B
PH
Parker Hannifin Corp

Industrials
116
+ 5.22%
$517.23 - $700.54 $60K - $81.3K
2.34K $1.63B
CSCO
Cisco Systems, Inc.

Technology
667
+ 2.5%
$53.19 - $69.38 $35.5K - $46.3K
27.3K $1.9B
WMT
Walmart Inc.

Consumer Defensive
486
+ 2.48%
$81.79 - $99.98 $39.7K - $48.6K
20.1K $1.96B
CTAS
Cintas Corp

Industrials
635
+ 10.97%
$190.11 - $227.66 $121K - $145K
6.42K $1.43B
BAC
Bank Of America Corp

Financial Services
4.83K
New
$34.39 - $47.46 $166K - $229K
4.83K $229M
SLV
I Shares Silver Trust

ETFs
6.86K
New
$27.08 - $33.74 $186K - $231K
6.86K $225M
HON
Honeywell International Inc

Industrials
281
+ 3.79%
$182.86 - $232.88 $51.4K - $65.4K
7.7K $1.79B
Capital Group Core Balanced
6.39K
New
N/A
6.39K $214M
NFLX
Netflix Inc

Communication Services
22
+ 4.89%
$855.86 - $1339.13 $18.8K - $29.5K
472 $632M
VIG
Vanguard Dividend Appreciation

ETFs
1.03K
New
N/A
1.03K $210M
IVV
Ishares Core S&P 500 ETF

ETFs
335
New
$498.8 - $620.9 $167K - $208K
335 $208M
VEA
Vanguard Ftse Developed Market

ETFs
3.51K
New
$45.65 - $57.01 $160K - $200K
3.51K $200M
COST
Costco Wholesale Corp

Consumer Defensive
92
+ 4.88%
$908.13 - $1056.85 $83.5K - $97.2K
1.98K $1.96B
XYL
Xylem Inc.

Industrials
58
+ 0.44%
$102.86 - $129.5 $5.97K - $7.51K
13.2K $1.7B
GD
General Dynamics Corp

Industrials
33
+ 0.5%
$247.68 - $291.66 $8.17K - $9.62K
6.58K $1.92B
JPM
Jpmorgan Chase & CO

Financial Services
46
+ 1.86%
$210.28 - $289.91 $9.67K - $13.3K
2.52K $731M
AMZN
Amazon Com Inc

Consumer Cyclical
386
+ 28.94%
$167.32 - $223.3 $64.6K - $86.2K
1.72K $377M
GWW
W.W. Grainger, Inc.

Industrials
38
+ 2.38%
$919.93 - $1101.66 $35K - $41.9K
1.63K $1.7B
TSLA
Tesla, Inc.

Consumer Cyclical
121
+ 8.39%
$221.86 - $362.89 $26.8K - $43.9K
1.56K $497M
QQQ
Invesco Qqq Trust, Series 1

ETFs
93
+ 10.92%
$416.06 - $551.64 $38.7K - $51.3K
945 $521M
SYK
Stryker Corp

Healthcare
23
+ 0.5%
$337.37 - $395.63 $7.76K - $9.1K
4.61K $1.82B
GLD
Spdr Gold Trust

ETFs
179
+ 5.01%
$273.71 - $316.29 $49K - $56.6K
3.76K $1.14B
ECL
Ecolab Inc.

Basic Materials
18
+ 0.28%
$225.65 - $270.95 $4.06K - $4.88K
6.56K $1.77B
ICE
Intercontinental Exchange, Inc.

Financial Services
14
+ 0.15%
$151.62 - $183.47 $2.12K - $2.57K
9.41K $1.73B
TROW
Price T Rowe Group Inc

Financial Services
417
+ 3.06%
$80.27 - $98.06 $33.5K - $40.9K
14.1K $1.36B
SPGI
S&P Global Inc.

Financial Services
76
+ 2.41%
$438.31 - $527.29 $33.3K - $40.1K
3.23K $1.7B
SHW
Sherwin Williams CO

Basic Materials
364
+ 8.39%
$313.51 - $363.51 $114K - $132K
4.7K $1.61B
LMT
Lockheed Martin Corp

Industrials
85
+ 2.34%
$430.82 - $486.45 $36.6K - $41.3K
3.72K $1.72B
PSX
Phillips 66

Energy
1.17K
+ 9.85%
$92.87 - $125.73 $109K - $148K
13.1K $1.56B
HD
Home Depot, Inc.

Consumer Cyclical
138
+ 2.76%
$335.24 - $380.78 $46.3K - $52.5K
5.13K $1.88B
Linde PLC
77
+ 1.94%
N/A
4.05K $1.9B
ADP
Automatic Data Processing Inc

Industrials
110
+ 1.95%
$276.76 - $326.81 $30.4K - $35.9K
5.76K $1.78B
V
Visa Inc.

Financial Services
58
+ 1.02%
$308.27 - $373.31 $17.9K - $21.7K
5.75K $2.04B
ITW
Illinois Tool Works Inc

Industrials
201
+ 3.42%
$218.41 - $252.43 $43.9K - $50.7K
6.08K $1.5B
PLD
Prologis, Inc.

Real Estate
1.17K
+ 9.1%
$89.76 - $112.34 $105K - $131K
14K $1.47B
BR
Broadridge Financial Solutions, Inc.

Technology
118
+ 1.8%
$217.22 - $246.25 $25.6K - $29.1K
6.68K $1.62B
Activity Summary
Buys All Purchases 88 New Holdings 6 Increased Positions 82 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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