Nicholson Wealth Management Group, LLC 13F Holdings

CIK 0002035982 · CHARLESTOWN, SC

As of Sep 30, 2025, Nicholson Wealth Management Group, LLC reported 108 positions worth 70.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—15,883$9.7M5.70%
PERSPECTIVE THERAPEUTICS INCCATXHealthcare1,618,293$5.6M3.25%
MICROSOFT CORPMSFTTechnology7,460$3.9M2.26%
VANGUARD TOTAL STOCK MKT ETFVTI—10,994$3.6M2.11%
APPLE INCAAPLTechnology11,205$2.9M1.67%
UNITED BANKSHARES INCUBSIFinancial Services76,245$2.8M1.66%
BROADCOM INCAVGOTechnology7,495$2.5M1.45%
PROCTER & GAMBLE COPGConsumer Defensive15,455$2.4M1.39%
CENCORA INCCORHealthcare7,488$2.3M1.37%
GENERAL DYNAMICS CORPGDIndustrials6,629$2.3M1.32%
PEPSICO INCPEPConsumer Defensive15,959$2.2M1.31%
HOME DEPOT INCHDConsumer Cyclical5,473$2.2M1.30%
L3HARRIS TECHNOLOGIES INCLHXIndustrials7,057$2.2M1.26%
JOHNSON & JOHNSONJNJHealthcare11,606$2.2M1.26%
WALMART INCWMTConsumer Defensive20,754$2.1M1.25%
AMPHENOL CORP-CL AAPHTechnology16,458$2.0M1.19%
MCDONALDS CORPMCDConsumer Cyclical6,694$2.0M1.19%
ATMOS ENERGY CORPATOUtilities11,820$2.0M1.18%
XYLEM INCXYLIndustrials13,646$2.0M1.18%
WEC ENERGY GROUP INCWECUtilities17,559$2.0M1.18%
SOUTHERN COSOUtilities21,122$2.0M1.17%
ANALOG DEVICES INCADITechnology8,119$2.0M1.17%
VISA INC-CLASS A SHARESVFinancial Services5,773$2.0M1.15%
ELI LILLY & COLLYHealthcare2,582$2.0M1.15%
LINDE PLCLINBasic Materials4,135$2.0M1.15%