The Analysis of M. Kulyk & Associates, LLC's Holdings
Currently, M. Kulyk & Associates, LLC holds 107 types of securities in its portfolio with a total value $523.3M. In the most recent quarter, they have increased their positions in N/A (+181.5K shares, valued at $11.9M), MA (+6.5K shares, valued at $3.7M), V (+7.8K shares, valued at $2.7M); decreased their positions in SGOV (-34.2K shares, valued at $3.4M), N/A (-682 shares, valued at $213.5K), ABNB (-855 shares, valued at $116.0K); initiated new positions in N/A (+181.5K shares, valued at $11.9M), SPTS (+14.2K shares, valued at $414.9K), VTEB (+7.7K shares, valued at $384.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
STIP ISHARES TR529.6K shares2.32%2025-12-312026-01-08
SGOV ISHARES TR283.4K shares-10.76%2025-12-312026-01-08 ALPHABET INC ALPHABET INC86.4K shares-0.78%2025-12-312026-01-08 NVDA NVIDIA CORPORATION122.5K shares-0.33%2025-12-312026-01-08 MSFT MICROSOFT CORP45.0K shares4.14%2025-12-312026-01-08 SHV ISHARES TR162.1K shares0.59%2025-12-312026-01-08 TSM TAIWAN SEMICONDUCTOR MFG LTD55.6K shares-0.25%2025-12-312026-01-08 AAPL APPLE INC58.0K shares-0.15%2025-12-312026-01-08 V VISA INC44.1K shares21.38%2025-12-312026-01-08 AXP AMERICAN EXPRESS CO39.1K shares0.30%2025-12-312026-01-08 CSCO CISCO SYS INC181.2K shares1.30%2025-12-312026-01-08 UNILEVER PLC UNILEVER PLC181.5K sharesnew addition2025-12-312026-01-08 REGN REGENERON PHARMACEUTICALS14.8K shares3.00%2025-12-312026-01-08 LEVI LEVI STRAUSS & CO NEW525.0K shares0.00%2025-12-312026-01-08 BRK.A BERKSHIRE HATHAWAY INC DEL14 shares0.00%2025-12-312026-01-08 CCJ CAMECO CORP107.0K shares2.22%2025-12-312026-01-08 HD HOME DEPOT INC27.1K shares2.99%2025-12-312026-01-08 GILD GILEAD SCIENCES INC74.0K shares2.29%2025-12-312026-01-08 PG PROCTER AND GAMBLE CO61.3K shares6.64%2025-12-312026-01-08 BDX BECTON DICKINSON & CO42.8K shares2.58%2025-12-312026-01-08 NEE NEXTERA ENERGY INC99.0K shares2.53%2025-12-312026-01-08 ECL ECOLAB INC30.0K shares3.35%2025-12-312026-01-08 JCI JOHNSON CTLS INTL PLC64.7K shares1.29%2025-12-312026-01-08 NVO NOVO-NORDISK A S152.2K shares17.10%2025-12-312026-01-08 CSX CSX CORP194.5K shares2.09%2025-12-312026-01-08 NKE NIKE INC110.5K shares3.12%2025-12-312026-01-08 FSLR FIRST SOLAR INC25.6K shares1.44%2025-12-312026-01-08 INTU INTUIT9.2K shares5.33%2025-12-312026-01-08 MA MASTERCARD INCORPORATED10.6K shares160.02%2025-12-312026-01-08 GLW CORNING INC67.8K shares0.15%2025-12-312026-01-08 XYL XYLEM INC42.9K shares5.87%2025-12-312026-01-08 LH LABCORP HOLDINGS INC22.6K shares6.00%2025-12-312026-01-08 CRM SALESFORCE INC20.9K shares4.72%2025-12-312026-01-08 PLD PROLOGIS INC.42.2K shares2.77%2025-12-312026-01-08 CEG CONSTELLATION ENERGY CORP14.5K shares2.09%2025-12-312026-01-08 AMT AMERICAN TOWER CORP NEW24.5K shares8.14%2025-12-312026-01-08 STLD STEEL DYNAMICS INC22.2K shares1.37%2025-12-312026-01-08 RY ROYAL BK CDA20.1K shares-2.56%2025-12-312026-01-08 WSM WILLIAMS SONOMA INC18.3K shares3.08%2025-12-312026-01-08 DIS DISNEY WALT CO25.6K shares-0.39%2025-12-312026-01-08 J JACOBS SOLUTIONS INC20.9K shares3.90%2025-12-312026-01-08 ZTS ZOETIS INC21.2K shares14.24%2025-12-312026-01-08 KO COCA COLA CO27.0K