StockDriftsStockDriftsTop 50 Nicholson Wealth Management Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CATX | PERSPECTIVE THERAPEUTICS INC | 3.94% | 1.62M | $6.8M | +0.06%(+1.00K) | $11.59(-67.05%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.64% | 7.5K | $4.5M | -11.58%(-989) | $521.76(+30.79%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.11% | 11.2K | $3.6M | +0.00%(+0) | $276.64(+31.83%) | 2026-03-31 | |
| UBSI | UNITED BANKSHARES INC WEST V | 1.85% | 76.2K | $3.2M | +0.00%(+0) | $34.77(+21.23%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.67% | 11.3K | $2.9M | +3.04%(+332) | $219.37(+36.24%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.66% | 7.7K | $2.8M | +3.14%(+234) | $433.56(-6.54%) | 2026-03-31 | |
| PEP | PEPSICO INC | 1.63% | 18.0K | $2.8M | +1.61%(+285) | $161.43(-7.53%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.55% | 10.8K | $2.6M | -1.24%(-136) | $153.95(+49.67%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 1.47% | 17.4K | $2.5M | +0.87%(+149) | $166.54(-14.59%) | 2026-03-31 | |
| WMT | WALMART INC | 1.44% | 19.8K | $2.5M | -5.99%(-1.26K) | $77.60(+69.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -15.19% | -39.00% |
| Top 20 Holdings Unweighted | -0.06% | -0.17% |
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