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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Nikulski Financial, Inc.

Quarter ended Q3 2024 · Filed October 28, 2024 · Accession 0001729847-24-000005

Total Value
$334.1M
Positions
132
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (132)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SPECIALIZED FUNDS921908844106,515$21.1M6.31%
2APPLE INCAAPL79,106$18.4M5.52%
3AMAZON COM INCAMZN72,541$13.5M4.05%
4COSTCO WHSL CORP NEW22160K10511,892$10.5M3.16%
5INVESCO EXCHANGE TRADED FD TIVZ149,045$10.0M3.00%
6GOLDMAN SACHS ETF TRNVGLF87,646$9.9M2.96%
7ISHARES TR46428761425,555$9.6M2.87%
8ALPHABET INCGOOG57,758$9.6M2.87%
9ISHARES TR46428780480,495$9.4M2.82%
10INVESCO QQQ TRIVZ19,039$9.3M2.78%
11MICROSOFT CORPMSFT20,546$8.8M2.65%
12VANGUARD INDEX FDS92290862929,540$7.8M2.33%
13NVIDIA CORPORATIONNVDA63,134$7.7M2.29%
14ABBVIE INCABBV37,806$7.5M2.23%
15PALO ALTO NETWORKS INCPANW20,757$7.1M2.12%
16JPMORGAN CHASE & CO.VYLD32,740$6.9M2.07%
17UNITEDHEALTH GROUP INCUNH11,424$6.7M2.00%
18VANGUARD INDEX FDS92290874431,107$5.4M1.63%
19ISHARES TR46428716838,387$5.2M1.55%
20SPDR S&P 500 ETF TRSPY8,084$4.6M1.39%
21SCHWAB STRATEGIC TR80852460788,136$4.5M1.36%
22LAM RESEARCH CORPLRCX5,148$4.2M1.26%
23INNOVATOR ETFS TRUSTINHD114,964$4.1M1.24%
24VANGUARD WHITEHALL FDS92194681044,827$4.0M1.18%
25VISA INCV13,991$3.8M1.15%
26MCDONALDS CORPMCD12,301$3.7M1.12%
27ISHARES TR46428770530,117$3.7M1.11%
28VANGUARD INDEX FDS92290876913,009$3.7M1.10%
29BERKSHIRE HATHAWAY INC DELBRK-A7,480$3.4M1.03%
30SCHWAB STRATEGIC TR80852479740,352$3.4M1.02%
31WISDOMTREE TRWT40,915$3.4M1.02%
32DEERE & CODE8,012$3.3M1.00%
33HOME DEPOT INCHD7,961$3.2M0.97%
34ALLSTATE CORPALL-PJ16,720$3.2M0.95%
35VANGUARD STAR FDS92190976844,782$2.9M0.87%
36BROADCOM INCAVGO16,681$2.9M0.86%
37VANGUARD BD INDEX FDS92193783537,439$2.8M0.84%
38VANGUARD INDEX FDS92290861113,845$2.8M0.83%
39WALMART INCWMT33,802$2.7M0.82%
40SALESFORCE INCCRM9,664$2.6M0.79%
41ISHARES TR46428750741,215$2.6M0.77%
42ELI LILLY & COLLY2,869$2.5M0.76%
43WASTE MGMT INC DEL94106L10912,007$2.5M0.75%
44J P MORGAN EXCHANGE TRADED F46641Q83745,546$2.3M0.69%
45DIGITAL RLTY TR INC25386810313,002$2.1M0.63%
46INNOVATOR ETFS TRUSTINHD50,465$2.1M0.62%
47MASTERCARD INCORPORATEDMA3,929$1.9M0.58%
48SPDR SER TR78468R60680,202$1.9M0.58%
49INVESCO EXCH TRADED FD TR IIIVZ26,410$1.9M0.57%
50PROSHARES TR74348A46716,365$1.7M0.52%
51MARRIOTT INTL INC NEW5719032026,916$1.7M0.51%
52GOLDMAN SACHS GROUP INCGSCE3,413$1.7M0.51%
53TJX COS INC NEW87254010912,860$1.5M0.45%
54ISHARES TR46428767111,442$1.5M0.45%
55SPDR SER TR78468R85333,159$1.5M0.45%
56ISHARES TR4642875236,497$1.5M0.45%
57ISHARES TR46428778814,303$1.5M0.44%
58ISHARES TR4642877219,795$1.5M0.44%
59ISHARES TR46428754915,317$1.5M0.44%
60ISHARES TR46428775410,839$1.4M0.43%
61VANGUARD TAX-MANAGED FDS92194385826,520$1.4M0.42%
62SHERWIN WILLIAMS COSHW3,628$1.4M0.41%
63LOCKHEED MARTIN CORPLMT2,358$1.4M0.41%
64CROWDSTRIKE HLDGS INCCRWD4,844$1.4M0.41%
