Nicola Wealth Management Ltd. has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $947 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Bank Of Nova Scotia with a value of $105M, Adobe Inc. with a value of $28.1M, At&T Inc. with a value of $26.2M, Microsoft Corp with a value of $26M, and Suncor Energy Inc with a value of $23.3M.
Examining the 13F form we can see an increase of $78.6M in the current position value, from $869M to 947M.
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
$947 Million
Financial Services: $196 Million
Technology: $145 Million
Communication Services: $114 Million
Industrials: $102 Million
Consumer Cyclical: $96.2 Million
Energy: $83.4 Million
Real Estate: $80.9 Million
Healthcare: $75.6 Million
Other: $51.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions