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CIK: 0001729847
Total reported value
$463.6M
$463.6M
133 檔
16.7%
As reported in its official Q4 2024 Form 13F filing, Nikulski Financial, Inc.'s tracked investment portfolio stood at $463.6M with 133 total positions.
Nikulski Financial, Inc. executed strategic sector rebalancing during Q4 2024, establishing 10 new positions while fully exiting 9 holdings and trimming 50 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.09% | -0.09% | -0.66% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.69% | +0.02% | -2.25% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.56% | +0.08% | -2.62% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.23% | -0.44% | +0.83% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.22% | +0.14% | +0.17% | |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.96% | -0.06% | +0.82% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.88% | -0.17% | -2.96% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.67% | +0.13% | -6.71% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.65% | -0.08% | -2.98% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.54% | -0.23% | -0.37% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | — | -0.42% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.32% | -0.06% | +0.43% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.30% | — | +0.48% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.17% | +1.71% | +95.30% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 2.04% | +0.06% | +3.10% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.76% | — | +3.57% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.54% | -0.07% | -0.70% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.37% | -0.10% | — | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.36% | +0.15% | +103.71% | |
| 20 | CEG | Constellation Energy | Stock-Utilities | 1.31% | -0.26% | +1344.32% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.30% | -0.02% | -0.34% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | -0.09% | -13.68% | |
| 23 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.19% | -0.13% | -3.81% | |
| 24 | LRCX | Lam Research CORP | Stock-Tech | 1.11% | +1.44% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.09% | -0.02% | -1.52% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.09% | -0.09% | -1.44% | |
| 27 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.08% | -0.05% | +10.68% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.06% | -0.05% | +0.75% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | +0.02% | -9.93% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | -0.05% | +2.34% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.02% | -0.21% | -2.85% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.99% | -0.09% | +27.50% | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.98% | +0.03% | -1.46% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.97% | -0.08% | +198.77% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | -0.01% | +5.21% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.96% | — | +0.84% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | -0.21% | +1.73% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.85% | -0.01% | -71.81% | |
| 39 | ALL | Allstate CORP | Stock-Financials | 0.85% | — | -10.50% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.84% | -0.06% | +6.57% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.82% | — | +1.13% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.74% | -0.01% | -1.61% | |
| 43 | WM | Waste Management Inc | Stock-Industrials | 0.74% | -0.14% | +3.97% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.73% | -0.03% | — | |
| 45 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.70% | -0.10% | +3.80% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.25% | +4.98% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.68% | -0.10% | +1.26% | |
| 48 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.62% | -0.06% | -0.37% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.58% | +0.02% | +1.32% | |
| 50 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.57% | -0.01% | +1.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DON | Wisdomtree US Midcap Dividen | +1.4% | NEW | New buy |
| 2 | CEG | Constellation Energy | +1.2% | +1344.32% | Add |
| 3 | LRCX | Lam Research CORP | +1.1% | NEW | New buy |
| 4 | SCHG | Schwab US Large-cap Growth | +0.7% | NEW | New buy |
| 5 | AAAU | Goldman Sachs Physical Gold | +0.6% | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | +0.5% | -2.62% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.17% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +0.43% | Add |
| 9 | NVDA | Nvidia CORP | +0.2% | -0.42% | Trim |
| 10 | AAPL | Apple Inc | +0.2% | -2.25% | Trim |
| 11 | CRM | Salesforce Inc | +0.2% | +0.84% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | -9.93% | Trim |
| 13 | V | Visa Inc-class A Shares | +0.2% | -0.34% | Trim |
| 14 | IGV | Ishares Expanded Tech-softwa | +0.1% | +20.91% | Add |
| 15 | VXUS | Vanguard Total Intl Stock | +0.1% | +27.50% | Add |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | NEW | New buy |
| 17 | WMT | Walmart Inc | +0.1% | +1.73% | Add |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.49% | Add |
| 19 | IGM | Ishares Expanded Tech Sector | +0.1% | +12.93% | Add |
| 20 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 21 | IYW | Ishares Ustechnology ETF | +0.1% | +13.26% | Add |
| 22 | COST | Costco Wholesale CORP | +0.1% | +0.83% | Add |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +1.32% | Add |
| 24 | DLR | Digital Realty Trust Inc | +0.1% | +3.80% | Add |
| 25 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 26 | EXC | Exelon CORP | +0.1% | NEW | New buy |
| 27 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +10.68% | Add |
| 29 | SOXX | Ishares Semiconductor ETF | +0.1% | +23.98% | Add |
| 30 | MAR | Marriott International -cl A | +0.1% | +1.30% | Add |
| 31 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 32 | PANW | Palo Alto Networks Inc | +0.1% | +95.30% | Add |
| 33 | IYJ | Ishares U.s. Industrials ETF | +0.1% | +13.43% | Add |
| 34 | IYF | Ishares US Financials ETF | +0.1% | +5.57% | Add |
| 35 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 36 | PNOV | Innovator U.s. Equity Power | 0% | +42.86% | Add |
| 37 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | 0% | +31.55% | Add |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 40 | HYD | Vaneck High Yield Muni ETF | 0% | +10.67% | Add |
| 41 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +2.50% | Add |
| 42 | PDEC | Innovator U.s. Equity Power | 0% | +8.11% | Add |
| 43 | XLF | Ss Financial Select Sector | 0% | — | Unchanged |
| 44 | NAPR | Innovator Growth 100 Power B | 0% | — | Unchanged |
| 45 | PMAR | Innovator U.s. Equity Power | 0% | — | Unchanged |
| 46 | SCHA | Schwab US Small-cap ETF | — | +103.71% | Add |
| 47 | BND | Vanguard Total Bond Market | — | +6.57% | Add |
| 48 | PJAN | Innovator U.s. Equity Power | — | -0.37% | Trim |
| 49 | TJX | Tjx Companies Inc | — | -1.28% | Trim |
| 50 | POCT | Innovator U.s. Equity Power | — | +2.36% | Add |
According to official SEC Form 13F filings, Nikulski Financial, Inc. reported a total U.S. public equity portfolio value of $463.6M across 133 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VIG, AAPL, AMZN) accounted for 16.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
DON
市值: $4.7M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $4.2M
During Q4 2024, Nikulski Financial, Inc.'s top holdings by market value included VIG (6.1%)、AAPL (5.7%)、AMZN (4.6%). The largest single position, VIG, represented 6.1% of total portfolio value.
In Q4 2024, Nikulski Financial, Inc. made 120 total portfolio adjustments, initiating 10 new buys, adding to 51 positions, trimming 50 holdings, and fully liquidating 9 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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