Nicholas Wealth, LLC.

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
126
Quarter
2025 Q4
Top Holding
GIAX (13.3%)
Top 10 Concentration
40.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 126
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
GIAX
TIDAL TRUST II
Unknown 13.26% 13.25% #1
Prev: #1
5.4 -615,844 -33.9%
P
S
1,202,680 $19,783,958 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FIAX
TIDAL TRUST II
Unknown 9.13% 11.49% #2
Prev: #2
3.8 -769,713 -50.4%
P
S
758,184 $13,623,879 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 3.89% 3.01% #3 1
Prev: #4
1.6 -3,329 -20.5%
P
S
12,898 $5,800,489 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 2.78% 2.09% #4 2
Prev: #6
1.2 -4,528 -16.9%
P
S
22,285 $4,156,157 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 2.55% 1.58% #5 5
Prev: #10
3.0 551 7.5%
P
S
7,882 $3,811,691 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.08% 1.57% #6 6
Prev: #12
0.9 -3,358 -22.7%
P
S
11,436 $3,108,886 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.90% 1.58% #7 4
Prev: #11
0.8 -4,975 -28.8%
P
S
12,271 $2,832,392 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BLOX
TIDAL TRUST II
Unknown 1.85% 2.01% #8 1
Prev: #7
0.8 -40,205 -20.3%
P
S
157,707 $2,759,874 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
APP
APPLOVIN CORP
Communication Services 1.59% 1.45% #9 4
Prev: #13
0.7 -1,330 -27.4%
P
S
3,521 $2,372,520 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.41% 1.02% #10 12
Prev: #22
0.7 -3,338 -33.2%
P
S
6,714 $2,101,411 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MU
MICRON TECHNOLO...
Technology 1.39% #11
Prev: #—
2.6 7,274 no change
NEW
7,274 $2,076,072 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.34% 1.23% #12 5
Prev: #17
0.6 -3,175 -35.5%
P
S
5,759 $1,993,300 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.28% 1.22% #13 5
Prev: #18
0.6 -1,084 -27.3%
P
S
2,886 $1,905,215 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SOFI
SOFI TECHNOLOGI...
Financial Services 1.09% 1.03% #14 7
Prev: #21
0.5 -31,173 -33.5%
P
S
61,895 $1,620,411 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IREN
IREN LIMITED
Financial Services 1.08% #15
Prev: #—
2.4 42,648 no change
NEW
42,648 $1,610,815 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMD
ADVANCED MICRO ...
Technology 1.07% 0.78% #16 19
Prev: #35
0.5 -4,027 -35.0%
P
S
7,469 $1,599,561 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTR
PALANTIR TECHNO...
Technology 1.05% 1.83% #17 8
Prev: #9
0.6 -15,311 -63.5%
P
S
8,793 $1,562,956 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MS
MORGAN STANLEY
Financial Services 1.02% 0.80% #18 14
Prev: #32
0.5 -3,441 -28.5%
P
S
8,616 $1,529,649 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HOOD
ROBINHOOD MKTS ...
Financial Services 1.01% 1.28% #19 4
Prev: #15
0.5 -8,112 -37.8%
P
S
13,329 $1,507,510 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 1.01% 0.85% #20 5
Prev: #25
0.5 -1,819 -28.1%
P
S
4,660 $1,501,567 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CB
CHUBB LIMITED
Financial Services 0.98% 0.71% #21 28
Prev: #49
0.5 -1,313 -21.9%
P
S
4,689 $1,463,677 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NEE
NEXTERA ENERGY ...
Utilities 0.95% 1.36% #22 8
Prev: #14
0.6 -25,520 -59.0%
P
S
17,730 $1,423,369 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HD
HOME DEPOT INC
Consumer Cyclical 0.94% 2.29% #23 18
Prev: #5
0.6 -9,482 -69.9%
P
S
4,082 $1,404,553 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DLTR
DOLLAR TREE INC
Consumer Defensive 0.92% 0.60% #24 42
Prev: #66
0.4 -4,017 -26.5%
P
S
11,118 $1,367,625 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GS
GOLDMAN SACHS G...
