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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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