Fund HoldingsNicholas Wealth, LLC.

Total Portfolio Value
$113.54M
Total Bought
$26.71M
Total Sold
$18.33M
Net Transaction
+$8.38M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
TIDAL ETF TR II
NICHOLAS FIXED
1,285,1611,509,979+224,81825,13829,77726.23%+4,639
SPDR S&P 500 ETF TR(SPY)(Call)026,800+26,80003,839+3,839
TESLA INC(TSLA)7,35513,761+6,4061,8403,2192.84%+1,379
APPLE INC(AAPL)11,40317,436+6,0331,9523,2462.86%+1,294
MICROSOFT CORP(MSFT)6,6798,352+1,6732,1093,1972.82%+1,088
NVIDIA CORPORATION(NVDA)1,7573,047+1,2907641,6561.46%+891
NATIONAL STORAGE AFFILIATES(NSA)017,406+17,40606850.60%+685
TIDAL ETF TR II
YIELDMAX NVDA
026,306+26,30605950.52%+595
CLOROX CO DEL(CLX)04,089+4,08905780.51%+578
SHOPIFY INC(SHOP)06,624+6,62405370.47%+537
SPDR S&P 500 ETF TR(SPY)2,5543,414+8601,0921,6271.43%+535
AMAZON COM INC(AMZN)11,86713,195+1,3281,5092,0281.79%+520
HOME DEPOT INC(HD)3,7054,368+6631,1191,5591.37%+439
AFLAC INC(AFL)66,73266,877+1455,1225,5274.87%+405
INVESCO QQQ TR1,0391,746+7073727130.63%+341
JPMORGAN CHASE & CO(JPM)6,9047,837+9331,0011,3401.18%+339
NEXTERA ENERGY INC(NEE)06,274+6,27403910.34%+391
ISHARES TR02,062+2,06204020.35%+402
MCKESSON CORP(MCK)0611+61102960.26%+296
NORTHERN LTS FD TR IV25,34731,156+5,8095878740.77%+287
ABBVIE INC(ABBV)6,1937,244+1,0519231,1941.05%+271
COCA COLA CO(KO)12,67516,153+3,4787109720.86%+263
BROADCOM INC(AVGO)518622+1044316730.59%+242
COSTCO WHSL CORP NEW(COST)1,4471,563+1168181,0520.93%+234
PNC FINL SVCS GROUP INC(PNC)3,7334,449+7164586900.61%+232
JOHNSON & JOHNSON(JNJ)5,6126,716+1,1048741,0870.96%+213
LOCKHEED MARTIN CORP(LMT)2,7722,957+1851,1341,3461.19%+213
VERIZON COMMUNICATIONS INC(VZ)7,46711,613+4,1462424540.40%+212
SALESFORCE INC(CRM)1,6232,019+3963295330.47%+204
S&P GLOBAL INC(SPGI)2,4282,487+598871,0770.95%+190
3M CO(MMM)4,6785,782+1,1044386260.55%+188
NETFLIX INC(NFLX)513796+2831943810.34%+187
DELTA AIR LINES INC DEL(DAL)08,646+8,64603640.32%+364
LINCOLN NATL CORP IND(LNC)19,68023,488+3,8084866640.58%+178
UBER TECHNOLOGIES INC(UBER)4,9176,444+1,5272264020.35%+176
MERCK & CO INC(MRK)3,5214,461+9403635300.47%+168
AMERICAN TOWER CORP NEW(AMT)01,637+1,63703420.30%+342
BANK AMERICA CORP8,03411,235+3,2012203770.33%+158
MEDTRONIC PLC(MDT)2,4803,996+1,5161943480.31%+154
INTERNATIONAL BUSINESS MACHS(IBM)4,2474,631+3845967470.66%+151
ALPHABET INC(GOOG)6,9557,424+4699171,0680.94%+151
IDEXX LABS INC(IDXX)1,1761,197+215146630.58%+149
VISA INC(V)1,9522,260+3084495980.53%+149
BLACKSTONE INC(BX)5,4025,946+5445797230.64%+144
MORGAN STANLEY(MS)2,7203,933+1,2132223600.32%+138
GILEAD SCIENCES INC(GILD)6,1927,120+9284646020.53%+138
HONEYWELL INTL INC(HON)1,5242,068+5442814190.37%+137
