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Nikulski Financial, Inc. Top Holdings and 13F Report (2025)

About Nikulski Financial, Inc.

Investment Activity

  • Nikulski Financial, Inc. has $365.25 million in total holdings as of June 30, 2025.
  • Nikulski Financial, Inc. owns shares of 144 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
  • Approximately 4.81% of the portfolio was purchased this quarter.
  • About 3.77% of the portfolio was sold this quarter.
  • This quarter, Nikulski Financial, Inc. has purchased 137 new stocks and bought additional shares in 63 stocks.
  • Nikulski Financial, Inc. sold shares of 50 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple
$16,579,117
Amazon.com
$16,108,980
Costco Wholesale
$12,405,552
Microsoft
$11,334,107

Largest New Holdings this Quarter

464287697 - iShares U.S. Utilities ETF
$1,188,220 Holding
464287812 - iShares U.S. Consumer Staples ETF
$1,123,129 Holding
863667101 - Stryker
$801,942 Holding
92189F676 - VanEck Semiconductor ETF
$628,038 Holding

Largest Purchases this Quarter

iShares U.S. Utilities ETF
11,363 shares (about $1.19M)
iShares U.S. Consumer Staples ETF
15,935 shares (about $1.12M)
Microsoft
1,737 shares (about $864.01K)
NVIDIA
5,104 shares (about $806.38K)
Stryker
2,027 shares (about $801.94K)

