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

About Nikulski Financial, Inc.

Investment Activity

  • Nikulski Financial, Inc. has $330.82 million in total holdings as of March 31, 2025.
  • Nikulski Financial, Inc. owns shares of 137 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
  • Approximately 2.21% of the portfolio was purchased this quarter.
  • About 1.19% of the portfolio was sold this quarter.
  • This quarter, Nikulski Financial, Inc. has purchased 133 new stocks and bought additional shares in 54 stocks.
  • Nikulski Financial, Inc. sold shares of 58 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Apple
$17,308,248
Amazon.com
$13,445,527
Costco Wholesale
$11,583,427

Largest New Holdings this Quarter

46138E644 - Invesco International BuyBack Achievers ETF
$1,292,444 Holding
464287713 - iShares U.S. Telecommunications ETF
$748,608 Holding
45783Y855 - Innovator Defined Wealth Shield ETF
$219,032 Holding
02072L680 - Strive 500 ETF
$215,639 Holding
46138G300 - Invesco S&P SmallCap Quality ETF
$210,839 Holding

Largest Purchases this Quarter

Invesco International BuyBack Achievers ETF
28,306 shares (about $1.29M)
iShares U.S. Telecommunications ETF
27,331 shares (about $748.61K)
Invesco QQQ
832 shares (about $390.15K)
Invesco S&P 500 Equal Weight ETF
1,972 shares (about $341.61K)
Costco Wholesale
256 shares (about $242.13K)

Largest Sales this Quarter

iShares Semiconductor ETF
3,441 shares (about $647.49K)
iShares Core S&P Small-Cap ETF
2,481 shares (about $259.44K)
iShares Russell 1000 Growth ETF
346 shares (about $124.94K)
iShares S&P Mid-Cap 400 Value ETF
1,041 shares (about $124.64K)
Vanguard Value ETF
618 shares (about $106.75K)