CHUBB LIMITED
COM
1,7662,218+4523685000.44%+132
UNITED PARCEL SERVICE INC(UPS)2,2913,003+7123574840.43%+127
ATLASSIAN CORPORATION2,4382,464+264916020.53%+110
META PLATFORMS INC(META)3,3452,999-3461,0041,1110.98%+107
WORKDAY INC(WDAY)1,5501,573+233334350.38%+102
SERVICENOW INC(NOW)722707-154045050.44%+101
STANLEY BLACK & DECKER INC(SWK)2,5123,139+6272103080.27%+98
PHILIP MORRIS INTL INC(PM)5,2936,220+9274905880.52%+98
ALTRIA GROUP INC(MO)11,77214,387+2,6154955910.52%+96
UNITEDHEALTH GROUP INC(UNH)9131,028+1154605530.49%+92
ELI LILLY & CO(LLY)715748+333844710.41%+87
EATON CORP PLC(ETN)1,2511,436+1852673460.30%+79
BRITISH AMERN TOB PLC(BTI)14,53617,813+3,2774575350.47%+78
THE CIGNA GROUP(CI)757957+2002172950.26%+78
HUBSPOT INC(HUBS)877893+164325090.45%+77
LYONDELLBASELL INDUSTRIES N
SHS - A -
5,4686,306+8385185950.52%+77
SPDR S&P 500 ETF TR(SPY)(Put)011,900+11,900075+75
PHILLIPS 66(PSX)4,8105,016+2065786490.57%+71
HP INC(HPQ)13,88613,939+533574230.37%+66
CATERPILLAR INC(CAT)1,0601,177+1172893450.30%+56
COSTAR GROUP INC(CSGP)8,8138,861+486787330.65%+55
CISCO SYS INC(CSCO)7,5199,065+1,5464044550.40%+51
AXONICS INC3,8703,874+42172670.23%+50
MCDONALDS CORP(MCD)0709+70902090.18%+209
UNITY SOFTWARE INC(U)05,453+5,45302020.18%+202
THERMO FISHER SCIENTIFIC INC(TMO)0370+37002010.18%+201
ABBOTT LABS3,5053,313-1923393790.33%+39
ISHARES TR632649+172713110.27%+39
SPDR SER TR
ST TERM HIGH ETF
44,22744,508+2811,0821,1200.99%+38
CANADIAN NAT RES LTD(CNQ)8,4238,992+5695455810.51%+36
CF INDS HLDGS INC(CF)2,8033,502+6992402730.24%+33
SSGA ACTIVE ETF TR
ST STR BL LN ETF
28,05128,786+7351,1761,2071.06%+31
CHEVRON CORP NEW(CVX)5,3676,448+1,0819059320.82%+27
AGILENT TECHNOLOGIES INC(A)1,7581,696-621972220.20%+26
MSCI INC(MSCI)499512+132562800.25%+24
VEEVA SYS INC(VEEV)1,8762,086+2103824040.36%+23
CROWDSTRIKE HLDGS INC(CRWD)2,4361,517-9194084280.38%+20
HEICO CORP NEW2,3512,387+363043230.28%+19
MARATHON OIL CORP8,41610,607+2,1912252420.21%+17
COMCAST CORP NEW(CCZ)5,2495,667+4182332460.22%+14
PROCTER AND GAMBLE CO(PG)1,4781,492+142162240.20%+8
OKTA INC(OKTA)5,1715,108-634214290.38%+7
TIDAL ETF TR II44,07456,021+11,9476036080.54%+5
VALERO ENERGY CORP(VLO)2,1182,433+3153003040.27%+3
FUELCELL ENERGY INC(FCEL)014,492+14,4920190.02%+19
HEWLETT PACKARD ENTERPRISE C(HPE)010,057+10,05701650.15%+165
NORTHERN DYNASTY MINERALS LT(NAK)020,300+20,300060.01%+6
ALPHABET INC(GOOG)3,3193,001-3184344270.38%-7
PAVMED INC000000
AKAMAI TECHNOLOGIES INC(AKAM)000000
ISHARES TR000000
OLD DOMINION FREIGHT LINE IN(ODFL)714695-192922720.24%-21
NISOURCE INC(NI)000000
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