The Analysis of Nikulski Financial, Inc.'s Holdings


Currently, Nikulski Financial, Inc. holds 166 types of securities in its portfolio with a total value $418.3M. In the most recent quarter, they have increased their positions in IPKW (+62.4K shares, valued at $3.5M), SMH (+8.1K shares, valued at $2.9M), NFLX (+28.8K shares, valued at $2.7M); decreased their positions in VIG (-21.8K shares, valued at $4.8M), GSLC (-27.8K shares, valued at $3.7M), SPHQ (-47.3K shares, valued at $3.5M); initiated new positions in SHLD (+40.9K shares, valued at $2.7M), SOXX (+4.5K shares, valued at $1.4M), JIVE (+14.4K shares, valued at $1.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC83.0K shares1.64%2025-12-312026-01-15history
ALPHABET INC ALPHABET INC57.8K shares-5.52%2025-12-312026-01-15history
VIG VANGUARD SPECIALIZED FUNDS82.0K shares-21.04%2025-12-312026-01-15history
AMZN AMAZON COM INC76.6K shares2.98%2025-12-312026-01-15history
MSFT MICROSOFT CORP28.2K shares22.88%2025-12-312026-01-15history
NVDA NVIDIA CORPORATION66.3K shares-4.16%2025-12-312026-01-15history
COST COSTCO WHSL CORP NEW13.8K shares8.74%2025-12-312026-01-15history
JPM JPMORGAN CHASE & CO.33.7K shares-0.65%2025-12-312026-01-15history
Sponsored
ABBV ABBVIE INC38.5K shares-2.07%2025-12-312026-01-15history
PANW PALO ALTO NETWORKS INC47.6K shares7.72%2025-12-312026-01-15history
INVESCO QQQ TR INVESCO QQQ TR13.5K shares-28.52%2025-12-312026-01-15history
SPHQ INVESCO EXCHANGE TRADED FD T100.8K shares-31.94%2025-12-312026-01-15history
GSLC GOLDMAN SACHS ETF TR56.6K shares-32.95%2025-12-312026-01-15history
IJR ISHARES TR62.2K shares-9.28%2025-12-312026-01-15history
LAM RESEARCH CORP LAM RESEARCH CORP41.8K shares-18.55%2025-12-312026-01-15history
VO VANGUARD INDEX FDS23.7K shares-21.12%2025-12-312026-01-15history
Sponsored
CEG CONSTELLATION ENERGY CORP19.3K shares-9.39%2025-12-312026-01-15history
IPKW INVESCO EXCH TRADED FD TR II117.4K shares113.31%2025-12-312026-01-15history
V VISA INC16.0K shares9.25%2025-12-312026-01-15history
BROADCOM INC BROADCOM INC15.7K shares2.15%2025-12-312026-01-15history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.5K shares19.89%2025-12-312026-01-15history
SCHA SCHWAB STRATEGIC TR184.2K shares-5.89%2025-12-312026-01-15history
LLY ELI LILLY & CO4.8K shares39.41%2025-12-312026-01-15history
DE DEERE & CO11.0K shares31.84%2025-12-312026-01-15history
Sponsored
DON WISDOMTREE TR87.4K shares-6.22%2025-12-312026-01-15history
MCD MCDONALDS CORP14.7K shares21.44%2025-12-312026-01-15history
SMH VANECK ETF TRUST12.0K shares209.55%2025-12-312026-01-15history
SCHD SCHWAB STRATEGIC TR151.6K shares4.79%2025-12-312026-01-15history
WMT WALMART INC36.3K shares4.41%2025-12-312026-01-15history
WM WASTE MGMT INC DEL17.3K shares26.79%2025-12-312026-01-15history
HD HOME DEPOT INC10.6K shares16.46%2025-12-312026-01-15history
PAPR INNOVATOR ETFS TRUST92.0K shares-14.50%2025-12-312026-01-15history
Sponsored
AAAU GOLDMAN SACHS PHYSICAL GOLD82.4K shares3.35%2025-12-312026-01-15history
SPY SPDR S&P 500 ETF TR4.9K shares-29.57%2025-12-312026-01-15history
VTV VANGUARD INDEX FDS17.3K shares-40.21%2025-12-312026-01-15history
