Nicholson Wealth Management Group, LLC Incresed Positions in Q4 2025

Nicholson Wealth Management Group, LLC

  • $170 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FDS
Factset Research Systems Inc

Financial Services
1.86K
+ 41.63%
$253.62 - $294.11 $471K - $547K
6.33K $1.84B
JKHY
Henry Jack & Associates Inc

Technology
970
+ 10.28%
$146.26 - $167.17 $142K - $162K
10.4K $1.9B
PPG
Ppg Industries Inc

Basic Materials
4.39K
+ 32.32%
$94.92 - $105.45 $417K - $463K
18K $1.84B
MKC
Mccormick & CO Inc

Consumer Defensive
5.26K
+ 24.17%
$63.83 - $68.91 $335K - $362K
27K $1.84B
ZTS
Zoetis Inc.

Healthcare
4.6K
+ 45.69%
$118.8 - $147.53 $546K - $678K
14.7K $1.84B
ACN
Accenture PLC

Technology
837
+ 13.85%
$234.02 - $253.35 $196K - $212K
6.88K $1.85B
ROP
Roper Technologies Inc

Industrials
1.08K
+ 41.59%
$443.27 - $520.0 $477K - $560K
3.66K $1.63B
CHD
Church & Dwight CO Inc

Consumer Defensive
4.65K
+ 28.4%
$81.8 - $90.01 $380K - $419K
21K $1.76B
CL
Colgate Palmolive CO

Consumer Defensive
4.2K
+ 22.9%
$74.98 - $79.86 $315K - $336K
22.6K $1.78B
BFB
Brown Forman Corp Cl B
13.9K
+ 28.53%
N/A
62.6K $1.63B
BDX
Becton Dickinson & CO

Healthcare
1.27K
+ 15.91%
$176.39 - $193.93 $223K - $245K
9.22K $1.79B
UNH
Unitedhealth Group Inc

Healthcare
1.06K
+ 23.64%
$320.52 - $369.92 $339K - $391K
5.53K $1.82B
CEG
Constellation Energy Corp

Utilities
434
+ 9.08%
$335.74 - $401.43 $146K - $174K
5.22K $1.84B
CBSH
Commerce Bancshares Inc

Financial Services
8.52K
+ 33.09%
$52.19 - $59.46 $444K - $506K
34.3K $1.79B
APD
Air Products & Chemicals, Inc.

Basic Materials
1.52K
+ 26.96%
$237.56 - $271.47 $361K - $413K
7.16K $1.77B
MA
Mastercard Inc

Financial Services
393
+ 13.76%
$536.85 - $580.45 $211K - $228K
3.25K $1.85B
GLD
Spdr Gold Trust

ETFs
156
+ 4.08%
$354.79 - $403.15 $55.3K - $62.9K
3.98K $1.58B
WMT
Walmart Inc.

Consumer Defensive
357
+ 1.72%
$101.18 - $109.03 $36.1K - $38.9K
21.1K $2.35B
PAYX
Paychex Inc

Industrials
3.48K
+ 28.24%
$111.08 - $128.59 $387K - $448K
15.8K $1.77B
GWW
W.W. Grainger, Inc.

Industrials
96
+ 5.21%
$926.21 - $979.0 $88.9K - $94K
1.94K $1.95B
BRO
Brown & Brown, Inc.

Financial Services
5.36K
+ 31.12%
$76.42 - $95.96 $409K - $514K
22.6K $1.8B
TXN
Texas Instruments Inc

Technology
1.57K
+ 17.33%
N/A
10.6K $1.84B
SLV
I Shares Silver Trust

ETFs
204
+ 2.82%
$42.4 - $49.17 $8.65K - $10K
7.43K $478M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
4.6K
+ 37.24%
$33.05 - $33.87 $152K - $156K
16.9K $580M
VTI
Vanguard Total Stock Market Et

ETFs
245
+ 2.23%
$321.8 - $337.95 $78.8K - $82.8K
11.2K $3.77B
SPGI
S&P Global Inc.

Financial Services
61
+ 1.78%
$472.05 - $502.96 $28.8K - $30.7K
3.48K $1.82B
INTU
Intuit Inc

Technology
284
+ 13.24%
$641.79 - $683.39 $182K - $194K
2.43K $1.61B
MCD
Mcdonalds Corp

Consumer Cyclical
432
+ 6.45%
$293.81 - $310.11 $127K - $134K
7.13K $2.18B
V
Visa Inc.

Financial Services
233
+ 4.04%
$325.75 - $352.42 $75.9K - $82.1K
6.01K $2.11B
SHW
Sherwin Williams CO

Basic Materials
757
+ 15.12%
$330.74 - $354.45 $250K - $268K
5.76K $1.87B
EMR
Emerson Electric CO

Industrials
820
+ 6.1%
$126.01 - $140.03 $103K - $115K
14.3K $1.89B
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.31K
+ 24.49%
$55.57 - $63.17 $351K - $399K
32.1K $1.73B
ICE
Intercontinental Exchange, Inc.

Financial Services
1.11K
+ 11.35%
$145.59 - $162.64 $161K - $180K
10.8K $1.76B
CTAS
Cintas Corp

Industrials
1.23K
+ 16.59%
$182.04 - $203.64 $224K - $250K
8.63K $1.62B
LOW
Lowes Companies Inc

Consumer Cyclical
697
+ 9.9%
$225.0 - $247.99 $157K - $173K
7.74K $1.87B
WRB
Berkley W R Corp

Financial Services
3.31K
+ 15.61%
$71.34 - $78.46 $236K - $260K
24.5K $1.72B
PG
Procter & Gamble CO

Consumer Defensive
1.77K
+ 11.45%
$145.5 - $153.18 $257K - $271K
17.2K $2.47B
TSLA
Tesla, Inc.

Consumer Cyclical
144
+ 9.21%
$401.99 - $468.37 $57.9K - $67.4K
1.71K $768M
VIG
Vanguard Dividend Appreciation

ETFs
194
+ 16.62%
N/A
1.36K $299M
NJR
New Jersey Resources Corp

Utilities
1.98K
+ 5.62%
$44.13 - $47.67 $87.2K - $94.2K
37.2K $1.71B
SYK
Stryker Corp

Healthcare
299
+ 6.29%
$353.81 - $388.35 $106K - $116K
5.06K $1.78B
ADP
Automatic Data Processing Inc

Industrials
946
+ 15.24%
$250.9 - $292.94 $237K - $277K
7.15K $1.84B
NVDA
Nvidia Corp

Technology
77
+ 2.33%
$179.83 - $207.04 $13.8K - $15.9K
3.39K $632M
AFL
Aflac Inc

Financial Services
328
+ 1.95%
$105.7 - $115.01 $34.7K - $37.7K
17.2K $1.89B
ITW
Illinois Tool Works Inc

Industrials
427
+ 6.53%
$242.03 - $260.73 $103K - $111K
6.96K $1.72B
BR
Broadridge Financial Solutions, Inc.

Technology
499
+ 7.09%
$217.49 - $236.9 $109K - $118K
7.54K $1.68B
Linde PLC
428
+ 10.35%
N/A
4.56K $1.95B
COST
Costco Wholesale Corp

Consumer Defensive
129
+ 6.17%
$910.94 - $954.99 $118K - $123K
2.22K $1.91B
ECL
Ecolab Inc.

Basic Materials
207
+ 3.11%
$253.06 - $281.35 $52.4K - $58.2K
6.86K $1.8B
Activity Summary
Buys All Purchases 62 New Holdings 3 Increased Positions 59 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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