Fund HoldingsNicholson Wealth Management Group, LLC

Total Portfolio Value
$152.37M
Total Bought
$9.42M
Total Sold
$3.71M
Net Transaction
+$5.71M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ELI LILLY & CO(LLY)4201,051+6313248680.57%+544
CENCORA INC7,9228,024+1021,7802,2311.46%+451
AMPHENOL CORP NEW05,561+5,56103650.24%+365
AMGEN INC(AMGN)5,6615,883+2221,4751,8331.20%+357
BROWN & BROWN INC(BRO)14,25914,536+2771,4551,8081.19%+354
AMERICAN WTR WKS CO INC NEW11,23311,447+2141,3981,6891.11%+290
BERKLEY W R CORP03,829+3,82902720.18%+272
WEC ENERGY GROUP INC(WEC)17,22717,344+1171,6201,8901.24%+270
ABBOTT LABS13,59113,617+261,5371,8061.19%+269
JOHNSON & JOHNSON(JNJ)11,37811,451+731,6451,8991.25%+254
INTERCONTINENTAL EXCHANGE IN(ICE)9,1979,400+2031,3701,6221.06%+251
MASTERCARD INCORPORATED(MA)0426+42602330.15%+233
MEDTRONIC PLC(MDT)18,49118,866+3751,4771,6951.11%+218
LINDE PLC(LIN)3,9003,968+681,6331,8481.21%+215
CMS ENERGY CORP(CMS)23,16323,337+1741,5441,7531.15%+209
ROPER TECHNOLOGIES INC(ROP)0346+34602040.13%+204
SOUTHERN CO(SO)21,12221,12201,7391,9421.27%+203
ATMOS ENERGY CORP(ATO)11,56511,722+1571,6111,8121.19%+201
PAYCHEX INC(PAYX)10,84311,115+2721,5201,7151.13%+194
CHUBB LIMITED
COM
5,9286,054+1261,6381,8281.20%+190
CINTAS CORP(CTAS)5,5115,788+2771,0071,1900.78%+183
VISA INC(V)5,7725,690-821,8241,9941.31%+170
BROADRIDGE FINL SOLUTIONS IN(BR)6,2916,559+2681,4221,5901.04%+168
SPDR GOLD TR(GLD)3,5763,57608661,0300.68%+165
AFLAC INC(AFL)13,83014,294+4641,4311,5891.04%+159
REALTY INCOME CORP(O)28,14928,524+3751,5031,6551.09%+151
MONDELEZ INTL INC(MDLZ)24,49723,575-9221,4631,6001.05%+136
MCDONALDS CORP(MCD)6,3916,356-351,8531,9851.30%+133
S&P GLOBAL INC(SPGI)2,9483,149+2011,4681,6001.05%+132
ECOLAB INC(ECL)6,5156,539+241,5271,6581.09%+131
AUTOMATIC DATA PROCESSING IN5,4495,646+1971,5951,7251.13%+130
STARBUCKS CORP(SBUX)15,85415,989+1351,4471,5681.03%+122
PHILLIPS 66(PSX)11,91211,913+11,3571,4710.97%+114
UNITEDHEALTH GROUP INC(UNH)2,7262,843+1171,3791,4890.98%+110
XYLEM INC(XYL)12,60813,112+5041,4631,5661.03%+104
UNION PAC CORP(UNP)7,8958,055+1601,8001,9031.25%+103
SHERWIN WILLIAMS CO(SHW)4,1594,337+1781,4141,5140.99%+101
PROLOGIS INC.(PLD)12,67112,856+1851,3391,4370.94%+98
MCCORMICK & CO INC(MKC)19,17418,946-2281,4621,5591.02%+98
EXXON MOBIL CORP7,6787,67808269130.60%+87
GENERAL DYNAMICS CORP(GD)6,4446,549+1051,6981,7851.17%+87
NEW JERSEY RES CORP(NJR)31,51731,698+1811,4701,5551.02%+85
STRYKER CORPORATION(SYK)4,5044,584+801,6221,7061.12%+85
COCA COLA CO(KO)8,9188,91805556390.42%+83
ZOETIS INC(ZTS)7,8758,293+4181,2831,3650.90%+82
COSTCO WHSL CORP NEW(COST)1,8641,885+211,7081,7831.17%+75
TRACTOR SUPPLY CO(TSCO)28,41128,593+1821,5071,5751.03%+68
INTERNATIONAL BUSINESS MACHS(IBM)1,7271,780+533804430.29%+63
COLGATE PALMOLIVE CO(CL)15,90616,101+1951,4461,5090.99%+63
CHURCH & DWIGHT CO INC(CHD)14,59014,429-1611,5281,5881.04%+61
CHEVRON CORP NEW(CVX)2,7992,782-174054650.31%+60
BERKSHIRE HATHAWAY INC DEL72572503293860.25%+57
HENRY JACK & ASSOC INC(JKHY)8,6498,614-351,5161,5731.03%+57
PROCTER AND GAMBLE CO(PG)14,57814,620+422,4442,4921.64%+48
CISCO SYS INC(CSCO)27,03426,668-3661,6001,6461.08%+45
AIR PRODS & CHEMS INC5,2135,234+211,5121,5441.01%+32
DUKE ENERGY CORP NEW(DUK)2,1252,12502292590.17%+30
ILLINOIS TOOL WKS INC(ITW)5,6345,878+2441,4291,4580.96%+29
L3HARRIS TECHNOLOGIES INC(LHX)7,0607,195+1351,4851,5060.99%+21
COMMERCE BANCSHARES INC(CBSH)20,37020,712+3421,2691,2890.85%+20
NETFLIX INC(NFLX)45045004014200.28%+19
JPMORGAN CHASE & CO.(JPM)2,4762,47605946070.40%+14
NEXTERA ENERGY INC(NEE)21,27921,710+4311,5251,5391.01%+14
ISHARES TR4,2734,27305615740.38%+13
COMCAST CORP NEW(CCZ)39,45140,338+8871,4811,4880.98%+8
NUCOR CORP(NUE)1,9311,93102252320.15%+7
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUTY
10,24610,24603063050.20%-1
BECTON DICKINSON & CO(BDX)6,3806,303-771,4471,4440.95%-4
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUIT
24,18624,18607387340.48%-4
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,3183,31805815750.38%-7
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
12,25612,345+893733670.24%-7
WALMART INC(WMT)19,09119,565+4741,7251,7181.13%-7
SONOCO PRODS CO(SON)6,4536,45303153050.20%-10
PARKER-HANNIFIN CORP(PH)2,1392,221+821,3601,3500.89%-10
NVIDIA CORPORATION(NVDA)1,7502,065+3152352240.15%-11
CITY HLDG CO(CHCO)12,34512,34501,4631,4500.95%-12
TEXAS INSTRS INC(TXN)8,2398,516+2771,5451,5301.00%-15
INVESCO QQQ TR813852+394164000.26%-16
PEPSICO INC(PEP)15,12015,193+732,2992,2781.50%-21
GRAINGER W W INC(GWW)1,5231,594+711,6051,5751.03%-31
AMAZON COM INC(AMZN)1,3341,33402932540.17%-39
FACTSET RESH SYS INC(FDS)3,2873,371+841,5791,5331.01%-46
SOUTHSTATE CORPORATION7,1207,076-447086570.43%-52
CLOROX CO DEL(CLX)3,5323,528-45745190.34%-54
ANALOG DEVICES INC(ADI)7,3627,432+701,5641,4990.98%-65
LOWES COS INC(LOW)6,2216,301+801,5351,4700.96%-66
HOME DEPOT INC(HD)4,8924,992+1001,9031,8301.20%-73
EMERSON ELEC CO(EMR)11,45612,259+8031,4201,3440.88%-76
HONEYWELL INTL INC(HON)7,3367,418+821,6571,5711.03%-86
LOCKHEED MARTIN CORP(LMT)3,5553,630+751,7281,6221.06%-106
PPG INDS INC(PPG)12,63612,643+71,5091,3830.91%-127
ACCENTURE PLC IRELAND
SHS CLASS A
4,2314,284+531,4881,3370.88%-152
VANGUARD INDEX FDS10,92810,92803,1673,0031.97%-164
MICROSOFT CORP(MSFT)6,3286,648+3202,6672,4961.64%-172
BROWN FORMAN CORP(BF-A)33,05931,397-1,6621,2561,0660.70%-190
APPLE INC(AAPL)9,95910,341+3822,4942,2971.51%-197
PRICE T ROWE GROUP INC(TROW)12,98813,643+6551,4691,2530.82%-215
UNITED BANKSHARES INC WEST V(UBSI)76,24576,24502,8632,6431.73%-220
TESLA INC(TSLA)1,6181,443-1756533740.25%-279
BROADCOM INC(AVGO)8,2938,172-1211,9231,3680.90%-554
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