Nikulski Financial, Inc. Portfolio Holdings
Nikulski Financial, Inc.
- $331 Million
- Q3 2024
Nikulski Financial, Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $331 Million distributed in 132 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $19.4M, Apple Inc. with a value of $18.4M, Amazon Com Inc with a value of $13.5M, Costco Wholesale Corp with a value of $10.5M, and Invesco Exchange Traded Fd Tr with a value of $10M.
Examining the 13F form we can see an increase of $18M in the current position value, from $313M to 331M.
Below you can find more details about Nikulski Financial, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$331 Million
ETFs: $169 Million
Technology: $57 Million
Consumer Cyclical: $25.4 Million
Financial Services: $21.3 Million
Healthcare: $19.4 Million
Consumer Defensive: $14.8 Million
Communication Services: $11.5 Million
Industrials: $8.03 Million
Other: $4.64 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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