Nikulski Financial, Inc. Q1 2025 Filing

Filed May 1, 2025

Portfolio Value

$330.8B

Holdings

137

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (137 positions)

#StockSharesValue% PortfolioType
1
VIGVANGUARD SPECIALIZED FUNDS
105,688$20.5B6.20%
2
AAPLAPPLE INC
77,919$17.3B5.23%
3
AMZNAMAZON COM INC
70,669$13.4B4.06%
4
COSTCOSTCO WHSL CORP NEW
12,247$11.6B3.50%
5
SPHQINVESCO EXCHANGE TRADED FD T
151,381$10.0B3.04%
6
GSLCGOLDMAN SACHS ETF TR
85,781$9.4B2.85%
7
GOOGLALPHABET INC
58,537$9.1B2.74%
8
NDQINVESCO QQQ TR
18,594$8.7B2.64%
9
JPMJPMORGAN CHASE & CO.
33,556$8.2B2.49%
10
ABBVABBVIE INC
38,896$8.1B2.46%
11
IJRISHARES TR
75,617$7.9B2.39%
12
MSFTMICROSOFT CORP
21,049$7.9B2.39%
13
VOVANGUARD INDEX FDS
30,338$7.8B2.37%
14
PANWPALO ALTO NETWORKS INC
41,536$7.1B2.14%
15
NVDANVIDIA CORPORATION
64,161$7.0B2.10%
16
UNHUNITEDHEALTH GROUP INC
12,148$6.4B1.92%
17
VTVVANGUARD INDEX FDS
30,272$5.2B1.58%
18
VVISA INC
13,987$4.9B1.48%
19
DONWISDOMTREE TR
93,117$4.6B1.39%
20
SCHASCHWAB STRATEGIC TR
180,892$4.2B1.28%
21
BRK/BBERKSHIRE HATHAWAY INC DEL
7,637$4.1B1.23%
22
CEGCONSTELLATION ENERGY CORP
20,116$4.1B1.23%
23
SPYSPDR S&P 500 ETF TR
7,131$4.0B1.21%
24
PAPRINNOVATOR ETFS TRUST
109,550$3.9B1.18%
25
LRCXLAM RESEARCH CORP
52,724$3.8B1.16%
26
MCDMCDONALDS CORP
12,086$3.8B1.14%
27
DGRWWISDOMTREE TR
47,105$3.8B1.14%
28
VIGIVANGUARD WHITEHALL FDS
44,842$3.7B1.12%
29
DEDEERE & CO
7,897$3.7B1.12%
30
VTIVANGUARD INDEX FDS
13,007$3.6B1.08%
31
VXUSVANGUARD STAR FDS
57,121$3.5B1.07%
32
IJJISHARES TR
28,643$3.4B1.04%
33
SCHDSCHWAB STRATEGIC TR
118,494$3.3B1.00%
34
HDHOME DEPOT INC
8,584$3.1B0.95%
35
ALSALLSTATE CORP
14,620$3.0B0.92%
36
WMTWALMART INC
34,024$3.0B0.90%
37
WMWASTE MGMT INC DEL
12,708$2.9B0.89%
38
BNDVANGUARD BD INDEX FDS
39,696$2.9B0.88%
39
CRMSALESFORCE INC
9,945$2.7B0.81%
40
VBRVANGUARD INDEX FDS
14,085$2.6B0.79%
41
IWFISHARES TR
6,858$2.5B0.75%
42
LLYELI LILLY & CO
2,981$2.5B0.74%
43
JPSTJ P MORGAN EXCHANGE TRADED F
48,143$2.4B0.74%
44
AVGOBROADCOM INC
14,503$2.4B0.73%
45
SCHGSCHWAB STRATEGIC TR
95,107$2.4B0.72%
46
IJHISHARES TR
39,455$2.3B0.70%
47
AAAUGOLDMAN SACHS PHYSICAL GOLD
74,527$2.3B0.70%
48
FQIDIGITAL RLTY TR INC
14,881$2.1B0.64%
49
PJANINNOVATOR ETFS TRUST
