Nicholson Wealth Management Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    charlestown, SC
  • CIK
    0002035982
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

102

$152.37M
VOO, CATX, VTI, UBSI
13F-HR
May 12, 2025
000176538025000211

99

$149.62M
VOO, CATX, VTI, UBSI
13F-HR
Feb 3, 2025
000176538025000030

97

$121.75M
CATX, VOO, VTI, UBSI
13F-HR
Oct 23, 2024
000176538024000398