Nicola Wealth Management Ltd. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $907 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $29.2M, Toronto Dominion Bank with a value of $27.2M, Visa Inc. with a value of $25.9M, Meta Platforms, Inc. with a value of $25.7M, and Shopify Inc. with a value of $25.6M.
Examining the 13F form we can see an decrease of $148M in the current position value, from $1.05B to 907M.
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
$907 Million
Technology: $190 Million
Communication Services: $133 Million
Consumer Cyclical: $121 Million
Industrials: $115 Million
Financial Services: $102 Million
Real Estate: $64.6 Million
Healthcare: $63 Million
Consumer Defensive: $46.6 Million
Other: $72.1 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