50,530$2.1B0.63%
50
MAMASTERCARD INCORPORATED
3,642$2.0B0.60%
51
SPLVINVESCO EXCH TRADED FD TR II
26,345$2.0B0.60%
52
GSGOLDMAN SACHS GROUP INC
3,508$1.9B0.58%
53
CRWDCROWDSTRIKE HLDGS INC
5,194$1.8B0.55%
54
SPHYSPDR SER TR
76,169$1.8B0.54%
55
MARMARRIOTT INTL INC NEW
7,256$1.7B0.52%
56
IYFISHARES TR
14,731$1.7B0.50%
57
IYJISHARES TR
12,312$1.6B0.48%
58
IYWISHARES TR
11,139$1.6B0.47%
59
IGMISHARES TR
17,190$1.6B0.47%
60
IGVISHARES TR
17,472$1.6B0.47%
61
TJXTJX COS INC NEW
12,685$1.5B0.47%
62
NOBLPROSHARES TR
15,018$1.5B0.46%
63
VEAVANGUARD TAX-MANAGED FDS
30,136$1.5B0.46%
64
SPSMSPDR SER TR
32,424$1.3B0.40%
65
ABTABBOTT LABS
9,843$1.3B0.39%
66
IPKWINVESCO EXCH TRADED FD TR II
28,306$1.3B0.39%
67
SHWSHERWIN WILLIAMS CO
3,693$1.3B0.39%
68
METAMETA PLATFORMS INC
2,042$1.2B0.36%
69
QUALISHARES TR
6,849$1.2B0.35%
70
IUSGISHARES TR
9,175$1.2B0.35%
71
LMTLOCKHEED MARTIN CORP
2,417$1.1B0.33%
72
SPTMSPDR SER TR
14,648$996.2M0.30%
73
VTVANGUARD INTL EQUITY INDEX F
8,293$961.6M0.29%
74
SPYMSPDR SER TR
14,407$947.4M0.29%
75
XLFISELECT SECTOR SPDR TR
10,660$870.6M0.26%
76
SOXXISHARES TR
4,614$868.2M0.26%
77
AMGNAMGEN INC
2,671$832.1M0.25%
78
ADBEADOBE INC
2,044$783.9M0.24%
79
BKLNINVESCO EXCH TRADED FD TR II
37,010$766.1M0.23%
80
IYZISHARES TR
27,331$748.6M0.23%
81
IJSISHARES TR
7,435$724.8M0.22%
82
PJULINNOVATOR ETFS TRUST
16,305$655.3M0.20%
83
NXPINXP SEMICONDUCTORS N V
3,433$652.5M0.20%
84
LAPRINNOVATOR ETFS TRUST
25,825$645.1M0.20%
85
BSCPINVESCO EXCH TRD SLF IDX FD
28,924$598.2M0.18%
86
HYDVANECK ETF TRUST
11,540$590.6M0.18%
87
RSPINVESCO EXCHANGE TRADED FD T
3,402$589.3M0.18%
88
LOWLOWES COS INC
2,223$518.5M0.16%
89
VBVANGUARD INDEX FDS
2,314$513.2M0.16%
90
AQLTISHARES TR
3,817$512.6M0.15%
91
POCTINNOVATOR ETFS TRUST
12,360$480.2M0.15%
92
PGPROCTER AND GAMBLE CO
2,727$464.7M0.14%
93
VNQVANGUARD INDEX FDS
4,878$441.6M0.13%
94
PJUNINNOVATOR ETFS TRUST
11,855$438.8M0.13%
95
SOSOUTHERN CO
4,737$435.5M0.13%
96
ULTAULTA BEAUTY INC
1,121$410.9M0.12%
97
KLACKLA CORP
554$376.5M0.11%
98
NFLXNETFLIX INC
382$356.2M0.11%
99
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,145$356.1M0.11%
100
XLESELECT SECTOR SPDR TR
3,769$352.2M0.11%
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