Nikulski Financial, Inc. Portfolio Holdings

Nikulski Financial, Inc.

  • $324 Million
  • Q1 2025

Nikulski Financial, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $324 Million distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $19.3M, Apple Inc. with a value of $17.3M, Amazon Com Inc with a value of $13.4M, Costco Wholesale Corp with a value of $11.6M, and Invesco Exchange Traded Fd Tr with a value of $10M.

Examining the 13F form we can see an decrease of $9.43M in the current position value, from $333M to 324M.

Below you can find more details about Nikulski Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $324 Million
ETFs: $162 Million
Technology: $49.3 Million
Consumer Cyclical: $25.1 Million
Financial Services: $24.4 Million
Healthcare: $19.5 Million
Consumer Defensive: $15.7 Million
Communication Services: $10.6 Million
Industrials: $8.47 Million
Other: $8.93 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.7B
$7.09 Million 2.19% of portfolio
41,536
Q1 2025 Added 2.46%
$102B
$4.06 Million 1.25% of portfolio
20,116
Q1 2025 Added 0.85%
$154B
$3.71 Million 1.14% of portfolio
7,897
Q1 2025 Added 0.03%
$52.5B
$3.03 Million 0.94% of portfolio
14,620
Q1 2025 Reduced 2.31%
$92.7B
$2.94 Million 0.91% of portfolio
12,708
Q1 2025 Added 1.79%
$113B
$2.43 Million 0.75% of portfolio
14,503
Q1 2025 Reduced 3.47%
$49.2B
$2.13 Million 0.66% of portfolio
14,881
Q1 2025 Added 10.26%
$110B
$1.83 Million 0.57% of portfolio
5,194
Q1 2025 Added 5.66%
$90.6B
$1.73 Million 0.53% of portfolio
7,256
Q1 2025 Added 3.57%
$146B
$1.55 Million 0.48% of portfolio
12,685
Q1 2025 Reduced 0.08%
$91.1B
$1.29 Million 0.4% of portfolio
3,693
Q4 2024 Added 1.79%
$121B
$1.08 Million 0.33% of portfolio
2,417
Q1 2025 Added 2.33%
$159B
$832,000 0.26% of portfolio
2,671
Q1 2025 Reduced 1.98%
$174B
$783,000 0.24% of portfolio
2,044
Q1 2025 Reduced 0.97%
$60.5B
$652,000 0.2% of portfolio
3,433
Q1 2025 Reduced 6.84%
$140B
$518,000 0.16% of portfolio
2,223
Q1 2025 Added 3.11%
$100B
$435,000 0.13% of portfolio
4,737
Q1 2025 Added 17.75%
$131B
$376,000 0.12% of portfolio
554
Q1 2025 Added 3.36%
$185B
$350,000 0.11% of portfolio
2,336
Q1 2025 Reduced 6.37%
$76.4B
$327,000 0.1% of portfolio
3,495
Q2 2024 Added 9.39%
$42.9B
$305,000 0.09% of portfolio
6,625
Q4 2024 New
$179B
$287,000 0.09% of portfolio
1,871
Q1 2025 Added 2.46%
$52.6B
$296,000 0.09% of portfolio
1,922
Q1 2025 Reduced 0.67%
$13B
$285,000 0.09% of portfolio
6,750
Q3 2024 Reduced 2.53%
$133B
$260,000 0.08% of portfolio
3,000
Q4 2024 Reduced 1.64%
$61.5B
$224,000 0.07% of portfolio
920
Q1 2025 Reduced 5.15%
$83.7B
$235,000 0.07% of portfolio
1,314
Q1 2025 Added 1.86%
$40.7B
$214,000 0.07% of portfolio
2,605
Q1 2025 Added 0.15%
$16.4B
$220,000 0.07% of portfolio
480
Q1 2025 Reduced 12.73%
$79.8B
$227,000 0.07% of portfolio
919
Q1 2025 Reduced 17.06%
$53.8B
$210,000 0.06% of portfolio
1,925
Q1 2025 New
$29.3B
$207,000 0.06% of portfolio
2,439
Q1 2025 Reduced 6.19%
$122B
$203,000 0.06% of portfolio
3,676
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $324 Million
  • Prior Value $333 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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