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All Stocks Held By Nikulski Financial Inc.
As of  03/31/2024, we find all stocks held by Nikulski Financial Inc. to be as follows, presented in the table below with each row detailing each Nikulski Financial Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Nikulski Financial Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Nikulski Financial Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
VANGUARD SPECIALIZED FUNDS (VIG) 107,413 +1,869 $19,615
     VIG107,413+1,869$19,615
APPLE INC 79,570 +1,085 $13,645
     AAPL79,570+1,085$13,645
AMAZON COM INC 71,050 +1,133 $12,816
     AMZN71,050+1,133$12,816
INVESCO EXCHANGE TRADED FD T (SPHQ) 151,745 +3,078 $9,168
     SPHQ151,745+3,078$9,168
GOLDMAN SACHS ETF TR (GSLC) 86,216 +4,032 $8,948
     GSLC86,216+4,032$8,948
ISHARES TR (IJR) 79,910 -609 $8,832
     IJR79,910-609$8,832
COSTCO WHSL CORP NEW 11,964 +403 $8,765
     COST11,964+403$8,765
ALPHABET INC 57,459 -526 $8,672
     GOOGL57,459-526$8,672
ISHARES TR (IWF) 25,653 +224 $8,646
     IWF25,653+224$8,646
MICROSOFT CORP 19,909 +3,362 $8,376
     MSFT19,909+3,362$8,376
INVESCO QQQ TR 18,402 +457 $8,170
     QQQ18,402+457$8,170
VANGUARD INDEX FDS (VO) 30,029 +829 $7,503
     VO30,029+829$7,503
ABBVIE INC 38,311 -383 $6,976
     ABBV38,311-383$6,976
JPMORGAN CHASE & CO 32,469 +1 $6,504
     JPM32,469+1$6,504
PALO ALTO NETWORKS INC 20,869 +4,234 $5,929
     PANW20,869+4,234$5,929
VANGUARD INDEX FDS (VTV) 35,051 -3,020 $5,708
     VTV35,051-3,020$5,708
UNITEDHEALTH GROUP INC 11,382 -167 $5,631
     UNH11,382-167$5,631
SPDR S&P 500 ETF TR (SPY) 8,945 -175 $4,679
     SPY8,945-175$4,679
ISHARES TR (DVY) 37,802 +3,791 $4,656
     DVY37,802+3,791$4,656
LAM RESEARCH CORP 4,705 +130 $4,572
     LRCX4,705+130$4,572
SCHWAB STRATEGIC TR 86,524 +396 $4,260
     SCHA86,524+396$4,260
VANGUARD WHITEHALL FDS (VIGI) 45,864 +1,416 $3,739
     VIGI45,864+1,416$3,739
VISA INC 13,304 +256 $3,713
     V13,304+256$3,713
ISHARES TR (IJJ) 30,372 -462 $3,593
     IJJ30,372-462$3,593
INNOVATOR ETFS TRUST (PAPR) 102,594 -5,275 $3,446
     PAPR102,594-5,275$3,446
VANGUARD INDEX FDS (VTI) 13,167 +315 $3,422
     VTI13,167+315$3,422
MCDONALDS CORP 11,905 +518 $3,357
     MCD11,905+518$3,357
SCHWAB STRATEGIC TR 40,770 +1,442 $3,287
     SCHD40,770+1,442$3,287
DEERE & CO 7,812 -742 $3,209
     DE7,812-742$3,209
BERKSHIRE HATHAWAY INC DEL      $3,088
     BRK.B7,344+6,223$3,088
HOME DEPOT INC 7,832 +285 $3,004
     HD7,832+285$3,004
ALLSTATE CORP 17,244 -1,317 $2,983
     ALL17,244-1,317$2,983
VANGUARD INDEX FDS (VBR) 14,647 -362 $2,810
