Nicholas Wealth, LLC.
Top Portfolio Positions
80 positions ·
$98,643,140 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
12,638 | $4,698,176 | 4.76% | |
| NVDA |
Nvidia Corp
Technology
|
22,081 | $3,850,926 | 3.90% | |
| MSFT |
Microsoft Corp
Technology
|
7,969 | $2,949,884 | 2.99% | |
| AAPL |
Apple Inc.
Technology
|
10,454 | $2,653,120 | 2.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,955 | $2,281,597 | 2.31% | |
| MU |
Micron Technology Inc
Technology
|
5,342 | $1,804,741 | 1.83% | |
| XOM |
Exxon Mobil Corp
Energy
|
10,338 | $1,753,945 | 1.78% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
7,061 | $1,744,631 | 1.77% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
16,626 | $1,725,113 | 1.75% | |
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
12,917 | $1,677,143 | 1.70% |
Portfolio Trend
11 quarters · across all stocks
Holdings in AB
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,041,580 | 27,820 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $965,232 | 25,084 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $811,983 | 21,245 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $650,421 | 15,930 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $525,421 | 13,715 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||