Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nicholson Wealth Management Group, LLC (CIK 2035982) reported $171.8M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CATX ($6.8M, 3.93%), VOO ($4.5M, 2.63%), VTI ($3.6M, 2.10%), UBSI ($3.2M, 1.84%), AAPL ($2.9M, 1.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CATX | PERSPECTIVE THERAPEUTICS INC | $6.8M | 3.93% | 1.6M | Added |
| 2 | VOO | VANGUARD INDEX FDS | $4.5M | 2.63% | 7,550 | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $3.6M | 2.10% | 11,239 | Hold |
| 4 | UBSI | UNITED BANKSHARES INC WEST V | $3.2M | 1.84% | 76,245 | Hold |
| 5 | AAPL | APPLE INC | $2.9M | 1.66% | 11,264 | Added |
| 6 | MSFT | MICROSOFT CORP | $2.8M | 1.66% | 7,691 | Added |
| 7 | PEP | PEPSICO INC | $2.8M | 1.63% | 17,997 | Added |
| 8 | JNJ | JOHNSON & JOHNSON | $2.6M | 1.54% | 10,826 | Trimmed |
| 9 | PG | PROCTER & GAMBLE CO | $2.5M | 1.46% | 17,373 | Added |
| 10 | WMT | WALMART INC | $2.5M | 1.44% | 19,846 | Trimmed |
| 11 | PSX | PHILLIPS 66 | $2.4M | 1.37% | 12,905 | Trimmed |
| 12 | ADI | ANALOG DEVICES INC | $2.3M | 1.34% | 7,247 | Trimmed |
| 13 | LHX | L3HARRIS TECHNOLOGIES INC | $2.2M | 1.29% | 6,404 | Trimmed |
| 14 | LIN | LINDE PLC | $2.2M | 1.28% | 4,442 | Trimmed |
| 15 | CB | CHUBB LTD SWITZ | $2.2M | 1.28% | 6,756 | Added |
| 16 | MCD | MCDONALDS CORP | $2.2M | 1.27% | 7,033 | Trimmed |
| 17 | ATO | ATMOS ENERGY CORP | $2.2M | 1.26% | 11,686 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $2.2M | 1.26% | 2,180 | Trimmed |
| 19 | NEE | NEXTERA ENERGY INC | $2.1M | 1.24% | 23,025 | Trimmed |
| 20 | GD | GENERAL DYNAMICS CORP | $2.1M | 1.24% | 6,217 | Trimmed |
| 21 | WEC | WEC ENERGY GROUP INC | $2.1M | 1.24% | 18,414 | Added |
| 22 | NJR | NEW JERSEY RES CORP | $2.1M | 1.23% | 38,387 | Added |
| 23 | AMGN | AMGEN INC | $2.1M | 1.23% | 5,992 | Trimmed |
| 24 | LLY | ELI LILLY & CO | $2.1M | 1.23% | 2,307 | Trimmed |
| 25 | GWW | WW GRAINGER INC | $2.1M | 1.23% | 1,936 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31