     VBR14,647-362$2,810
VANGUARD STAR FDS (VXUS) 45,830 +2,861 $2,764
     VXUS45,830+2,861$2,764
NVIDIA CORPORATION 2,995 +280 $2,706
     NVDA2,995+280$2,706
J P MORGAN EXCHANGE TRADED F (JPST) 52,550 +1,625 $2,651
     JPST52,550+1,625$2,651
SALESFORCE INC 8,646 +53 $2,604
     CRM8,646+53$2,604
WISDOMTREE TR 33,806 +15,441 $2,576
     DGRW33,806+15,441$2,576
INNOVATOR ETFS TRUST (PJAN) 62,835 +1,700 $2,457
     PJAN62,835+1,700$2,457
ISHARES TR (IJH) 40,315 +32,464 $2,449
     IJH40,315+32,464$2,449
WASTE MGMT INC DEL 10,132 +6,337 $2,160
     WM10,132+6,337$2,160
BROADCOM INC 1,571 +27 $2,082
     AVGO1,571+27$2,082
SPDR SER TR (SPHY) 83,306 +1,831 $1,954
     SPHY83,306+1,831$1,954
INVESCO EXCH TRADED FD TR II (SPLV) 29,522 -2,109 $1,945
     SPLV29,522-2,109$1,945
MASTERCARD INCORPORATED 3,929 +90 $1,892
     MA3,929+90$1,892
WALMART INC 30,222 +20,873 $1,818
     WMT30,222+20,873$1,818
ISHARES U S ETF TR (NEAR) 34,300 +346 $1,731
     NEAR34,300+346$1,731
PROSHARES TR (NOBL) 15,595 +2,007 $1,581
     NOBL15,595+2,007$1,581
INVESCO EXCH TRD SLF IDX FD 74,575 -2,850 $1,564
     BSCO74,575-2,850$1,564
ISHARES TR (SOXX) 6,861 +4,879 $1,550
     SOXX6,861+4,879$1,550
ISHARES TR (IYJ) 12,268 +2,728 $1,542
     IYJ12,268+2,728$1,542
ISHARES TR (IYF) 16,054 +3,562 $1,536
     IYF16,054+3,562$1,536
ISHARES TR (IGM) 17,346 +14,876 $1,495
     IGM17,346+14,876$1,495
ELI LILLY & CO 1,918 +1,062 $1,492
     LLY1,918+1,062$1,492
SPDR SER TR (SPSM) 34,486 +2,145 $1,484
     SPSM34,486+2,145$1,484
ISHARES TR (IYW) 10,967 +2,263 $1,481
     IYW10,967+2,263$1,481
DIGITAL RLTY TR INC 10,251 +4,270 $1,477
     DLR10,251+4,270$1,477
GOLDMAN SACHS GROUP INC 3,488 -175 $1,457
     GS3,488-175$1,457
ISHARES TR (IYT) 20,664 +16,485 $1,455
     IYT20,664+16,485$1,455
ISHARES TR (EFAV) 20,396 -3,742 $1,446
     EFAV20,396-3,742$1,446
ISHARES TR (IGV) 16,260 +13,644 $1,386
     IGV16,260+13,644$1,386
VANGUARD TAX MANAGED FDS (VEA) 27,195 -350 $1,364
     VEA27,195-350$1,364
ISHARES TR (IUSG) 11,194 -171 $1,312
     IUSG11,194-171$1,312
ABBOTT LABS 10,963 -90 $1,246
     ABT10,963-90$1,246
TJX COS INC NEW 12,115 -274 $1,229
     TJX12,115-274$1,229
META PLATFORMS INC 2,407 +14 $1,169
     META2,407+14$1,169
ISHARES TR (QUAL) 6,904 -340 $1,135
     QUAL6,904-340$1,135
LOCKHEED MARTIN CORP 2,469 +288 $1,123
     LMT2,469+288$1,123
SHERWIN WILLIAMS CO 3,233 +63 $1,123
     SHW3,233+63$1,123
ISHARES TR (TIP) 10,455 -1,340 $1,123
     TIP10,455-1,340$1,123
VANGUARD INTL EQUITY INDEX F (VT) 9,442 -133 $1,043
     VT9,442-133$1,043
SPDR SER TR (SPTM) 14,512 -512 $931
