Fund Update: Nicholson Wealth Management Group, LLC Just Disclosed New Holdings

Nicholson Wealth Management Group, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-03 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 6,361 shares of $AVGO (~$1,589,379). This was a increase of ~329.24% from their previous position.
• An increase of 12,019 shares of $MDT (~$894,387). This was a increase of ~185.71% from their previous position.
• A decrease of 904 shares of $KO (~$150,574). This was a increase of ~-9.20% from their previous position.
• A decrease of 543 shares of $VTI (~$81,084). This was a increase of ~-4.73% from their previous position.
• An increase of 8,051 shares of $PLD (~$755,911). This was a increase of ~174.26% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Nicholson Wealth Management Group, LLC for more details.