Nicholson Wealth Management Group, LLC Top Holdings and 13F Report (2025) About Nicholson Wealth Management Group, LLCInvestment ActivityNicholson Wealth Management Group, LLC has $149.62 million in total holdings as of December 31, 2024.Nicholson Wealth Management Group, LLC owns shares of 99 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 37.33% of the portfolio was purchased this quarter.About 5.54% of the portfolio was sold this quarter.This quarter, Nicholson Wealth Management Group, LLC has purchased 97 new stocks and bought additional shares in 75 stocks.Nicholson Wealth Management Group, LLC sold shares of 8 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $14,339,889PERSPECTIVE THERAPEUTICS INC $5,133,613Vanguard Total Stock Market ETF $3,167,044United Bankshares $2,863,000Microsoft $2,667,252 Largest New Holdings this Quarter Vanguard Dividend Appreciation ETF $872,618 HoldingFIRST TR EXCHNG TRADED FD VI $737,915 HoldingiShares Select Dividend ETF $561,002 HoldingFT Vest Laddered Buffer ETF $373,440 HoldingFIRST TR EXCHNG TRADED FD VI $305,667 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 16,270 shares (about $8.77M)Broadcom 6,361 shares (about $1.47M)Tractor Supply 26,208 shares (about $1.39M)Medtronic 12,019 shares (about $960.08K)PPG Industries 7,855 shares (about $938.28K) Largest Sales this Quarter Vanguard Total Stock Market ETF 543 shares (about $157.37K)Coca-Cola 904 shares (about $56.28K)General Dynamics 200 shares (about $52.70K)United Bankshares 539 shares (about $20.24K)Invesco S&P 500 Equal Weight ETF 99 shares (about $17.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNicholson Wealth Management Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$14,339,889$8,766,438 ▲157.3%26,6149.6%ETFPERSPECTIVE THERAPEUTICS INC$5,133,613$22,330 ▲0.4%1,609,2833.4%COM NEWVTIVanguard Total Stock Market ETF$3,167,044$157,367 ▼-4.7%10,9282.1%ETFUBSIUnited Bankshares$2,863,000$20,239 ▼-0.7%76,2451.9%FinanceMSFTMicrosoft$2,667,252$762,915 ▲40.1%6,3281.8%Computer and TechnologyAAPLApple$2,493,810$344,811 ▲16.0%9,9591.7%Computer and TechnologyPGProcter & Gamble$2,444,002$751,575 ▲44.4%14,5781.6%Consumer StaplesPEPPepsiCo$2,299,147$754,522 ▲48.8%15,1201.5%Consumer StaplesAVGOBroadcom$1,922,649$1,474,734 ▲329.2%8,2931.3%Computer and TechnologyHDHome Depot$1,902,939$540,307 ▲39.7%4,8921.3%Retail/WholesaleMCDMcDonald's$1,852,687$730,523 ▲65.1%6,3911.2%Retail/WholesaleVVisa$1,824,183$757,864 ▲71.1%5,7721.2%Business ServicesUNPUnion Pacific$1,800,376$850,133 ▲89.5%7,8951.2%TransportationCORCencora$1,779,915$104,701 ▲6.3%7,9221.2%MedicalSOSouthern$1,738,7630.0%21,1221.2%UtilitiesLMTLockheed Martin$1,727,517$14,092 ▲0.8%3,5551.2%AerospaceWMTWalmart$1,724,872$204,552 ▲13.5%19,0911.2%Retail/WholesaleCOSTCostco Wholesale$1,707,927$346,350 ▲25.4%1,8641.1%Retail/WholesaleGDGeneral Dynamics$1,697,930$52,698 ▼-3.0%6,4441.1%AerospaceHONHoneywell International$1,657,129$698,678 ▲72.9%7,3361.1%Multi-Sector ConglomeratesJNJJohnson & Johnson$1,645,486$715,001 ▲76.8%11,3781.1%MedicalCBChubb$1,637,906$370,518 ▲29.2%5,9281.1%FinanceLINDE PLC$1,632,813$726,392 ▲80.1%3,9001.1%SHSSYKStryker$1,621,665$631,528 ▲63.8%4,5041.1%MedicalWECWEC Energy Group$1,620,027$612,200 ▲60.7%17,2271.1%UtilitiesATOAtmos Energy$1,610,658$34,818 ▲2.2%11,5651.1%UtilitiesGWWW.W. Grainger$1,605,318$289,864 ▲22.0%1,5231.1%Industrial ProductsCSCOCisco Systems$1,600,413$732,600 ▲84.4%27,0341.1%Computer and TechnologyADPAutomatic Data Processing$1,595,086$497,934 ▲45.4%5,4491.1%Business ServicesFDSFactSet Research Systems$1,578,680$749,237 ▲90.3%3,2871.1%Business ServicesADIAnalog Devices$1,564,131$764,006 ▲95.5%7,3621.0%Computer and TechnologyTXNTexas Instruments$1,544,895$757,915 ▲96.3%8,2391.0%Computer and TechnologyCMSCMS Energy$1,543,814$449,354 ▲41.1%23,1631.0%UtilitiesABTAbbott Laboratories$1,537,278$729,786 ▲90.4%13,5911.0%MedicalLOWLowe's Companies$1,535,343$640,693 ▲71.6%6,2211.0%Retail/WholesaleCHDChurch & Dwight$1,527,719$800,194 ▲110.0%14,5901.0%Consumer StaplesECLEcolab$1,526,595$926,033 ▲154.2%6,5151.0%Basic MaterialsNEENextEra Energy$1,525,492$752,243 ▲97.3%21,2791.0%UtilitiesPAYXPaychex$1,520,405$594,392 ▲64.2%10,8431.0%Business ServicesJKHYJack Henry & Associates$1,516,170$580,243 ▲62.0%8,6491.0%Computer and TechnologyAPDAir Products and Chemicals$1,511,979$752,654 ▲99.1%5,2131.0%Basic MaterialsPPGPPG Industries$1,509,370$938,280 ▲164.3%12,6361.0%Basic MaterialsTSCOTractor Supply$1,507,488$1,390,597 ▲1,189.7%28,4111.0%Retail/WholesaleORealty Income$1,503,438$879,983 ▲141.1%28,1491.0%FinanceACNAccenture$1,488,423$647,293 ▲77.0%4,2311.0%Computer and TechnologyLHXL3Harris Technologies$1,484,577$49,836 ▲3.5%7,0601.0%AerospaceCMCSAComcast$1,480,596$873,999 ▲144.1%39,4511.0%Consumer DiscretionaryMDTMedtronic$1,477,061$960,078 ▲185.7%18,4911.0%MedicalAMGNAmgen$1,475,483$483,487 ▲48.7%5,6611.0%MedicalNJRNew Jersey Resources$1,470,268$535,449 ▲57.3%31,5171.0%UtilitiesTROWT. Rowe Price Group$1,468,813$809,951 ▲122.9%12,9881.0%FinanceSPGIS&P Global$1,468,192$757,503 ▲106.6%2,9481.0%Business ServicesMDLZMondelez International$1,463,206$770,398 ▲111.2%24,4971.0%Consumer StaplesXYLXylem$1,462,780$899,503 ▲159.7%12,6081.0%Business ServicesCHCOCity$1,462,6360.0%12,3451.0%FinanceMKCMcCormick & Company, Incorporated$1,461,826$909,925 ▲164.9%19,1741.0%Consumer StaplesBROBrown & Brown$1,454,703$356,866 ▲32.5%14,2591.0%FinanceBDXBecton, Dickinson and Company$1,447,431$799,944 ▲123.5%6,3801.0%MedicalSBUXStarbucks$1,446,678$740,220 ▲104.8%15,8541.0%Retail/WholesaleCLColgate-Palmolive$1,446,014$846,463 ▲141.2%15,9061.0%Consumer StaplesAFLAflac$1,430,575$338,663 ▲31.0%13,8301.0%FinanceITWIllinois Tool Works$1,428,557$622,997 ▲77.3%5,6341.0%Industrial ProductsBRBroadridge Financial Solutions$1,422,332$460,093 ▲47.8%6,2911.0%Business ServicesEMREmerson Electric$1,419,742$340,436 ▲31.5%11,4560.9%Industrial ProductsSHWSherwin-Williams$1,413,769$512,954 ▲56.9%4,1590.9%Basic MaterialsAWKAmerican Water Works$1,398,396$757,771 ▲118.3%11,2330.9%UtilitiesUNHUnitedHealth Group$1,378,974$539,752 ▲64.3%2,7260.9%MedicalICEIntercontinental Exchange$1,370,445$716,440 ▲109.5%9,1970.9%FinancePHParker-Hannifin$1,360,468$439,497 ▲47.7%2,1390.9%Industrial ProductsPSXPhillips 66$1,357,134$774,952 ▲133.1%11,9120.9%Oils/EnergyPLDPrologis$1,339,325$850,991 ▲174.3%12,6710.9%FinanceZTSZoetis$1,283,074$742,798 ▲137.5%7,8750.9%MedicalCBSHCommerce Bancshares$1,269,255$502,717 ▲65.6%20,3700.8%FinanceBF.BBrown-Forman$1,255,581$755,916 ▲151.3%33,0590.8%Consumer StaplesCTASCintas$1,006,860$357,361 ▲55.0%5,5110.7%Business ServicesVIGVanguard Dividend Appreciation ETF$872,618$872,618 ▲New Holding4,4560.6%ETFGLDSPDR Gold Shares$865,8570.0%3,5760.6%FinanceXOMExxon Mobil$825,922$20,976 ▲2.6%7,6780.6%Oils/EnergyFIRST TR EXCHNG TRADED FD VI$737,915$737,915 ▲New Holding24,1860.5%FT VEST US EQUITSSBSouthState$708,298$597 ▼-0.1%7,1200.5%FinanceTSLATesla$653,413$80,768 ▲14.1%1,6180.4%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$593,5220.0%2,4760.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$581,413$17,348 ▼-2.9%3,3180.4%ETFCLXClorox$573,632$1,787 ▲0.3%3,5320.4%Consumer StaplesDVYiShares Select Dividend ETF$561,002$561,002 ▲New Holding4,2730.4%ETFKOCoca-Cola$555,235$56,283 ▼-9.2%8,9180.4%Consumer StaplesQQQInvesco QQQ$415,630$14,314 ▼-3.3%8130.3%FinanceCVXChevron$405,407$19,988 ▲5.2%2,7990.3%Oils/EnergyNFLXNetflix$401,0940.0%4500.3%Consumer DiscretionaryIBMInternational Business Machines$379,6460.0%1,7270.3%Computer and TechnologyBUFRFT Vest Laddered Buffer ETF$373,440$373,440 ▲New Holding12,2560.2%ETFBRK.BBerkshire Hathaway$328,6280.0%7250.2%FinanceLLYEli Lilly and Company$324,2400.0%4200.2%MedicalSONSonoco Products$315,2290.0%6,4530.2%Industrial ProductsFIRST TR EXCHNG TRADED FD VI$305,667$305,667 ▲New Holding10,2460.2%FT VEST US EQUTYAMZNAmazon.com$292,666$1,975 ▼-0.7%1,3340.2%Retail/WholesaleNVDANVIDIA$235,008$235,008 ▲New Holding1,7500.2%Computer and TechnologyDUKDuke Energy$228,9480.0%2,1250.2%UtilitiesNUENucor$225,367$49,835 ▲28.4%1,9310.2%Basic MaterialsAVDEAvantis International Equity ETF$0$2,585,615 ▼-100.0%00.0%ETFShowing 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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