Nicholson Wealth Management Group, LLC Top Holdings and 13F Report (2025) About Nicholson Wealth Management Group, LLCInvestment ActivityNicholson Wealth Management Group, LLC has $152.37 million in total holdings as of March 31, 2025.Nicholson Wealth Management Group, LLC owns shares of 102 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 2.50% of the portfolio was purchased this quarter.About 0.97% of the portfolio was sold this quarter.This quarter, Nicholson Wealth Management Group, LLC has purchased 99 new stocks and bought additional shares in 64 stocks.Nicholson Wealth Management Group, LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $13,393,522PERSPECTIVE THERAPEUTICS INC $3,427,773Vanguard Total Stock Market ETF $3,003,452United Bankshares $2,643,414Microsoft $2,495,593 Largest New Holdings this Quarter 032095101 - Amphenol $364,746 Holding084423102 - W. R. Berkley $272,472 Holding57636Q104 - Mastercard $233,499 Holding776696106 - Roper Technologies $203,995 Holding Largest Purchases this Quarter Eli Lilly and Company 631 shares (about $521.15K)Amphenol 5,561 shares (about $364.75K)W. R. Berkley 3,829 shares (about $272.47K)Mastercard 426 shares (about $233.50K)Roper Technologies 346 shares (about $204.00K) Largest Sales this Quarter Vanguard S&P 500 ETF 552 shares (about $283.68K)Mondelez International 922 shares (about $62.56K)Brown-Forman 1,662 shares (about $56.41K)Tesla 175 shares (about $45.35K)Visa 82 shares (about $28.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNicholson Wealth Management Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$13,393,522$283,678 ▼-2.1%26,0628.8%ETFPERSPECTIVE THERAPEUTICS INC$3,427,7730.0%1,609,2832.2%COM NEWVTIVanguard Total Stock Market ETF$3,003,4520.0%10,9282.0%ETFUBSIUnited Bankshares$2,643,4140.0%76,2451.7%FinanceMSFTMicrosoft$2,495,593$120,125 ▲5.1%6,6481.6%Computer and TechnologyPGProcter & Gamble$2,491,540$7,158 ▲0.3%14,6201.6%Consumer StaplesAAPLApple$2,296,970$84,851 ▲3.8%10,3411.5%Computer and TechnologyPEPPepsiCo$2,278,038$10,946 ▲0.5%15,1931.5%Consumer StaplesCORCencora$2,231,394$28,365 ▲1.3%8,0241.5%MedicalVVisa$1,994,117$28,738 ▼-1.4%5,6901.3%Business ServicesMCDMcDonald's$1,985,424$10,933 ▼-0.5%6,3561.3%Retail/WholesaleSOSouthern$1,942,1680.0%21,1221.3%UtilitiesUNPUnion Pacific$1,902,913$37,798 ▲2.0%8,0551.2%TransportationJNJJohnson & Johnson$1,899,034$12,106 ▲0.6%11,4511.2%MedicalWECWEC Energy Group$1,890,149$12,751 ▲0.7%17,3441.2%UtilitiesLINDE PLC$1,847,660$31,664 ▲1.7%3,9681.2%SHSAMGNAmgen$1,832,849$69,164 ▲3.9%5,8831.2%MedicalHDHome Depot$1,829,518$36,649 ▲2.0%4,9921.2%Retail/WholesaleCBChubb$1,828,247$38,051 ▲2.1%6,0541.2%FinanceATOAtmos Energy$1,811,987$24,269 ▲1.4%11,7221.2%UtilitiesBROBrown & Brown$1,808,278$34,459 ▲1.9%14,5361.2%FinanceABTAbbott Laboratories$1,806,295$3,449 ▲0.2%13,6171.2%MedicalGDGeneral Dynamics$1,785,126$28,621 ▲1.6%6,5491.2%AerospaceCOSTCostco Wholesale$1,782,795$19,861 ▲1.1%1,8851.2%Retail/WholesaleCMSCMS Energy$1,752,842$13,069 ▲0.8%23,3371.2%UtilitiesADPAutomatic Data Processing$1,725,022$60,189 ▲3.6%5,6461.1%Business ServicesWMTWalmart$1,717,611$41,612 ▲2.5%19,5651.1%Retail/WholesalePAYXPaychex$1,714,822$41,964 ▲2.5%11,1151.1%Business ServicesSYKStryker$1,706,394$29,780 ▲1.8%4,5841.1%MedicalMDTMedtronic$1,695,299$33,698 ▲2.0%18,8661.1%MedicalAWKAmerican Water Works$1,688,661$31,569 ▲1.9%11,4471.1%UtilitiesECLEcolab$1,657,767$6,084 ▲0.4%6,5391.1%Basic MaterialsORealty Income$1,654,677$21,754 ▲1.3%28,5241.1%FinanceCSCOCisco Systems$1,645,682$22,586 ▼-1.4%26,6681.1%Computer and TechnologyLMTLockheed Martin$1,621,557$33,503 ▲2.1%3,6301.1%AerospaceICEIntercontinental Exchange$1,621,500$35,018 ▲2.2%9,4001.1%FinanceSPGIS&P Global$1,600,007$102,128 ▲6.8%3,1491.1%Business ServicesMDLZMondelez International$1,599,564$62,558 ▼-3.8%23,5751.0%Consumer StaplesBRBroadridge Financial