NF
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Nikulski Financial, Inc.13F | |
| Nikulski Financial, Inc. | |
| Last update 2025-05-01 | 137 Stocks (7 new) |
| Value $331.00 Mil | Turnover 2 % |
Nikulski Financial, Inc. 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIG | Vanguard Dividend Appreciation FTF | 105,688 | 20,502.4 | -0.11% | 6.200 | -0.01% | 0.020 | +12.73% | +6.65% | 89,713.3 | ||
AAPL | Apple Inc | 77,919 | 17,308.3 | +0.76% | 5.230 | +0.04% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
AMZN | Amazon.com Inc | 70,669 | 13,445.5 | +0.04% | 4.060 | 0% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
COST | Costco Wholesale Corp | 12,247 | 11,583.4 | +2.13% | 3.500 | +0.07% | 0.000 | -3.72% | +3.01% | 417,582.5 | Retail - Defensive | |
SPHQ | Invesco S&P 500 Quality ETF | 151,381 | 10,042.6 | +0.74% | 3.040 | +0.02% | 0.080 | +13.48% | +7.55% | 14,565.9 | ||
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 85,781 | 9,442.8 | +0.85% | 2.850 | +0.02% | 0.080 | +19.01% | +7.79% | 14,048.2 | ||
GOOGL | Alphabet Inc | 58,537 | 9,052.1 | +1.18% | 2.740 | +0.03% | 0.000 | +26.47% | +1.32% | 2,327,632.6 | Interactive Media | |
QQQ | INVESCO QQQ Trust | 18,594 | 8,719.2 | +4.68% | 2.640 | +0.12% | 0.000 | +26.41% | +10.07% | 357,846.7 | ||
JPM | JPMorgan Chase & Co | 33,556 | 8,231.3 | +2.05% | 2.490 | +0.05% | 0.000 | +24.30% | +23.55% | 801,337.5 | Banks | |
ABBV | AbbVie Inc | 38,896 | 8,149.4 | -0.21% | 2.460 | 0% | 0.000 | +8.60% | +8.20% | 330,511.7 | Drug Manufacturers |
Nikulski Financial, Inc.'s Historical Top Holdings Breakdowns
Nikulski Financial, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IPKW |
PowerShares International BuyBack Achievers Portfo
PowerShares International BuyBack Achievers Portfo
| 2025-03-31 | New Buy New Buy | +0.39% | 39.44 ($43.71) 47.66 | $49.98 | 14.33% | New holding | 28,306 | 28,306 | |
IYZ | iShares U.S. Telecommunications ETF | 2025-03-31 | New Buy New Buy | +0.23% | 26.51 ($27.61) 28.57 | $30.15 | 9.20% | New holding | 27,331 | 27,331 | |
EFAV |
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
| 2025-03-31 | Sold Out Sold Out | -0.23% | 69.81 ($74.66) 78.91 | $83.71 | 12.12% | Sold Out | 0 | -11,213 | |
SOXX |
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
| 2025-03-31 | Reduce Reduce | -0.22% | 188.17 ($213.52) 235.81 | $243.61 | 14.09% | Reduce -42.72% | 4,614 | -3,441 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.12% | 468.34 ($508.07) 539.52 | $561.25 | 10.47% | Add 4.68% | 18,594 | 832 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.10% | 169.43 ($177.82) 182.84 | $185.89 | 4.54% | Add 137.9% | 3,402 | 1,972 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce Reduce | -0.08% | 102.49 ($112.84) 119.96 | $112.83 | -0.01% | Reduce -3.18% | 75,617 | -2,481 | |
STZ | Constellation Brands Inc | 2025-03-31 | Sold Out Sold Out | -0.08% | 161.05 ($181.67) 222.93 | $175.36 | -3.47% | Sold Out | 0 | -1,235 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.07% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Add 2.83% | 21,049 | 580 | |
STRV | EA SERIES TRUST | 2025-03-31 | New Buy New Buy | +0.07% | 35.45 ($37.94) 39.62 | $40.69 | 7.25% | New holding | 5,980 | 5,980 |
Nikulski Financial, Inc. Total Holding History ($B)
Nikulski Financial, Inc.'s Asset Allocation
Nikulski Financial, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Nikulski Financial, Inc.'s Hypothetical Growth since 2025-03-31
Nikulski Financial, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Nikulski Financial, Inc.'s Holdings Heat Map
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Nikulski Financial, Inc.'s Holdings Bubble Chart
Nikulski Financial, Inc. News
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