Nikulski Financial

Nikulski Financial as of June 30, 2025

Portfolio Holdings for Nikulski Financial

Nikulski Financial holds 144 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 5.9 $22M 106k 204.67
Apple (AAPL) 4.5 $17M 81k 205.17
Amazon (AMZN) 4.4 $16M 73k 219.39
Costco Wholesale Corporation (COST) 3.4 $12M 13k 989.91
Microsoft Corporation (MSFT) 3.1 $11M 23k 497.42
NVIDIA Corporation (NVDA) 3.0 $11M 69k 157.99
Alphabet Cap Stk Cl A (GOOGL) 3.0 $11M 62k 176.23
Invesco Exchange Traded Fd T S P500 Quality (SPHQ) 2.9 $11M 151k 71.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.9 $10M 19k 551.63
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.8 $10M 85k 121.38
JPMorgan Chase & Co. (JPM) 2.7 $9.8M 34k 289.91
Palo Alto Networks (PANW) 2.4 $8.7M 42k 204.64
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $8.6M 31k 279.83
Ishares Tr Core S P Scp Etf (IJR) 2.1 $7.7M 71k 109.29
Abbvie (ABBV) 2.0 $7.4M 40k 185.62
Constellation Energy (CEG) 1.9 $6.8M 21k 322.76
Vanguard Index Fds Value Etf (VTV) 1.4 $5.3M 30k 176.74
Visa Com Cl A (V) 1.4 $5.2M 15k 355.05
Lam Research Corp Com New (LRCX) 1.4 $5.1M 52k 97.34
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $4.9M 192k 25.30
Wisdomtree Tr Us Midcap Divid (DON) 1.3 $4.7M 93k 50.12
Spdr Sp 500 Etf Tr Tr Unit (SPY) 1.2 $4.3M 7.0k 617.85
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 1.1 $4.1M 110k 37.29
Deere & Company (DE) 1.1 $4.1M 8.0k 508.52
Broadcom (AVGO) 1.1 $4.1M 15k 275.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $4.0M 8.3k 485.77
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.1 $3.9M 47k 83.74
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.1 $3.8M 43k 90.12
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $3.8M 13k 303.94
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $3.8M 55k 69.09
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $3.6M 135k 26.50
McDonald's Corporation (MCD) 1.0 $3.5M 12k 292.17
Wal-Mart Stores (WMT) 0.9 $3.4M 35k 97.78
Ishares Tr S P Mc 400vl Etf (IJJ) 0.9 $3.3M 26k 123.58
Home Depot (HD) 0.9 $3.2M 8.9k 366.64
Crowdstrike Hldgs Cl A (CRWD) 0.9 $3.2M 6.3k 509.32
Waste Management (WM) 0.8 $3.0M 13k 228.82
Allstate Corporation (ALL) 0.8 $3.0M 15k 201.31
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $2.9M 39k 73.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $2.8M 6.7k 424.59
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $2.8M 97k 29.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $2.8M 14k 195.01
salesforce (CRM) 0.7 $2.7M 9.8k 272.70
Digital Realty Trust (DLR) 0.7 $2.6M 15k 174.33
Eli Lilly & Co. (LLY) 0.7 $2.6M 3.4k 779.53
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $2.5M 50k 50.68
Goldman Sachs Physical Gold Unit (AAAU) 0.7 $2.5M 77k 32.68
Goldman Sachs (GS) 0.7 $2.4M 3.4k 707.80
Ishares Tr Core S P Mcp Etf (IJH) 0.6 $2.3M 37k 62.02
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.6 $2.1M 48k 44.05
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.6 $2.1M 43k 48.65
Mastercard Incorporated Cl A (MA) 0.6 $2.0M 3.6k 561.98
Marriott Intl Cl A (MAR) 0.5 $2.0M 7.1k 273.22
Invesco Exch Traded Fd Tr Ii S P500 Low Vol (SPLV) 0.5 $1.9M 26k 72.82
Spdr Series Trust Portfli High Yld (SPHY) 0.5 $1.8M 77k 23.80
Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.8M 31k 57.01
TJX Companies (TJX) 0.5 $1.7M 14k 123.49
Proshares Tr S P 500 Dv Arist (NOBL) 0.4 $1.5M 15k 100.70
Meta Platforms Cl A (META) 0.4 $1.5M 2.0k 738.11
Ishares Tr U S Tech Etf (IYW) 0.4 $1.5M 8.6k 173.26
Ishares Tr Expnd Tec Sc Etf (IGM) 0.4 $1.5M 13k 112.34
Ishares Tr Expanded Tech (IGV) 0.4 $1.4M 13k 109.50
Lockheed Martin Corporation (LMT) 0.4 $1.4M 3.0k 463.11
Ishares Tr Core S P Us Gwt (IUSG) 0.4 $1.4M 9.2k 150.41
Abbott Laboratories (ABT) 0.4 $1.4M 10k 136.01
Spdr Series Trust Portfolio S P600 (SPSM) 0.4 $1.3M 32k 42.60
Ishares Tr Us Industrials (IYJ) 0.4 $1.3M 9.2k 142.31
Ishares Tr Us Telecom Etf (IYZ) 0.4 $1.3M 43k 29.78
Ishares Tr U S Finls Etf (IYF) 0.4 $1.3M 11k 120.99
Sherwin-Williams Company (SHW) 0.3 $1.3M 3.7k 343.36
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.3M 6.9k 182.81
Ishares Tr U S Utilits Etf (IDU) 0.3 $1.2M 11k 104.57
Ishares Tr Us Consm Staples (IYK) 0.3 $1.1M 16k 70.48
