Institutions / Nicholson Wealth Management Group, LLC
Nicholson Wealth Management Group, LLC
CIK 2035982 · Institution · as of Dec 31, 2025
Portfolio value
$170.39M
Positions
108
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 108 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $5.36M | 3.1% |
| Perspective Therapeutics, Inc. | $4.45M | 2.6% |
| Vanguard Index Fds | $3.77M | 2.2% |
| Microsoft Corp | $3.61M | 2.1% |
| Apple Inc. | $2.97M | 1.7% |
| United Bankshares INC/WV | $2.93M | 1.7% |
| ELI LILLY & Co | $2.60M | 1.5% |
| Pepsico Inc | $2.54M | 1.5% |
| PROCTER & GAMBLE Co | $2.47M | 1.4% |
| Walmart Inc. | $2.35M | 1.4% |
| Johnson & Johnson | $2.27M | 1.3% |
| Broadcom Inc. | $2.22M | 1.3% |
| Cencora Inc | $2.19M | 1.3% |
| Mcdonald'S Corp | $2.18M | 1.3% |
| General Dynamics Corp | $2.13M | 1.2% |
| Analog Devices Inc | $2.13M | 1.2% |
| Visa Inc | $2.11M | 1.2% |
| Chubb Ltd | $2.11M | 1.2% |
| Home Depot, Inc. | $2.10M | 1.2% |
| L3HARRIS Technologies, Inc. /De | $2.10M | 1.2% |
| Cisco Systems, Inc. | $2.07M | 1.2% |
| Parker-Hannifin Corp | $2.06M | 1.2% |
| Amgen Inc | $1.97M | 1.2% |
| W.w. Grainger, Inc. | $1.95M | 1.1% |
| Amphenol Corp /De | $1.95M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.