Solutions$1,590,295$64,979 ▲4.3%6,5591.0%Business ServicesAFLAflac$1,589,350$51,592 ▲3.4%14,2941.0%FinanceCHDChurch & Dwight$1,588,489$17,724 ▼-1.1%14,4291.0%Consumer StaplesTSCOTractor Supply$1,575,474$10,028 ▲0.6%28,5931.0%Retail/WholesaleGWWW.W. Grainger$1,574,601$70,136 ▲4.7%1,5941.0%IndustrialsJKHYJack Henry & Associates$1,572,916$6,391 ▼-0.4%8,6141.0%Computer and TechnologyHONHoneywell International$1,570,762$17,364 ▲1.1%7,4181.0%Multi-Sector ConglomeratesSBUXStarbucks$1,568,361$13,242 ▲0.9%15,9891.0%Retail/WholesaleXYLXylem$1,566,360$60,208 ▲4.0%13,1121.0%Business ServicesMKCMcCormick & Company, Incorporated$1,559,445$18,767 ▼-1.2%18,9461.0%Consumer StaplesNJRNew Jersey Resources$1,555,104$8,880 ▲0.6%31,6981.0%UtilitiesAPDAir Products and Chemicals$1,543,611$6,193 ▲0.4%5,2341.0%Basic MaterialsNEENextEra Energy$1,539,022$30,554 ▲2.0%21,7101.0%UtilitiesFDSFactSet Research Systems$1,532,591$38,190 ▲2.6%3,3711.0%Business ServicesTXNTexas Instruments$1,530,325$49,777 ▲3.4%8,5161.0%Computer and TechnologySHWSherwin-Williams$1,514,437$62,156 ▲4.3%4,3371.0%Basic MaterialsCLColgate-Palmolive$1,508,664$18,272 ▲1.2%16,1011.0%Consumer StaplesLHXL3Harris Technologies$1,505,985$28,257 ▲1.9%7,1951.0%AerospaceADIAnalog Devices$1,498,811$14,117 ▲1.0%7,4321.0%Computer and TechnologyUNHUnitedHealth Group$1,489,021$61,279 ▲4.3%2,8431.0%MedicalCMCSAComcast$1,488,472$32,730 ▲2.2%40,3381.0%Consumer DiscretionaryPSXPhillips 66$1,471,017$123 ▲0.0%11,9131.0%EnergyLOWLowe's Companies$1,469,582$18,658 ▲1.3%6,3011.0%Retail/WholesaleITWIllinois Tool Works$1,457,803$60,514 ▲4.3%5,8781.0%IndustrialsCHCOCity$1,450,1670.0%12,3451.0%FinanceBDXBecton, Dickinson and Company$1,443,765$17,638 ▼-1.2%6,3030.9%MedicalPLDPrologis$1,437,172$20,681 ▲1.5%12,8560.9%FinancePPGPPG Industries$1,382,512$765 ▲0.1%12,6430.9%Basic MaterialsAVGOBroadcom$1,368,238$20,259 ▼-1.5%8,1720.9%Computer and TechnologyZTSZoetis$1,365,442$68,824 ▲5.3%8,2930.9%MedicalPHParker-Hannifin$1,350,035$49,844 ▲3.8%2,2210.9%IndustrialsEMREmerson Electric$1,344,077$88,041 ▲7.0%12,2590.9%IndustrialsACNAccenture$1,336,779$16,538 ▲1.3%4,2840.9%Computer and TechnologyCBSHCommerce Bancshares$1,288,908$21,283 ▲1.7%20,7120.8%FinanceTROWT. Rowe Price Group$1,253,382$60,175 ▲5.0%13,6430.8%FinanceCTASCintas$1,189,608$56,932 ▲5.0%5,7880.8%Business ServicesBF.BBrown-Forman$1,065,614$56,408 ▼-5.0%31,3970.7%Consumer StaplesGLDSPDR Gold Shares$1,030,3890.0%3,5760.7%FinanceXOMExxon Mobil$913,1450.0%7,6780.6%EnergyLLYEli Lilly and Company$868,031$521,149 ▲150.2%1,0510.6%MedicalFIRST TR EXCHNG TRADED FD VI$734,2360.0%24,1860.5%FT VEST US EQUITSSBSouthState$656,794$4,084 ▼-0.6%7,0760.4%FinanceKOCoca-Cola$638,7070.0%8,9180.4%Consumer StaplesJPMJPMorgan Chase & Co.$607,3630.0%2,4760.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$574,7770.0%3,3180.4%ETFDVYiShares Select Dividend ETF$573,8210.0%4,2730.4%ETFCLXClorox$519,498$589 ▼-0.1%3,5280.3%Consumer StaplesCVXChevron$465,401$2,844 ▼-0.6%2,7820.3%EnergyIBMInternational Business Machines$442,615$13,179 ▲3.1%1,7800.3%Computer and TechnologyNFLXNetflix$419,6390.0%4500.3%Consumer DiscretionaryQQQInvesco QQQ$399,520$18,288 ▲4.8%8520.3%FinanceBRK.BBerkshire Hathaway$386,1210.0%7250.3%FinanceTSLATesla$373,968$45,353 ▼-10.8%1,4430.2%Auto/Tires/TrucksBUFRFT Vest Laddered Buffer ETF$366,523$2,642 ▲0.7%12,3450.2%ETFAPHAmphenol$364,746$364,746 ▲New Holding5,5610.2%Computer and TechnologySONSonoco Products$304,8400.0%6,4530.2%IndustrialsFIRST TR EXCHNG TRADED FD VI$304,7090.0%10,2460.2%FT VEST US EQUTYWRBW. R. Berkley$272,472$272,472 ▲New Holding3,8290.2%FinanceDUKDuke Energy$259,1860.0%2,1250.2%UtilitiesAMZNAmazon.com$253,8070.0%1,3340.2%Retail/WholesaleMAMastercard$233,499$233,499 ▲New Holding4260.2%Business ServicesNUENucor$232,3770.0%1,9310.2%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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