NM
| |
Nicholson Meyer Capital Management, Inc.13F | |
| Nicholson Meyer Capital Management, Inc. | |
| Last update 2025-04-25 | 45 Stocks (0 new) |
| Value $109.00 Mil | Turnover 0 % |
Nicholson Meyer Capital Manage... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 23,428 | 12,476.6 | 0% | 11.480 | 0% | 0.000 | -8.52% | +7.00% | 1,046,283.1 | Insurance | |
IWB | iShares Russell 1000 ETF | 37,288 | 11,437.4 | 0% | 10.520 | 0% | 0.030 | +16.84% | +7.25% | 42,054.9 | ||
GLD | SPDR Gold Shares ETF | 36,352 | 10,474.1 | 0% | 9.640 | 0% | 0.010 | +7.23% | +26.85% | 102,309.8 | ||
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 397,878 | 9,393.9 | 0% | 8.640 | 0% | 0.050 | +10.96% | +6.60% | 18,945.1 | ||
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 81,558 | 8,977.9 | 0% | 8.260 | 0% | 0.070 | +16.41% | +7.31% | 13,991.6 | ||
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 83,921 | 8,407.2 | 0% | 7.730 | 0% | 0.130 | +1.01% | +2.01% | 6,366.6 | ||
IXN | iShares Global Tech ETF | 85,831 | 6,500.8 | 0% | 5.980 | 0% | 0.150 | +30.16% | +10.33% | 5,595.0 | ||
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 57,915 | 5,373.9 | 0% | 4.940 | 0% | 0.020 | +23.86% | +6.95% | 25,615.2 | ||
IXC | iShares Global Energy ETF | 90,204 | 3,794.9 | 0% | 3.490 | 0% | 0.210 | +2.80% | +6.97% | 1,770.6 | ||
JPST | JPMorgan Ultra-Short Income ETF | 68,542 | 3,470.3 | 0% | 3.190 | 0% | 0.010 | +1.11% | +2.54% | 31,756.9 |
Nicholson Meyer Capital Management, Inc.'s Historical Top Holdings Breakdowns
Nicholson Meyer Capital Management, Inc. Total Holding History ($B)
Nicholson Meyer Capital Management, Inc.'s Asset Allocation
Nicholson Meyer Capital Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Nicholson Meyer Capital Management, Inc.'s Hypothetical Growth since 2025-03-31
Nicholson Meyer Capital Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Nicholson Meyer Capital Management, Inc.'s Holdings Heat Map
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Nicholson Meyer Capital Management, Inc.'s Holdings Bubble Chart
Nicholson Meyer Capital Management, Inc. News
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