Portfolio (Quarterly)
Guide ↗
Nikulski Financial, Inc.
· CIK 0001729847| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 3,443 | $1.1M | 0.27% | SOLD |
| 2 | VGLT | VANGUARD SCOTTSDALE FDS | — | 8,255 | $461K | 0.11% | SOLD |
| 3 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 25,693 | $344K | 0.08% | SOLD |
| 4 | NXPI | NXP SEMICONDUCTORS N V | Technology | 1,370 | $298K | 0.07% | SOLD |
| 5 | TFC | TRUIST FINL CORP | Financial Services | 4,463 | $220K | 0.05% | SOLD |
| 6 | PSEP | INNOVATOR ETFS TRUST | — | 4,695 | $205K | 0.05% | SOLD |
| 7 | AMD | ADVANCED MICRO DEVICES INC | Technology | 938 | $201K | 0.05% | SOLD |
Sector Allocation
Technology
28.2%
Financial Services
18.2%
Consumer Cyclical
13.1%
Industrials
8.2%
Healthcare
7.8%
Communication Services
7.5%
Consumer Defensive
6.8%
Utilities
3.4%
Energy
2.9%
Basic Materials
2.1%