Nicholson Wealth Management Group, LLC Top Holdings and 13F Report (2024) About Nicholson Wealth Management Group, LLCInvestment ActivityNicholson Wealth Management Group, LLC has $121.75 million in total holdings as of September 30, 2024.Nicholson Wealth Management Group, LLC owns shares of 97 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Largest Holdings PERSPECTIVE THERAPEUTICS INC $21,390,478Vanguard S&P 500 ETF $5,458,218Vanguard Total Stock Market ETF $3,248,128United Bankshares $2,848,686Avantis International Equity ETF $2,585,615 Sector AllocationMap of 500 Largest Holdings ofNicholson Wealth Management Group, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorPERSPECTIVE THERAPEUTICS INC$21,390,4781,602,28317.6%COM NEWVOOVanguard S&P 500 ETF$5,458,21810,3444.5%ETFVTIVanguard Total Stock Market ETF$3,248,12811,4712.7%ETFUBSIUnited Bankshares$2,848,68676,7842.3%FinanceAVDEAvantis International Equity ETF$2,585,61538,5742.1%ETFEFAiShares MSCI EAFE ETF$2,577,30930,8182.1%FinancePIEInvesco DWA Emerging Markets Momentum ETF$2,535,415122,9592.1%ETFLMTLockheed Martin$2,061,1593,5261.7%AerospaceGDGeneral Dynamics$2,007,8176,6441.6%AerospaceAAPLApple$1,999,6858,5821.6%Computer and TechnologyMSFTMicrosoft$1,944,0954,5181.6%Computer and TechnologySOSouthern$1,904,78221,1221.6%UtilitiesPGProcter & Gamble$1,748,45410,0951.4%Consumer StaplesPEPPepsiCo$1,727,36810,1581.4%Consumer StaplesCORCencora$1,678,1967,4561.4%MedicalLHXL3Harris Technologies$1,622,9876,8231.3%AerospaceATOAtmos Energy$1,569,50411,3151.3%UtilitiesCHCOCity$1,449,18012,3451.2%FinanceHDHome Depot$1,419,4163,5031.2%Retail/WholesaleWMTWalmart$1,358,78016,8271.1%Retail/WholesaleCBChubb$1,322,8454,5871.1%FinanceCOSTCostco Wholesale$1,317,3691,4861.1%Retail/WholesaleGWWW.W. Grainger$1,296,4351,2481.1%Industrial ProductsAMGNAmgen$1,226,3313,8061.0%MedicalAFLAflac$1,180,16110,5561.0%FinanceMCDMcDonald's$1,178,7583,8711.0%Retail/WholesaleCMSCMS Energy$1,159,81516,4211.0%UtilitiesBROBrown & Brown$1,114,84010,7610.9%FinanceJNJJohnson & Johnson$1,042,6946,4340.9%MedicalADPAutomatic Data Processing$1,037,1843,7480.9%Business ServicesLINDE PLC$1,032,4022,1650.8%SHSWECWEC Energy Group$1,030,76110,7170.8%UtilitiesUNPUnion Pacific$1,027,0824,1670.8%TransportationSHWSherwin-Williams$1,011,4262,6500.8%Basic MaterialsSYKStryker$993,4652,7500.8%MedicalLOWLowe's Companies$981,8313,6250.8%Retail/WholesaleUNHUnitedHealth Group$969,9841,6590.8%MedicalEMREmerson Electric$952,5038,7090.8%Industrial ProductsNJRNew Jersey Resources$945,84120,0390.8%UtilitiesJKHYJack Henry & Associates$942,5475,3390.8%Computer and TechnologyVVisa$927,6813,3740.8%Business ServicesBRBroadridge Financial Solutions$915,1684,2560.8%Business ServicesPHParker-Hannifin$914,8751,4480.8%Industrial ProductsNEENextEra Energy$911,74110,7860.7%UtilitiesPAYXPaychex$886,1916,6040.7%Business ServicesXOMExxon Mobil$877,1577,4830.7%Oils/EnergyHONHoneywell International$877,0714,2430.7%Multi-Sector ConglomeratesGLDSPDR Gold Shares$869,1833,5760.7%FinanceTXNTexas Instruments$866,9744,1970.7%Computer and TechnologyADIAnalog Devices$866,8203,7660.7%Computer and TechnologyMDLZMondelez International$854,49811,5990.7%Consumer StaplesACNAccenture$845,1712,3910.7%Computer and TechnologyITWIllinois Tool Works$832,5963,1770.7%Industrial ProductsABTAbbott Laboratories$813,9177,1390.7%MedicalFDSFactSet Research Systems$794,1611,7270.7%Business ServicesCSCOCisco Systems$780,15214,6590.6%Computer and TechnologyAPDAir Products and Chemicals$779,4832,6180.6%Basic MaterialsSBUXStarbucks$754,7687,7420.6%Retail/WholesaleAWKAmerican Water Works$752,5515,1460.6%UtilitiesORealty Income$740,30211,6730.6%FinanceSPGIS&P Global$737,2171,4270.6%Business ServicesCTASCintas$731,9033,5550.6%Business ServicesCBSHCommerce Bancshares$730,73912,3020.6%FinanceCHDChurch & Dwight$727,5956,9480.6%Consumer StaplesKOCoca-Cola$705,8099,8220.6%Consumer StaplesICEIntercontinental Exchange$705,0494,3890.6%FinanceSSBSouthState$692,5057,1260.6%FinanceBDXBecton, Dickinson and Company$688,0992,8540.6%MedicalCLColgate-Palmolive$684,6276,5950.6%Consumer StaplesCMCSAComcast$675,12916,1630.6%Consumer DiscretionaryPSXPhillips 66$671,7105,1100.6%Oils/EnergyXYLXylem$655,5714,8550.5%Business ServicesECLEcolab$654,4112,5630.5%Basic MaterialsZTSZoetis$647,8803,3160.5%MedicalBF.BBrown-Forman$647,27513,1560.5%Consumer StaplesTSCOTractor Supply$640,9192,2030.5%Retail/WholesaleTROWT. Rowe Price Group$634,6265,8260.5%FinancePPGPPG Industries$633,2914,7810.5%Basic MaterialsRSPInvesco S&P 500 Equal Weight ETF$612,1903,4170.5%ETFMKCMcCormick & Company, Incorporated$595,7707,2390.5%Consumer StaplesPLDPrologis$583,4144,6200.5%FinanceMDTMedtronic$582,6746,4720.5%MedicalCLXClorox$573,6063,5210.5%Consumer StaplesJPMJPMorgan Chase & Co.$522,0892,4760.4%FinanceQQQInvesco QQQ$410,4678410.3%FinanceCVXChevron$391,8852,6610.3%Oils/EnergyIBMInternational Business Machines$381,8051,7270.3%Computer and TechnologyLLYEli Lilly and Company$372,0954200.3%MedicalTSLATesla$370,9911,4180.3%Auto/Tires/TrucksSONSonoco Products$352,5276,4530.3%Industrial ProductsBRK.BBerkshire Hathaway$333,6897250.3%FinanceAVGOBroadcom$333,2701,9320.3%Computer and TechnologyNFLXNetflix$319,1724500.3%Consumer DiscretionaryFVFirst Trust Dorsey Wright Focus 5 ETF$270,0234,6340.2%ManufacturingAMZNAmazon.com$250,2411,3430.2%Retail/WholesaleDUKDuke Energy$245,0132,1250.2%UtilitiesNUENucor$226,1111,5040.2%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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