Nikulski Financial, Inc. Incresed Positions in Q1 2025

Nikulski Financial, Inc.

  • $324 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
MCD
Mcdonalds Corp

Consumer Cyclical
135
+ 1.13%
$279.74 - $321.29 $37.8K - $43.4K
12.1K $3.78M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
22
+ 0.04%
$58.01 - $64.46 $1.28K - $1.42K
57.1K $3.55M
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
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
PANW
Palo Alto Networks Inc

Technology
998
+ 2.46%
$167.82 - $208.28 $167K - $208K
41.5K $7.09M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
727
+ 0.85%
$108.02 - $120.45 $78.5K - $87.6K
85.8K $9.44M
QQQ
Invesco Qqq Trust, Series 1

ETFs
832
+ 4.68%
$468.34 - $539.52 $390K - $449K
18.6K $8.72M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.35K
+ 0.75%
$23.16 - $27.04 $31.4K - $36.6K
181K $4.24M
CEG
Constellation Energy Corp

Utilities
170
+ 0.85%
$201.63 - $347.44 $34.3K - $59.1K
20.1K $4.06M
CRM
Salesforce, Inc.

Technology
200
+ 2.05%
$268.36 - $359.95 $53.7K - $72K
9.95K $2.67M
MSFT
Microsoft Corp

Technology
580
+ 2.83%
$375.39 - $447.2 $218K - $259K
21K $7.9M
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
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