Nicholas Wealth, LLC.
Q1 2025 13F Holdings
- Locationmarietta, GA
- Num holdings
96
- Value ($000)
$172,627
- Date Filed05/06/2025
- Form type13F-HR
- CIK0001911391
- 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 |
|---|---|---|---|---|---|---|---|
TIDAL TR II | NICHOLAS FIXED | 88634T535 | $32.81M | 19 % | 1,777,535 | ||
TIDAL TR II | NICHOLAS GLOBAL | 88636J162 | $24.12M | 14 % | 1,470,866 | ||
AFL AFLAC INC | COM | 001055102 | $8.15M | 5 % | 73,320 | ||
HD HOME DEPOT INC | COM | 437076102 | $4.51M | 3 % | 12,296 | ||
TSLA TESLA INC | COM | 88160R101 | $4.01M | 2 % | 15,487 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.10M | 2 % | 5,547 | ||
AAPL APPLE INC | COM | 037833100 | $2.97M | 2 % | 13,360 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $2.59M | 2 % | 23,892 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.57M | 2 % | 6,855 | ||
KO COCA COLA CO | COM | 191216100 | $2.57M | 2 % | 35,844 |
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