XMMO INVESCO EXCHANGE TRADED FD T23.7K shares355.87%2025-12-312026-01-15history
CRWD CROWDSTRIKE HLDGS INC6.9K shares8.78%2025-12-312026-01-15history
TSLA TESLA INC7.2K shares177.73%2025-12-312026-01-15history
IJJ ISHARES TR23.1K shares-7.79%2025-12-312026-01-15history
JPST J P MORGAN EXCHANGE TRADED F58.2K shares15.36%2025-12-312026-01-15history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC16.4K shares288.88%2025-12-312026-01-15history
ALL ALLSTATE CORP13.9K shares-0.88%2025-12-312026-01-15history
DGRW WISDOMTREE TR32.4K shares-29.49%2025-12-312026-01-15history
NFLX NETFLIX INC29.3K shares5162.12%2025-12-312026-01-15history
VTI VANGUARD INDEX FDS7.9K shares-28.58%2025-12-312026-01-15history
SHLD GLOBAL X FDS40.9K sharesnew addition2025-12-312026-01-15history
IWF ISHARES TR5.4K shares-19.11%2025-12-312026-01-15history
LMT LOCKHEED MARTIN CORP5.2K shares57.08%2025-12-312026-01-15history
Sponsored
VIGI VANGUARD WHITEHALL FDS27.6K shares-27.71%2025-12-312026-01-15history
TJX TJX COS INC NEW16.4K shares13.73%2025-12-312026-01-15history
HOOD ROBINHOOD MKTS INC22.1K shares221.15%2025-12-312026-01-15history
SYK STRYKER CORPORATION7.1K shares112.77%2025-12-312026-01-15history
VBR VANGUARD INDEX FDS11.3K shares-21.27%2025-12-312026-01-15history
GS GOLDMAN SACHS GROUP INC2.7K shares-20.07%2025-12-312026-01-15history
SCHG SCHWAB STRATEGIC TR71.8K shares-28.76%2025-12-312026-01-15history
DLR DIGITAL RLTY TR INC14.9K shares-2.84%2025-12-312026-01-15history
Sponsored
SCHE SCHWAB STRATEGIC TR69.3K shares144.00%2025-12-312026-01-15history
AVAV AEROVIRONMENT INC9.1K shares157.88%2025-12-312026-01-15history
VXUS VANGUARD STAR FDS28.7K shares-41.18%2025-12-312026-01-15history
BND VANGUARD BD INDEX FDS27.7K shares-27.45%2025-12-312026-01-15history
SPHY SPDR SERIES TRUST84.7K shares7.44%2025-12-312026-01-15history
XOP SPDR SERIES TRUST15.8K shares184.80%2025-12-312026-01-15history
PJAN INNOVATOR ETFS TRUST41.9K shares-13.16%2025-12-312026-01-15history
FCX FREEPORT-MCMORAN INC38.7K shares375.06%2025-12-312026-01-15history
Sponsored
MAR MARRIOTT INTL INC NEW6.2K shares-13.56%2025-12-312026-01-15history
SE SEA LTD14.8K shares66.69%2025-12-312026-01-15history
BKLN INVESCO EXCH TRADED FD TR II86.7K shares77.84%2025-12-312026-01-15history
PFIG INVESCO EXCH TRADED FD TR II71.8K shares162.73%2025-12-312026-01-15history
ABT ABBOTT LABS13.7K shares32.04%2025-12-312026-01-15history
MA MASTERCARD INCORPORATED2.9K shares-20.46%2025-12-312026-01-15history
IYZ ISHARES TR41.9K shares-2.98%2025-12-312026-01-15history
IYF ISHARES TR11.0K shares3.54%2025-12-312026-01-15history
Sponsored
SOXX ISHARES TR4.5K sharesnew addition2025-12-312026-01-15history
IGM ISHARES TR10.4K shares-17.94%2025-12-312026-01-15history
IYW ISHARES TR6.7K shares-17.86%2025-12-312026-01-15history
IJH ISHARES TR19.9K shares-42.27%2025-12-312026-01-15history
IGV ISHARES TR12.4K shares-3.24%2025-12-312026-01-15history
IDU ISHARES TR11.9K shares4.98%2025-12-312026-01-15history
VOE VANGUARD INDEX FDS7.2K shares80.60%2025-12-312026-01-15history
VEA VANGUARD TAX-MANAGED FDS19.5K shares-39.24%2025-12-312026-01-15history
Sponsored
