Nikulski Financial

Nikulski Financial as of March 31, 2025

Portfolio Holdings for Nikulski Financial

Nikulski Financial holds 137 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 6.2 $21M 106k 193.99
Apple (AAPL) 5.2 $17M 78k 222.13
Amazon (AMZN) 4.1 $13M 71k 190.26
Costco Wholesale Corporation (COST) 3.5 $12M 12k 945.82
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 3.0 $10M 151k 66.34
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.9 $9.4M 86k 110.08
Alphabet Cap Stk Cl A (GOOGL) 2.7 $9.1M 59k 154.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.6 $8.7M 19k 468.92
JPMorgan Chase & Co. (JPM) 2.5 $8.2M 34k 245.30
Abbvie (ABBV) 2.5 $8.1M 39k 209.52
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $7.9M 76k 104.57
Microsoft Corporation (MSFT) 2.4 $7.9M 21k 375.39
Vanguard Index Fds Mid Cap Etf (VO) 2.4 $7.8M 30k 258.62
Palo Alto Networks (PANW) 2.1 $7.1M 42k 170.64
NVIDIA Corporation (NVDA) 2.1 $7.0M 64k 108.38
UnitedHealth (UNH) 1.9 $6.4M 12k 523.74
Vanguard Index Fds Value Etf (VTV) 1.6 $5.2M 30k 172.74
Visa Com Cl A (V) 1.5 $4.9M 14k 350.46
Wisdomtree Tr Us Midcap Divid (DON) 1.4 $4.6M 93k 49.52
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $4.2M 181k 23.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $4.1M 7.6k 532.58
Constellation Energy (CEG) 1.2 $4.1M 20k 201.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $4.0M 7.1k 559.39
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 1.2 $3.9M 110k 35.66
Lam Research Corp Com New (LRCX) 1.2 $3.8M 53k 72.70
McDonald's Corporation (MCD) 1.1 $3.8M 12k 312.37
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.1 $3.8M 47k 79.86
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.1 $3.7M 45k 82.94
Deere & Company (DE) 1.1 $3.7M 7.9k 469.34
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $3.6M 13k 274.85
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.1 $3.5M 57k 62.10
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.0 $3.4M 29k 119.73
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $3.3M 119k 27.96
Home Depot (HD) 1.0 $3.1M 8.6k 366.48
Allstate Corporation (ALL) 0.9 $3.0M 15k 207.07
Wal-Mart Stores (WMT) 0.9 $3.0M 34k 87.79
Waste Management (WM) 0.9 $2.9M 13k 231.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $2.9M 40k 73.45
salesforce (CRM) 0.8 $2.7M 9.9k 268.36
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $2.6M 14k 186.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $2.5M 6.9k 361.10
Eli Lilly & Co. (LLY) 0.7 $2.5M 3.0k 825.91
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $2.4M 48k 50.63
Broadcom (AVGO) 0.7 $2.4M 15k 167.42
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $2.4M 95k 25.04
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $2.3M 40k 58.35
Goldman Sachs Physical Gold Unit (AAAU) 0.7 $2.3M 75k 30.88
Digital Realty Trust (DLR) 0.6 $2.1M 15k 143.29
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.6 $2.1M 51k 41.47
Mastercard Incorporated Cl A (MA) 0.6 $2.0M 3.6k 548.15
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $2.0M 26k 74.72
Goldman Sachs (GS) 0.6 $1.9M 3.5k 546.33
Crowdstrike Hldgs Cl A (CRWD) 0.6 $1.8M 5.2k 352.58
Spdr Ser Tr Portfli High Yld (SPHY) 0.5 $1.8M 76k 23.42
Marriott Intl Cl A (MAR) 0.5 $1.7M 7.3k 238.21
Ishares Tr U.s. Finls Etf (IYF) 0.5 $1.7M 15k 112.85
Ishares Tr Us Industrials (IYJ) 0.5 $1.6M 12k 130.18
Ishares Tr U.s. Tech Etf (IYW) 0.5 $1.6M 11k 140.45
Ishares Tr Expnd Tec Sc Etf (IGM) 0.5 $1.6M 17k 90.67
Ishares Tr Expanded Tech (IGV) 0.5 $1.6M 18k 88.99
TJX Companies (TJX) 0.5 $1.5M 13k 121.80
Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $1.5M 15k 102.18
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.5M 30k 50.83
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $1.3M 32k 40.76
Abbott Laboratories (ABT) 0.4 $1.3M 9.8k 132.64
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.4 $1.3M 28k 45.66
Sherwin-Williams Company (SHW) 0.4 $1.3M 3.7k 349.19
Meta Platforms Cl A (META) 0.4 $1.2M 2.0k 576.37
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $1.2M 6.8k 170.89
