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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

Nicholas Wealth, LLC.

Quarter ended Q4 2023 · Filed October 25, 2023 · Accession 0001911391-23-000001

Total Value
$108.8M
Positions
335
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (335)

#IssuerTicker / CUSIPSharesValue% of Filing
1TIDAL ETF TR II88634T5351,285,161$25.1M23.10%
2TIDAL ETF TR886364660665,122$11.3M10.38%
3AFLAC INCAFL66,732$5.1M4.71%
4MICROSOFT CORPMSFT6,679$2.1M1.94%
5EXXON MOBIL CORPXOM17,667$2.1M1.91%
6APPLE INCAAPL11,403$2.0M1.79%
7TESLA INCTSLA7,355$1.8M1.69%
8AMAZON COM INCAMZN11,867$1.5M1.39%
9SSGA ACTIVE ETF TR78467V60828,051$1.2M1.08%
10LOCKHEED MARTIN CORPLMT2,772$1.1M1.04%
11HOME DEPOT INCHD3,705$1.1M1.03%
12SPDR S&P 500 ETF TRSPY2,554$1.1M1.00%
13SPDR SER TR78468R40844,227$1.1M0.99%
14META PLATFORMS INCMETA3,345$1.0M0.92%
15JPMORGAN CHASE & COVYLD6,904$1.0M0.92%
16BERKSHIRE HATHAWAY INC DELBRK-A2,703$946,8610.87%
17ABBVIE INCABBV6,193$923,0780.85%
18ALPHABET INCGOOG6,955$917,0170.84%
19CHEVRON CORP NEWCVX5,367$905,0660.83%
20S&P GLOBAL INCSPGI2,428$887,1540.82%
21JOHNSON & JOHNSONJNJ5,612$874,0020.80%
22COSTCO WHSL CORP NEW22160K1051,447$817,5270.75%
23NVIDIA CORPORATIONNVDA1,757$764,4220.70%
24COCA COLA COKO12,675$709,5240.65%
25COSTAR GROUP INCCSGP8,813$677,6320.62%
26SOUTHERN COSOMN9,775$632,6480.58%
27TIDAL ETF TR II88634T70944,074$602,9300.55%
28INTERNATIONAL BUSINESS MACHSINTR4,247$595,8540.55%
29NORTHERN LTS FD TR IVNTRSO25,347$587,0850.54%
30BLACKSTONE INCBX5,402$578,7590.53%
31PHILLIPS 66PSX4,810$577,9770.53%
32MASTERCARD INCORPORATEDMA1,419$561,7590.52%
33ARES MANAGEMENT CORPORATIONARES-PB5,297$544,9070.50%
34CANADIAN NAT RES LTD1363851018,423$544,7070.50%
35WALMART INCWMT3,263$521,8350.48%
36LYONDELLBASELL INDUSTRIES NLYB5,468$517,8400.48%
37IDEXX LABS INC45168D1041,176$514,2300.47%
38ON SEMICONDUCTOR CORPON5,510$512,1550.47%
39ALTRIA GROUP INCMO11,772$494,9940.45%
40ATLASSIAN CORPORATIONTEAM2,438$491,2810.45%
41PHILIP MORRIS INTL INC7181721095,293$489,9950.45%
42LINCOLN NATL CORP IND53418710919,680$485,9110.45%
43GILEAD SCIENCES INCGILD6,192$464,0640.43%
44UNITEDHEALTH GROUP INCUNH913$460,2920.42%
45PNC FINL SVCS GROUP INC6934751053,733$458,2870.42%
46BRITISH AMERN TOB PLC11044810714,536$456,5760.42%
47VISA INCV1,952$449,0150.41%
483M COMMM4,678$437,9680.40%
49PALANTIR TECHNOLOGIES INCPLTR27,366$437,8560.40%
50ALPHABET INCGOOG3,319$434,3240.40%
51VANGUARD INDEX FDS9229087692,042$433,7410.40%
52HUBSPOT INCHUBS877$431,9230.40%
53BROADCOM INCAVGO518$430,5500.40%
54OKTA INCOKTA5,171$421,4880.39%
55CROWDSTRIKE HLDGS INCCRWD2,436$407,7380.37%
56CISCO SYS INCCSCO7,519$404,2290.37%
57SERVICENOW INCNOW722$403,5690.37%
58ELI LILLY COLLY715$384,2460.35%
59VEEVA SYS INCVEEV1,876$381,6720.35%
60INVESCO QQQ TRIVZ1,039$372,3130.34%
61CHUBB LIMITEDCB1,766$367,6280.34%