Largest Sales this Quarter

iShares Core S&P Small-Cap ETF
5,028 shares (about $549.51K)
iShares Expanded Tech-Software Sector ETF
4,627 shares (about $506.65K)
iShares U.S. Financials ETF
4,098 shares (about $495.82K)
iShares Expanded Tech Sector ETF
4,222 shares (about $474.29K)
iShares U.S. Industrials ETF
3,159 shares (about $449.55K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofNikulski Financial, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$21,597,342$33,770 -0.2%105,5235.9%ETF
Apple Inc. stock logo
AAPL
Apple
$16,579,117$592,529 3.7%80,8074.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$16,108,980$604,860 3.9%73,4264.4%Retail/Wholesale
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$12,405,552$282,124 2.3%12,5323.4%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$11,334,107$864,011 8.3%22,7863.1%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$10,943,167$806,380 8.0%69,2653.0%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$10,901,790$585,790 5.7%61,8613.0%Computer and Technology
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$10,757,519$29,858 -0.3%150,9622.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,417,047$159,974 1.6%18,8842.9%Finance
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$10,338,755$73,313 -0.7%85,1772.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,784,707$56,532 0.6%33,7512.7%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$8,655,355$155,525 1.8%42,2962.4%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$8,567,251$77,793 0.9%30,6162.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$7,714,697$549,512 -6.6%70,5892.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$7,363,659$143,854 2.0%39,6712.0%Medical
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$6,842,853$350,196 5.4%21,2011.9%Energy
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$5,274,925$75,290 -1.4%29,8461.4%ETF
Visa Inc. stock logo
V
Visa
$5,150,753$184,628 3.7%14,5071.4%Business Services
LAM RESEARCH CORP
$5,078,073$54,121 -1.1%52,1681.4%COM NEW
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$4,854,164$277,592 6.1%191,8641.3%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$4,677,151$10,124 0.2%93,3191.3%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,344,721$61,167 -1.4%7,0321.2%Finance
Innovator U.S. Equity Power Buffer ETF - April stock logo
PAPR
Innovator U.S. Equity Power Buffer ETF - April
$4,089,742$4,624 0.1%109,6741.1%ETF
Deere & Company stock logo
DE
Deere & Company
$4,074,779$58,988 1.5%8,0131.1%Industrials
Broadcom Inc. stock logo
AVGO
Broadcom
$4,054,774$57,059 1.4%14,7101.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,028,985$319,152 8.6%8,2941.1%Finance
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$3,930,050$14,487 -0.4%46,9321.1%Manufacturing
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$3,846,741$194,387 -4.8%42,6851.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,835,097$118,232 -3.0%12,6181.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$3,788,300$158,217 -4.0%54,8311.0%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$3,576,752$436,666 13.9%134,9721.0%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$3,492,626$38,567 -1.1%11,9541.0%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$3,374,200$47,326 1.4%34,5080.9%Retail/Wholesale
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$3,265,322$274,345 -7.8%26,4230.9%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$3,245,103$97,892 3.1%8,8510.9%Retail/Wholesale
CrowdStrike stock logo
CRWD
CrowdStrike
$3,198,499$553,116 20.9%6,2800.9%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$2,999,398$91,529 3.1%13,1080.8%Business Services
The Allstate Corporation stock logo
ALL
Allstate
$2,963,437$20,332 0.7%14,7210.8%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,897,465$25,329 -0.9%39,3520.8%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,849,865$61,991 -2.1%6,7120.8%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$2,840,366$62,305 2.2%97,2400.8%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$2,789,171$42,511 1.5%14,3030.8%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$2,659,908$52,086 -1.9%9,7540.7%Computer and Technology
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$2,623,887$29,637 1.1%15,0510.7%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,620,000$296,221 12.7%3,3610.7%Medical
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$2,526,000$86,106 3.5%49,8420.7%ETF
Goldman Sachs Physical Gold ETF stock logo
AAAU
Goldman Sachs Physical Gold ETF
$2,498,942$63,399 2.6%76,4670.7%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,419,260$63,702 -2.6%3,4180.7%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,293,384$153,624 -6.3%36,9780.6%ETF
Innovator U.S. Equity Power Buffer ETF - January stock logo
PJAN
Innovator U.S. Equity Power Buffer ETF - January
$2,133,342$92,505 -4.2%48,4300.6%ETF
Invesco International BuyBack Achievers ETF stock logo
IPKW
Invesco International BuyBack Achievers ETF
$2,071,353$694,278 50.4%42,5770.6%Manufacturing
Mastercard Incorporated stock logo
MA
Mastercard
$2,027,049$19,669 -1.0%3,6070.6%Business Services
Marriott International, Inc. stock logo
MAR
Marriott International
$1,953,221$29,234 -1.5%7,1490.5%Consumer Discretionary
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$1,898,417$20,025 -1.0%26,0700.5%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$1,841,698$28,870 1.6%77,3820.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,765,180$47,147 2.7%30,9630.5%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,681,316$114,846 7.3%13,6150.5%Retail/Wholesale
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$1,515,398$3,122 0.2%15,0490.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,506,474$738 0.0%2,0410.4%Computer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,483,980$445,974 -23.1%8,5650.4%Manufacturing
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$1,456,790$474,288 -24.6%12,9680.4%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$1,406,511$506,651 -26.5%12,8450.4%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$1,386,550$267,214 23.9%2,9940.4%Aerospace
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$1,380,120$150 0.0%9,1760.4%Manufacturing
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,353,549$14,825 1.1%9,9520.4%Medical
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$1,339,856$41,407 -3.0%31,4520.4%ETF
iShares U.S. Industrials ETF stock logo
IYJ
iShares U.S. Industrials ETF
$1,302,556$449,555 -25.7%9,1530.4%ETF
iShares U.S. Telecommunications ETF stock logo
IYZ
iShares U.S. Telecommunications ETF
$1,289,132$475,224 58.4%43,2890.4%ETF
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$1,286,489$495,818 -27.8%10,6330.4%ETF
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1,259,444$8,584 -0.7%3,6680.3%Basic Materials
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,252,272$183 0.0%6,8500.3%ETF
iShares U.S. Utilities ETF stock logo
IDU
iShares U.S. Utilities ETF
$1,188,220$1,188,220 New Holding11,3630.3%ETF
iShares U.S. Consumer Staples ETF stock logo
IYK
iShares U.S. Consumer Staples ETF
$1,123,129$1,123,129 New Holding15,9350.3%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,064,563$1,285 -0.1%8,2830.3%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$1,042,651$179,511 20.8%12,8770.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,032,006$15,265 -1.5%14,1970.3%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$995,293$101,701 -9.3%13,2900.3%ETF
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$921,941$147,695 19.1%44,0700.3%ETF
Stryker Corporation stock logo
SYK
Stryker
$801,942$801,942 New Holding2,0270.2%Medical
Adobe Inc. stock logo
ADBE
Adobe
$771,439$19,344 -2.4%1,9940.2%Computer and Technology
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$743,521$6,555 -0.9%3,4030.2%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$724,821$20,941 -2.8%2,5960.2%Medical
Innovator U.S. Equity Power Buffer ETF - July stock logo
PJUL
Innovator U.S. Equity Power Buffer ETF - July
$718,044$3,070 0.4%16,3750.2%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$714,836$24,873 -3.4%7,1850.2%ETF
INNOVATOR ETFS TRUST
$648,4660.0%25,8250.2%PREMIUM INCM 15
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$631,728$13,449 2.2%3,4760.2%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$628,038$628,038 New Holding2,2520.2%Manufacturing
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$614,570$35,147 6.1%12,2400.2%ETF
Innovator U.S. Equity Power Buffer ETF - June stock logo
PJUN
Innovator U.S. Equity Power Buffer ETF - June
$613,099$141,744 30.1%15,4200.2%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$612,804$232,409 61.1%20,3320.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$585,200$73,652 14.4%4370.2%Consumer Discretionary
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$577,337$240,475 71.4%3,5100.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$536,550$11,850 -2.2%2,2640.1%ETF
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$532,123$66,032 -11.0%25,7310.1%ETF
Innovator U.S. Equity Power Buffer ETF - October stock logo
POCT
Innovator U.S. Equity Power Buffer ETF - October
$509,436$1,033 -0.2%12,3350.1%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$503,969$69,553 16.0%5,6590.1%ETF
KLA Corporation stock logo
KLAC
KLA
$502,111$6,265 1.3%5610.1%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$494,914$136,594 38.1%1,5580.1%Auto/Tires/Trucks
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$490,124$4,303 0.9%2,1640.1%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$489,206$3,994 -0.8%2,2050.1%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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