Nicholson Wealth Management Group, LLC
Q3 2025 13F Holdings
- Locationcharlestown, SC
- Num holdings
108
- Value ($000)
$170,726
- Date Filed11/04/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $9.73 M | 6 % | 15,883 | ||
CATX PERSPECTIVE THERAPEUTICS INC | COM NEW | 46489V302 | $5.55 M | 3 % | 1,618,293 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.86 M | 2 % | 7,460 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $3.61 M | 2 % | 10,994 | ||
AAPL APPLE INC | COM | 037833100 | $2.85 M | 2 % | 11,205 | ||
UBSI UNITED BANKSHARES INC WEST V | COM | 909907107 | $2.84 M | 2 % | 76,245 | ||
AVGO BROADCOM INC | COM | 11135F101 | $2.47 M | 1 % | 7,495 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $2.37 M | 1 % | 15,455 | ||
ABG CENCORA INC | COM | 03073E105 | $2.34 M | 1 % | 7,488 | ||
GD GENERAL DYNAMICS CORP | COM | 369550108 | $2.26 M | 1 % | 6,629 |
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