Nikulski Financial

Nikulski Financial as of Sept. 30, 2025

Portfolio Holdings for Nikulski Financial

Nikulski Financial holds 153 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 5.6 $22M 104k 215.88
Apple (AAPL) 5.2 $21M 82k 254.63
Amazon (AMZN) 4.1 $16M 74k 219.57
Alphabet Cap Stk Cl A (GOOGL) 3.7 $15M 61k 243.10
NVIDIA Corporation (NVDA) 3.2 $13M 69k 186.58
Microsoft Corporation (MSFT) 3.0 $12M 23k 517.95
Costco Wholesale Corporation (COST) 3.0 $12M 13k 925.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.8 $11M 19k 600.42
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.8 $11M 84k 130.28
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 2.7 $11M 148k 73.29
JPMorgan Chase & Co. (JPM) 2.7 $11M 34k 315.43
Abbvie (ABBV) 2.3 $9.1M 39k 231.54
Palo Alto Networks (PANW) 2.3 $9.0M 44k 203.62
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $8.8M 30k 293.86
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $8.2M 69k 118.83
Constellation Energy (CEG) 1.8 $7.0M 21k 329.07
Lam Research Corp Com New (LRCX) 1.7 $6.9M 51k 133.95
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $5.5M 196k 27.90
Vanguard Index Fds Value Etf (VTV) 1.4 $5.4M 29k 186.63
Broadcom (AVGO) 1.3 $5.1M 15k 329.91
Visa Com Cl A (V) 1.3 $5.0M 15k 341.39
Wisdomtree Tr Us Midcap Divid (DON) 1.2 $4.9M 93k 52.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $4.6M 6.9k 666.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $4.4M 8.7k 502.74
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 1.0 $4.1M 108k 38.36
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.0 $4.1M 46k 88.96
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $3.9M 145k 27.30
Deere & Company (DE) 1.0 $3.8M 8.4k 457.41
Home Depot (HD) 0.9 $3.7M 9.1k 405.19
McDonald's Corporation (MCD) 0.9 $3.7M 12k 303.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.6M 11k 328.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $3.6M 49k 73.46
Wal-Mart Stores (WMT) 0.9 $3.6M 35k 103.06
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.9 $3.4M 38k 89.57
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.8 $3.2M 25k 129.72
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $3.2M 101k 31.91
Crowdstrike Hldgs Cl A (CRWD) 0.8 $3.1M 6.4k 490.38
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $3.1M 6.6k 468.39
Goldman Sachs Physical Gold Unit (AAAU) 0.8 $3.0M 80k 38.12
Waste Management (WM) 0.8 $3.0M 14k 220.83
Allstate Corporation (ALL) 0.8 $3.0M 14k 214.73
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $3.0M 14k 208.82
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.7 $2.9M 55k 52.69
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $2.8M 38k 74.37
Goldman Sachs (GS) 0.7 $2.7M 3.3k 796.41
Digital Realty Trust (DLR) 0.7 $2.6M 15k 172.89
Eli Lilly & Co. (LLY) 0.7 $2.6M 3.5k 763.00
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.6 $2.6M 51k 50.73
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $2.2M 35k 65.26
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.6 $2.2M 48k 45.80
TJX Companies (TJX) 0.5 $2.1M 14k 144.54
Mastercard Incorporated Cl A (MA) 0.5 $2.1M 3.6k 568.85
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.9M 32k 59.92
Spdr Series Trust Portfli High Yld (SPHY) 0.5 $1.9M 79k 23.94
Marriott Intl Cl A (MAR) 0.5 $1.9M 7.1k 260.45
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $1.8M 25k 73.48
Lockheed Martin Corporation (LMT) 0.4 $1.7M 3.3k 499.17
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.6M 8.2k 195.86
Ishares Tr Expnd Tec Sc Etf (IGM) 0.4 $1.6M 13k 125.95
Sea Sponsord Ads (SE) 0.4 $1.6M 8.9k 178.73
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $1.6M 15k 103.07
Ishares Tr Expanded Tech (IGV) 0.4 $1.5M 13k 115.01
Meta Platforms Cl A (META) 0.4 $1.5M 2.0k 734.40
Spdr Series Trust Portfolio S&p600 (SPSM) 0.4 $1.4M 31k 46.32
Ishares Tr Us Telecom Etf (IYZ) 0.4 $1.4M 43k 32.26
Abbott Laboratories (ABT) 0.3 $1.4M 10k 133.94
Ishares Tr U.s. Finls Etf (IYF) 0.3 $1.3M 11k 126.64
Ishares Tr Us Industrials (IYJ) 0.3 $1.3M 9.1k 145.87
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.3M 8.0k 164.53
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.3M 6.6k 194.50
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $1.3M 3.9k 326.36
Ishares Tr U.s. Utilits Etf (IDU) 0.3 $1.3M 11k 110.90
Sherwin-Williams Company (SHW) 0.3 $1.2M 3.6k 346.26
Stryker Corporation (SYK) 0.3 $1.2M 3.3k 369.73
Tesla Motors (TSLA) 0.3 $1.1M 2.6k 444.72
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.1M 8.2k 137.80
