The Analysis of Nicholson Meyer Capital Management, Inc.'s Holdings
Currently, Nicholson Meyer Capital Management, Inc. holds 44 types of securities in its portfolio with a total value $132.2M. In the most recent quarter, they have increased their positions in BUFF (+5.7K shares, valued at $283.5K), CGGR (+5.3K shares, valued at $236.6K), N/A (+730 shares, valued at $228.5K); decreased their positions in NVDA (-4.8K shares, valued at $904.2K), GLD (-723 shares, valued at $286.5K), AAPL (-974 shares, valued at $264.8K); initiated new positions in N/A (+730 shares, valued at $228.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GLD SPDR GOLD TR34.4K shares-2.06%2025-12-312026-01-28
IWB ISHARES TR36.1K shares-1.92%2025-12-312026-01-28 FNDX SCHWAB STRATEGIC TR419.4K shares1.42%2025-12-312026-01-28 GSLC GOLDMAN SACHS ETF TR81.5K shares0.94%2025-12-312026-01-28 CGDV CAPITAL GROUP DIVIDEND VALUE205.2K shares1.77%2025-12-312026-01-28 IXN ISHARES TR84.9K shares-1.24%2025-12-312026-01-28 GBIL GOLDMAN SACHS ETF TR77.6K shares0.71%2025-12-312026-01-28 VONG VANGUARD SCOTTSDALE FDS61.2K shares0.03%2025-12-312026-01-28 CGGR CAPITAL GROUP GROWTH ETF108.2K shares5.17%2025-12-312026-01-28 ITOT ISHARES TR25.2K shares0.33%2025-12-312026-01-28 IXC ISHARES TR88.8K shares-5.48%2025-12-312026-01-28 VIG VANGUARD SPECIALIZED FUNDS12.6K shares-7.29%2025-12-312026-01-28 AAPL APPLE INC9.0K shares-9.75%2025-12-312026-01-28 LLY ELI LILLY & CO2.1K shares0.05%2025-12-312026-01-28 NVDA NVIDIA CORPORATION9.4K shares-34.01%2025-12-312026-01-28 VT VANGUARD INTL EQUITY INDEX F11.3K shares-6.19%2025-12-312026-01-28 AMZN AMAZON COM INC5.4K shares-5.18%2025-12-312026-01-28 MSFT MICROSOFT CORP2.4K shares-7.72%2025-12-312026-01-28 GE AEROSPACE GE AEROSPACE3.6K shares-9.93%2025-12-312026-01-28 JPST J P MORGAN EXCHANGE TRADED F22.1K shares-0.73%2025-12-312026-01-28 WMT WALMART INC8.0K shares-5.35%2025-12-312026-01-28 ET ENERGY TRANSFER L P45.2K shares-9.33%2025-12-312026-01-28 BUFF INNOVATOR ETFS TRUST14.9K shares61.57%2025-12-312026-01-28 MU MICRON TECHNOLOGY INC2.3K shares-11.65%2025-12-312026-01-28 PG PROCTER AND GAMBLE CO4.5K shares-7.27%2025-12-312026-01-28 CCJ CAMECO CORP6.9K shares0.00%2025-12-312026-01-28 AEM AGNICO EAGLE MINES LTD3.7K shares-3.58%2025-12-312026-01-28 JNJ JOHNSON & JOHNSON2.4K shares-3.28%2025-12-312026-01-28 SHW SHERWIN WILLIAMS CO1.5K shares-12.61%2025-12-312026-01-28 IBM INTERNATIONAL BUSINESS MACHS1.6K shares-6.94%2025-12-312026-01-28 CVE CENOVUS ENERGY INC26.0K shares-7.10%2025-12-312026-01-28 PM PHILIP MORRIS INTL INC2.5K shares0.00%2025-12-312026-01-28 OKE ONEOK INC NEW5.4K shares-4.37%2025-12-312026-01-28 GEHC GE HEALTHCARE TECHNOLOGIES I4.6K shares-5.50%2025-12-312026-01-28 IVV ISHARES TR415 shares-47.07%2025-12-312026-01-28 MO ALTRIA GROUP INC4.5K shares-0.55%2025-12-312026-01-28 VONE VANGUARD SCOTTSDALE FDS820 shares0.00%2025-12-312026-01-28 PEP PEPSICO INC1.7K shares-4.41%2025-12-312026-01-28 ABBV ABBVIE INC1.1K shares0.00%2025-12-312026-01-28 ALPHABET INC ALPHABET INC730 sharesnew addition2025-12-312026-01-28 BAC BANK AMERICA CORP3.9K shares-11.45%2025-12-312026-01-28 COP CONOCOPHILLIPS2.1K shares-4.24%2025-12-312026-01-28 BSM BLACK STONE MINERALS L P14.7K shares0.00%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available