Nicola Wealth Management Ltd. Portfolio Holdings

Nicola Wealth Management Ltd.

  • $971 Million
  • Q1 2025

Nicola Wealth Management Ltd. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $971 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bank Of Nova Scotia with a value of $109M, Toronto Dominion Bank with a value of $30.6M, Microsoft Corp with a value of $27.6M, Ishares Global Reit ETF with a value of $27.4M, and Visa Inc. with a value of $24.9M.

Examining the 13F form we can see an increase of $64.3M in the current position value, from $907M to 971M.

Nicola Wealth Management Ltd. is based out at Vancouver, A1

Below you can find more details about Nicola Wealth Management Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $971 Million
Financial Services: $208 Million
Technology: $179 Million
Communication Services: $124 Million
Industrials: $112 Million
Consumer Cyclical: $104 Million
Healthcare: $69.1 Million
Real Estate: $64 Million
Consumer Defensive: $40.3 Million
Other: $70.2 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.4 Million 2.82% of portfolio
1,128,300
Q1 2025 Added 15.33%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $971 Million
  • Prior Value $907 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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