Spdr Series Trust Portfolio S&p500 (SPLG) 0.3 $1.1M 14k 78.34
AeroVironment (AVAV) 0.3 $1.1M 3.5k 314.90
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $1.1M 14k 78.37
Ishares Tr Us Consm Staples (IYK) 0.3 $1.1M 16k 68.39
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.3 $1.0M 49k 20.93
Robinhood Mkts Com Cl A (HOOD) 0.2 $986k 6.9k 143.18
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.2 $963k 12k 80.65
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $947k 28k 33.37
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $838k 18k 45.60
Palantir Technologies Cl A (PLTR) 0.2 $767k 4.2k 182.42
Amgen (AMGN) 0.2 $738k 2.6k 282.24
Spdr Series Trust S&p Oilgas Exp (XOP) 0.2 $732k 5.5k 132.20
Nxp Semiconductors N V (NXPI) 0.2 $727k 3.2k 227.87
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $716k 6.5k 110.59
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.2 $703k 5.2k 135.22
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $697k 4.0k 174.70
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $673k 13k 50.90
Netflix (NFLX) 0.2 $668k 557.00 1198.92
Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG) 0.2 $662k 27k 24.24
Innovator Etfs Trust Premium Incm 15 (LAPR) 0.2 $643k 26k 25.16
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.2 $630k 15k 41.15
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $613k 3.2k 189.70
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $609k 2.2k 279.48
Kla Corp Com New (KLAC) 0.2 $605k 561.00 1077.74
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $576k 2.4k 236.09
Vanguard Index Fds Small Cp Etf (VB) 0.1 $561k 2.2k 254.48
Lowe's Companies (LOW) 0.1 $554k 2.2k 251.34
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $526k 12k 43.10
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $520k 5.7k 91.42
Southern Company (SO) 0.1 $520k 5.5k 94.76
Intuitive Surgical Com New (ISRG) 0.1 $484k 1.1k 447.23
Micron Technology (MU) 0.1 $477k 2.9k 167.32
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ) 0.1 $449k 10k 43.03
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $431k 21k 20.69
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $426k 1.8k 239.64
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $422k 9.9k 42.47
Ishares Tr Select Divid Etf (DVY) 0.1 $421k 3.0k 142.09
Procter & Gamble Company (PG) 0.1 $401k 2.6k 153.64
Select Sector Spdr Tr Financial (XLF) 0.1 $390k 7.2k 53.87
Select Sector Spdr Tr Technology (XLK) 0.1 $379k 1.3k 281.86
Corning Incorporated (GLW) 0.1 $376k 4.6k 82.03
Exelon Corporation (EXC) 0.1 $376k 8.3k 45.01
Vanguard Index Fds Growth Etf (VUG) 0.1 $357k 745.00 479.61
Blackrock (BLK) 0.1 $342k 293.00 1166.04
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $339k 4.0k 84.68
Spdr Gold Tr Gold Shs (GLD) 0.1 $334k 940.00 355.47
Select Sector Spdr Tr Energy (XLE) 0.1 $330k 3.7k 89.34
Pepsi (PEP) 0.1 $329k 2.3k 140.41
Freeport-mcmoran CL B (FCX) 0.1 $320k 8.2k 39.22
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $318k 7.8k 41.06
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $315k 6.1k 51.28
Qualcomm (QCOM) 0.1 $310k 1.9k 166.33
Ea Series Trust Strive 500 Etf (STRV) 0.1 $302k 7.0k 43.20
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $301k 6.9k 43.91
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $296k 2.8k 104.95
Capital One Financial (COF) 0.1 $292k 1.4k 212.54
Ea Series Trust Strive 1000 Grwt (STXG) 0.1 $282k 5.7k 49.92
Colgate-Palmolive Company (CL) 0.1 $280k 3.5k 79.94
Alphabet Cap Stk Cl C (GOOG) 0.1 $271k 1.1k 243.60
Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.1 $269k 5.1k 52.65
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $266k 2.7k 99.95
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $256k 552.00 463.74
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $253k 7.7k 32.82
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $244k 5.8k 42.02
Paychex (PAYX) 0.1 $244k 1.9k 126.73
Illinois Tool Works (ITW) 0.1 $240k 919.00 260.88
Cisco Systems (CSCO) 0.1 $236k 3.4k 68.42
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $228k 4.6k 49.99
Johnson & Johnson (JNJ) 0.1 $221k 1.2k 185.37
Public Service Enterprise (PEG) 0.1 $216k 2.6k 83.47
FedEx Corporation (FDX) 0.1 $212k 895.00 236.28
Truist Financial Corp equities (TFC) 0.1 $210k 4.6k 45.72
Rbc Cad (RY) 0.1 $208k 1.4k 147.33
Medtronic SHS (MDT) 0.1 $204k 2.1k 95.23
Enbridge (ENB) 0.1 $204k 4.0k 50.46
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.1 $202k 4.7k 42.95
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.1 $201k 5.9k 34.20