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