Nikulski Financial

Nikulski Financial as of Dec. 31, 2024

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