NICOLA WEALTH MANAGEMENT LTD.

Q1 2025 13F Holdings

  • Location
    vancouver, A1
  • Num holdings

    111

  • Value ($000)

    $1,025,284

  • Date Filed
    06/06/2025
  • Form type
    restatement
  • CIK
    0001734493
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BNS
BNS

BANK NOVA SCOTIA HALIFAX

COM
064149107
$109.09M
11 %

2,300,000

---

TORONTO DOMINION BK ONT

COM NEW
891160509
$30.57M
3 %

510,002

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$27.61M
3 %

73,560

REET
REET

ISHARES TR

GLOBAL REIT ETF
46434V647
$27.37M
3 %

1,128,300

V
V

VISA INC

COM CL A
92826C839
$24.88M
2 %

71,000

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$24.30M
2 %

46,400

CASY
CASY

CASEYS GEN STORES INC

COM
147528103
$23.39M
2 %

53,900

CNR
CNR

CANADIAN NATL RY CO

COM
136375102
$23.33M
2 %

239,600

META
META

META PLATFORMS INC

CL A
30303M102
$22.77M
2 %

39,500

AVGO
AVGO

BROADCOM INC

COM
11135F101
$21.56M
2 %

128,800

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