NOBL PROSHARES TR11.4K shares-24.83%2025-12-312026-01-15history
INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II16.4K shares-34.47%2025-12-312026-01-15history
JIVE J P MORGAN EXCHANGE TRADED F14.4K sharesnew addition2025-12-312026-01-15history
SPSM SPDR SERIES TRUST24.0K shares-21.62%2025-12-312026-01-15history
SHW SHERWIN WILLIAMS CO3.4K shares-3.77%2025-12-312026-01-15history
T AT&T INC42.2K sharesnew addition2025-12-312026-01-15history
XLP SELECT SECTOR SPDR TR13.4K shares-4.43%2025-12-312026-01-15history
VNQ VANGUARD INDEX FDS11.2K shares96.94%2025-12-312026-01-15history
Sponsored
META META PLATFORMS INC1.4K shares-28.99%2025-12-312026-01-15history
CCJ CAMECO CORP10.2K sharesnew addition2025-12-312026-01-15history
CAT CATERPILLAR INC1.6K sharesnew addition2025-12-312026-01-15history
AMGN AMGEN INC2.8K shares7.50%2025-12-312026-01-15history
ISRG INTUITIVE SURGICAL INC1.6K shares50.05%2025-12-312026-01-15history
HYD VANECK ETF TRUST17.4K shares31.27%2025-12-312026-01-15history
SPTM SPDR SERIES TRUST10.2K shares-14.44%2025-12-312026-01-15history
SO SOUTHERN CO9.3K shares69.82%2025-12-312026-01-15history
Sponsored
PJUL INNOVATOR ETFS TRUST17.3K shares-5.90%2025-12-312026-01-15history
ALPHABET INC ALPHABET INC2.5K shares126.50%2025-12-312026-01-15history
IYJ ISHARES TR5.2K shares-43.19%2025-12-312026-01-15history
ENB ENBRIDGE INC15.2K shares276.33%2025-12-312026-01-15history
XLY SELECT SECTOR SPDR TR6.0K shares235.17%2025-12-312026-01-15history
POCT INNOVATOR ETFS TRUST15.7K shares28.55%2025-12-312026-01-15history
SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.4K shares-2.95%2025-12-312026-01-15history
KLAC KLA CORP534 shares-4.81%2025-12-312026-01-15history
Sponsored
SPYM SPDR SERIES TRUST7.9K shares-44.03%2025-12-312026-01-15history
VT VANGUARD INTL EQUITY INDEX F4.5K shares-45.86%2025-12-312026-01-15history
TSM TAIWAN SEMICONDUCTOR MFG LTD2.0K shares-6.42%2025-12-312026-01-15history
VYMI VANGUARD WHITEHALL FDS6.7K shares67.57%2025-12-312026-01-15history
IBB ISHARES TR3.5K sharesnew addition2025-12-312026-01-15history
IJS ISHARES TR5.2K shares-19.54%2025-12-312026-01-15history
ROCKET LAB CORP ROCKET LAB CORP8.2K sharesnew addition2025-12-312026-01-15history
PJUN INNOVATOR ETFS TRUST13.1K shares-14.56%2025-12-312026-01-15history
Sponsored
VUSB VANGUARD BD INDEX FDS10.8K shares137.36%2025-12-312026-01-15history
VZ VERIZON COMMUNICATIONS INC12.5K sharesnew addition2025-12-312026-01-15history
LNT ALLIANT ENERGY CORP7.8K sharesnew addition2025-12-312026-01-15history
XLF SELECT SECTOR SPDR TR9.0K shares24.11%2025-12-312026-01-15history
VB VANGUARD INDEX FDS1.9K shares-14.97%2025-12-312026-01-15history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.1K sharesnew addition2025-12-312026-01-15history
VGLT VANGUARD SCOTTSDALE FDS8.3K sharesnew addition2025-12-312026-01-15history
PM PHILIP MORRIS INTL INC2.8K sharesnew addition2025-12-312026-01-15history
Sponsored
LOW LOWES COS INC1.8K shares-16.37%2025-12-312026-01-15history
IUSG ISHARES TR2.6K shares-67.26%2025-12-312026-01-15history
PATH UIPATH INC26.0K sharesnew addition2025-12-312026-01-15history
GLW CORNING INC4.8K shares5.56%2025-12-312026-01-15history
