Nicola Wealth Management Ltd. Portfolio Holdings

Nicola Wealth Management Ltd.

  • $971 Million
  • Q1 2025

Nicola Wealth Management Ltd. has filed its 13F form on June 06, 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.

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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$933M
$6.83 Million 0.7% of portfolio
5,060
Q2 2023 Added 65.36%
$1.38B
$3.52 Million 0.36% of portfolio
92,600
Q4 2024 Reduced 11.47%
$1.2B
$3.44 Million 0.35% of portfolio
110,200
Q3 2024 Added 22.17%
$1.15B
$2.91 Million 0.3% of portfolio
71,100
Q3 2024 Added 91.64%
$1.9B
$1.81 Million 0.19% of portfolio
62,000
Q1 2025 Reduced 4.62%
$638M
$1.31 Million 0.13% of portfolio
28,000
Q2 2024 Added 75.0%
$1.58B
$873,000 0.09% of portfolio
149,000
Q1 2025 Reduced 5.7%
$1.62B
$676,000 0.07% of portfolio
25,900
Q4 2022 Added 53.25%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $971 Million
  • Prior Value $971 Million
  • Filing
  • Period Q1 2025
  • Filing Date June 06, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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