Fund HoldingsNicholson Wealth Management Group, LLC

Total Portfolio Value
$162.30M
Total Bought
$16.59M
Total Sold
$1.57M
Net Transaction
+$15.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
PERSPECTIVE THERAPEUTICS INC01,614,283+1,614,28305,5533.42%+5,553
MICROSOFT CORP(MSFT)6,6487,488+8402,4963,7252.29%+1,229
BROADCOM INC(AVGO)8,1728,339+1671,3682,2991.42%+930
AMPHENOL CORP NEW5,56110,396+4,8353651,0270.63%+662
BERKLEY W R CORP3,8299,370+5,5412726880.42%+416
MASTERCARD INCORPORATED(MA)4261,126+7002336330.39%+399
ROPER TECHNOLOGIES INC(ROP)3461,044+6982045920.36%+388
ELI LILLY & CO(LLY)1,0511,594+5438681,2430.77%+375
EMERSON ELEC CO(EMR)12,25912,735+4761,3441,6981.05%+354
VANGUARD INDEX FDS10,92810,994+663,0033,3412.06%+338
ANALOG DEVICES INC(ADI)7,4327,659+2271,4991,8231.12%+324
NVIDIA CORPORATION(NVDA)2,0653,411+1,3462245390.33%+315
L3HARRIS TECHNOLOGIES INC(LHX)7,1957,251+561,5061,8191.12%+313
TEXAS INSTRS INC(TXN)8,5168,770+2541,5301,8211.12%+291
PARKER-HANNIFIN CORP(PH)2,2212,337+1161,3501,6321.01%+282
CISCO SYS INC(CSCO)26,66827,335+6671,6461,8971.17%+251
WALMART INC(WMT)19,56520,051+4861,7181,9611.21%+243
CINTAS CORP(CTAS)5,7886,423+6351,1901,4310.88%+242
BANK AMERICA CORP04,832+4,83202290.14%+229
ISHARES SILVER TR(SLV)06,860+6,86002250.14%+225
HONEYWELL INTL INC(HON)7,4187,699+2811,5711,7931.10%+222
CAPITAL GROUP CORE BALANCED
SHS
06,392+6,39202140.13%+214
NETFLIX INC(NFLX)450472+224206320.39%+212
VANGUARD SPECIALIZED FUNDS01,026+1,02602100.13%+210
ISHARES TR0335+33502080.13%+208
VANGUARD TAX-MANAGED FDS03,510+3,51002000.12%+200
COSTCO WHSL CORP NEW(COST)1,8851,977+921,7831,9571.21%+174
XYLEM INC(XYL)13,11213,170+581,5661,7041.05%+137
GENERAL DYNAMICS CORP(GD)6,5496,582+331,7851,9201.18%+135
UNITED BANKSHARES INC WEST V(UBSI)76,24576,24502,6432,7781.71%+134
CENCORA INC8,0247,862-1622,2312,3571.45%+126
JPMORGAN CHASE & CO.(JPM)2,4762,522+466077310.45%+124
AMAZON COM INC(AMZN)1,3341,720+3862543770.23%+124
GRAINGER W W INC(GWW)1,5941,632+381,5751,6981.05%+123
TESLA INC(TSLA)1,4431,564+1213744970.31%+123
INVESCO QQQ TR852945+934005210.32%+122
STRYKER CORPORATION(SYK)4,5844,607+231,7061,8231.12%+116
SPDR GOLD TR(GLD)3,5763,755+1791,0301,1450.71%+114
ECOLAB INC(ECL)6,5396,557+181,6581,7671.09%+109
INTERCONTINENTAL EXCHANGE IN(ICE)9,4009,414+141,6221,7271.06%+106
PRICE T ROWE GROUP INC(TROW)13,64314,060+4171,2531,3570.84%+103
S&P GLOBAL INC(SPGI)3,1493,225+761,6001,7011.05%+101
SHERWIN WILLIAMS CO(SHW)4,3374,701+3641,5141,6140.99%+100
LOCKHEED MARTIN CORP(LMT)3,6303,715+851,6221,7211.06%+99
PHILLIPS 66(PSX)11,91313,087+1,1741,4711,5610.96%+90
INTERNATIONAL BUSINESS MACHS(IBM)1,7801,757-234435180.32%+75
CITY HLDG CO(CHCO)12,34512,34501,4501,5110.93%+61
HOME DEPOT INC(HD)4,9925,130+1381,8301,8811.16%+51
LINDE PLC(LIN)3,9684,045+771,8481,8981.17%+50
AUTOMATIC DATA PROCESSING IN5,6465,756+1101,7251,7751.09%+50
