Nicholson Wealth Management Group, LLC

Q3 2025 13F Holdings

  • Location
    charlestown, SC
  • Num holdings

    108

  • Value ($000)

    $170,726

  • Date Filed
    11/04/2025
  • Form type
    13F-HR
  • CIK
    0002035982
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$9.73M
6 %

15,883

C
CATX

PERSPECTIVE THERAPEUTICS INC

COM NEW
46489V302
$5.55M
3 %

1,618,293

M
MSFT

MICROSOFT CORP

COM
594918104
$3.86M
2 %

7,460

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$3.61M
2 %

10,994

A
AAPL

APPLE INC

COM
037833100
$2.85M
2 %

11,205

U
UBSI

UNITED BANKSHARES INC WEST V

COM
909907107
$2.84M
2 %

76,245

A
AVGO

BROADCOM INC

COM
11135F101
$2.47M
1 %

7,495

P
PG

PROCTER AND GAMBLE CO

COM
742718109
$2.37M
1 %

15,455

A
ABG

CENCORA INC

COM
03073E105
$2.34M
1 %

7,488

G
GD

GENERAL DYNAMICS CORP

COM
369550108
$2.26M
1 %

6,629

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