     SPTM14,512-512$931
INVESCO EXCH TRADED FD TR II (BKLN) 43,807 -925 $927
     BKLN43,807-925$927
SPDR SER TR (SPLG) 14,913 -5,137 $918
     SPLG14,913-5,137$918
VANGUARD MALVERN FDS (VTIP) 19,158 -625 $917
     VTIP19,158-625$917
SELECT SECTOR SPDR TR (XLP) 11,850 -1,425 $905
     XLP11,850-1,425$905
VANECK ETF TRUST (HYD) 17,170 -2,620 $897
     HYD17,170-2,620$897
NXP SEMICONDUCTORS N V 3,494 +745 $866
     NXPI3,494+745$866
AMGEN INC 2,754 +44 $783
     AMGN2,754+44$783
ISHARES TR (IJS) 7,600 -120 $781
     IJS7,600-120$781
ULTA BEAUTY INC 1,481 +70 $774
     ULTA1,481+70$774
INVESCO EXCH TRD SLF IDX FD 35,499 +600 $725
     BSCP35,499+600$725
PFIZER INC 21,026 -11,048 $583
     PFE21,026-11,048$583
VANGUARD INDEX FDS (VB) 2,444 +95 $559
     VB2,444+95$559
LOWES COS INC 2,111 +76 $538
     LOW2,111+76$538
INNOVATOR ETFS TRUST (PJUL) 13,520 -35 $513
     PJUL13,520-35$513
VANGUARD BD INDEX FDS (BND) 6,635 +2,589 $482
     BND6,635+2,589$482
INNOVATOR ETFS TRUST (POCT) 12,475 -100 $468
     POCT12,475-100$468
INNOVATOR ETFS TRUST (PJUN) 13,370 -75 $462
     PJUN13,370-75$462
VANGUARD INDEX FDS (VNQ) 5,252 -415 $454
     VNQ5,252-415$454
DOMINOS PIZZA INC 870 -395 $432
     DPZ870-395$432
PEPSICO INC 2,432 +2,432 $426
     PEP2,432+2,432$426
CONSTELLATION BRANDS INC 1,500 UNCH $408
     STZ1,500UNCH$408
ADOBE INC 780 +220 $394
     ADBE780+220$394
SELECT SECTOR SPDR TR (XLE) 4,176 -250 $394
     XLE4,176-250$394
VANGUARD INDEX FDS (VOE) 2,508 UNCH $391
     VOE2,508UNCH$391
MICRON TECHNOLOGY INC 3,220 -425 $380
     MU3,220-425$380
ISHARES TR (IUSV) 4,157 -244 $376
     IUSV4,157-244$376
JOHNSON & JOHNSON 2,306 +114 $365
     JNJ2,306+114$365
PROCTER AND GAMBLE CO 2,250 -68 $365
     PG2,250-68$365
KLA CORP 489 +25 $342
     KLAC489+25$342
FEDEX CORP 1,077 -200 $312
     FDX1,077-200$312
SPDR GOLD TR (GLD) 1,475 -715 $303
     GLD1,475-715$303
VANGUARD INDEX FDS (VUG) 866 +80 $298
     VUG866+80$298
SELECT SECTOR SPDR TR (XLF) 7,035 -2,839 $296
     XLF7,035-2,839$296
QUALCOMM INC 1,733 +115 $293
     QCOM1,733+115$293
ISHARES TR (INDA) 5,639 -650 $291
     INDA5,639-650$291
COLGATE PALMOLIVE CO 3,195 -378 $288
     CL3,195-378$288
ILLINOIS TOOL WKS INC 1,069 +52 $287
     ITW1,069+52$287
UNITED STATES STL CORP NEW 6,925 -500 $282
     X6,925-500$282
SELECT SECTOR SPDR TR (XLK) 1,345 -531 $280
     XLK1,345-531$280
TAIWAN SEMICONDUCTOR MFG LTD 2,015 -25 $274
     TSM2,015-25$274
INNOVATOR ETFS TRUST (PAUG) 7,540 UNCH $267
     PAUG7,540UNCH$267
NETFLIX INC 408 +408 $248
     NFLX408+408$248
SCHWAB STRATEGIC TR 9,370 -3,565 $237
