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Nikulski Financial

Latest statistics and disclosures from Nikulski Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are VIG, AAPL, AMZN, COST, GOOGL, and represent 22.79% of Nikulski Financial's stock portfolio.
Added to shares of these 10 stocks: DON, CEG, LRCX, PANW, SCHG, SCHA, SCHD, AAAU, VXUS, DGRW.
Started 10 new stock positions in SCHE, CSCO, AAAU, DON, BLK, SCHG, RSP, LRCX, EXC, COF.
Reduced shares in these 10 stocks: IWF (-$7.4M), DVY, Lam Research Corporation, IYT, QQQ, SPY, AAPL, AMZN, AVGO, ALL.
Sold out of its positions in BlackRock, BSCS, IYT, EFA, Lam Research Corporation, OMC, SNY, VZ, MDT.
Nikulski Financial was a net buyer of stock by $6.7M.
Nikulski Financial has $340M in assets under management (AUM), dropping by 1.82%.
Central Index Key (CIK): 0001729847

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Portfolio Holdings for Nikulski Financial

Nikulski Financial holds 133 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	6.1	$21M		106k	195.83	View chart
Apple (AAPL)	5.7	$19M	-2%	77k	250.42	View chart
Amazon (AMZN)	4.6	$16M	-2%	71k	219.39	View chart
Costco Wholesale Corporation (COST)	3.2	$11M		12k	916.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.2	$11M		58k	189.30	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	3.0	$10M		150k	67.03	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	2.9	$9.8M	-2%	85k	115.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.7	$9.1M	-6%	18k	511.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.6	$9.0M	-2%	78k	115.22	View chart
Microsoft Corporation (MSFT)	2.5	$8.6M		21k	421.50	View chart
NVIDIA Corporation (NVDA)	2.5	$8.4M		63k	134.29	View chart
JPMorgan Chase & Co. (JPM)	2.3	$7.9M		33k	239.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.3	$7.8M		30k	264.13	View chart
Palo Alto Networks (PANW)	2.2	$7.4M	+95%	41k	181.96	View chart
Abbvie (ABBV)	2.0	$6.9M	+3%	39k	177.70	View chart
UnitedHealth (UNH)	1.8	$6.0M	+3%	12k	505.84	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$5.2M		31k	169.30	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.4	$4.7M	NEW	91k	50.97	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.4	$4.6M	+103%	180k	25.86	View chart
Constellation Energy (CEG)	1.3	$4.5M	+1344%	20k	223.71	View chart
Visa Com Cl A (V)	1.3	$4.4M		14k	316.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$4.1M	-13%	7.0k	586.08	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	1.2	$4.1M	-3%	111k	36.70	View chart
Lam Research Corp Com New (LRCX)	1.1	$3.8M	NEW	52k	72.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$3.7M		13k	289.82	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.1	$3.7M		30k	124.96	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.1	$3.7M	+10%	45k	80.93	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.1	$3.6M		45k	79.99	View chart
Broadcom (AVGO)	1.0	$3.5M	-9%	15k	231.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$3.5M	+2%	7.7k	453.28	View chart
McDonald's Corporation (MCD)	1.0	$3.5M	-2%	12k	289.88	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$3.4M	+27%	57k	58.93	View chart
Deere & Company (DE)	1.0	$3.3M		7.9k	423.67	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.0	$3.3M	+198%	121k	27.32	View chart
Home Depot (HD)	1.0	$3.3M	+5%	8.4k	388.97	View chart
salesforce (CRM)	1.0	$3.3M		9.7k	334.32	View chart
Wal-Mart Stores (WMT)	0.9	$3.1M		34k	90.35	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$2.9M	-71%	7.2k	401.59	View chart
Allstate Corporation (ALL)	0.8	$2.9M	-10%	15k	192.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$2.9M	+6%	40k	71.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.8	$2.8M		14k	198.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$2.5M		41k	62.31	View chart
Waste Management (WM)	0.7	$2.5M	+3%	13k	201.79	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$2.5M	NEW	89k	27.87	View chart
Digital Realty Trust (DLR)	0.7	$2.4M	+3%	14k	177.34	View chart
Eli Lilly & Co. (LLY)	0.7	$2.3M	+4%	3.0k	772.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$2.3M		46k	50.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.6	$2.1M		50k	42.25	View chart
Goldman Sachs (GS)	0.6	$2.0M		3.5k	572.62	View chart
Marriott Intl Cl A (MAR)	0.6	$2.0M		7.0k	278.95	View chart
Mastercard Incorporated Cl A (MA)	0.6	$2.0M	-5%	3.7k	526.59	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.6	$1.9M	NEW	73k	25.93	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$1.8M		26k	70.00	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.5	$1.8M	-3%	77k	23.47	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$1.8M	+13%	11k	159.53	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.5	$1.8M	+12%	17k	102.09	View chart
Ishares Tr Expanded Tech (IGV)	0.5	$1.8M	+20%	18k	100.12	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$1.7M	+23%	8.1k	215.49	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$1.7M		4.9k	342.16	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.5	$1.7M	+5%	15k	110.58	View chart
Ishares Tr Us Industrials (IYJ)	0.5	$1.6M	+13%	12k	133.52	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$1.6M	-3%	16k	99.55	View chart
TJX Companies (TJX)	0.5	$1.5M		13k	120.81	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$1.5M		33k	44.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.4M	+11%	30k	47.82	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$1.3M	-18%	9.3k	139.35	View chart
