Nicola Wealth Management Ltd. Portfolio Holdings

Nicola Wealth Management Ltd.

  • $1.03 Billion
  • Q2 2025

Nicola Wealth Management Ltd. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.03 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bank Of Nova Scotia with a value of $140M, Toronto Dominion Bank with a value of $45.4M, Microsoft Corp with a value of $36.6M, Telus Corp with a value of $33M, and Broadcom Inc. with a value of $32.7M.

Examining the 13F form we can see an increase of $57.8M in the current position value, from $971M to 1.03B.

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 $1.03 Billion
Financial Services: $257 Million
Technology: $187 Million
Communication Services: $145 Million
Industrials: $114 Million
Consumer Cyclical: $91.5 Million
Real Estate: $65.2 Million
Energy: $46.8 Million
Healthcare: $45.5 Million
Other: $75.8 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$36.6 Million 3.56% of portfolio
73,560
Q1 2025 Added 6.36%
$1.78T
$29.2 Million 2.83% of portfolio
39,500
Q1 2025 Reduced 9.2%
$2.26T
$25.4 Million 2.47% of portfolio
115,800
Q2 2025 Added 24.52%
$551B
$25.2 Million 2.45% of portfolio
71,000
Q1 2025 Reduced 13.41%
$281B
$23.5 Million 2.28% of portfolio
240,200
Q1 2025 Reduced 14.28%
$203B
$20.5 Million 2.0% of portfolio
709,400
Q2 2025 Reduced 6.09%
$1.21T
$20.1 Million 1.95% of portfolio
113,900
Q1 2025 Reduced 7.32%
$545B
$16.1 Million 1.56% of portfolio
12,000
Q2 2025 Reduced 29.41%
$1.27T
$15.2 Million 1.48% of portfolio
67,000
Q4 2024 Reduced 26.37%
$306B
$9.2 Million 0.89% of portfolio
130,000
Q2 2025 New
$456B
$8.37 Million 0.81% of portfolio
53,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $1.03 Billion
  • Prior Value $971 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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