$95.3 Million is the total value of Nikulski Financial, Inc.'s 72 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | BLACKROCK CAPITAL INVESTMENTnote 5.000% 6/1 | $0 | – | -25,000 | -100.0% | -0.02% | – | |
| F | Exit | FORD MTR CO DEL | $0 | – | -10,190 | -100.0% | -0.09% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -2,978 | -100.0% | -0.19% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -2,030 | -100.0% | -0.20% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -7,300 | -100.0% | -0.21% | – |
| BCSPRDCL | Exit | BARCLAYS BANK PLCadr pfd sr 5 | $0 | – | -8,930 | -100.0% | -0.21% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -3,317 | -100.0% | -0.21% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -4,125 | -100.0% | -0.22% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,670 | -100.0% | -0.22% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -3,388 | -100.0% | -0.23% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -1,765 | -100.0% | -0.23% | – |
| KRE | Exit | SPDR SERIES TRUSTs&p regl bkg | $0 | – | -5,310 | -100.0% | -0.27% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -6,580 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 24 | Q3 2023 | 8.1% |
| APPLE INC | 24 | Q3 2023 | 7.1% |
| AMAZON COM INC | 24 | Q3 2023 | 6.7% |
| ISHARES TR | 24 | Q3 2023 | 4.5% |
| ISHARES TR | 24 | Q3 2023 | 4.4% |
| ALPHABET INC | 24 | Q3 2023 | 3.4% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 4.3% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 3.5% |
| UNITEDHEALTH GROUP INC | 24 | Q3 2023 | 2.9% |
| JPMORGAN CHASE & CO | 24 | Q3 2023 | 3.4% |
View Nikulski Financial, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-02-01 |
View Nikulski Financial, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.