Nicholson Wealth Management Group, LLC

Q3 2024 13F Holdings Report, Stock Holdings

Signature - Title
Lonny Elfenbein - Compliance Consultant
Location
Charlestown, SC
Holdings as of
September 30, 2024
Value $
$122M
Num holdings
97
Date filed
10/23/2024, 01:20 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included CATX, VOO, VTI, UBSI, and AVDE.
Next filing
Q4 2024 - Feb 3, 2025
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Lonny Elfenbein Compliance Consultant Cincinnati, Ohio 10/23/2024