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $1.2M 9.2k 127.09
Lockheed Martin Corporation (LMT) 0.3 $1.1M 2.4k 446.80
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $996k 15k 68.01
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $962k 8.3k 115.95
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $947k 14k 65.76
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $871k 11k 81.67
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $868k 4.6k 188.17
Amgen (AMGN) 0.3 $832k 2.7k 311.55
Adobe Systems Incorporated (ADBE) 0.2 $784k 2.0k 383.53
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $766k 37k 20.70
Ishares Tr Us Telecom Etf (IYZ) 0.2 $749k 27k 27.39
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $725k 7.4k 97.48
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $655k 16k 40.19
Nxp Semiconductors N V (NXPI) 0.2 $653k 3.4k 190.06
Innovator Etfs Trust Premium Incm 15 (LAPR) 0.2 $645k 26k 24.98
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $598k 29k 20.68
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $591k 12k 51.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $589k 3.4k 173.23
Lowe's Companies (LOW) 0.2 $519k 2.2k 233.23
Vanguard Index Fds Small Cp Etf (VB) 0.2 $513k 2.3k 221.76
Ishares Tr Select Divid Etf (DVY) 0.2 $513k 3.8k 134.29
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $480k 12k 38.85
Procter & Gamble Company (PG) 0.1 $465k 2.7k 170.42
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $442k 4.9k 90.54
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $439k 12k 37.01
Southern Company (SO) 0.1 $436k 4.7k 91.94
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $411k 1.1k 366.54
Kla Corp Com New (KLAC) 0.1 $377k 554.00 679.67
Netflix (NFLX) 0.1 $356k 382.00 932.53
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $356k 2.1k 166.00
Select Sector Spdr Tr Energy (XLE) 0.1 $352k 3.8k 93.45
Pepsi (PEP) 0.1 $350k 2.3k 149.91
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $348k 13k 27.57
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $339k 9.0k 37.78
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $332k 6.5k 50.87
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $329k 2.0k 160.58
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $328k 3.6k 92.29
Colgate-Palmolive Company (CL) 0.1 $328k 3.5k 93.70
Spdr Gold Tr Gold Shs (GLD) 0.1 $317k 1.1k 288.14
Exelon Corporation (EXC) 0.1 $305k 6.6k 46.08
Paychex (PAYX) 0.1 $297k 1.9k 154.25
Tesla Motors (TSLA) 0.1 $292k 1.1k 259.16
Ishares Tr Msci India Etf (INDA) 0.1 $290k 5.6k 51.48
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $289k 7.8k 37.22
Qualcomm (QCOM) 0.1 $287k 1.9k 153.59
United States Steel Corporation 0.1 $285k 6.8k 42.26
Blackrock (BLK) 0.1 $284k 300.00 945.25
Select Sector Spdr Tr Technology (XLK) 0.1 $278k 1.3k 206.48
Vanguard Index Fds Growth Etf (VUG) 0.1 $277k 746.00 370.82
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $274k 6.9k 39.93
Micron Technology (MU) 0.1 $261k 3.0k 86.89
Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.1 $243k 5.1k 47.70
Capital One Financial (COF) 0.1 $236k 1.3k 179.33
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $232k 552.00 419.88
Illinois Tool Works (ITW) 0.1 $228k 919.00 247.96
Select Sector Spdr Tr Financial (XLF) 0.1 $227k 4.6k 49.81
FedEx Corporation (FDX) 0.1 $224k 920.00 243.78
Johnson & Johnson (JNJ) 0.1 $223k 1.3k 165.80
Domino's Pizza (DPZ) 0.1 $221k 480.00 459.45
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $219k 7.0k 31.38
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $218k 5.8k 37.60
Ea Series Trust Strive 500 Etf (STRV) 0.1 $216k 6.0k 36.06
Public Service Enterprise (PEG) 0.1 $214k 2.6k 82.30
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ) 0.1 $211k 5.3k 39.52
American Electric Power Company (AEP) 0.1 $210k 1.9k 109.27
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $207k 2.4k 84.96
Cisco Systems (CSCO) 0.1 $206k 3.3k 61.72
Sanofi Sponsored Adr (SNY) 0.1 $204k 3.7k 55.46