Nicholson Wealth Management Group, LLC Reduced Holdings in Q4 2025

Nicholson Wealth Management Group, LLC

  • $170 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7.34K
- 46.24%
$600.51 - $631.95 $4.41M - $4.64M
8.54K $5.36B
Perspective Therapeutics Inc
-300
- 0.02%
N/A
1.62M $4.45B
MSFT
Microsoft Corp

Technology
-3
- 0.04%
$496.82 - $542.07 $1.49K - $1.63K
7.46K $3.61B
AVGO
Broadcom Inc.

Technology
-1.08K
- 14.44%
$324.63 - $385.98 $351K - $418K
6.41K $2.22B
XYL
Xylem Inc.

Industrials
-69
- 0.51%
$142.73 - $152.95 $9.85K - $10.6K
13.6K $1.85B
ABC
Amerisourcebergen Corp

Healthcare
-1.01K
- 13.42%
N/A
6.48K $2.19B
GD
General Dynamics Corp

Industrials
-304
- 4.59%
$330.59 - $353.77 $100K - $108K
6.33K $2.13B
PSX
Phillips 66

Energy
-189
- 1.4%
$126.76 - $142.32 $24K - $26.9K
13.3K $1.71B
ATO
Atmos Energy Corp

Utilities
-333
- 2.82%
$168.85 - $179.19 $56.2K - $59.7K
11.5K $1.93B
CLX
Clorox CO

Consumer Defensive
-60
- 1.71%
$103.68 - $123.19 $6.22K - $7.39K
3.46K $348M
DUK
Duke Energy Corp

Utilities
-311
- 13.57%
$121.57 - $129.03 $37.8K - $40.1K
1.98K $232M
SON
Sonoco Products CO

Consumer Cyclical
-600
- 9.3%
$39.27 - $43.32 $23.6K - $26K
5.85K $255M
MDT
Medtronic PLC

Healthcare
-333
- 1.72%
$90.06 - $98.43 $30K - $32.8K
19K $1.83B
AMZN
Amazon Com Inc

Consumer Cyclical
-5
- 0.29%
$213.04 - $254.0 $1.07K - $1.27K
1.72K $396M
GOOGL
Alphabet Inc.

Communication Services
-50
- 5.95%
$236.57 - $291.31 $11.8K - $14.6K
790 $247M
NEE
Nextera Energy Inc

Utilities
-366
- 1.55%
$78.18 - $86.03 $28.6K - $31.5K
23.3K $1.87B
JNJ
Johnson & Johnson

Healthcare
-644
- 5.55%
$185.98 - $199.58 $120K - $129K
11K $2.27B
AAPL
Apple Inc.

Technology
-273
- 2.44%
$245.27 - $275.25 $67K - $75.1K
10.9K $2.97B
ADI
Analog Devices Inc

Technology
-280
- 3.45%
$225.32 - $246.37 $63.1K - $69K
7.84K $2.13B
CSCO
Cisco Systems, Inc.

Technology
-1.24K
- 4.39%
$67.46 - $78.0 $83.3K - $96.3K
26.9K $2.07B
PLD
Prologis, Inc.

Real Estate
-198
- 1.36%
$111.23 - $127.18 $22K - $25.2K
14.3K $1.83B
CB
Chubb LTD

Financial Services
-7
- 0.1%
$268.2 - $296.22 $1.88K - $2.07K
6.75K $2.11B
PH
Parker Hannifin Corp

Industrials
-98
- 4.02%
$716.66 - $857.93 $70.2K - $84.1K
2.34K $2.06B
AMGN
Amgen Inc

Healthcare
-171
- 2.76%
$290.13 - $341.71 $49.6K - $58.4K
6.02K $1.97B
LLY
Eli Lilly & CO

Healthcare
-163
- 6.31%
$799.57 - $1025.28 $130K - $167K
2.42K $2.6B
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
Track This Portfolio

Track Nicholson Wealth Management Group, LLC Portfolio

Follow Nicholson Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nicholson Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nicholson Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email