• 13F History

Nicholson Wealth Management Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$150M
Signature - Title
Lonny Elfenbein - Compliance Consultant
Location
Charlestown, SC
Summary
This page shows a list of all the recent 13F filings made by Nicholson Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Nicholson Wealth Management Group, LLC reported 99 stock holdings with total value $150M as of Q4 2024. Top holdings included VOO, CATX, VTI, UBSI, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 99 $150M +$55.9M -$8.29M +$47.6M VOO, CATX, VTI, UBSI, MSFT 13F-HR 2/3/2025, 12:42 PM
Q3 2024 97 $122M $0 $0 CATX, VOO, VTI, UBSI, AVDE 13F-HR 10/23/2024, 01:20 PM