Nikulski Financial, Inc. Purchases and Sells in Q1 2025

Nikulski Financial, Inc.

$324 Million
Q1 2025

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COST	256 + 2.13%	$890.62 - $1076.86 $228K - $276K	12.2K $11.6M
V	43 + 0.31%	$306.92 - $362.71 $13.2K - $15.6K	14K $4.9M
WM	224 + 1.79%	$200.54 - $233.78 $44.9K - $52.4K	12.7K $2.94M
AAAU	1.59K + 2.18%	$26.05 - $30.88 $41.4K - $49.1K	74.5K $2.3M
UNH	316 + 2.67%	$461.52 - $548.18 $146K - $173K	12.1K $6.36M
DE	2 + 0.03%	$408.57 - $509.27 $817 - $1.02K	7.9K $3.71M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IPKW	28.3K New	$39.44 - $47.66 $1.12M - $1.35M	28.3K $1.29M
IYZ	27.3K New	$26.51 - $28.57 $725K - $781K	27.3K $748K
BALT	6.98K New	$31.31 - $31.89 $219K - $223K	6.98K $219K
AEP	1.93K New	$90.32 - $109.27 $174K - $210K	1.93K $210K
XSHQ	5.34K New	$37.78 - $43.82 $202K - $234K	5.34K $210K
SNY	3.68K New	$48.15 - $59.42 $177K - $218K	3.68K $203K

Top Sells

Reduced Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-2.48K - 3.18%	$102.49 - $119.96 $254K - $298K	75.6K $7.91M
AVGO	-522 - 3.47%	$167.43 - $244.7 $87.4K - $128K	14.5K $2.43M
SOXX	-3.44K - 42.72%	$188.17 - $235.81 $647K - $811K	4.61K $868K
IWF	-346 - 4.8%	$360.07 - $417.26 $125K - $144K	6.86K $2.48M
IJJ	-1.04K - 3.51%	$117.4 - $131.02 $122K - $136K	28.6K $3.43M
IJH	-1.1K - 2.7%	$57.21 - $65.8 $62.7K - $72.1K	39.5K $2.3M

Activity Summary All Purchases 61 New Holdings 7 Increased Positions 54 All Sells 58 Reductions 58 Sold out 0 Calls 0 Puts 0

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