PAUG INNOVATOR ETFS TRUST9.6K shares-3.07%2025-12-312026-01-15history
MU MICRON TECHNOLOGY INC1.4K shares-49.30%2025-12-312026-01-15history
PDEC INNOVATOR ETFS TRUST9.3K shares60.79%2025-12-312026-01-15history
PG PROCTER AND GAMBLE CO2.7K shares5.18%2025-12-312026-01-15history
Sponsored
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.0K shares-36.82%2025-12-312026-01-15history
KTOS KRATOS DEFENSE & SEC SOLUTIO5.1K sharesnew addition2025-12-312026-01-15history
JNJ JOHNSON & JOHNSON1.9K shares56.42%2025-12-312026-01-15history
QUAL ISHARES TR1.9K shares-71.13%2025-12-312026-01-15history
ACHR ARCHER AVIATION INC48.8K sharesnew addition2025-12-312026-01-15history
SOFI SOFI TECHNOLOGIES INC13.7K sharesnew addition2025-12-312026-01-15history
PEP PEPSICO INC2.5K shares5.81%2025-12-312026-01-15history
LAPR INNOVATOR ETFS TRUST14.1K shares-44.77%2025-12-312026-01-15history
Sponsored
JOBY JOBY AVIATION INC26.7K sharesnew addition2025-12-312026-01-15history
SNOW SNOWFLAKE INC1.6K sharesnew addition2025-12-312026-01-15history
BITB BITWISE BITCOIN ETF TR7.3K sharesnew addition2025-12-312026-01-15history
BLACKROCK INC BLACKROCK INC322 shares9.90%2025-12-312026-01-15history
PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP25.7K sharesnew addition2025-12-312026-01-15history
XOM EXXON MOBIL CORP2.7K sharesnew addition2025-12-312026-01-15history
COF CAPITAL ONE FINL CORP1.3K shares-3.05%2025-12-312026-01-15history
BE BLOOM ENERGY CORP3.7K sharesnew addition2025-12-312026-01-15history
Sponsored
DAX GLOBAL X FDS7.0K sharesnew addition2025-12-312026-01-15history
DVY ISHARES TR2.2K shares-24.86%2025-12-312026-01-15history
NEAR ISHARES U S ETF TR6.1K shares0.00%2025-12-312026-01-15history
QCOM QUALCOMM INC1.8K shares-5.75%2025-12-312026-01-15history
OKLO OKLO INC4.2K sharesnew addition2025-12-312026-01-15history
NXPI NXP SEMICONDUCTORS N V1.4K shares-57.03%2025-12-312026-01-15history
GII SPDR INDEX SHS FDS4.2K sharesnew addition2025-12-312026-01-15history
XSHQ INVESCO EXCH TRADED FD TR II7.0K shares-32.61%2025-12-312026-01-15history
Sponsored
VUG VANGUARD INDEX FDS598 shares-19.73%2025-12-312026-01-15history
XMHQ INVESCO EXCHANGE TRADED FD T2.6K shares-7.09%2025-12-312026-01-15history
QQQM INVESCO EXCH TRADED FD TR II1.0K sharesnew addition2025-12-312026-01-15history
BALT INNOVATOR ETFS TRUST7.6K shares-1.30%2025-12-312026-01-15history
PNOV INNOVATOR ETFS TRUST5.8K shares-25.65%2025-12-312026-01-15history
CSCO CISCO SYS INC3.1K shares-9.96%2025-12-312026-01-15history
CGMS CAPITAL GRP FIXED INCM ETF T8.5K sharesnew addition2025-12-312026-01-15history
RY ROYAL BK CDA1.3K shares-6.95%2025-12-312026-01-15history
Sponsored
PAYX PAYCHEX INC2.0K shares1.93%2025-12-312026-01-15history
TFC TRUIST FINL CORP4.5K shares-2.98%2025-12-312026-01-15history
PSEP INNOVATOR ETFS TRUST4.7K shares0.00%2025-12-312026-01-15history
HWM HOWMET AEROSPACE INC1.0K sharesnew addition2025-12-312026-01-15history
ITW ILLINOIS TOOL WKS INC820 shares-10.77%2025-12-312026-01-15history
AMD ADVANCED MICRO DEVICES INC938 sharesnew addition2025-12-312026-01-15history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available