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CIK: 0001729847
Total reported value
$463.6M
$463.6M
131 檔
13.8%
As reported in its official Q1 2024 Form 13F filing, Nikulski Financial, Inc.'s tracked investment portfolio stood at $463.6M with 131 total positions.
During Q1 2024, Nikulski Financial, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.50% | -0.09% | +1.77% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.53% | +0.02% | +1.38% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.25% | +0.08% | +1.62% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 3.04% | -0.06% | +2.07% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.97% | -0.17% | +4.91% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.93% | -0.08% | -0.76% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.91% | -0.44% | +3.49% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.88% | +0.14% | -0.91% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.87% | -0.01% | +0.88% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.78% | -0.23% | +20.32% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.71% | +0.13% | +2.55% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.49% | — | +2.84% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.31% | +0.06% | -0.99% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.16% | -0.06% | +0.00% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.97% | +1.71% | +25.45% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.89% | -0.07% | -7.93% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.87% | — | -1.45% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | -0.09% | -1.92% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.54% | -0.02% | +11.15% | |
| 20 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.52% | — | +2.84% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.41% | +0.15% | +0.46% | |
| 22 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.24% | -0.05% | +3.19% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.23% | -0.02% | +1.96% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.19% | -0.09% | -1.50% | |
| 25 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.14% | -0.13% | -4.89% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.13% | -0.02% | +2.45% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.11% | -0.21% | +4.55% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.09% | -0.08% | +3.67% | |
| 29 | DE | Deere & Co | Stock-Industrials | 1.06% | +0.03% | -8.67% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | -0.05% | +555.13% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 1.00% | -0.01% | +3.78% | |
| 32 | ALL | Allstate CORP | Stock-Financials | 0.99% | — | -7.10% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.93% | — | -2.41% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.92% | -0.09% | +6.66% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | — | +10.31% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.88% | -0.10% | +3.19% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.86% | — | +0.62% | |
| 38 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.85% | -0.05% | +84.08% | |
| 39 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.81% | -0.06% | +2.78% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.81% | -0.01% | +413.50% | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.72% | -0.14% | +166.98% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.02% | +1.75% | |
| 43 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.65% | -0.04% | +2.25% | |
| 44 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.64% | -0.06% | -6.67% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | -0.05% | EXIT | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.21% | +223.26% | |
| 47 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.57% | -0.02% | +1.02% | |
| 48 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.52% | -0.01% | +14.77% | |
| 49 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.52% | — | -3.68% | |
| 50 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.51% | -0.07% | +246.17% |
According to official SEC Form 13F filings, Nikulski Financial, Inc. reported a total U.S. public equity portfolio value of $463.6M across 131 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VIG, AAPL, AMZN) accounted for 13.8% of total reported equity market value during Q1 2024.
During Q1 2024, Nikulski Financial, Inc.'s top holdings by market value included VIG (6.5%)、AAPL (4.5%)、AMZN (4.3%). The largest single position, VIG, represented 6.5% of total portfolio value.
In Q1 2024, Nikulski Financial, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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