Nikulski Financial, Inc. Portfolio Holdings
Nikulski Financial, Inc.
- $333 Million
- Q4 2024
Nikulski Financial, Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $333 Million distributed in 133 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.4M, Vanguard Dividend Appreciation with a value of $19.3M, Amazon Com Inc with a value of $15.5M, Costco Wholesale Corp with a value of $11M, and Alphabet Inc. with a value of $11M.
Examining the 13F form we can see an increase of $2.23M in the current position value, from $331M to 333M.
Below you can find more details about Nikulski Financial, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$333 Million
ETFs: $165 Million
Technology: $55.8 Million
Consumer Cyclical: $27.4 Million
Financial Services: $22.8 Million
Healthcare: $17.3 Million
Consumer Defensive: $15.4 Million
Communication Services: $12.5 Million
Industrials: $7.83 Million
Other: $9.16 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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