Financial Services 0.90% 0.77% #25 11
Prev: #36
0.5 -797 -34.3%
P
S
1,529 $1,343,555 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLS
CELESTICA INC
Technology 0.00% 1.05%
Sold All 😨
(Was: #19)
0.3 -10,188 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CAT
CATERPILLAR INC
Industrials 0.00% 0.82%
Sold All 😨
(Was: #29)
0.3 -4,142 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC
ETF 0.00% 0.82%
Sold All 😨
(Was: #30)
0.3 -1,639 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
CALL
CALL Option 0.00% 0.78%
Sold All 😨
(Was: #34)
0.3 -6,200 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 0.00% 0.72%
Sold All 😨
(Was: #45)
0.3 -5,088 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SMCI
SUPER MICRO COM...
Technology 0.00% 0.70%
Sold All 😨
(Was: #50)
0.3 -35,217 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PNC
PNC FINL SVCS G...
Financial Services 0.00% 0.65%
Sold All 😨
(Was: #60)
0.3 -7,712 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HYBL
SSGA ACTIVE TR
Unknown 0.00% 0.46%
Sold All 😨
(Was: #74)
0.3 -38,140 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SJNK
SPDR SERIES TRU...
ETF 0.00% 0.23%
Sold All 😨
(Was: #79)
0.3 -21,100 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SRLN
SSGA ACTIVE ETF...
ETF 0.00% 0.18%
Sold All 😨
(Was: #84)
0.3 -10,307 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HPQ
HP INC
Technology 0.00% 0.15%
Sold All 😨
(Was: #87)
0.3 -13,510 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSEP
INNOVATOR ETFS ...
ETF 0.00% 0.15%
Sold All 😨
(Was: #89)
0.3 -8,286 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RH
RH
Consumer Cyclical 0.00% 0.14%
Sold All 😨
(Was: #91)
0.3 -1,606 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
USEP
INNOVATOR ETFS ...
ETF 0.00% 0.12%
Sold All 😨
(Was: #92)
0.3 -7,681 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SE
SEA LTD
Consumer Cyclical 0.00% 0.11%
Sold All 😨
(Was: #94)
0.3 -1,454 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 0.00% 0.10%
Sold All 😨
(Was: #95)
0.3 -324 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INTU
INTUIT
Technology 0.00% 0.10%
Sold All 😨
(Was: #96)
0.3 -352 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XJUL
FIRST TR EXCHNG...
Unknown 0.00% 0.10%
Sold All 😨
(Was: #97)
0.3 -6,245 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TPHD
TIMOTHY PLAN
ETF 0.00% 0.10%
Sold All 😨
(Was: #98)
0.3 -5,980 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HPE
HEWLETT PACKARD...
Technology 0.00% 0.10%
Sold All 😨
(Was: #99)
0.3 -9,450 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALAB
ASTERA LABS INC
Technology 0.00% 0.09%
Sold All 😨
(Was: #100)
0.3 -1,158 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LCG
NORTHERN LTS FD...
ETF 0.00% 0.09%
Sold All 😨
(Was: #101)
0.3 -6,664 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IWB
ISHARES TR
ETF 0.00% 0.09%
Sold All 😨
(Was: #103)
0.3 -565 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLY
TIDAL TRUST II
Unknown 0.00% 0.05%
Sold All 😨
(Was: #104)
0.3 -12,387 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AFL
AFLAC INC
CALL
CALL Option 0.00% 0.04%
Sold All 😨
(Was: #105)
0.3 -59,400 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BITF
BITFARMS LTD
CALL
CALL Option 0.00% 0.01%
Sold All 😨
(Was: #106)
0.3 -30,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NAK
NORTHERN DYNAST...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #107)
0.3 -20,300 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 126 holdings

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