Nicholson Wealth Management Group, LLC
Q1 2025 13F Holdings
- Locationcharlestown, SC
- Num holdings
102
- Value ($000)
$152,370
- Date Filed05/12/2025
- Form type13F-HR
- CIK0002035982
- 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 |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $13.39M | 9 % | 26,062 | ||
CATX PERSPECTIVE THERAPEUTICS INC | COM NEW | 46489V302 | $3.43M | 2 % | 1,609,283 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $3.00M | 2 % | 10,928 | ||
UBSI UNITED BANKSHARES INC WEST V | COM | 909907107 | $2.64M | 2 % | 76,245 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.50M | 2 % | 6,648 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $2.49M | 2 % | 14,620 | ||
AAPL APPLE INC | COM | 037833100 | $2.30M | 2 % | 10,341 | ||
PEP PEPSICO INC | COM | 713448108 | $2.28M | 2 % | 15,193 | ||
ABG CENCORA INC | COM | 03073E105 | $2.23M | 2 % | 8,024 | ||
V VISA INC | COM CL A | 92826C839 | $1.99M | 1 % | 5,690 |
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