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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$328,000 0.1% of portfolio
3,557
Q1 2025 Reduced 10.67%
$0
$338,000 0.1% of portfolio
8,970
Q1 2025 Reduced 3.24%
$76.4B
$327,000 0.1% of portfolio
3,495
Q2 2024 Added 9.39%
$105B
$316,000 0.1% of portfolio
1,100
Q4 2024 Reduced 19.94%
$0
$328,000 0.1% of portfolio
2,048
Q1 2025 Reduced 3.53%
$0
$332,000 0.1% of portfolio
6,535
Q1 2025 Added 20.57%
$934B
$292,000 0.09% of portfolio
1,128
Q1 2025 Added 7.63%
$42.9B
$305,000 0.09% of portfolio
6,625
Q4 2024 New
$0
$290,000 0.09% of portfolio
5,639
Q1 2024 Reduced 10.34%
$179B
$287,000 0.09% of portfolio
1,871
Q1 2025 Added 2.46%
$0
$277,000 0.09% of portfolio
1,345
Q1 2024 Reduced 28.3%
$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%
$0
$276,000 0.09% of portfolio
746
Q4 2024 Reduced 13.86%
$133B
$260,000 0.08% of portfolio
3,000
Q4 2024 Reduced 1.64%
$0
$274,000 0.08% of portfolio
6,865
Q1 2025 Added 8.11%
$0
$227,000 0.07% of portfolio
4,560
Q1 2025 Reduced 4.7%
$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%
$409B
$223,000 0.07% of portfolio
1,346
Q1 2025 Reduced 5.61%
$0
$219,000 0.07% of portfolio
6,980
Q1 2025 New
$16.4B
$220,000 0.07% of portfolio
480
Q1 2025 Reduced 12.73%
$0
$231,000 0.07% of portfolio
552
Q4 2023 New
$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%
$0
$210,000 0.06% of portfolio
5,335
Q1 2025 New
$284B
$206,000 0.06% of portfolio
3,341
Q1 2025 Reduced 2.68%
$122B
$203,000 0.06% of portfolio
3,676
Q1 2025 New
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.77%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.06%
-
$0 0.0% of portfolio
-
Q4 2024 Added 42.86%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.33%
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q2 2023 New
-
$0 0.0% of portfolio
-
Q1 2025 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 6.38%

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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