- New Purchases: EFAV, VIGI, SPLG, GSLC, IYE, IGE, IYH, CVX, XLE, RTX, ADBE, WM, STZ, T, VOE, QUAL, DIA, MU, SPSM,
- Added Positions: MSFT, QQQ, TIP, LRCX, IYJ, TJX, HD, IWF, JPM, IBB, IYC, ULTA, CSX, DIS, AMZN, SOXX, PANW, IGM, IYW, MA, BSCM, AAP, MCD, IGV, DE, ABBV, SO, COST, BSCL, BA, XLK, XLP, V,
- Reduced Positions: SPLV, VEA, VXUS, PFF, IJR, SPY, VT, FBND, SCHA, XLF, XLI, VTI, JPST, IJH, IJJ, DVY, JNJ, CL, NEAR, VBR, ABT, INDA, SPTM,
- Sold Out: ELR, IDU, ICF, USMV, RTN, IEFA, VLUE, LLY, ACB,
For the details of Nikulski Financial, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/nikulski+financial%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Nikulski Financial, Inc.- VANGUARD SPECIALIZ (VIG) - 90,994 shares, 8.14% of the total portfolio. Shares added by 0.90%
- Amazon.com Inc (AMZN) - 3,280 shares, 6.90% of the total portfolio. Shares added by 1.71%
- Apple Inc (AAPL) - 24,758 shares, 6.89% of the total portfolio. Shares added by 0.94%
- ISHARES TRUST (IWF) - 25,860 shares, 3.79% of the total portfolio. Shares added by 4.82%
- SPDR S&P500 ETF TR (SPY) - 14,967 shares, 3.52% of the total portfolio. Shares reduced by 2.88%
Nikulski Financial, Inc. initiated holding in iShares MSCI EAFE Min Vol Factor. The purchase prices were between $58.66 and $67.92, with an estimated average price of $64.09. The stock is now traded at around $69.01. The impact to a portfolio due to this purchase was 1.71%. The holding were 33,908 shares as of .
New Purchase: Vanguard International Dividend Appreciation ETF (VIGI)Nikulski Financial, Inc. initiated holding in Vanguard International Dividend Appreciation ETF. The purchase prices were between $55.85 and $68.53, with an estimated average price of $63.2. The stock is now traded at around $71.86. The impact to a portfolio due to this purchase was 1.45%. The holding were 28,359 shares as of .
New Purchase: SPDR SERIES TRUST (SPLG)Nikulski Financial, Inc. initiated holding in SPDR SERIES TRUST. The purchase prices were between $28.91 and $37.99, with an estimated average price of $34.3. The stock is now traded at around $39.63. The impact to a portfolio due to this purchase was 1.04%. The holding were 37,613 shares as of .
New Purchase: GLDMN SACHS ETF TR (GSLC)Nikulski Financial, Inc. initiated holding in GLDMN SACHS ETF TR. The purchase prices were between $49.94 and $65.05, with an estimated average price of $59.17. The stock is now traded at around $68.37. The impact to a portfolio due to this purchase was 0.92%. The holding were 19,253 shares as of .
New Purchase: ISHARES TRUST (IYH)Nikulski Financial, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $180.14 and $221.83, with an estimated average price of $210.17. The stock is now traded at around $229.45. The impact to a portfolio due to this purchase was 0.52%. The holding were 3,179 shares as of .
New Purchase: ISHARES TRUST (IGE)Nikulski Financial, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $15.92 and $24.71, with an estimated average price of $20.61. The stock is now traded at around $22.58. The impact to a portfolio due to this purchase was 0.52%. The holding were 31,606 shares as of .
Added: Microsoft Corp (MSFT)Nikulski Financial, Inc. added to a holding in Microsoft Corp by 29.51%. The purchase prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $209.70. The impact to a portfolio due to this purchase was 0.34%. The holding were 9,637 shares as of .
Added: ISHARES TRUST (TIP)Nikulski Financial, Inc. added to a holding in ISHARES TRUST by 58.60%. The purchase prices were between $117.92 and $123.2, with an estimated average price of $121.52. The stock is now traded at around $125.74. The impact to a portfolio due to this purchase was 0.29%. The holding were 8,433 shares as of .
Added: Lam Research Corp (LRCX)Nikulski Financial, Inc. added to a holding in Lam Research Corp by 27.02%. The purchase prices were between $218.15 and $323.46, with an estimated average price of $271.81. The stock is now traded at around $372.19. The impact to a portfolio due to this purchase was 0.19%. The holding were 3,681 shares as of .
Added: The Home Depot Inc (HD)Nikulski Financial, Inc. added to a holding in The Home Depot Inc by 31.47%. The purchase prices were between $178.63 and $256.77, with an estimated average price of $228.05. The stock is now traded at around $282.86. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,990 shares as of .
Added: ISHARES TRUST (IYJ)Nikulski Financial, Inc. added to a holding in ISHARES TRUST by 54.22%. The purchase prices were between $117.13 and $162.08, with an estimated average price of $139.55. The stock is now traded at around $166.15. The impact to a portfolio due to this purchase was 0.18%. The holding were 4,551 shares as of .
Added: TJX Companies Inc (TJX)Nikulski Financial, Inc. added to a holding in TJX Companies Inc by 98.86%. The purchase prices were between $40.96 and $57.42, with an estimated average price of $50.21. The stock is now traded at around $54.36. The impact to a portfolio due to this purchase was 0.18%. The holding were 9,585 shares as of .
Sold Out: SPDR Russell 1000 ETF (ELR)Nikulski Financial, Inc. sold out a holding in SPDR Russell 1000 ETF. The sale prices were between $86.92 and $86.92, with an estimated average price of $86.92.
Sold Out: ISHARES TRUST (IDU)Nikulski Financial, Inc. sold out a holding in ISHARES TRUST. The sale prices were between $128.07 and $154.96, with an estimated average price of $142.15.
Sold Out: ISHARES TRUST (ICF)Nikulski Financial, Inc. sold out a holding in ISHARES TRUST. The sale prices were between $85.11 and $110.12, with an estimated average price of $97.91.
Sold Out: iShares MSCI USA Min Vol Factor (USMV)Nikulski Financial, Inc. sold out a holding in iShares MSCI USA Min Vol Factor. The sale prices were between $51.94 and $64.01, with an estimated average price of $59.26.
Sold Out: Raytheon Co (RTN)Nikulski Financial, Inc. sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.
Sold Out: ISHARES TRUST (IEFA)Nikulski Financial, Inc. sold out a holding in ISHARES TRUST. The sale prices were between $46.85 and $60.01, with an estimated average price of $53.6.
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