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.1M 8.3k 128.52
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $1.0M 13k 80.97
Spdr Series Trust Portfolio S P500 (SPLG) 0.3 $1.0M 14k 72.69
Spdr Series Trust Portfoli S P1500 (SPTM) 0.3 $995k 13k 74.89
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.3 $922k 44k 20.92
Stryker Corporation (SYK) 0.2 $802k 2.0k 395.63
Adobe Systems Incorporated (ADBE) 0.2 $771k 2.0k 386.88
Nxp Semiconductors N V (NXPI) 0.2 $744k 3.4k 218.49
Amgen (AMGN) 0.2 $725k 2.6k 279.21
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $718k 16k 43.85
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $715k 7.2k 99.49
Innovator Etfs Trust Premium Incm 15 (LAPR) 0.2 $649k 26k 25.11
Invesco Exchange Traded Fd T S P500 Eql Wgt (RSP) 0.2 $632k 3.5k 181.74
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $628k 2.3k 278.88
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $615k 12k 50.21
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.2 $613k 15k 39.76
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $613k 20k 30.14
Netflix (NFLX) 0.2 $585k 437.00 1339.13
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $577k 3.5k 164.48
Vanguard Index Fds Small Cp Etf (VB) 0.1 $537k 2.3k 236.99
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $532k 26k 20.68
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $509k 12k 41.30
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $504k 5.7k 89.06
Kla Corp Com New (KLAC) 0.1 $502k 561.00 895.03
Tesla Motors (TSLA) 0.1 $495k 1.6k 317.66
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $490k 2.2k 226.49
Lowe's Companies (LOW) 0.1 $489k 2.2k 221.86
Ishares Tr Select Divid Etf (DVY) 0.1 $474k 3.6k 132.81
Southern Company (SO) 0.1 $466k 5.1k 91.82
Procter & Gamble Company (PG) 0.1 $432k 2.7k 159.33
Invesco Exch Traded Fd Tr Ii S P Smlcap Qty (XSHQ) 0.1 $424k 10k 40.73
Spdr Series Trust S P Oilgas Exp (XOP) 0.1 $371k 2.9k 125.80
Robinhood Mkts Com Cl A (HOOD) 0.1 $368k 3.9k 93.63
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $363k 9.0k 40.46
Exelon Corporation (EXC) 0.1 $362k 8.3k 43.42
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $352k 2.4k 144.35
Micron Technology (MU) 0.1 $351k 2.9k 123.25
Select Sector Spdr Tr Technology (XLK) 0.1 $341k 1.3k 253.23
Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG) 0.1 $340k 14k 24.07
Spdr Gold Tr Gold Shs (GLD) 0.1 $335k 1.1k 304.83
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $334k 6.5k 51.10
Invesco Exchange Traded Fd T S P Mdcp Momntum (XMMO) 0.1 $328k 2.6k 128.63
Vanguard Index Fds Growth Etf (VUG) 0.1 $327k 745.00 438.40
Colgate-Palmolive Company (CL) 0.1 $318k 3.5k 90.90
Ishares Tr Msci India Etf (INDA) 0.1 $314k 5.6k 55.68
Select Sector Spdr Tr Energy (XLE) 0.1 $314k 3.7k 84.81
Pepsi (PEP) 0.1 $309k 2.3k 132.02
Blackrock (BLK) 0.1 $308k 293.00 1049.40
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $306k 7.8k 39.52
Select Sector Spdr Tr Financial (XLF) 0.1 $305k 5.8k 52.37
Ishares Tr Core S P Us Vlu (IUSV) 0.1 $299k 3.2k 94.63
Qualcomm (QCOM) 0.1 $296k 1.9k 159.23
Capital One Financial (COF) 0.1 $293k 1.4k 212.73
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $290k 6.9k 42.23
Ea Series Trust Strive 500 Etf (STRV) 0.1 $290k 7.2k 40.06
Paychex (PAYX) 0.1 $280k 1.9k 145.43
Invesco Exchange Traded Fd T S P Mdcp Quality (XMHQ) 0.1 $276k 2.8k 98.23
Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.1 $260k 5.1k 51.01
Ea Series Trust Strive 1000 Grwt (STXG) 0.1 $252k 5.5k 46.02
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $247k 7.7k 32.08
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $243k 552.00 440.65
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $239k 1.1k 217.37
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $232k 5.8k 40.01
Cisco Systems (CSCO) 0.1 $232k 3.3k 69.38
Corning Incorporated (GLW) 0.1 $231k 4.4k 52.59
Illinois Tool Works (ITW) 0.1 $227k 919.00 247.20
Public Service Enterprise (PEG) 0.1 $218k 2.6k 84.19
Ishares Tr Msci Eafe Etf (EFA) 0.1 $215k 2.4k 89.39
Freeport Mcmoran CL B (FCX) 0.1 $209k 4.8k 43.35
FedEx Corporation (FDX) 0.1 $209k 920.00 227.31
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $194k 10k 18.70