Nikulski Financial, Inc.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| INVESCO EXCH TRADED FD TR II | 55,053 | 117,436 | +62,383 | 2,900,739 | 6,526,243 | +3,625,504 |
| ALPHABET INC | 61,166 | 57,788 | -3,378 | 14,869,343 | 18,087,556 | +3,218,213 |
| VANECK ETF TRUST | 3,883 | 12,020 | +8,137 | 1,267,256 | 4,328,691 | +3,061,435 |
| GLOBAL X FDS | 0 | 40,900 | +40,900 | 0 | 2,650,328 | +2,650,328 |
| INVESCO EXCHANGE TRADED FD T | 5,196 | 23,687 | +18,491 | 702,615 | 3,279,768 | +2,577,153 |
| ELI LILLY & CO | 3,464 | 4,829 | +1,365 | 2,643,035 | 5,189,661 | +2,546,626 |
| PALANTIR TECHNOLOGIES INC | 4,207 | 16,360 | +12,153 | 767,441 | 2,907,990 | +2,140,549 |
| NETFLIX INC | 557 | 29,310 | +28,753 | 667,798 | 2,748,106 | +2,080,308 |
| TESLA INC | 2,577 | 7,157 | +4,580 | 1,146,043 | 3,218,646 | +2,072,603 |
| SPDR SERIES TRUST | 0 | 84,653 | +84,653 | 0 | 2,003,748 | +2,003,748 |
| SPDR SERIES TRUST | 0 | 15,758 | +15,758 | 0 | 1,989,550 | +1,989,550 |
| APPLE INC | 81,628 | 82,969 | +1,341 | 20,785,052 | 22,555,909 | +1,770,857 |
| MICROSOFT CORP | 22,946 | 28,197 | +5,251 | 11,884,852 | 13,636,569 | +1,751,717 |
| FREEPORT-MCMORAN INC | 8,155 | 38,741 | +30,586 | 319,839 | 1,967,655 | +1,647,816 |
| ROBINHOOD MKTS INC | 6,885 | 22,111 | +15,226 | 985,794 | 2,500,754 | +1,514,960 |
| ISHARES TR | 0 | 4,518 | +4,518 | 0 | 1,360,666 | +1,360,666 |
| AMAZON COM INC | 74,346 | 76,562 | +2,216 | 16,324,114 | 17,672,002 | +1,347,888 |
| SCHWAB STRATEGIC TR | 28,389 | 69,269 | +40,880 | 947,338 | 2,268,557 | +1,321,219 |
| DEERE & CO | 8,355 | 11,015 | +2,660 | 3,821,644 | 5,129,700 | +1,308,056 |
| STRYKER CORPORATION | 3,343 | 7,113 | +3,770 | 1,236,021 | 2,500,358 | +1,264,337 |
| J P MORGAN EXCHANGE TRADED F | 0 | 14,362 | +14,362 | 0 | 1,152,960 | +1,152,960 |
| SPDR SERIES TRUST | 0 | 23,998 | +23,998 | 0 | 1,124,568 | +1,124,568 |
| AEROVIRONMENT INC | 3,514 | 9,062 | +5,548 | 1,106,550 | 2,192,027 | +1,085,477 |
| INVESCO EXCH TRADED FD TR II | 27,330 | 71,805 | +44,475 | 662,386 | 1,743,928 | +1,081,542 |
| AT&T INC | 0 | 42,166 | +42,166 | 0 | 1,047,403 | +1,047,403 |
| SELECT SECTOR SPDR TR | 0 | 13,427 | +13,427 | 0 | 1,043,009 | +1,043,009 |
| CAMECO CORP | 0 | 10,160 | +10,160 | 0 | 929,538 | +929,538 |
| CATERPILLAR INC | 0 | 1,618 | +1,618 | 0 | 926,904 | +926,904 |
| BERKSHIRE HATHAWAY INC DEL | 8,725 | 10,460 | +1,735 | 4,386,430 | 5,257,491 | +871,061 |
| LOCKHEED MARTIN CORP | 3,327 | 5,226 | +1,899 | 1,660,736 | 2,527,687 | +866,951 |
| SPDR SERIES TRUST | 0 | 10,212 | +10,212 | 0 | 842,526 | +842,526 |
