Nicholson Wealth Management Group, LLC

Q4 2024 13F Holdings

  • Location
    charlestown, SC
  • Num holdings

    99

  • Value ($000)

    $149,620

  • Date Filed
    02/03/2025
  • Form type
    13F-HR
  • CIK
    0002035982
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$14.34M
10 %

26,614

CATX
CATX

PERSPECTIVE THERAPEUTICS INC

COM NEW
46489V302
$5.13M
3 %

1,609,283

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$3.17M
2 %

10,928

UBSI
UBSI

UNITED BANKSHARES INC WEST V

COM
909907107
$2.86M
2 %

76,245

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$2.67M
2 %

6,328

AAPL
AAPL

APPLE INC

COM
037833100
$2.49M
2 %

9,959

PG
PG

PROCTER AND GAMBLE CO

COM
742718109
$2.44M
2 %

14,578

PEP
PEP

PEPSICO INC

COM
713448108
$2.30M
2 %

15,120

AVGO
AVGO

BROADCOM INC

COM
11135F101
$1.92M
1 %

8,293

HD
HD

HOME DEPOT INC

COM
437076102
$1.90M
1 %

4,892

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