Nicholson Wealth Management Group, LLC Portfolio Holdings

Nicholson Wealth Management Group, LLC

  • $162 Billion
  • Q2 2025

Nicholson Wealth Management Group, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 107 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 $13.3B, Perspective Therapeutics Inc with a value of $5.55B, Microsoft Corp with a value of $3.72B, Vanguard Total Stock Market Et with a value of $3.34B, and United Bankshares Inc with a value of $2.78B.

Examining the 13F form we can see an increase of $9.93B in the current position value, from $152B to 162B.

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 $162 Billion
Industrials: $22.8 Billion
Financial Services: $22.3 Billion
Technology: $20.4 Billion
ETFs: $20.2 Billion
Healthcare: $15.8 Billion
Consumer Defensive: $15.3 Billion
Utilities: $12 Billion
Consumer Cyclical: $9.4 Billion
Other: $14.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$3.72 Billion 2.29% of portfolio
7,488
Q2 2025 Added 12.64%
$4.98B
$2.78 Billion 1.71% of portfolio
76,245
Q4 2024 Reduced 0.7%
$38.4B
$2.36 Billion 1.45% of portfolio
7,862
Q2 2025 Reduced 2.02%
$368B
$2.35 Billion 1.44% of portfolio
14,720
Q2 2025 Added 0.68%
$127B
$2.3 Billion 1.42% of portfolio
8,339
Q2 2025 Added 2.04%
$3.69T
$2.19 Billion 1.35% of portfolio
10,686
Q2 2025 Added 3.34%
$551B
$2.04 Billion 1.26% of portfolio
5,748
Q2 2025 Added 1.02%
$202B
$2 Billion 1.23% of portfolio
15,118
Q2 2025 Reduced 0.49%
$439B
$1.96 Billion 1.21% of portfolio
1,977
Q2 2025 Added 4.88%
$281B
$1.96 Billion 1.21% of portfolio
20,051
Q2 2025 Added 2.48%
$102B
$1.94 Billion 1.2% of portfolio
21,122
Q3 2024 New
$86.2B
$1.92 Billion 1.18% of portfolio
6,582
Q2 2025 Added 0.5%
$135B
$1.91 Billion 1.18% of portfolio
8,307
Q2 2025 Added 3.13%
$293B
$1.9 Billion 1.17% of portfolio
27,335
Q2 2025 Added 2.5%
$222B
$1.89 Billion 1.17% of portfolio
6,479
Q2 2025 Added 1.94%
$405B
$1.88 Billion 1.16% of portfolio
5,130
Q2 2025 Added 2.76%
$177B
$1.82 Billion 1.12% of portfolio
8,770
Q2 2025 Added 2.98%
$142B
$1.82 Billion 1.12% of portfolio
4,607
Q2 2025 Added 0.5%
$34.5B
$1.81 Billion 1.12% of portfolio
17,404
Q2 2025 Added 0.35%
$51.7B
$1.82 Billion 1.12% of portfolio
7,251
Q2 2025 Added 0.78%
$119B
$1.82 Billion 1.12% of portfolio
7,659
Q2 2025 Added 3.05%
$112B
$1.81 Billion 1.12% of portfolio
6,258
Q2 2025 Added 3.37%
$23.2B
$1.81 Billion 1.12% of portfolio
11,743
Q2 2025 Added 0.18%
$146B
$1.79 Billion 1.1% of portfolio
7,699
Q2 2025 Added 3.79%
$78.8B
$1.77 Billion 1.09% of portfolio
6,557
Q2 2025 Added 0.28%
$124B
$1.78 Billion 1.09% of portfolio
5,756
Q2 2025 Added 1.95%
$452B
$1.75 Billion 1.08% of portfolio
11,488
Q2 2025 Added 0.32%
$102B
$1.73 Billion 1.06% of portfolio
9,414
Q2 2025 Added 0.15%
$113B
$1.72 Billion 1.06% of portfolio
3,715
Q2 2025 Added 2.34%
$182B
$1.7 Billion 1.05% of portfolio
3,225
Q2 2025 Added 2.41%
$78.6B
$1.7 Billion 1.05% of portfolio
12,735
Q2 2025 Added 3.88%
$48.5B
$1.7 Billion 1.05% of portfolio
1,632
Q2 2025 Added 2.38%
$25.8B
$1.7 Billion 1.05% of portfolio
13,170
Q2 2025 Added 0.44%
$35.6B
$1.66 Billion 1.02% of portfolio
28,752
Q2 2025 Added 0.8%
$152B
$1.65 Billion 1.02% of portfolio
5,918
Q2 2025 Added 0.59%
$122B
$1.65 Billion 1.02% of portfolio
18,960
Q2 2025 Added 0.5%
$96.6B
$1.63 Billion 1.01% of portfolio
2,337
Q2 2025 Added 5.22%
$48.7B
$1.64 Billion 1.01% of portfolio
11,253
Q2 2025 Added 1.24%
$26.8B
$1.64 Billion 1.01% of portfolio
14,766
Q2 2025 Added 1.58%
$21.1B
$1.63 Billion 1.0% of portfolio
23,495
Q2 2025 Added 0.68%
$40.5B
$1.62 Billion 1.0% of portfolio
6,677
Q2 2025 Added 1.8%
$84.1B
$1.61 Billion 0.99% of portfolio
23,841
Q2 2025 Added 1.13%
$92.8B
$1.61 Billion 0.99% of portfolio
4,701
Q2 2025 Added 8.39%
$25.8B
$1.59 Billion 0.98% of portfolio
11,445
Q2 2025 Reduced 0.02%
$11.6B
$1.57 Billion 0.97% of portfolio
8,708
Q2 2025 Added 1.09%
$57.7B
$1.56 Billion 0.96% of portfolio
13,087
Q2 2025 Added 9.85%
$65.4B
$1.55 Billion 0.95% of portfolio
14,694
Q2 2025 Added 2.8%
$141B
$1.54 Billion 0.95% of portfolio
22,190
Q2 2025 Added 2.21%
$6.58B
$1.54 Billion 0.95% of portfolio
29,268
Q2 2025 Added 2.36%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $162 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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