Nikulski Financial, Inc. Purchases in Q1 2025

Nikulski Financial, Inc.

  • $324 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IPKW
Invesco ETF Tr Ii Internationa

ETFs
28.3K
New
$39.44 - $47.66 $1.12M - $1.35M
28.3K $1.29M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
27.3K
New
$26.51 - $28.57 $725K - $781K
27.3K $748K
COST
Costco Wholesale Corp

Consumer Defensive
256
+ 2.13%
$890.62 - $1076.86 $228K - $276K
12.2K $11.6M
V
Visa Inc.

Financial Services
43
+ 0.31%
$306.92 - $362.71 $13.2K - $15.6K
14K $4.9M
WM
Waste Management Inc

Industrials
224
+ 1.79%
$200.54 - $233.78 $44.9K - $52.4K
12.7K $2.94M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
1.59K
+ 2.18%
$26.05 - $30.88 $41.4K - $49.1K
74.5K $2.3M
UNH
Unitedhealth Group Inc

Healthcare
316
+ 2.67%
$461.52 - $548.18 $146K - $173K
12.1K $6.36M
DE
Deere & CO

Industrials
2
+ 0.03%
$408.57 - $509.27 $817 - $1.02K
7.9K $3.71M
JPM
Jpmorgan Chase & CO

Financial Services
675
+ 2.05%
$225.19 - $279.95 $152K - $189K
33.6K $8.23M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.97K
+ 137.9%
$169.43 - $182.84 $334K - $361K
3.4K $589K
BALT
Innovator Etfs Tr
6.98K
New
$31.31 - $31.89 $219K - $223K
6.98K $219K
AEP
American Electric Power CO Inc

Utilities
1.93K
New
$90.32 - $109.27 $174K - $210K
1.93K $210K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
5.34K
New
$37.78 - $43.82 $202K - $234K
5.34K $210K
SNY
Sanofi

Healthcare
3.68K
New
$48.15 - $59.42 $177K - $218K
3.68K $203K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
22
+ 0.04%
$58.01 - $64.46 $1.28K - $1.42K
57.1K $3.55M
CRWD
Crowd Strike Holdings, Inc.

Technology
278
+ 5.66%
$308.86 - $455.36 $85.9K - $127K
5.19K $1.83M
VEA
Vanguard Ftse Developed Market

ETFs
623
+ 2.11%
$47.4 - $52.99 $29.5K - $33K
30.1K $1.53M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.02K
+ 4.38%
$50.39 - $50.66 $102K - $102K
48.1K $2.44M
SO
Southern CO

Utilities
714
+ 17.75%
$80.96 - $92.96 $57.8K - $66.4K
4.74K $435K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.82K
+ 4.02%
$78.0 - $84.37 $142K - $154K
47.1K $3.76M
PG
Procter & Gamble CO

Consumer Defensive
489
+ 21.85%
$158.56 - $176.26 $77.5K - $86.2K
2.73K $464K
NEAR
Blackrock Short Maturity Bond

ETFs
1.12K
+ 20.57%
$50.4 - $50.89 $56.2K - $56.7K
6.54K $332K
KLAC
Kla Corp

Technology
18
+ 3.36%
$636.62 - $777.63 $11.5K - $14K
554 $376K
PMAR
Innovator U.S. Equity Power Bu

ETFs
515
+ 8.11%
$39.51 - $41.0 $20.3K - $21.1K
6.87K $274K
XLP
Consumer Staples Sector Spdr

ETFs
117
+ 1.11%
N/A
10.7K $810K
QCOM
Qualcomm Inc

Technology
45
+ 2.46%
$151.94 - $175.86 $6.84K - $7.91K
1.87K $287K
VO
Vanguard Mid Cap ETF

ETFs
655
+ 2.21%
$251.87 - $277.95 $165K - $182K
30.3K $7.85M
COF
Capital One Financial Corp

Financial Services
24
+ 1.86%
$163.87 - $209.82 $3.93K - $5.04K
1.31K $235K
Lam Research Corp
551
+ 1.06%
N/A
52.7K $0
STRV
Ea Ser Tr Strive 500 ETF
5.98K
New
N/A
5.98K $0
Blackrock Inc
18
+ 6.38%
N/A
300 $0
PEG
Public Service Enterprise Group Inc

Utilities
4
+ 0.15%
$78.2 - $90.39 $313 - $362
2.61K $214K
LOW
Lowes Companies Inc

Consumer Cyclical
67
+ 3.11%
$222.66 - $268.42 $14.9K - $18K
2.22K $518K
PJAN
Innovator U.S. Equity Power Bu

ETFs
250
+ 0.5%
$41.09 - $43.24 $10.3K - $10.8K
50.5K $2.1M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.11K
+ 0.74%
$65.27 - $71.18 $72.3K - $78.9K
151K $10M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
140
+ 6.98%
$165.25 - $224.62 $23.1K - $31.4K
2.15K $356K
IYJ
Ishares Tr

ETFs
17
+ 0.14%
$127.48 - $142.0 $2.17K - $2.41K
12.3K $1.6M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.76K
+ 1.93%
$48.02 - $53.02 $84.6K - $93.4K
93.1K $4.61M
GS
Goldman Sachs Group Inc

Financial Services
50
+ 1.45%
$524.81 - $672.19 $26.2K - $33.6K
3.51K $1.92M
LMT
Lockheed Martin Corp

Industrials
55
+ 2.33%
$423.19 - $506.29 $23.3K - $27.8K
2.42K $1.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
153
+ 2.19%
$551.42 - $612.93 $84.4K - $93.8K
7.13K $3.99M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.68K
+ 6.35%
$24.91 - $29.02 $142K - $165K
95.1K $2.38M
HD
Home Depot, Inc.

Consumer Cyclical
208
+ 2.48%
$347.25 - $424.87 $72.2K - $88.4K
8.58K $3.15M
TSLA
Tesla, Inc.

Consumer Cyclical
80
+ 7.63%
$222.15 - $428.22 $17.8K - $34.3K
1.13K $292K
VTI
Vanguard Total Stock Market Et

ETFs
196
+ 1.53%
$271.18 - $303.12 $53.2K - $59.4K
13K $3.57M
VBR
Vanguard Small Cap Value ETF

ETFs
83
+ 0.59%
$183.02 - $207.75 $15.2K - $17.2K
14.1K $2.62M
IYW
Ishares Dj Us Tech ETF

ETFs
45
+ 0.41%
$140.44 - $166.79 $6.32K - $7.51K
11.1K $1.56M
MAR
Marriott International Inc

Consumer Cyclical
250
+ 3.57%
$237.01 - $304.45 $59.3K - $76.1K
7.26K $1.73M
DLR
Digital Realty Trust, Inc.

Real Estate
1.39K
+ 10.26%
$142.1 - $183.56 $197K - $254K
14.9K $2.13M
Activity Summary
Buys All Purchases 61 New Holdings 7 Increased Positions 54 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Nikulski Financial, Inc. Portfolio

Follow Nikulski Financial, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nikulski Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nikulski Financial, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email