NICOLA WEALTH MANAGEMENT LTD.
Q1 2025 13F Holdings
- Locationvancouver, A1
- Num holdings
111
- Value ($000)
$1,232,087
- Date Filed05/08/2025
- Form type13F-HR
- CIK0001734493
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BNS BANK NOVA SCOTIA HALIFAX | COM | 064149107 | $156.93M | 13 % | 2,300,000 | ||
TORONTO DOMINION BK ONT | COM NEW | 891160509 | $43.98M | 4 % | 510,002 | ||
REET ISHARES TR | GLOBAL REIT ETF | 46434V647 | $39.38M | 3 % | 1,128,300 | ||
CNR CANADIAN NATL RY CO | COM | 136375102 | $33.55M | 3 % | 239,600 | ||
SHOP SHOPIFY INC | CL A | 82509L107 | $29.62M | 2 % | 216,383 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $27.61M | 2 % | 73,560 | ||
V VISA INC | COM CL A | 92826C839 | $24.88M | 2 % | 71,000 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $24.30M | 2 % | 46,400 | ||
CASY CASEYS GEN STORES INC | COM | 147528103 | $23.39M | 2 % | 53,900 | ||
META META PLATFORMS INC | CL A | 30303M102 | $22.77M | 2 % | 39,500 |
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