shares-0.21%2025-12-312026-01-08 HEDJ WISDOMTREE TR30.7K shares3.09%2025-12-312026-01-08 IWF ISHARES TR3.1K shares-0.16%2025-12-312026-01-08 AMP AMERIPRISE FINL INC2.9K shares0.00%2025-12-312026-01-08 SCHP SCHWAB STRATEGIC TR41.1K shares124.23%2025-12-312026-01-08 IVV ISHARES TR1.4K shares24.63%2025-12-312026-01-08 TD TORONTO DOMINION BK ONT10.0K shares-3.00%2025-12-312026-01-08 FBTC FIDELITY WISE ORIGIN BITCOIN12.2K shares2.62%2025-12-312026-01-08 ABBV ABBVIE INC3.9K shares-0.31%2025-12-312026-01-08 WAB WABTEC4.0K shares0.00%2025-12-312026-01-08 SCHF SCHWAB STRATEGIC TR29.8K shares9.01%2025-12-312026-01-08 BROADCOM INC BROADCOM INC2.0K shares-10.87%2025-12-312026-01-08 SPY SPDR S&P 500 ETF TR1.0K shares0.10%2025-12-312026-01-08 LOW LOWES COS INC2.7K shares0.15%2025-12-312026-01-08 ORCL ORACLE CORP2.9K shares0.38%2025-12-312026-01-08 ABNB AIRBNB INC4.1K shares-17.37%2025-12-312026-01-08 SCHR SCHWAB STRATEGIC TR21.7K shares113.77%2025-12-312026-01-08 ALPHABET INC ALPHABET INC1.7K shares4.82%2025-12-312026-01-08 GLD SPDR GOLD TR1.3K shares0.00%2025-12-312026-01-08 AMGN AMGEN INC1.5K shares-4.04%2025-12-312026-01-08 MMM 3M CO3.0K shares-0.20%2025-12-312026-01-08 DVY ISHARES TR3.4K shares0.09%2025-12-312026-01-08 DFSB DIMENSIONAL ETF TRUST9.1K shares109.24%2025-12-312026-01-08 IBM INTERNATIONAL BUSINESS MACHS1.4K shares3.53%2025-12-312026-01-08 SPTS SPDR SERIES TRUST14.2K sharesnew addition2025-12-312026-01-08 HCA HCA HEALTHCARE INC863 shares0.00%2025-12-312026-01-08 VTI VANGUARD INDEX FDS1.2K shares3.04%2025-12-312026-01-08 JNJ JOHNSON & JOHNSON1.9K shares0.00%2025-12-312026-01-08 VTEB VANGUARD MUN BD FDS7.7K sharesnew addition2025-12-312026-01-08 AMZN AMAZON COM INC1.6K shares-4.68%2025-12-312026-01-08 ADI ANALOG DEVICES INC1.4K shares0.52%2025-12-312026-01-08 FHLC FIDELITY COVINGTON TRUST4.8K sharesnew addition2025-12-312026-01-08 TJX TJX COS INC NEW2.2K shares2.47%2025-12-312026-01-08 SBUX STARBUCKS CORP3.9K shares-0.53%2025-12-312026-01-08 IWM ISHARES TR1.2K shares0.00%2025-12-312026-01-08 SHY ISHARES TR3.6K shares0.00%2025-12-312026-01-08 ROK ROCKWELL AUTOMATION INC770 shares0.00%2025-12-312026-01-08 NVS NOVARTIS AG2.0K shares2.83%2025-12-312026-01-08 SYK STRYKER CORPORATION797 shares-0.62%2025-12-312026-01-08 TFC TRUIST FINL CORP5.4K shares3.55%2025-12-312026-01-08 ABT ABBOTT LABS2.1K shares0.05%2025-12-312026-01-08 DE DEERE & CO520 shares-0.76%2025-12-312026-01-08 LLY ELI LILLY & CO222 sharesnew addition2025-12-312026-01-08 PEP PEPSICO INC1.6K shares0.00%2025-12-312026-01-08 CWB SPDR SERIES TRUST2.5K shares0.00%2025-12-312026-01-08 HWM HOWMET AEROSPACE INC1.1K shares0.00%2025-12-312026-01-08 FESM FIDELITY COVINGTON TRUST5.8K sharesnew addition2025-12-312026-01-08 EFA ISHARES TR2.3K shares0.00%2025-12-312026-01-08 ASML ASML HOLDING N V203 shares-3.79%2025-12-312026-01-08 EBAY EBAY INC.2.5K shares2.92%2025-12-312026-01-08 FCX FREEPORT-MCMORAN INC4.1K sharesnew addition2025-12-312026-01-08 DOV DOVER CORP1.0K sharesnew addition2025-12-312026-01-08 AMD ADVANCED MICRO DEVICES INC945 sharesnew addition2025-12-312026-01-08 MCK MCKESSON CORP244 sharesnew addition2025-12-312026-01-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available