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Home > Institutional Investor > Nicholson Wealth Management Group, Llc > Profile

Instuitional Investor - Nicholson Wealth Management Group, Llc

Fund Profile
Filing Period:
Fund Name: Nicholson Wealth Management Group, Llc
Portfolio Value $162,301,663
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 23,461 $13,326,552 8.21%
2.
Perspective Therapeutics Inc.
 CATX 1,614,283 $5,553,134 3.42%
3.
Microsoft Corp
 MSFT 7,488 $3,724,606 2.29%
4.
Vanguard Index Fds
 10,994 $3,341,406 2.06%
5.
United Bankshares Inc
 UBSI 76,245 $2,777,605 1.71%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)