62MERCK CO INCMRK3,521$362,5130.33%
63UNITED PARCEL SERVICE INCUPS2,291$357,0620.33%
64HP INCHPQ13,886$356,8800.33%
65ABBOTT LABSABLZF3,505$339,4770.31%
66WORKDAY INCWDAY1,550$333,0180.31%
67SALESFORCE INCCRM1,623$329,1120.30%
68ISHARES TR4642894382,062$317,1970.29%
69HEICO CORP NEWHEI-A2,351$303,7840.28%
70PBF ENERGY INCPBF5,643$302,0560.28%
71VALERO ENERGY CORPVLO2,118$300,1980.28%
72OLD DOMINION FREIGHT LINE INODFL714$292,3280.27%
73CATERPILLAR INCCAT1,060$289,4970.27%
74CASELLA WASTE SYS INCCWST3,773$287,8800.26%
75MARATHON PETE CORPMARA1,871$283,1030.26%
76HONEYWELL INTL INC4385161061,524$281,4580.26%
77ISHARES TR464287200632$271,4000.25%
78EATON CORP PLCETN1,251$266,8950.25%
79VISTA ENERGY SAB DE CVVSOGF8,523$259,0140.24%
80MSCI INCMSCI499$256,0800.24%
81AXCELIS TECHNOLOGIES INCACLS1,496$243,9230.22%
82VERIZON COMMUNICATIONS INCVZ7,467$242,0010.22%
83TITAN MACHY INCKMCM9,090$241,6120.22%
84CF INDS HLDGS INC1252691002,803$240,3490.22%
85COMCAST CORP NEWCCZ5,249$232,7340.21%
86SELECT SECTOR SPDR TR81369Y5062,544$229,9400.21%
87UBER TECHNOLOGIES INCUBER4,917$226,1330.21%
88MARATHON OIL CORPMARA8,416$225,1360.21%
89MORGAN STANLEYMS-PQ2,720$222,1540.20%
90BANK AMERICA CORP0605051048,034$219,9700.20%
91UNUM GROUPUNMA4,444$218,5820.20%
92AXONICS INC05465P1013,870$217,1840.20%
93THE CIGNA GROUP125523100757$216,5770.20%
94PROCTER AND GAMBLE CO7427181091,478$215,6200.20%
95STANLEY BLACK & DECKER INCSWK2,512$209,9220.19%
96KRAFT HEINZ COKHC5,925$199,3170.18%
97AGILENT TECHNOLOGIES INCA1,758$196,5910.18%
98MEDTRONIC PLCMDT2,480$194,3040.18%
99NETFLIX INCNFLX513$193,7090.18%
100IDEX CORP45167R104913$189,9670.17%
101SSGA ACTIVE TR78470P8466,821$188,0210.17%
102J P MORGAN EXCHANGE TRADED F46641Q3323,487$186,7640.17%
103ADVISORSHARES TR00768Y4208,384$186,4170.17%
104DELTA AIR LINES INC DELDAL5,005$185,1980.17%
105PEPSICO INCPEP1,089$184,5100.17%
106TIMOTHY PLAN8874323265,980$183,0660.17%
107MOLSON COORS BEVERAGE COTAP-A2,825$179,6700.17%
108AMERICAN TOWER CORP NEW03027X1001,084$178,3290.16%
109ISHARES TR4642894202,680$175,1920.16%
110MCDONALDS CORPMCD631$166,3100.15%
111HEWLETT PACKARD ENTERPRISE CHPE-PC9,497$164,9630.15%
112LINDE PLCLIN435$162,0240.15%
113THERMO FISHER SCIENTIFIC INCTMO319$161,4900.15%
114DOW INCDOW3,117$160,6880.15%
115UNITY SOFTWARE INCU5,111$160,4340.15%
116VANECK ETF TRUST92189F4375,908$159,8700.15%
117GENERAL MLS INC3703341042,400$153,6050.14%
118INTEL CORPINTC4,198$149,2530.14%
119NORFOLK SOUTHN CORP655844108755$148,6960.14%
120KINDER MORGAN INC DELEP-PC8,597$142,5310.13%
121ISHARES TR464287622604$141,8860.13%
122GOLDMAN SACHS GROUP INCGSCE437$141,3900.13%
123EXELON CORPEXC3,734$141,0940.13%
124INTERCONTINENTAL EXCHANGE IN45866F1041,275$140,3120.13%
125CENCORA INCCOR778$140,0410.13%
126VANGUARD BD INDEX FDS9219378351,999$139,4900.13%
127SPDR GOLD TRGLD806$138,1890.13%
128AT&T INCT-PC9,055$136,0080.12%
129PROLOGIS INC.PLDGP1,188$133,3000.12%