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
$20,502,406$23,085 -0.1%105,6886.2%ETF
Apple Inc. stock logo
AAPL
Apple
$17,308,248$130,835 0.8%77,9195.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$13,445,527$5,518 0.0%70,6694.1%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$11,583,427$242,129 2.1%12,2473.5%Retail/Wholesale
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$10,042,631$73,505 0.7%151,3813.0%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$9,442,769$80,028 0.9%85,7812.9%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,052,108$105,464 1.2%58,5372.7%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$8,719,189$390,145 4.7%18,5942.6%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,231,315$165,578 2.1%33,5562.5%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$8,149,409$16,971 -0.2%38,8962.5%Medical
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$7,907,252$259,438 -3.2%75,6172.4%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$7,901,515$217,724 2.8%21,0492.4%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$7,845,920$169,394 2.2%30,3382.4%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$7,087,621$170,297 2.5%41,5362.1%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$6,953,756$140,027 2.1%64,1612.1%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$6,362,441$165,503 2.7%12,1481.9%Medical
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$5,229,216$106,754 -2.0%30,2721.6%ETF
Visa Inc. stock logo
V
Visa
$4,901,926$15,070 0.3%13,9871.5%Business Services
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$4,611,154$87,254 1.9%93,1171.4%Finance
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$4,238,298$31,724 0.8%180,8921.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,067,323$9,586 -0.2%7,6371.2%Finance
Constellation Energy Co. stock logo
CEG
Constellation Energy
$4,056,004$34,277 0.9%20,1161.2%Energy
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,989,010$85,587 2.2%7,1311.2%Finance
Innovator U.S. Equity Power Buffer ETF - April stock logo
PAPR
Innovator U.S. Equity Power Buffer ETF - April
$3,906,567$36,908 -0.9%109,5501.2%ETF
LAM RESEARCH CORP
$3,833,003$40,057 1.1%52,7241.2%COM NEW
McDonald's Co. stock logo
MCD
McDonald's
$3,775,269$42,170 1.1%12,0861.1%Retail/Wholesale
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$3,761,768$145,424 4.0%47,1051.1%Manufacturing
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$3,719,237$26,624 -0.7%44,8421.1%ETF
Deere & Company stock logo
DE
Deere & Company
$3,706,349$939 0.0%7,8971.1%Industrials
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,574,957$53,870 1.5%13,0071.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$3,547,196$1,366 0.0%57,1211.1%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$3,429,479$124,641 -3.5%28,6431.0%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$3,313,086$57,765 -1.7%118,4941.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$3,145,850$76,227 2.5%8,5841.0%Retail/Wholesale
The Allstate Co. stock logo
ALL
Allstate
$3,027,421$71,441 -2.3%14,6200.9%Finance
Walmart Inc. stock logo
WMT
Walmart
$2,986,974$31,868 -1.1%34,0240.9%Retail/Wholesale
Waste Management, Inc. stock logo
WM
Waste Management
$2,941,940$51,857 1.8%12,7080.9%Business Services
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,915,677$14,763 -0.5%39,6960.9%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$2,668,848$53,672 2.1%9,9450.8%Computer and Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$2,623,840$15,462 0.6%14,0850.8%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,476,427$124,941 -4.8%6,8580.7%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,462,038$25,603 -1.0%2,9810.7%Medical
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$2,437,500$102,375 4.4%48,1430.7%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,428,161$87,396 -3.5%14,5030.7%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$2,381,481$142,252 6.4%95,1070.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,302,211$63,952 -2.7%39,4550.7%ETF
Goldman Sachs Physical Gold ETF stock logo
AAAU
Goldman Sachs Physical Gold ETF
$2,301,394$49,099 2.2%74,5270.7%Finance
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$2,132,265$198,454 10.3%14,8810.6%Finance
Innovator U.S. Equity Power Buffer ETF - January stock logo
PJAN
Innovator U.S. Equity Power Buffer ETF - January
$2,095,479$10,367 0.5%50,5300.6%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$1,996,370$33,985 -1.7%3,6420.6%Business Services
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$1,968,498$374 0.0%26,3450.6%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,916,517$27,316 1.4%3,5080.6%Finance
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$1,831,323$98,018 5.7%5,1940.6%Computer and Technology
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$1,783,889$24,708 -1.4%76,1690.5%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$1,728,417$59,551 3.6%7,2560.5%Consumer Discretionary
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$1,662,339$41,527 -2.4%14,7310.5%ETF
iShares U.S. Industrials ETF stock logo
IYJ
iShares U.S. Industrials ETF
$1,602,795$2,213 0.1%12,3120.5%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,564,429$6,320 0.4%11,1390.5%Manufacturing
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$1,558,615$9,792 -0.6%17,1900.5%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$1,554,830$4,094 -0.3%17,4720.5%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,545,033$1,218 -0.1%12,6850.5%Retail/Wholesale
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$1,534,507$82,560 -5.1%15,0180.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,531,828$31,667 2.1%30,1360.5%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$1,321,603$16,263 -1.2%32,4240.4%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,305,619$22,947 -1.7%9,8430.4%Medical
Invesco International BuyBack Achievers ETF stock logo
IPKW
Invesco International BuyBack Achievers ETF
$1,292,444$1,292,444 New Holding28,3060.4%Manufacturing
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1,289,5590.0%3,6930.4%Basic Materials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,176,9520.0%2,0420.4%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,170,4510.0%6,8490.4%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$1,166,018$18,428 -1.6%9,1750.4%Manufacturing
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,079,912$24,574 2.3%2,4170.3%Aerospace
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$996,190$11,221 -1.1%14,6480.3%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$961,602$8,001 -0.8%8,2930.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$947,407$20,977 -2.2%14,4070.3%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$870,602$9,555 1.1%10,6600.3%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$868,216$647,493 -42.7%4,6140.3%ETF
Amgen Inc. stock logo
AMGN
Amgen
$832,140$16,823 -2.0%2,6710.3%Medical
Adobe Inc. stock logo
ADBE
Adobe
$783,935$7,671 -1.0%2,0440.2%Computer and Technology
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$766,103$17,595 -2.2%37,0100.2%ETF
iShares U.S. Telecommunications ETF stock logo
IYZ
iShares U.S. Telecommunications ETF
$748,608$748,608 New Holding27,3310.2%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$724,7640.0%7,4350.2%ETF
Innovator U.S. Equity Power Buffer ETF - July stock logo
PJUL
Innovator U.S. Equity Power Buffer ETF - July
$655,298$92,437 -12.4%16,3050.2%ETF
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$652,476$47,895 -6.8%3,4330.2%Computer and Technology
INNOVATOR ETFS TRUST
$645,109$4,996 -0.8%25,8250.2%PREMIUM INCM 15
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$598,156$36,108 -5.7%28,9240.2%ETF
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$590,617$51,436 -8.0%11,5400.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$589,328$341,609 137.9%3,4020.2%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$518,465$15,626 3.1%2,2230.2%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$513,155$25,503 -4.7%2,3140.2%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$512,585$35,050 -6.4%3,8170.2%ETF
Innovator U.S. Equity Power Buffer ETF - October stock logo
POCT
Innovator U.S. Equity Power Buffer ETF - October
$480,1860.0%12,3600.1%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$464,723$83,333 21.8%2,7270.1%Consumer Staples
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$441,6320.0%4,8780.1%ETF
Innovator U.S. Equity Power Buffer ETF - June stock logo
PJUN
Innovator U.S. Equity Power Buffer ETF - June
$438,7540.0%11,8550.1%ETF
The Southern Company stock logo
SO
Southern
$435,537$65,648 17.7%4,7370.1%Utilities
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$410,891$38,487 -8.6%1,1210.1%Retail/Wholesale
KLA Co. stock logo
KLAC
KLA
$376,537$12,234 3.4%5540.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$356,226$2,798 -0.8%3820.1%Consumer Discretionary
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$356,070$23,240 7.0%2,1450.1%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$352,213$23,362 -6.2%3,7690.1%ETF

Showing largest 100 holdings. View all holdings.
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