Nicholson Wealth Management Group, LLC
Q2 2025 13F Holdings
- Locationcharlestown, SC
- Num holdings
107
- Value ($000)
$162,302
- Date Filed07/29/2025
- Form type13F-HR
- CIK0002035982
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $13.33 M | 8 % | 23,461 | ||
CATX PERSPECTIVE THERAPEUTICS INC | COM NEW | 46489V302 | $5.55 M | 3 % | 1,614,283 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.72 M | 2 % | 7,488 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $3.34 M | 2 % | 10,994 | ||
UBSI UNITED BANKSHARES INC WEST V | COM | 909907107 | $2.78 M | 2 % | 76,245 | ||
ABG CENCORA INC | COM | 03073E105 | $2.36 M | 2 % | 7,862 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $2.35 M | 1 % | 14,720 | ||
AVGO BROADCOM INC | COM | 11135F101 | $2.30 M | 1 % | 8,339 | ||
AAPL APPLE INC | COM | 037833100 | $2.19 M | 1 % | 10,686 | ||
V VISA INC | COM CL A | 92826C839 | $2.04 M | 1 % | 5,748 |
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