130QORVO INCQRVO1,393$132,9900.12%
131PIMCO ETF TR72201R8171,454$132,4880.12%
132ISHARES TR46436E2884,160$131,1230.12%
133ROYAL CARIBBEAN GROUPV7780T1031,413$130,1940.12%
134CSX CORPCSX4,230$130,0740.12%
135NIKE INCNKE1,356$129,6260.12%
136CARNIVAL CORPCUKPF9,076$124,5230.11%
137ISHARES INC46434G1032,606$124,0200.11%
138DISNEY WALT CO2546871061,469$119,0320.11%
139SPDR SER TR78464A4091,980$117,3820.11%
140MONDAY COM LTDMNDY729$116,0710.11%
141YUM BRANDS INCYUM885$110,5790.10%
142HUNT J B TRANS SVCS INC445658107582$109,7250.10%
143VANGUARD STAR FDS9219097682,043$109,3410.10%
144VANGUARD SCOTTSDALE FDS92206C1021,890$108,8640.10%
145CITIGROUP INCC-PR2,524$103,8010.10%
146SELECT SECTOR SPDR TR81369Y209787$101,3180.09%
147TJX COS INC NEW8725401091,134$100,8330.09%
148ISHARES TR46429B2674,573$100,7890.09%
149BORGWARNER INCBWA2,437$98,4000.09%
150ELEVANCE HEALTH INCELV225$97,9850.09%
151VANGUARD INDEX FDS922908363240$94,2480.09%
152SYMBOTIC INCSYM2,800$93,6040.09%
153VANGUARD SCOTTSDALE FDS92206C7712,066$90,4490.08%
154ISHARES TR464287473854$89,1060.08%
155ISHARES TR4642888771,790$87,5850.08%
156RTX CORPORATIONRTX1,205$86,7510.08%
157ISHARES TR4642886201,718$82,5840.08%
158ISHARES TR464288885943$81,3810.07%
159MAIN STR CAP CORP56035L1041,984$80,6000.07%
160CENTERPOINT ENERGY INCCNP2,979$79,9870.07%
161ISHARES TR464287655447$79,0460.07%
162ISHARES TR4642872911,326$76,6960.07%
163LAUDER ESTEE COS INC518439104521$75,3220.07%
164PIMCO ETF TR72201R833740$74,1040.07%
165ISHARES TR464287150766$72,1500.07%
166ISHARES TR46432F8421,115$71,7500.07%
167GLOBAL NET LEASE INCGNL-PE7,353$70,6660.06%
168SPDR SER TR78468R663768$70,5180.06%
169RITHM CAPITAL CORPRITM-PF7,500$69,6750.06%
170SPDR SER TR78464A1442,427$66,9370.06%
171GENERAL ELECTRIC CO369604301604$66,7970.06%
172WISDOMTREE TRWT1,480$61,4350.06%
173ISHARES TR4642894791,284$60,6690.06%
174SPDR SER TR78464A8541,199$60,2620.06%
175TREX CO INCTREX974$60,0280.06%
176WELLS FARGO CO NEW9497461011,455$59,4460.05%
177ISHARES TR46429B697801$57,9760.05%
178FORD MTR CO DEL3453708604,595$57,0640.05%
179GENERAL DYNAMICS CORPGD257$56,8330.05%
180VANGUARD SCOTTSDALE FDS92206C706983$56,1780.05%
181NEXTERA ENERGY INCNEE-PW970$55,5660.05%
182APTIV PLCAPTV558$55,0130.05%
183VANGUARD SCOTTSDALE FDS92206C664761$54,3660.05%
184FISERV INCFISV467$52,7520.05%
185VANGUARD SCOTTSDALE FDS92206C847932$51,7350.05%
186BRISTOL MYERS SQUIBB COCELG-RI891$51,7330.05%
187ISHARES TR464287507192$47,8750.04%
188PROSHARES TR74347X8311,317$46,9080.04%
189SPDR INDEX SHS FDS78463X5331,557$46,3610.04%
190SPDR INDEX SHS FDS78463X459830$45,2990.04%
191PFIZER INCPFE1,359$45,0870.04%
192ORACLE CORPORCL-PD425$44,9760.04%
193GLOBAL X FDS37950E2912,734$44,2770.04%
194ISHARES TR46434V621893$44,2300.04%
195DANAHER CORPORATION235851102178$44,1630.04%
196FIRST TR EXCHANGE TRADED FD33734X2002,138$44,0640.04%
