Portfolio (Quarterly)
Guide ↗
Nicholson Wealth Management Group, LLC
· CIK 0002035982| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EMR | EMERSON ELEC CO | Industrials | 14,259 | $1.9M | 1.11% | SOLD |
| 2 | APD | AIR PRODS & CHEMS INC | Basic Materials | 7,162 | $1.8M | 1.04% | SOLD |
| 3 | — | BROWN FORMAN CORP | — | 62,611 | $1.6M | 0.96% | SOLD |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,361 | $299K | 0.18% | SOLD |
| 5 | SES | SES AI CORPORATION | Consumer Cyclical | 10,000 | $18K | 0.01% | SOLD |
Sector Allocation
Financial Services
16.6%
Technology
15.6%
Healthcare
15.3%
Industrials
14.0%
Consumer Defensive
11.5%
Utilities
10.3%
Consumer Cyclical
6.1%
Basic Materials
5.1%
Energy
2.6%
Real Estate
2.5%