65ISHARES TR46428751514,489$1.3M0.39%
66ISHARES TR46428719218,440$1.3M0.38%
67ISHARES TR46432F3396,849$1.2M0.37%
68META PLATFORMS INCMETA2,097$1.2M0.36%
69ABBOTT LABSABLZF10,016$1.1M0.34%
70ADOBE INCADBE2,149$1.1M0.33%
71ISHARES TR46429B68914,197$1.1M0.33%
72VANGUARD INTL EQUITY INDEX F9220427428,577$1.0M0.31%
73SPDR SER TR78464A80514,452$1.0M0.30%
74SPDR SER TR78464A85414,945$1.0M0.30%
75SELECT SECTOR SPDR TR81369Y30811,618$964,2940.29%
76NXP SEMICONDUCTORS N VNXPI3,912$938,9190.28%
77AMGEN INCAMGN2,722$877,1230.26%
78INVESCO EXCH TRADED FD TR IIIVZ39,410$828,0020.25%
79ISHARES TR4642878797,510$808,5270.24%
80INNOVATOR ETFS TRUSTINHD18,605$753,1290.23%
81INNOVATOR ETFS TRUSTINHD26,025$652,7040.20%
82INVESCO EXCH TRD SLF IDX FDIVZ30,340$626,5210.19%
83VANECK ETF TRUST92189H40911,335$601,5480.18%
84VANGUARD INDEX FDS9229087512,504$594,0010.18%
85LOWES COS INC5486611072,180$590,4410.18%
86ULTA BEAUTY INCULTA1,411$549,0480.16%
87INNOVATOR ETFS TRUSTINHD13,345$492,1090.15%
88VANGUARD INDEX FDS9229085534,878$475,1910.14%
89INNOVATOR ETFS TRUSTINHD12,075$470,3210.14%
90PEPSICO INCPEP2,489$423,3050.13%
91KLA CORPKLAC528$408,9700.12%
92PROCTER AND GAMBLE CO7427181092,298$398,0550.12%
93ISHARES TR4642876633,982$380,2410.11%
94INNOVATOR ETFS TRUSTINHD9,870$373,6780.11%
95VANGUARD INDEX FDS9229085122,173$364,4300.11%
96COLGATE PALMOLIVE COCL3,495$362,8160.11%
97CONSTELLATION ENERGY CORPCEG1,381$359,0880.11%
98SELECT SECTOR SPDR TR81369Y5064,019$352,8680.11%
99TAIWAN SEMICONDUCTOR MFG LTD8740391002,005$348,2080.10%
100SPDR GOLD TRGLD1,374$333,9640.10%
101VANGUARD INDEX FDS922908736866$332,4830.10%
102ISHARES TR46429B5985,639$330,0510.10%
103SOUTHERN COSOMN3,655$329,5840.10%
104CONSTELLATION BRANDS INCSTZ1,235$318,2470.10%
105MICRON TECHNOLOGY INCMU3,050$316,3160.09%
106QUALCOMM INCQCOM1,819$309,2580.09%
107SELECT SECTOR SPDR TR81369Y8031,345$303,6470.09%
108ILLINOIS TOOL WKS INC4523081091,108$290,4490.09%
109SEAGATE TECHNOLOGY HLDNGS PLSE2,562$280,6070.08%
110TESLA INCTSLA1,048$274,1880.08%
111NETFLIX INCNFLX385$273,0690.08%
112BLACKROCK INCBLK282$267,6270.08%
113DOMINOS PIZZA INCDPZ620$266,6870.08%
114FEDEX CORPFDX970$265,4700.08%
115PAYCHEX INCPAYX1,935$259,6740.08%
116VERIZON COMMUNICATIONS INCVZ5,697$255,8570.08%
117INNOVATOR ETFS TRUSTINHD6,350$249,2380.07%
118INNOVATOR ETFS TRUSTINHD5,100$248,0640.07%
119UNITED STATES STL CORP NEWUNTCW6,750$238,4780.07%
120SPDR DOW JONES INDL AVERAGE78467X109552$233,5620.07%
121PUBLIC SVC ENTERPRISE GRP IN7445731062,600$231,9140.07%
122HP INCHPQ6,420$230,2780.07%
123JOHNSON & JOHNSONJNJ1,414$229,2180.07%
124OMNICOM GROUP INCOMC2,177$225,0660.07%
125ISHARES TR4642874652,690$224,9650.07%
126SANOFISNYNF3,779$217,7590.07%
127SELECT SECTOR SPDR TR81369Y6054,785$216,8560.06%
128INNOVATOR ETFS TRUSTINHD5,550$212,6210.06%
129ISHARES U S ETF TR46431W5074,120$211,1090.06%
130INVESCO EXCH TRD SLF IDX FDIVZ9,950$204,5720.06%
131MEDTRONIC PLCMDT2,251$202,6940.06%
132INNOVATOR ETFS TRUSTINHD5,425$200,2910.06%