Nicholson-Wealth-Management-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-12
Total Holdings
102
Total Value
152369842
Accession Number
0001765380-25-000211
Form Type
13F-HR
Manager Name
Nicholson-Wealth-Management-Group
Data Enrichment
96% identified
98 identified4 unidentified

Holdings

102 positions • $152.4M total value
Manager:
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NVIDIA CORP
Shares:2.1K
Value:$223.8K
% of Portfolio:0.1% ($223.8K/$152.4M)
ROPER TECHNOLOGIES INC
Shares:346
Value:$204.0K
% of Portfolio:0.1% ($204.0K/$152.4M)