Nicholson Wealth Management Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$122M
Signature - Title
Lonny Elfenbein - Compliance Consultant
Location
Charlestown, SC
Summary
This page shows a list of all the recent 13F filings made by Nicholson Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Nicholson Wealth Management Group, LLC reported 97 stock holdings with total value $122M as of Q3 2024. Top holdings included CATX, VOO, VTI, UBSI, and AVDE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 97 $122M $0 $0 CATX, VOO, VTI, UBSI, AVDE 13F-HR 10/23/2024, 01:20 PM