NICOLA WEALTH MANAGEMENT LTD.
Q4 2024 13F Holdings
- Locationvancouver, A1
- Num holdings
107
- Value ($000)
$1,056,017
- Date Filed02/06/2025
- Form type13F-HR
- CIK0001734493
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TORONTO DOMINION BK ONT | COM NEW | 891160509 | $39.03M | 4 % | 510,002 | ||
SHOP SHOPIFY INC | CL A | 82509L107 | $36.80M | 4 % | 240,571 | ||
CNR CANADIAN NATL RY CO | COM | 136375102 | $34.97M | 3 % | 239,600 | ||
REET ISHARES TR | GLOBAL REIT ETF | 46434V647 | $33.72M | 3 % | 978,300 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $29.15M | 3 % | 69,160 | ||
V VISA INC | COM CL A | 92826C839 | $25.92M | 3 % | 82,000 | ||
META META PLATFORMS INC | CL A | 30303M102 | $25.47M | 2 % | 43,500 | ||
WMT WALMART INC | COM | 931142103 | $25.32M | 2 % | 280,200 | ||
AVGO BROADCOM INC | COM | 11135F101 | $25.27M | 2 % | 109,000 | ||
SU SUNCOR ENERGY INC NEW | COM | 867224107 | $24.82M | 2 % | 483,822 |
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