- New Purchases: BSCL, JPST, BSCM, DIS, XLK, IIPR, PG,
- Added Positions: VIG, QQQ, SPLV, SPY, VO, IJR, DVY, IWF, V, USMV, IAU, KMB, CRM, SCHD, IJH, ACB, IEMG, VLUE,
- Reduced Positions: AAPL, AMZN, PFF, XLF, ABBV, VTI, ALL, JPM, GOOGL, COST, ALGN, XLI, VBR, UNH, TDOC, LMT, XLP, FDX, VEA, VXUS, IJS, JKHY, TIP, DE, BKLN, VTV, SPYG, IJJ, FB, MCD, DIA, LRCX, ABT, VB, VT, VGIT,
- Sold Out: NFLX, IDV, MSFT,
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/portfolioportfolio
These are the top 5 holdings of Nikulski Financial, Inc.- Vanguard Div Appreciation (VIG) - 80,131 shares, 9.46% of the total portfolio. Shares added by 11.23%
- Amazon.com Inc (AMZN) - 3,140 shares, 6.30% of the total portfolio. Shares reduced by 6.52%
- SPDR S&P 500 (SPY) - 16,664 shares, 4.99% of the total portfolio. Shares added by 11.24%
- Apple Inc (AAPL) - 23,740 shares, 4.86% of the total portfolio. Shares reduced by 12.68%
- iShares Core S&P Small-Cap (IJR) - 55,649 shares, 4.33% of the total portfolio. Shares added by 7.92%
Nikulski Financial, Inc. initiated holding in Invesco BulletShares 2021 Corporate Bond. The purchase prices were between $20.96 and $21.24, with an estimated average price of $21.06. The stock is now traded at around $21.16. The impact to a portfolio due to this purchase was 0.97%. The holding were 45,689 shares as of .
New Purchase: JPMorgan Ultra-Short Income (JPST)Nikulski Financial, Inc. initiated holding in JPMorgan Ultra-Short Income. The purchase prices were between $50.27 and $50.49, with an estimated average price of $50.39. The stock is now traded at around $50.46. The impact to a portfolio due to this purchase was 0.86%. The holding were 17,027 shares as of .
New Purchase: Invesco BulletShares 2022 Corporate Bond (BSCM)Nikulski Financial, Inc. initiated holding in Invesco BulletShares 2022 Corporate Bond. The purchase prices were between $21.01 and $21.43, with an estimated average price of $21.17. The stock is now traded at around $21.36. The impact to a portfolio due to this purchase was 0.39%. The holding were 18,030 shares as of .
New Purchase: The Walt Disney Co (DIS)Nikulski Financial, Inc. initiated holding in The Walt Disney Co. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $140.84. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,900 shares as of .
New Purchase: SPDR Select Sector Fund - Technology (XLK)Nikulski Financial, Inc. initiated holding in SPDR Select Sector Fund - Technology. The purchase prices were between $70.63 and $78.96, with an estimated average price of $76.22. The stock is now traded at around $81.62. The impact to a portfolio due to this purchase was 0.23%. The holding were 2,835 shares as of .
New Purchase: Innovative Industrial Properties Inc (IIPR)Nikulski Financial, Inc. initiated holding in Innovative Industrial Properties Inc. The purchase prices were between $76.9 and $134.71, with an estimated average price of $91.46. The stock is now traded at around $113.15. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,644 shares as of .
Added: PowerShares QQQ Trust Ser 1 (QQQ)Nikulski Financial, Inc. added to a holding in PowerShares QQQ Trust Ser 1 by 106.17%. The purchase prices were between $170.12 and $191.11, with an estimated average price of $184. The stock is now traded at around $192.53. The impact to a portfolio due to this purchase was 0.63%. The holding were 6,352 shares as of .
Added: Invesco S&P 500 Low Volatility (SPLV)Nikulski Financial, Inc. added to a holding in Invesco S&P 500 Low Volatility by 20.10%. The purchase prices were between $52.28 and $56.09, with an estimated average price of $53.76. The stock is now traded at around $55.48. The impact to a portfolio due to this purchase was 0.59%. The holding were 62,135 shares as of .
Added: ishares Gold Trust (IAU)Nikulski Financial, Inc. added to a holding in ishares Gold Trust by 22.92%. The purchase prices were between $12.17 and $13.62, with an estimated average price of $12.53. The stock is now traded at around $13.63. The impact to a portfolio due to this purchase was 0.04%. The holding were 16,195 shares as of .
Sold Out: Netflix Inc (NFLX)Nikulski Financial, Inc. sold out a holding in Netflix Inc. The sale prices were between $336.63 and $385.03, with an estimated average price of $360.67.
Sold Out: iShares International Select Dividend (IDV)Nikulski Financial, Inc. sold out a holding in iShares International Select Dividend. The sale prices were between $29.35 and $31.29, with an estimated average price of $30.39.
Sold Out: Microsoft Corp (MSFT)Nikulski Financial, Inc. sold out a holding in Microsoft Corp. The sale prices were between $119.02 and $137.78, with an estimated average price of $126.89.
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