197CHIPOTLE MEXICAN GRILL INCCMG24$43,9640.04%
198KEYSIGHT TECHNOLOGIES INCKEYS329$43,5300.04%
199INTUITINTU85$43,4440.04%
200ISHARES TR46432F396291$40,6530.04%
201ADVANCED MICRO DEVICES INCAMD391$40,2030.04%
202J P MORGAN EXCHANGE TRADED F46654Q203856$40,1720.04%
203MIRATI THERAPEUTICS INC60468T105894$38,9430.04%
204ADOBE INCADBE76$38,7520.04%
205APPLIED MATLS INC038222105279$38,6490.04%
206PACER FDS TR69374H881780$38,5550.04%
207VANGUARD WHITEHALL FDS921946406373$38,5380.04%
208STRATEGY SHSSTRD2,000$38,2200.04%
209MARINUS PHARMACEUTICALS INC56854Q2004,730$38,0770.03%
210SYSCO CORPSYY571$37,7230.03%
211CRISPR THERAPEUTICS AGCRSP825$37,4470.03%
212ENERGY TRANSFER L PET-PI2,668$37,4320.03%
213ISHARES TR464287465538$37,0790.03%
214VANGUARD INDEX FDS922908736136$37,0340.03%
215ONESPAWORLD HOLDINGS LIMITEDOSW3,300$37,0260.03%
216WIX COM LTDWIX402$36,9040.03%
217OWENS CORNING NEWOC264$36,0120.03%
218ISHARES TR464287598237$35,9810.03%
219PROCORE TECHNOLOGIES INCPCOR547$35,7300.03%
220AGCO CORPAGCO297$35,1290.03%
221TEEKAY TANKERS LTDTNK842$35,0600.03%
222VANGUARD CHARLOTTE FDS92203J407732$35,0120.03%
223NEUROCRINE BIOSCIENCES INCNBIX310$34,8750.03%
224IMMUNOGEN INC45253H1012,193$34,8030.03%
225CARRIER GLOBAL CORPORATIONCARR629$34,6970.03%
226LYFT INCLYFT3,290$34,6770.03%
227GUARDANT HEALTH INCGH1,167$34,5900.03%
228ANI PHARMACEUTICALS INCANIP594$34,4880.03%
229ANNALY CAPITAL MANAGEMENT INNLY-PJ1,825$34,3280.03%
230SCHWAB CHARLES CORPSCHW-PJ612$33,6130.03%
231E L F BEAUTY INCELF306$33,6080.03%
232CARROLS RESTAURANT GROUP INC14574X1045,092$33,5560.03%
233WAYFAIR INCW554$33,5560.03%
234SHERWIN WILLIAMS COSHW131$33,4230.03%
235AMPLITUDE INCAMPL2,863$33,1250.03%
236ARISTA NETWORKS INCANET180$33,1070.03%
237D R HORTON INC23331A109308$33,1030.03%
238GENERAL MTRS CO37045V1001,004$33,1020.03%
239SIXTH STREET SPECIALTY LENDITSLX1,618$33,0710.03%
240DYNAVAX TECHNOLOGIES CORP2681582012,239$33,0700.03%
241APPLOVIN CORPAPP825$32,9670.03%
242AIM ETF PRODUCTS TRUST00888H7031,172$32,9380.03%
243PREFERRED BK LOS ANGELES CA740367404529$32,9300.03%
244PAYPAL HLDGS INCPYPL559$32,6790.03%
245MERUS N VN5749R1001,383$32,6110.03%
246EXACT SCIENCES CORP30063P105477$32,5410.03%
247LEGEND BIOTECH CORPLEGN483$32,4430.03%
248OLO INC68134L1095,323$32,2570.03%
249FORTUNE BRANDS INNOVATIONS IFBIN518$32,1990.03%
250OSHKOSH CORPOSK337$32,1600.03%
251ISHARES TR464287481351$32,0640.03%
252ISHARES TR46436E3381,109$32,0390.03%
253DOCUSIGN INCDOCU762$32,0040.03%
254OFG BANCORPOFG1,070$31,9500.03%
255ISHARES TR46436E718317$31,9120.03%
256ZSCALER INCZS205$31,8960.03%
257GREENBRIER COS INC393657101796$31,8400.03%
258SUMMIT MATLS INC86614U1001,021$31,7940.03%
259CNX RES CORPCNX1,403$31,6800.03%
260RXSIGHT INCRXST1,135$31,6550.03%
261SM ENERGY COSM797$31,6010.03%
262WOODWARD INCWWD254$31,5620.03%
263LEMAITRE VASCULAR INCLMAT577$31,4350.03%
264TRUPANION INCTRUP1,112$31,3580.03%