Sherwin-Williams Company (SHW)	0.4	$1.3M		3.7k	339.93	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$1.2M		6.8k	178.08	View chart
Meta Platforms Cl A (META)	0.4	$1.2M	-2%	2.0k	585.52	View chart
Lockheed Martin Corporation (LMT)	0.3	$1.1M		2.4k	486.01	View chart
Abbott Laboratories (ABT)	0.3	$1.1M		10k	113.11	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$1.1M	+2%	15k	71.43	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$1.0M		15k	68.94	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$982k	-2%	8.4k	117.48	View chart
Adobe Systems Incorporated (ADBE)	0.3	$918k	-3%	2.1k	444.68	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$829k	-9%	11k	78.61	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$808k		7.4k	108.61	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$798k	-3%	38k	21.07	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$793k	-21%	11k	70.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$766k		19k	41.17	View chart
Nxp Semiconductors N V (NXPI)	0.2	$766k	-5%	3.7k	207.85	View chart
Amgen (AMGN)	0.2	$710k		2.7k	260.64	View chart
Innovator Etfs Trust Premium Incm 15 (LAPR)	0.2	$653k		26k	25.07	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$651k	+10%	13k	51.91	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$633k		31k	20.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$584k	-2%	2.4k	240.29	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$535k	-89%	4.1k	131.30	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.2	$533k	-13%	1.2k	434.93	View chart
Lowe's Companies (LOW)	0.2	$532k		2.2k	246.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$489k	+2%	12k	39.57	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$445k	-11%	12k	37.52	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$435k		4.9k	89.08	View chart
Tesla Motors (TSLA)	0.1	$423k		1.0k	403.84	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$396k		2.0k	197.49	View chart
Pepsi (PEP)	0.1	$379k		2.5k	152.03	View chart
Procter & Gamble Company (PG)	0.1	$375k	-2%	2.2k	167.66	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$369k		4.0k	92.59	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$357k	-6%	9.3k	38.50	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$344k		4.0k	85.66	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$344k	-2%	2.1k	161.81	View chart
Netflix (NFLX)	0.1	$343k		385.00	891.32	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$341k	NEW	13k	26.63	View chart
Kla Corp Com New (KLAC)	0.1	$338k		536.00	630.35	View chart
Southern Company (SO)	0.1	$331k	+10%	4.0k	82.33	View chart
Colgate-Palmolive Company (CL)	0.1	$318k		3.5k	90.91	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$313k		1.3k	232.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$306k	-13%	746.00	410.44	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$297k		5.6k	52.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$294k	+42%	7.8k	37.87	View chart
Blackrock (BLK)	0.1	$289k	NEW	282.00	1025.13	View chart
Illinois Tool Works (ITW)	0.1	$281k		1.1k	253.63	View chart
Qualcomm (QCOM)	0.1	$281k		1.8k	153.66	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$274k	+31%	5.4k	50.50	View chart
Constellation Brands Cl A (STZ)	0.1	$273k		1.2k	221.00	View chart
FedEx Corporation (FDX)	0.1	$273k		970.00	281.33	View chart
Paychex (PAYX)	0.1	$271k		1.9k	140.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$266k	-19%	1.1k	242.13	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$257k		5.1k	50.39	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$255k		6.4k	40.19	View chart
Micron Technology (MU)	0.1	$253k		3.0k	84.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$251k	NEW	1.4k	175.25	View chart
Exelon Corporation (EXC)	0.1	$249k	NEW	6.6k	37.64	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$235k		552.00	425.50	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$231k		4.8k	48.33	View chart
Domino's Pizza (DPZ)	0.1	$231k	-11%	550.00	419.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$231k	+8%	6.0k	38.42	View chart
Capital One Financial (COF)	0.1	$230k	NEW	1.3k	178.33	View chart
United States Steel Corporation (X)	0.1	$229k		6.8k	33.99	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$224k		2.6k	86.30	View chart
Public Service Enterprise (PEG)	0.1	$220k		2.6k	84.48	View chart
Hp (HPQ)	0.1	$207k		6.3k	32.63	View chart
Johnson & Johnson (JNJ)	0.1	$206k		1.4k	144.63	View chart
Cisco Systems (CSCO)	0.1	$203k	NEW	3.4k	59.21	View chart

Past Filings by Nikulski Financial

SEC 13F filings are viewable for Nikulski Financial going back to 2017

Nikulski Financial 2024 Q4 filed Jan. 21, 2025
Nikulski Financial 2024 Q3 filed Oct. 28, 2024
Nikulski Financial 2024 Q2 filed July 30, 2024
Nikulski Financial 2024 Q1 filed April 18, 2024
Nikulski Financial 2023 Q4 filed Feb. 1, 2024
Nikulski Financial 2023 Q3 filed Oct. 17, 2023
Nikulski Financial 2023 Q2 filed July 28, 2023
Nikulski Financial 2023 Q1 filed May 11, 2023
Nikulski Financial 2022 Q4 filed Jan. 25, 2023
Nikulski Financial 2022 Q3 filed Oct. 20, 2022
Nikulski Financial 2022 Q2 filed July 19, 2022
Nikulski Financial 2022 Q1 filed April 8, 2022
Nikulski Financial 2021 Q4 filed Feb. 1, 2022
Nikulski Financial 2021 Q3 filed Nov. 5, 2021
Nikulski Financial 2021 Q2 filed Aug. 11, 2021
Nikulski Financial 2021 Q1 filed May 14, 2021

View all past filings

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