Nicholson Wealth Management Group, LLC Incresed Positions in Q3 2025

Nicholson Wealth Management Group, LLC

  • $171 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
6.06K
+ 58.31%
$97.39 - $125.4 $590K - $760K
16.5K $2.04B
MA
Mastercard Inc

Financial Services
1.73K
+ 153.64%
$550.18 - $598.96 $952K - $1.04M
2.86K $1.62B
WRB
Berkley W R Corp

Financial Services
11.8K
+ 126.25%
$67.78 - $76.62 $802K - $906K
21.2K $1.62B
LLY
Eli Lilly & CO

Healthcare
988
+ 61.98%
$625.65 - $812.69 $618K - $803K
2.58K $1.97B
ROP
Roper Technologies Inc

Industrials
1.54K
+ 147.8%
$495.03 - $573.0 $764K - $884K
2.59K $1.29B
AAPL
Apple Inc.

Technology
519
+ 4.86%
$202.38 - $256.87 $105K - $133K
11.2K $2.85B
UNH
Unitedhealth Group Inc

Healthcare
1.4K
+ 45.59%
$237.77 - $353.61 $333K - $495K
4.47K $1.54B
JNJ
Johnson & Johnson

Healthcare
118
+ 1.03%
$155.17 - $185.42 $18.3K - $21.9K
11.6K $2.15B
BFB
Brown Forman Corp Cl B
14.3K
+ 41.48%
N/A
48.7K $1.32B
BDX
Becton Dickinson & CO

Healthcare
1.52K
+ 23.58%
$172.41 - $199.66 $262K - $303K
7.95K $1.49B
HD
Home Depot, Inc.

Consumer Cyclical
343
+ 6.69%
$357.4 - $423.42 $123K - $145K
5.47K $2.22B
LOW
Lowes Companies Inc

Consumer Cyclical
553
+ 8.52%
$215.01 - $273.02 $119K - $151K
7.04K $1.77B
AFL
Aflac Inc

Financial Services
2.13K
+ 14.5%
$98.09 - $111.7 $209K - $238K
16.8K $1.88B
XYL
Xylem Inc.

Industrials
476
+ 3.61%
$129.67 - $147.5 $61.7K - $70.2K
13.6K $2.01B
PSX
Phillips 66

Energy
369
+ 2.82%
$118.37 - $139.46 $43.7K - $51.5K
13.5K $1.83B
NJR
New Jersey Resources Corp

Utilities
3.02K
+ 9.38%
$45.05 - $48.15 $136K - $145K
35.2K $1.7B
PEP
Pepsico Inc

Consumer Defensive
841
+ 5.56%
$133.81 - $152.16 $113K - $128K
16K $2.24B
NEE
Nextera Energy Inc

Utilities
1.44K
+ 6.49%
$69.77 - $77.54 $101K - $112K
23.6K $1.78B
CBSH
Commerce Bancshares Inc

Financial Services
4.81K
+ 22.99%
$58.61 - $66.11 $282K - $318K
25.7K $1.54B
PH
Parker Hannifin Corp

Industrials
100
+ 4.28%
$697.13 - $769.67 $69.7K - $77K
2.44K $1.85B
GLD
Spdr Gold Trust

ETFs
65
+ 1.73%
$300.96 - $355.47 $19.6K - $23.1K
3.82K $1.36B
ATO
Atmos Energy Corp

Utilities
77
+ 0.66%
$151.51 - $170.75 $11.7K - $13.1K
11.8K $2.02B
ITW
Illinois Tool Works Inc

Industrials
458
+ 7.53%
$252.31 - $269.41 $116K - $123K
6.54K $1.7B
WEC
Wec Energy Group, Inc.

Utilities
155
+ 0.89%
$103.66 - $114.59 $16.1K - $17.8K
17.6K $2.01B
MDT
Medtronic PLC

Healthcare
409
+ 2.16%
$87.67 - $95.74 $35.9K - $39.2K
19.4K $1.84B
PLD
Prologis, Inc.

Real Estate
518
+ 3.69%
$104.08 - $115.35 $53.9K - $59.8K
14.5K $1.67B
CMS
Cms Energy Corp

Utilities
1.26K
+ 5.38%
$69.37 - $74.67 $87.6K - $94.3K
24.8K $1.81B
WMT
Walmart Inc.

Consumer Defensive
703
+ 3.51%
$94.4 - $104.27 $66.4K - $73.3K
20.8K $2.14B
ADI
Analog Devices Inc

Technology
460
+ 6.01%
$220.68 - $255.63 $102K - $118K
8.12K $1.99B
O
Realty Income Corp

Real Estate
1.03K
+ 3.58%
$56.13 - $60.79 $57.7K - $62.5K
29.8K $1.81B
TSCO
Tractor Supply CO

Consumer Cyclical
506
+ 1.73%
$54.08 - $62.65 $27.4K - $31.7K
29.8K $1.69B
MCD
Mcdonalds Corp

Consumer Cyclical
215
+ 3.32%
$291.67 - $316.99 $62.7K - $68.2K
6.69K $2.03B
ACN
Accenture PLC

Technology
1.49K
+ 32.57%
$232.56 - $304.78 $345K - $453K
6.05K $1.49B
SHW
Sherwin Williams CO

Basic Materials
305
+ 6.49%
$330.88 - $375.23 $101K - $114K
5.01K $1.73B
AWK
American Water Works Company, Inc.

Utilities
700
+ 6.12%
$135.05 - $147.0 $94.5K - $103K
12.1K $1.69B
AMGN
Amgen Inc

Healthcare
272
+ 4.6%
$271.18 - $309.22 $73.8K - $84.1K
6.19K $1.75B
CB
Chubb LTD

Financial Services
496
+ 7.93%
$265.99 - $289.59 $132K - $144K
6.75K $1.91B
CTAS
Cintas Corp

Industrials
978
+ 15.23%
$199.29 - $226.27 $195K - $221K
7.4K $1.52B
SLV
I Shares Silver Trust

ETFs
362
+ 5.28%
$32.73 - $42.5 $11.8K - $15.4K
7.22K $306M
ZTS
Zoetis Inc.

Healthcare
1.13K
+ 12.59%
$141.13 - $159.19 $159K - $179K
10.1K $1.47B
ABT
Abbott Laboratories

Healthcare
704
+ 5.21%
$120.51 - $136.62 $84.8K - $96.2K
14.2K $1.9B
Linde PLC
90
+ 2.22%
N/A
4.14K $1.96B
EMR
Emerson Electric CO

Industrials
704
+ 5.53%
$128.6 - $149.63 $90.5K - $105K
13.4K $1.76B
GWW
W.W. Grainger, Inc.

Industrials
209
+ 12.81%
$932.44 - $1059.49 $195K - $221K
1.84K $1.75B
ECL
Ecolab Inc.

Basic Materials
100
+ 1.53%
$259.39 - $285.47 $25.9K - $28.5K
6.66K $1.82B
BR
Broadridge Financial Solutions, Inc.

Technology
359
+ 5.38%
$233.75 - $266.89 $83.9K - $95.8K
7.04K $1.68B
APD
Air Products & Chemicals, Inc.

Basic Materials
369
+ 7.0%
$265.78 - $299.3 $98.1K - $110K
5.64K $1.54B
CMCSA
Comcast Corp

Communication Services
7.1K
+ 17.65%
$31.41 - $36.33 $223K - $258K
47.3K $1.49B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.32%
$546.99 - $602.2 $1.64K - $1.81K
948 $569M
Activity Summary
Buys All Purchases 80 New Holdings 6 Increased Positions 74 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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