Nicholson Wealth Management Group, LLC Top Holdings and 13F Report (2026) About Nicholson Wealth Management Group, LLCInvestment ActivityNicholson Wealth Management Group, LLC has $171.84 million in total holdings as of March 31, 2026.Nicholson Wealth Management Group, LLC owns shares of 112 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 6.43% of the portfolio was purchased this quarter.About 4.95% of the portfolio was sold this quarter.This quarter, Nicholson Wealth Management Group, LLC has purchased 108 new stocks and bought additional shares in 46 stocks.Nicholson Wealth Management Group, LLC sold shares of 40 stocks and completely divested from 5 stocks this quarter.Largest Holdings PERSPECTIVE THERAPEUTICS INC $6,751,201Vanguard S&P 500 ETF $4,511,503Vanguard Total Stock Market ETF $3,605,584United Bankshares $3,158,068Apple $2,858,760 Largest New Holdings this Quarter 620076307 - Motorola Solutions $1,981,073 Holding94106L109 - Waste Management $1,909,325 HoldingG8994E103 - Trane Technologies $1,644,039 Holding09857L108 - Booking $985,215 Holding46138E875 - Invesco Dorsey Wright Developed Markets Momentum ETF $378,931 Holding Largest Purchases this Quarter Motorola Solutions 4,565 shares (about $1.98M)Waste Management 8,309 shares (about $1.91M)Trane Technologies 3,945 shares (about $1.64M)Booking 234 shares (about $985.22K)Netflix 4,100 shares (about $394.22K) Largest Sales this Quarter Vanguard S&P 500 ETF 989 shares (about $590.98K)ExxonMobil 1,534 shares (about $260.26K)L3Harris Technologies 736 shares (about $254.03K)Analog Devices 592 shares (about $188.34K)WALMART INC 1,265 shares (about $157.21K) 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 PortfolioSectorPERSPECTIVE THERAPEUTICS INC$6,751,201$4,170 ▲0.1%1,618,9933.9%COM NEWVOOVanguard S&P 500 ETF$4,511,503$590,977 ▼-11.6%7,5502.6%ETFVTIVanguard Total Stock Market ETF$3,605,5840.0%11,2392.1%ETFUBSIUnited Bankshares$3,158,0680.0%76,2451.8%FinanceAAPLApple$2,858,760$84,260 ▲3.0%11,2641.7%Computer and TechnologyMSFTMicrosoft$2,846,979$86,620 ▲3.1%7,6911.7%Computer and TechnologyPEPPepsiCo$2,794,802$44,258 ▲1.6%17,9971.6%Consumer StaplesJNJJohnson & Johnson$2,646,314$33,244 ▼-1.2%10,8261.5%MedicalPGProcter & Gamble$2,509,405$21,522 ▲0.9%17,3731.5%Consumer StaplesWALMART INC$2,466,461$157,214 ▼-6.0%19,8461.4%COMPSXPhillips 66$2,351,043$65,949 ▼-2.7%12,9051.4%EnergyADIAnalog Devices$2,305,565$188,339 ▼-7.6%7,2471.3%Computer and TechnologyLHXL3Harris Technologies$2,210,345$254,031 ▼-10.3%6,4041.3%AerospaceLINDE PLC$2,202,169$59,987 ▼-2.7%4,4421.3%SHSCBChubb$2,201,983$2,933 ▲0.1%6,7561.3%FinanceMCDMcDonald's$2,185,791$28,904 ▼-1.3%7,0331.3%Retail/WholesaleCOSTCostco