$182 Million is the total value of Nikulski Financial, Inc.'s 111 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $612,000 | +20.2% | 1,398 | 0.0% | 0.34% | +4.0% | |
| PJUL | INNOVATOR ETFS TRs&p 500 pwr | $504,000 | +3.9% | 17,515 | 0.0% | 0.28% | -10.4% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $397,000 | +2.1% | 793 | 0.0% | 0.22% | -11.7% | |
| CL | COLGATE PALMOLIVE CO | $333,000 | +11.0% | 3,895 | 0.0% | 0.18% | -3.7% | |
| PJUN | INNOVATOR ETFS TRs&p 500 pwr bu | $257,000 | +3.6% | 8,530 | 0.0% | 0.14% | -10.2% | |
| CMCSA | COMCAST CORP NEWcl a | $246,000 | +13.4% | 4,700 | 0.0% | 0.14% | -2.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-02-09
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.