     SCHE9,370-3,565$237
INNOVATOR ETFS TRUST (PMAR) 6,350 UNCH $234
     PMAR6,350UNCH$234
INNOVATOR ETFS TRUST (NAPR) 5,100 UNCH $232
     NAPR5,100UNCH$232
ISHARES TR (VLUE) 2,135 UNCH $231
     VLUE2,135UNCH$231
VERIZON COMMUNICATIONS INC 5,326 -57 $223
     VZ5,326-57$223
BLACKROCK INC 266 -71 $222
     BLK266-71$222
TESLA INC 1,263 +178 $222
     TSLA1,263+178$222
SPDR DOW JONES INDL AVERAGE (DIA) 552 UNCH $220
     DIA552UNCH$220
PAYCHEX INC 1,795 +1,795 $220
     PAYX1,795+1,795$220
ISHARES TR (EFA) 2,740 -232 $219
     EFA2,740-232$219
SEAGATE TECHNOLOGY HLDNGS PL 2,336 +2,336 $217
     STX2,336+2,336$217
CONOCOPHILLIPS 1,688 +1,688 $215
     COP1,688+1,688$215
CISCO SYS INC 4,314 +171 $215
     CSCO4,314+171$215
INNOVATOR ETFS TRUST (PDEC) 5,700 UNCH $209
     PDEC5,700UNCH$209
INNOVATOR ETFS TRUST (PSEP) 5,700 -185 $208
     PSEP5,700-185$208
CONSTELLATION ENERGY CORP 1,113 +1,113 $206
     CEG1,113+1,113$206
KIMBERLY CLARK CORP 1,570 -300 $203
     KMB1,570-300$203
CHEVRON CORP NEW $0 (exited)
     CVX0-3,143$0
DISNEY WALT CO $0 (exited)
     DIS0-5,625$0
ISHARES TR $0 (exited)
     IBB0-1,727$0
ISHARES TR $0 (exited)
     IYK0-5,053$0
ISHARES TR $0 (exited)
     IYM0-7,477$0
HENRY JACK & ASSOC INC $0 (exited)
     JKHY0-1,225$0
SCHWAB CHARLES CORP $0 (exited)
     SCHW0-16,735$0
SOUTHERN CO $0 (exited)
     SO0-3,470$0
UNITED PARCEL SERVICE INC 0 -2,681 $0 (exited)
     UPS0-2,681$0

See Summary: Nikulski Financial Inc. Top Holdings
See Details: Top 10 Stocks Held By Nikulski Financial Inc.

EntityShares/Amount
Change
Position Value
Change
PEP +2,432+$426
NFLX +408+$248
PAYX +1,795+$220
STX +2,336+$217
COP +1,688+$215
CEG +1,113+$206
EntityShares/Amount
Change
Position Value
Change
SCHW -16,735-$1,151
IYM -7,477-$1,033
IYK -5,053-$969
DIS -5,625-$508
CVX -3,143-$469
UPS -2,681-$422
SO -3,470-$243
IBB -1,727-$235
JKHY -1,225-$200
EntityShares/Amount
Change
Position Value
Change
IJH +32,464+$273
WMT +20,873+$344
IYT +16,485+$358
DGRW +15,441+$1,285
IGM +14,876+$388
IGV +13,644+$325
WM +6,337+$1,480
BRK +6,223+$2,688
SOXX +4,879+$408
DLR +4,270+$672
EntityShares/Amount
Change
Position Value
Change
PFE -11,048-$340
PAPR -5,275-$80
SPLG -5,137-$203
EFAV -3,742-$228
SCHE -3,565-$84
VTV -3,020+$16
BSCO -2,850-$53
XLF -2,839-$75
HYD -2,620-$125
Size ($ in 1000's)
At 03/31/2024: $301,532
At 12/31/2023: $273,127

Nikulski Financial Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Nikulski Financial Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Nikulski Financial Inc. | www.HoldingsChannel.com

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