265MARVELL TECHNOLOGY INCMRVL579$31,3410.03%
266DATADOG INCDDOG344$31,3350.03%
267ACCENTURE PLC IRELANDACN102$31,2870.03%
268INSULET CORPPODD196$31,2600.03%
269VITAL ENERGY INC516806205564$31,2570.03%
270BUILDERS FIRSTSOURCE INCBLDR251$31,2470.03%
271AZEK CO INC05478C1051,050$31,2270.03%
272BRAZE INCBRZE667$31,1690.03%
273ADDUS HOMECARE CORPADUS364$31,0090.03%
274NUTANIX INCNTNX889$31,0080.03%
275CUSTOMERS BANCORP INCCUBB899$30,9710.03%
276PROG HOLDINGS INCPRG929$30,8520.03%
277XENCOR INCXNCR1,531$30,8500.03%
278BICYCLE THERAPEUTICS PLCBCYC1,534$30,8180.03%
279CAMTEK LTDCAMT494$30,7560.03%
280BEAZER HOMES USA INCBZH1,234$30,7390.03%
281EAGLE MATLS INC26969P108184$30,6400.03%
282CASTLE BIOSCIENCES INCCSTL1,811$30,5880.03%
283TOAST INCTOST1,626$30,4550.03%
284MONGODB INCMDB88$30,4360.03%
285TOPBUILD CORPBLD120$30,1920.03%
286SPRINKLR INCCXM2,166$29,9770.03%
287TAKE-TWO INTERACTIVE SOFTWARTTWO213$29,9030.03%
288DELEK US HLDGS INC NEWDK1,046$29,7170.03%
289ISHARES TR464288646595$29,6490.03%
290NEOGENOMICS INCNEO2,407$29,6060.03%
291ROCKWELL AUTOMATION INCROK103$29,4450.03%
292CLEAR SECURE INCYOU1,544$29,3980.03%
293PIONEER NAT RES CO723787107128$29,3340.03%
294ALPHATEC HLDGS INCATEC2,243$29,0920.03%
295LENNAR CORPLEN-B258$28,9550.03%
296COTY INCCOTY2,630$28,8510.03%
297AMERICAN EXPRESS COAXP191$28,5110.03%
298DIAMONDBACK ENERGY INCFANG184$28,4980.03%
299ARVINAS INCARVN1,447$28,4190.03%
300ARCUS BIOSCIENCES INCRCUS1,568$28,1460.03%
301FREEPORT MCMORAN INCFCX753$28,0840.03%
302FIDELITY MERRIMACK STR TR316188408562$27,8410.03%
303LAM RESEARCH CORPLRCX44$27,5890.03%
304NXP SEMICONDUCTORS N VNXPI138$27,5890.03%
305ACCOLADE INC00437E1022,604$27,5500.03%
306GLOBAL PMTS INC37940X102237$27,3540.03%
307HCA HEALTHCARE INCHCA109$26,8230.02%
308UNIQURE NVQURE3,988$26,7590.02%
309ISHARES TR464287614100$26,5990.02%
310ISHARES SILVER TRSLV1,285$26,1370.02%
311J P MORGAN EXCHANGE TRADED F46641Q837517$25,9430.02%
312T-MOBILE US INCTMUSZ184$25,7690.02%
313ISHARES TR464288588290$25,7520.02%
314ISHARES U S ETF TR46431W507499$24,8950.02%
315BP PLCBPPFF639$24,7420.02%
316COHERENT CORPCOHR758$24,7410.02%
317CROWN HLDGS INCCCK277$24,5170.02%
318UNION PAC CORPUNP120$24,5140.02%
319SCHLUMBERGER LTDSLB420$24,5130.02%
320SELECT SECTOR SPDR TR81369Y704241$24,3870.02%
321SELECT SECTOR SPDR TR81369Y852371$24,2980.02%
322F5 INCFFIV148$23,8490.02%
323VANGUARD TAX-MANAGED FDS921943858542$23,6960.02%
324PPG INDS INC693506107182$23,6660.02%
325IQVIA HLDGS INCIQV120$23,6100.02%
326ISHARES TR46429B366509$22,9250.02%
327ASML HOLDING N VASMLF38$22,3690.02%
328KIMBERLY CLARK CORPKMB185$22,3570.02%
329EMERSON ELEC COEMR226$21,8670.02%
330NISOURCE INCNI849$20,9540.02%
331ISHARES TR46428764891$20,3980.02%
332AKAMAI TECHNOLOGIES INCAKAM189$20,1360.02%
333FUELCELL ENERGY INCFCELB14,492$18,5500.02%
334PAVMED INCPAVM29,038$8,5550.01%
335NORTHERN DYNASTY MINERALS LT66510M20420,300$6,6020.01%