Wholesale$2,172,217$39,857 ▼-1.8%2,1801.3%Retail/WholesaleATOAtmos Energy$2,158,644$36,759 ▲1.7%11,6861.3%UtilitiesNEENextEra Energy$2,138,570$22,291 ▼-1.0%23,0251.2%UtilitiesGDGeneral Dynamics$2,133,803$37,068 ▼-1.7%6,2171.2%AerospaceWECWEC Energy Group$2,131,798$76,756 ▲3.7%18,4141.2%UtilitiesLLYEli Lilly and Company$2,121,911$103,014 ▼-4.6%2,3071.2%MedicalGWWW.W. Grainger$2,111,810$1,091 ▼-0.1%1,9361.2%IndustrialsAMGNAmgen$2,108,292$9,500 ▼-0.4%5,9921.2%MedicalNJRNewJersey Resources$2,108,214$66,179 ▲3.2%38,3871.2%UtilitiesCSCOCisco Systems$2,084,023$3,802 ▼-0.2%26,8591.2%Computer and TechnologySOSouthern$2,038,6950.0%21,1221.2%UtilitiesTXNTexas Instruments$2,015,957$47,953 ▼-2.3%10,3841.2%Computer and TechnologyHDHome Depot$2,011,169$329 ▼0.0%6,1151.2%Retail/WholesaleCORCencora$2,007,670$28,901 ▼-1.4%6,3911.2%MedicalPHParker-Hannifin$1,992,806$101,162 ▼-4.8%2,2261.2%IndustrialsCMSCMS Energy$1,990,091$52,832 ▲2.7%25,6521.2%UtilitiesMSIMotorola Solutions$1,981,073$1,981,073 ▲New Holding4,5651.2%Computer and TechnologyAVGOBroadcom$1,947,439$37,451 ▼-1.9%6,2921.1%Computer and TechnologyPLDPrologis$1,929,044$32,781 ▲1.7%14,5941.1%FinanceCHDChurch & Dwight$1,910,824$51,606 ▼-2.6%20,4761.1%Consumer StaplesORealty Income$1,909,865$26,919 ▲1.4%31,2171.1%FinanceWMWaste Management$1,909,325$1,909,325 ▲New Holding8,3091.1%Business ServicesCLColgate-Palmolive$1,908,647$14,404 ▼-0.7%22,3941.1%Consumer StaplesVVisa$1,904,114$88,859 ▲4.9%6,3001.1%Business ServicesAFLAflac$1,890,528$8,777 ▲0.5%17,2321.1%FinanceMDLZMondelez International$1,875,779$26,226 ▲1.4%32,5431.1%Consumer StaplesGLDSPDR Gold Shares$1,852,398$141,565 ▲8.3%4,3051.1%FinanceAWKAmerican Water Works$1,838,583$112,955 ▲6.5%13,5101.1%UtilitiesITWIllinois Tool Works$1,831,140$18,481 ▲1.0%7,0351.1%IndustrialsPPGPPG Industries$1,807,776$113,080 ▼-5.9%16,9141.1%Basic MaterialsSHWSherwin-Williams$1,802,455$44,877 ▼-2.4%5,6231.0%Basic MaterialsAPHAmphenol$1,796,950$30,071 ▼-1.6%14,2221.0%Computer and TechnologyECLEcolab$1,796,699$29,262 ▼-1.6%6,7541.0%Basic MaterialsZTSZoetis$1,792,305$60,051 ▲3.5%15,1621.0%MedicalWRBW.R. Berkley$1,779,023$154,565 ▲9.5%26,8411.0%FinanceLOWLowe's Companies$1,743,759$85,061 ▼-4.7%7,3801.0%Retail/WholesaleMAMastercard$1,687,353$63,957 ▲3.9%3,3771.0%Business ServicesMDTMedtronic$1,673,558$24,089 ▲1.5%19,3141.0%MedicalSYKStryker$1,672,854$11,501 ▲0.7%5,0911.0%MedicalICEIntercontinental Exchange$1,653,645$52,374 ▼-3.1%10,5141.0%FinanceXYLXylem$1,651,852$29,397 ▲1.8%13,8231.0%Business ServicesTTTrane Technologies$1,644,039$1,644,039 ▲New Holding3,9451.0%ConstructionCBSHCommerce Bancshares$1,620,850$64,354 ▼-3.8%32,9440.9%FinanceJKHYJack Henry & Associates$1,611,538$33,347 ▼-2.0%10,1970.9%Computer and TechnologyABTAbbott Laboratories$1,602,991$108,112 ▲7.2%15,6130.9%MedicalBROBrown & Brown$1,586,235$114,444 ▲7.8%24,3250.9%FinanceCEGConstellation Energy$1,577,205$120,915 ▲8.3%5,6480.9%EnergyUNHUnitedHealth Group$1,531,816$35,989 ▲2.4%5,6610.9%MedicalCTASCintas$1,526,322$66,810 ▲4.6%9,0240.9%Business ServicesPAYXPaychex$1,519,529$63,471 ▲4.4%16,4950.9%Computer and TechnologyADPAutomatic Data Processing$1,518,364$65,221 ▲4.5%7,4730.9%Computer and TechnologySPGIS&P Global$1,518,040$36,579 ▲2.5%3,5690.9%FinanceBDXBecton, Dickinson and Company$1,490,703$41,823 ▲2.9%9,4810.9%MedicalTSCOTractor Supply$1,487,973$29,309 ▲2.0%32,8470.9%Retail/WholesaleCHCOCity$1,475,4740.0%12,3450.9%FinanceROPER TECHNOLOGIES INC$1,443,395$147,206 ▲11.4%4,0790.8%COMACNAccenture$1,407,264$42,632 ▲3.1%7,0970.8%Computer and TechnologyFDSFactSet Research Systems$1,376,589$4,123 ▲0.3%6,3440.8%Business ServicesMKCMcCormick & Company, Incorporated$1,356,332$5,296 ▼-0.4%26,8900.8%Consumer StaplesBRBroadridge Financial Solutions$1,307,152$82,865 ▲6.8%8,0450.8%Computer and TechnologyINTUIntuit$1,203,746$153,495 ▲14.6%2,7840.7%Computer and TechnologyXOMExxonMobil$1,007,946$260,257 ▼-20.5%5,9410.6%EnergyBKNGBooking$985,215$985,215 ▲New Holding2340.6%Retail/WholesaleNVDANVIDIA$852,467$261,600 ▲44.3%4,8880.5%Computer and TechnologyNFLXNetflix$851,889$394,215 ▲86.1%8,8600.5%Consumer DiscretionaryJPMJPMorgan Chase & Co.$741,8720.0%2,5220.4%FinanceKOCocaCola$720,346$9,582 ▲1.3%9,4720.4%Consumer StaplesCVXChevron$671,597$72,415 ▲12.1%3,2460.4%EnergySOUTHSTATE BK CORP$640,146$17,764 ▼-2.7%6,9190.4%COMTSLATesla$636,808$1,859 ▲0.3%1,7130.4%Auto/Tires/TrucksRSPInvesco S&P 500 Equal Weight ETF$623,5480.0%3,2490.4%ETFSLViShares Silver Trust$584,369$78,361 ▲15.5%8,5760.3%ETFBUFRFT Vest Laddered Buffer ETF$560,852$11,279 ▼-2.0%16,6080.3%ETFQQQInvesco QQQ$545,435$1,732 ▼-0.3%9450.3%FinanceFDECFT Vest U.S. Equity Buffer ETF - December$527,4790.0%10,6090.3%ETFIBMInternational Business Machines$390,006$7,029 ▼-1.8%1,6090.2%Computer and TechnologyPIZInvesco Dorsey Wright Developed Markets Momentum ETF$378,931$378,931 ▲New Holding7,6520.2%ETFBRK.BBerkshire Hathaway$378,089$14,855 ▲4.1%7890.2%FinanceUNPUnion Pacific$368,0550.0%1,5170.2%TransportationCLXClorox$358,0420.0%3,4550.2%Consumer StaplesNUENucor$326,5320.0%1,9310.2%Basic MaterialsWATWaters$277,550$277,550 ▲New Holding9320.2%MedicalPIEInvesco Dorsey Wright Emerging Markets Momentum ETF$262,464$262,464 ▲New Holding10,0830.2%ETFGOOGAlphabet$261,616$4,877 ▼-1.8%9120.2%Computer and TechnologyShowing largest 100 holdings. 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