Nicholson-Wealth-Management-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ "TROW", "ACN", "ABT", "APD", "AVGO", "LOW", "BRO", "WRB", "DUK", "CATX", "GD", "HON", "HD", "MCD", "UNP", "ITW", "EMR", "ICE", "LHX", "LIN", "MA", "MDT", "MSFT", "MDLZ", "PAYX", null, "PEP", "UNH", "AAPL", "ECL", "NVDA", "LMT", "PG", "MKC", "AMGN", "PPG", "SPGI", "SHW", "ROP", "O", "GLD", "IBM", "SYK", "SBUX", "TXN", "NJR", null, null, "TSCO", null, "ATO", "SSB", "AFL", "UBSI", "APH", "WEC", "FDS", "AMZN", "CMS", "VOO", "V", "WMT", "XYL", "DVY", "JKHY", "SO", "SON", "PSX", "GWW", "NUE", "ADP", "BRK-B", "BDX", "BF-B", "BR", "CVX", "CB", "CHD", "CTAS", "CSCO", "CLX", "CHCO", "KO", "CBSH", "CMCSA", "CL", "COST", "RSP", "ADI", "NEE", "QQQ", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PH", "AWK", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified98 identified4 unidentified
Holdings
102 positions • $152.4M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
NVIDIA CORP(NVDAcusip67066G104) | 2.1K | YoY- | All Managers (Combined) | $223.8K | 0.1% ($223.8K/$152.4M) | YoY- |
346 | QoQ NEW(+346) YoY- | All Managers (Combined) | $204.0K | 0.1% ($204.0K/$152.4M) | QoQ NEW(+$204.0K) YoY- |