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

Fund Update: Nicholson Wealth Management Group, LLC Just Disclosed New Holdings
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Nicholson Wealth Management Group, LLC
13F filer · Q4 2024 · Feb. 04, 2025 04:30 p.m. UTC
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Nicholson Wealth Management Group, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the fund's holdings for the latest report period. You can see the full portfolio on SensaMarket, and track moves made by other funds.

Largest position changes

Per our estimates, the biggest moves in the fund's portfolio this period were:

$AVGO
Increased by 6,361 shares · est. $1,589,379
+$1.59M
▲ 329.24%
$MDT
Increased by 12,019 shares · est. $894,387
+$894.4K
▲ 185.71%
$KO
Decreased by 904 shares · est. $150,574
−$150.6K
▼ 9.20%
$VTI
Decreased by 543 shares · est. $81,084
−$81.1K
▼ 4.73%
$PLD
Increased by 8,051 shares · est. $755,911
+$755.9K
▲ 174.26%

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

See the full portfolio and track moves made by other funds.

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