CIK 2035982
Nicholson Wealth Management Group, LLC
Institutional 13F holdings & portfolio
Holdings
108
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 108
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| CATX | PERSPECTIVE THERAPEUTICS INC | 1.6M | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 7K | $1M+ | SH |
| AAPL | APPLE INC | 11K | $1M+ | SH |
| UBSI | UNITED BANKSHARES INC WEST V | 76K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| PEP | PEPSICO INC | 18K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 17K | $1M+ | SH |
| WMT | WALMART INC | 21K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 11K | $1M+ | SH |
| AVGO | BROADCOM INC | 6K | $1M+ | SH |
| COR | CENCORA INC | 6K | $1M+ | SH |
| MCD | MCDONALDS CORP | 7K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 6K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 8K | $1M+ | SH |
| V | VISA INC | 6K | $1M+ | SH |
| CB | CHUBB LIMITED | 7K | $1M+ | SH |
| HD | HOME DEPOT INC | 6K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 7K | $1M+ | SH |
| CSCO | CISCO SYS INC | 27K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 2K | $1M+ | SH |
| AMGN | AMGEN INC | 6K | $1M+ | SH |
| GWW | WW GRAINGER INC | 2K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 14K | $1M+ | SH |
| LIN | LINDE PLC | 5K | $1M+ | SH |
| ATO | ATMOS ENERGY CORP | 11K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| JKHY | HENRY JACK & ASSOC INC | 10K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 14K | $1M+ | SH |
| AFL | AFLAC INC | 17K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 18K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 23K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 6K | $1M+ | SH |
| LOW | LOWES COS INC | 8K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| XYL | XYLEM INC | 14K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 7K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 11K | $1M+ | SH |
| ZTS | ZOETIS INC | 15K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 5K | $1M+ | SH |
| SO | SOUTHERN CO | 21K | $1M+ | SH |
| PPG | PPG INDS INC | 18K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 7K | $1M+ | SH |
| MKC | MCCORMICK & CO INC | 27K | $1M+ | SH |
| FDS | FACTSET RESH SYS INC | 6K | $1M+ | SH |
| PLD | PROLOGIS INC. | 14K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 19K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 6K | $1M+ | SH |
| ABT | ABBOTT LABS | 15K | $1M+ | SH |