$138 Million is the total value of Nikulski Financial, Inc.'s 92 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPTM | New | SPDR SERIES TRUSTportfolio tl stk | $239,000 | – | 5,927 | +100.0% | 0.17% | – |
QUAL | New | ISHARES TRusa quality fctr | $230,000 | – | 2,240 | +100.0% | 0.17% | – |
T | New | AT&T INC | $221,000 | – | 5,961 | +100.0% | 0.16% | – |
SPSM | New | SPDR SERIES TRUSTportfolio sm etf | $212,000 | – | 6,594 | +100.0% | 0.15% | – |
LLY | New | LILLY ELI & CO | $210,000 | – | 1,500 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-04
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.