| MCDONALDS CORP | 12,064 | 14,651 | +2,587 | 3,666,218 | 4,477,674 | +811,456 |
| INVESCO EXCH TRADED FD TR II | 48,764 | 86,724 | +37,960 | 1,020,627 | 1,821,205 | +800,578 |
| WASTE MGMT INC DEL | 13,675 | 17,338 | +3,663 | 3,019,916 | 3,809,261 | +789,345 |
| SELECT SECTOR SPDR TR | 0 | 5,956 | +5,956 | 0 | 711,206 | +711,206 |
| SPDR SERIES TRUST | 0 | 7,934 | +7,934 | 0 | 636,473 | +636,473 |
| VISA INC | 14,682 | 16,040 | +1,358 | 5,012,285 | 5,625,349 | +613,064 |
| ISHARES TR | 0 | 3,522 | +3,522 | 0 | 594,435 | +594,435 |
| VANGUARD INDEX FDS | 3,989 | 7,204 | +3,215 | 696,866 | 1,277,862 | +580,996 |
| ROCKET LAB CORP | 0 | 8,238 | +8,238 | 0 | 574,683 | +574,683 |
| ENBRIDGE INC | 4,035 | 15,185 | +11,150 | 203,606 | 726,299 | +522,693 |
| ALPHABET INC | 1,113 | 2,521 | +1,408 | 271,127 | 791,161 | +520,034 |
| VERIZON COMMUNICATIONS INC | 0 | 12,512 | +12,512 | 0 | 509,612 | +509,612 |
| ALLIANT ENERGY CORP | 0 | 7,819 | +7,819 | 0 | 508,313 | +508,313 |
| SELECT SECTOR SPDR TR | 0 | 8,989 | +8,989 | 0 | 492,328 | +492,328 |
| DUKE ENERGY CORP NEW | 0 | 4,104 | +4,104 | 0 | 481,030 | +481,030 |
| VANGUARD INDEX FDS | 5,687 | 11,200 | +5,513 | 519,884 | 991,071 | +471,187 |
| GOLDMAN SACHS PHYSICAL GOLD | 79,711 | 82,380 | +2,669 | 3,038,583 | 3,505,269 | +466,686 |
| WALMART INC | 34,733 | 36,266 | +1,533 | 3,579,592 | 4,041,785 | +462,193 |
| VANGUARD SCOTTSDALE FDS | 0 | 8,255 | +8,255 | 0 | 460,629 | +460,629 |
| PHILIP MORRIS INTL INC | 0 | 2,807 | +2,807 | 0 | 450,419 | +450,419 |
| INTUITIVE SURGICAL INC | 1,081 | 1,622 | +541 | 483,456 | 918,636 | +435,180 |
| TJX COS INC NEW | 14,403 | 16,380 | +1,977 | 2,081,810 | 2,516,132 | +434,322 |
| UIPATH INC | 0 | 25,992 | +25,992 | 0 | 426,009 | +426,009 |
| KRATOS DEFENSE & SEC SOLUTIO | 0 | 5,103 | +5,103 | 0 | 387,369 | +387,369 |
| J P MORGAN EXCHANGE TRADED F | 50,450 | 58,199 | +7,749 | 2,559,316 | 2,944,900 | +385,584 |
| ARCHER AVIATION INC | 0 | 48,770 | +48,770 | 0 | 366,750 | +366,750 |
| BROADCOM INC | 15,325 | 15,654 | +329 | 5,055,826 | 5,417,924 | +362,098 |
| SOFI TECHNOLOGIES INC | 0 | 13,681 | +13,681 | 0 | 358,169 | +358,169 |
| JOBY AVIATION INC | 0 | 26,718 | +26,718 | 0 | 352,678 | +352,678 |
| SNOWFLAKE INC | 0 | 1,587 | +1,587 | 0 | 348,124 | +348,124 |
| BITWISE BITCOIN ETF TR | 0 | 7,271 | +7,271 | 0 | 345,809 | +345,809 |
| PARAMOUNT SKYDANCE CORP | 0 | 25,693 | +25,693 | 0 | 344,351 | +344,351 |
| ABBOTT LABS | 10,352 | 13,669 | +3,317 | 1,386,525 | 1,712,568 | +326,043 |
| EXXON MOBIL CORP | 0 | 2,692 | +2,692 | 0 | 323,955 | +323,955 |
| BLOOM ENERGY CORP | 0 | 3,706 | +3,706 | 0 | 322,014 | +322,014 |
