Nikulski Financial, Inc. Incresed Positions in Q4 2024

Nikulski Financial, Inc.

  • $333 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
18.6K
+ 1344.32%
$224.28 - $285.52 $4.16M - $5.3M
19.9K $4.49M
GOOGL
Alphabet Inc.

Communication Services
97
+ 0.17%
$161.86 - $196.66 $15.7K - $19.1K
57.9K $11M
JPM
Jpmorgan Chase & CO

Financial Services
141
+ 0.43%
$205.18 - $250.29 $28.9K - $35.3K
32.9K $7.88M
CRM
Salesforce, Inc.

Technology
81
+ 0.84%
$270.87 - $367.87 $21.9K - $29.8K
9.75K $3.26M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12.3K
+ 27.5%
$58.88 - $64.8 $725K - $798K
57.1K $3.36M
IGV
Ishares Expanded Tech Software

ETFs
3.03K
+ 20.91%
$87.5 - $110.17 $265K - $334K
17.5K $1.75M
COST
Costco Wholesale Corp

Consumer Defensive
99
+ 0.83%
$873.59 - $994.69 $86.5K - $98.5K
12K $11M
WMT
Walmart Inc.

Consumer Defensive
585
+ 1.73%
$79.1 - $95.7 $46.3K - $56K
34.4K $3.11M
CRWD
Crowd Strike Holdings, Inc.

Technology
72
+ 1.49%
$275.15 - $388.2 $19.8K - $28K
4.92K $1.68M
IGM
Ishares Expanded Tech Sector E

ETFs
1.98K
+ 12.93%
$94.19 - $106.95 $187K - $212K
17.3K $1.77M
DLR
Digital Realty Trust, Inc.

Real Estate
494
+ 3.8%
$156.46 - $195.69 $77.3K - $96.7K
13.5K $2.39M
IYW
Ishares Dj Us Tech ETF

ETFs
1.3K
+ 13.26%
$148.14 - $166.23 $192K - $216K
11.1K $1.77M
PANW
Palo Alto Networks Inc

Technology
19.8K
+ 95.3%
$181.96 - $405.9 $3.6M - $8.03M
40.5K $7.38M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.37K
+ 10.68%
$80.93 - $85.66 $354K - $374K
45.3K $3.66M
SOXX
Ishares Semiconductor ETF

ETFs
1.56K
+ 23.98%
$211.27 - $239.8 $329K - $374K
8.06K $1.74M
MAR
Marriott International Inc

Consumer Cyclical
90
+ 1.3%
$246.06 - $292.59 $22.1K - $26.3K
7.01K $1.95M
IYJ
Ishares Tr

ETFs
1.46K
+ 13.43%
$132.97 - $143.93 $194K - $210K
12.3K $1.64M
IYF
Ishares Tr

ETFs
796
+ 5.57%
$102.7 - $119.05 $81.7K - $94.8K
15.1K $1.67M
SCHA
Schwab Strategic Tr Us Small C

ETFs
91.4K
+ 103.71%
$25.33 - $51.16 $2.32M - $4.68M
180K $4.64M
NEAR
Blackrock Short Maturity Bond

ETFs
1.3K
+ 31.55%
$50.28 - $51.08 $65.4K - $66.4K
5.42K $273K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.46K
+ 6.57%
$71.75 - $75.11 $176K - $185K
39.9K $2.87M
HYD
Vaneck High Yield Muni ETF

ETFs
1.21K
+ 10.67%
$51.09 - $53.06 $61.8K - $64.2K
12.5K $651K
VO
Vanguard Mid Cap ETF

ETFs
143
+ 0.48%
$261.5 - $284.63 $37.4K - $40.7K
29.7K $7.84M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.23K
+ 0.82%
$65.67 - $69.79 $80.6K - $85.7K
150K $10.1M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
361
+ 2.5%
$69.3 - $74.3 $25K - $26.8K
14.8K $1.06M
HD
Home Depot, Inc.

Consumer Cyclical
415
+ 5.21%
$385.02 - $431.37 $160K - $179K
8.38K $3.26M
WM
Waste Management Inc

Industrials
477
+ 3.97%
$201.79 - $228.46 $96.3K - $109K
12.5K $2.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
175
+ 2.34%
$442.29 - $483.08 $77.4K - $84.5K
7.66K $3.47M
POCT
Innovator U.S. Equity Power Bu

ETFs
285
+ 2.36%
$38.63 - $40.03 $11K - $11.4K
12.4K $489K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
575
+ 1.26%
$50.37 - $50.6 $29K - $29.1K
46.1K $2.32M
VEA
Vanguard Ftse Developed Market

ETFs
2.99K
+ 11.29%
$47.57 - $52.44 $142K - $157K
29.5K $1.41M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
330
+ 1.09%
$20.6 - $20.71 $6.8K - $6.83K
30.7K $633K
SO
Southern CO

Utilities
368
+ 10.07%
$81.5 - $94.15 $30K - $34.6K
4.02K $331K
PNOV
Innovator U.S. Equity Power Bu
2.33K
+ 42.86%
N/A
7.75K $0
PDEC
Innovator U.S. Equity Power Bu
450
+ 8.11%
N/A
6K $0
VBR
Vanguard Small Cap Value ETF

ETFs
157
+ 1.13%
$197.36 - $217.3 $31K - $34.1K
14K $2.77M
PEG
Public Service Enterprise Group Inc

Utilities
1
+ 0.04%
$81.87 - $94.51 $81.9 - $94.5
2.6K $219K
JNJ
Johnson & Johnson

Healthcare
12
+ 0.85%
$143.34 - $165.86 $1.72K - $1.99K
1.43K $206K
QCOM
Qualcomm Inc

Technology
7
+ 0.38%
$150.4 - $178.04 $1.05K - $1.25K
1.83K $280K
PEP
Pepsico Inc

Consumer Defensive
6
+ 0.24%
$151.29 - $176.1 $908 - $1.06K
2.5K $379K
STX
Seagate Technology Holdings PLC

Technology
38
+ 1.48%
$86.31 - $112.64 $3.28K - $4.28K
2.6K $224K
KLAC
Kla Corp

Technology
8
+ 1.52%
$614.46 - $829.55 $4.92K - $6.64K
536 $337K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
80.2K
+ 198.77%
$26.93 - $84.95 $2.16M - $6.81M
121K $3.29M
SHW
Sherwin Williams CO

Basic Materials
65
+ 1.79%
$338.75 - $399.71 $22K - $26K
3.69K $1.26M
AMGN
Amgen Inc

Healthcare
3
+ 0.11%
$258.78 - $328.31 $776 - $985
2.73K $710K
LLY
Eli Lilly & CO

Healthcare
143
+ 4.98%
$727.2 - $932.06 $104K - $133K
3.01K $2.33M
LMT
Lockheed Martin Corp

Industrials
4
+ 0.17%
$479.66 - $614.62 $1.92K - $2.46K
2.36K $1.15M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
336
+ 0.75%
$79.93 - $88.06 $26.9K - $29.6K
45.2K $3.61M
ABBV
Abb Vie Inc.

Healthcare
1.17K
+ 3.1%
$164.99 - $203.87 $193K - $239K
39K $6.93M
Activity Summary
Buys All Purchases 61 New Holdings 10 Increased Positions 51 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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