Nikulski Financial, Inc. Portfolio Holdings

Nikulski Financial, Inc.

  • $333 Million
  • Q4 2024

Nikulski Financial, Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $333 Million distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.4M, Vanguard Dividend Appreciation with a value of $19.3M, Amazon Com Inc with a value of $15.5M, Costco Wholesale Corp with a value of $11M, and Alphabet Inc. with a value of $11M.

Examining the 13F form we can see an increase of $2.23M in the current position value, from $331M to 333M.

Below you can find more details about Nikulski Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $333 Million
ETFs: $165 Million
Technology: $55.8 Million
Consumer Cyclical: $27.4 Million
Financial Services: $22.8 Million
Healthcare: $17.3 Million
Consumer Defensive: $15.4 Million
Communication Services: $12.5 Million
Industrials: $7.83 Million
Other: $9.16 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.97T
$19.4 Million 5.81% of portfolio
77,330
Q4 2024 Reduced 2.25%
$2.17T
$15.5 Million 4.65% of portfolio
70,640
Q4 2024 Reduced 2.62%
$467B
$11 Million 3.3% of portfolio
11,991
Q4 2024 Added 0.83%
$1.05T
$11 Million 3.29% of portfolio
57,855
Q4 2024 Added 0.17%
$2.97T
$8.63 Million 2.59% of portfolio
20,469
Q4 2024 Reduced 0.37%
$316B
$8.44 Million 2.53% of portfolio
62,869
Q4 2024 Reduced 0.42%
$755B
$7.88 Million 2.37% of portfolio
32,881
Q4 2024 Added 0.43%
$361B
$6.93 Million 2.08% of portfolio
38,977
Q4 2024 Added 3.1%
$440B
$5.99 Million 1.8% of portfolio
11,832
Q4 2024 Added 3.57%
$576B
$4.41 Million 1.32% of portfolio
13,944
Q4 2024 Reduced 0.34%
$229B
$3.46 Million 1.04% of portfolio
11,951
Q4 2024 Reduced 2.85%
$650B
$3.47 Million 1.04% of portfolio
7,655
Q4 2024 Added 2.34%
$403B
$3.26 Million 0.98% of portfolio
8,376
Q4 2024 Added 5.21%
$306B
$3.26 Million 0.98% of portfolio
9,745
Q4 2024 Added 0.84%
$265B
$3.11 Million 0.93% of portfolio
34,387
Q4 2024 Added 1.73%
$857B
$2.33 Million 0.7% of portfolio
3,012
Q4 2024 Added 4.98%
$210B
$1.98 Million 0.59% of portfolio
3,458
Q4 2024 Added 1.32%
$1.48T
$1.2 Million 0.36% of portfolio
2,042
Q4 2024 Reduced 2.62%
$238B
$1.13 Million 0.34% of portfolio
10,016
Q3 2024 Added 2.29%
$206B
$917,000 0.28% of portfolio
2,064
Q4 2024 Reduced 3.96%
$956B
$423,000 0.13% of portfolio
1,048
Q3 2024 Reduced 8.71%
$982B
$395,000 0.12% of portfolio
2,005
Q2 2024 Reduced 0.5%
$216B
$379,000 0.11% of portfolio
2,495
Q4 2024 Added 0.24%
$409B
$375,000 0.11% of portfolio
2,238
Q4 2024 Reduced 2.61%
$435B
$343,000 0.1% of portfolio
385
Q3 2024 Reduced 5.64%
$264B
$203,000 0.06% of portfolio
3,433
Q4 2024 New
$434B
$206,000 0.06% of portfolio
1,426
Q4 2024 Added 0.85%

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $333 Million
  • Prior Value $331 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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