Nicholson Wealth Management Group, LLC Portfolio Holdings

Nicholson Wealth Management Group, LLC

  • $122 Billion
  • Q3 2024

Nicholson Wealth Management Group, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Perspective Therapeutics Inc with a value of $21.4B, Vanguard Index Fds S&P 500 ETF with a value of $5.46B, Vanguard Total Stock Market Et with a value of $3.25B, United Bankshares Inc with a value of $2.85B, and American Centy ETF Tr Avantis with a value of $2.59B.

Examining the 13F form we can see an increase of $122B in the current position value.

Nicholson Wealth Management Group, LLC is based out at Charlestown, SC

Below you can find more details about Nicholson Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
ETFs: $18.6 Billion
Industrials: $14.9 Billion
Financial Services: $14 Billion
Consumer Defensive: $10.3 Billion
Technology: $9.88 Billion
Healthcare: $9.02 Billion
Utilities: $8.52 Billion
Consumer Cyclical: $5.95 Billion
Other: $7.56 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.8B
$1.45 Billion 1.19% of portfolio
12,345
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $122 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 97 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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