| GLOBAL X FDS | 0 | 6,950 | +6,950 | 0 | 317,141 | +317,141 |
| VANGUARD BD INDEX FDS | 4,550 | 10,800 | +6,250 | 227,477 | 538,272 | +310,795 |
| SEA LTD | 8,867 | 14,780 | +5,913 | 1,584,799 | 1,885,485 | +300,686 |
| OKLO INC | 0 | 4,161 | +4,161 | 0 | 298,593 | +298,593 |
| SPDR INDEX SHS FDS | 0 | 4,244 | +4,244 | 0 | 296,104 | +296,104 |
| SOUTHERN CO | 5,483 | 9,311 | +3,828 | 519,587 | 811,885 | +292,298 |
| LAM RESEARCH CORP | 51,341 | 41,818 | -9,523 | 6,877,210 | 7,160,948 | +283,738 |
| VANGUARD WHITEHALL FDS | 4,006 | 6,713 | +2,707 | 339,228 | 604,170 | +264,942 |
| INVESCO EXCH TRADED FD TR II | 0 | 1,027 | +1,027 | 0 | 259,854 | +259,854 |
| CAPITAL GRP FIXED INCM ETF T | 0 | 8,482 | +8,482 | 0 | 234,262 | +234,262 |
| VANECK ETF TRUST | 13,222 | 17,357 | +4,135 | 673,000 | 887,290 | +214,290 |
| SCHWAB STRATEGIC TR | 144,660 | 151,584 | +6,924 | 3,949,212 | 4,157,949 | +208,737 |
| HOWMET AEROSPACE INC | 0 | 1,000 | +1,000 | 0 | 205,020 | +205,020 |
| ADVANCED MICRO DEVICES INC | 0 | 938 | +938 | 0 | 200,882 | +200,882 |
| AMGEN INC | 2,613 | 2,809 | +196 | 737,498 | 919,541 | +182,043 |
| JOHNSON & JOHNSON | 1,191 | 1,863 | +672 | 220,777 | 385,483 | +164,706 |
| INNOVATOR ETFS TRUST | 12,210 | 15,696 | +3,486 | 526,251 | 689,368 | +163,117 |
| INNOVATOR ETFS TRUST | 5,800 | 9,326 | +3,526 | 243,716 | 404,562 | +160,846 |
| JPMORGAN CHASE & CO. | 33,905 | 33,684 | -221 | 10,694,724 | 10,853,749 | +159,025 |
| COSTCO WHSL CORP NEW | 12,713 | 13,824 | +1,111 | 11,767,896 | 11,921,326 | +153,430 |
| CROWDSTRIKE HLDGS INC | 6,379 | 6,939 | +560 | 3,128,134 | 3,252,726 | +124,592 |
| SEAGATE TECHNOLOGY HLDNGS PL | 2,439 | 2,367 | -72 | 575,814 | 651,922 | +76,108 |
| ISHARES TR | 10,613 | 10,989 | +376 | 1,344,013 | 1,416,870 | +72,857 |
| MARRIOTT INTL INC NEW | 7,129 | 6,162 | -967 | 1,856,718 | 1,911,787 | +55,069 |
| CORNING INC | 4,589 | 4,844 | +255 | 376,418 | 424,122 | +47,704 |
| KLA CORP | 561 | 534 | -27 | 604,614 | 648,311 | +43,697 |
| ISHARES TR | 11,363 | 11,929 | +566 | 1,260,188 | 1,292,621 | +32,433 |
| CAPITAL ONE FINL CORP | 1,375 | 1,333 | -42 | 292,249 | 323,011 | +30,762 |
| ISHARES TR | 43,196 | 41,907 | -1,289 | 1,393,503 | 1,420,640 | +27,137 |
| PEPSICO INC | 2,340 | 2,476 | +136 | 328,570 | 355,295 | +26,725 |
| ROYAL BK CDA | 1,411 | 1,313 | -98 | 207,878 | 223,865 | +15,987 |
| TAIWAN SEMICONDUCTOR MFG LTD | 2,180 | 2,040 | -140 | 609,263 | 620,333 | +11,070 |
| TRUIST FINL CORP | 4,600 | 4,463 | -137 | 210,334 | 219,648 | +9,314 |
| INNOVATOR ETFS TRUST | 4,695 | 4,695 | 0 | 201,650 | 205,258 | +3,608 |