VISA INC(V)5,6905,748+581,9942,0411.26%+47
ILLINOIS TOOL WKS INC(ITW)5,8786,079+2011,4581,5030.93%+45
PPG INDS INC(PPG)12,64312,489-1541,3831,4210.88%+38
PROLOGIS INC.(PLD)12,85614,026+1,1701,4371,4740.91%+37
BROADRIDGE FINL SOLUTIONS IN(BR)6,5596,677+1181,5901,6231.00%+32
ABBOTT LABS13,61713,516-1011,8061,8381.13%+32
ZOETIS INC(ZTS)8,2938,933+6401,3651,3930.86%+28
ACCENTURE PLC IRELAND
SHS CLASS A
4,2844,560+2761,3371,3630.84%+26
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
12,34512,34503673930.24%+26
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,3183,289-295755980.37%+23
COCA COLA CO(KO)8,9189,341+4236396610.41%+22
NUCOR CORP(NUE)1,9311,93102322500.15%+18
COMMERCE BANCSHARES INC(CBSH)20,71220,926+2141,2891,3010.80%+12
DUKE ENERGY CORP NEW(DUK)2,1252,291+1662592700.17%+11
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUTY
10,24610,24603053150.19%+11
UNION PAC CORP(UNP)8,0558,307+2521,9031,9111.18%+8
MONDELEZ INTL INC(MDLZ)23,57523,841+2661,6001,6080.99%+8
FACTSET RESH SYS INC(FDS)3,3713,444+731,5331,5400.95%+8
SOUTHSTATE CORPORATION7,0767,201+1256576630.41%+6
REALTY INCOME CORP(O)28,52428,752+2281,6551,6561.02%+2
NEXTERA ENERGY INC(NEE)21,71022,190+4801,5391,5400.95%+1
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUIT
24,18623,326-8607347330.45%-1
ATMOS ENERGY CORP(ATO)11,72211,743+211,8121,8101.12%-2
SOUTHERN CO(SO)21,12221,12201,9421,9401.20%-3
HENRY JACK & ASSOC INC(JKHY)8,6148,708+941,5731,5690.97%-4
CHUBB LIMITED
COM
6,0546,258+2041,8281,8131.12%-15
BERKSHIRE HATHAWAY INC DEL725758+333863680.23%-18
SONOCO PRODS CO(SON)6,4536,45303052810.17%-24
LOWES COS INC(LOW)6,3016,490+1891,4701,4400.89%-30
TRACTOR SUPPLY CO(TSCO)28,59329,268+6751,5751,5440.95%-31
AFLAC INC(AFL)14,29414,694+4001,5891,5500.95%-40
MEDTRONIC PLC(MDT)18,86618,960+941,6951,6531.02%-43
COLGATE PALMOLIVE CO(CL)16,10116,128+271,5091,4660.90%-43
CHEVRON CORP NEW(CVX)2,7822,894+1124654140.26%-51
COMCAST CORP NEW(CCZ)40,33840,208-1301,4881,4350.88%-53
AIR PRODS & CHEMS INC5,2345,272+381,5441,4870.92%-57
VANGUARD INDEX FDS023,461+23,461013,3278.21%+13,327
WEC ENERGY GROUP INC(WEC)17,34417,404+601,8901,8131.12%-77
PAYCHEX INC(PAYX)11,11511,253+1381,7151,6371.01%-78
STARBUCKS CORP(SBUX)15,98916,173+1841,5681,4820.91%-86
MCDONALDS CORP(MCD)6,3566,479+1231,9851,8931.17%-92
CLOROX CO DEL(CLX)3,5283,527-15194230.26%-96
AMERICAN WTR WKS CO INC NEW11,44711,445-21,6891,5920.98%-97
APPLE INC(AAPL)10,34110,686+3452,2972,1921.35%-105
EXXON MOBIL CORP7,6787,475-2039138060.50%-107
MCCORMICK & CO INC(MKC)18,94619,127+1811,5591,4500.89%-109
NEW JERSEY RES CORP(NJR)31,69832,187+4891,5551,4430.89%-112
CMS ENERGY CORP(CMS)23,33723,495+1581,7531,6281.00%-125
BROWN FORMAN CORP(BF-A)31,39734,431+3,0341,0669270.57%-139
JOHNSON & JOHNSON(JNJ)11,45111,488+371,8991,7551.08%-144
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