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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 Q2 2025 · Filed August 11, 2025 · Accession 0001911391-25-000007

Total Value
$205.7M
Positions
111
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (111)

#IssuerTicker / CUSIPSharesValue% of Filing
1TIDAL TR II88634T5351,834,113$33.5M16.27%
2TIDAL TR II88636J1621,670,127$29.6M14.38%
3AFLAC INCAFL75,466$8.0M3.87%
4TESLA INCTSLA15,787$5.0M2.44%
5HOME DEPOT INCHD12,245$4.5M2.18%
6NVIDIA CORPORATIONNVDA25,843$4.1M1.99%
7SPDR S&P 500 ETF TRSPY6,568$4.1M1.97%
8AMAZON COM INCAMZN16,211$3.6M1.73%
9MICROSOFT CORPMSFT6,807$3.4M1.65%
10PALANTIR TECHNOLOGIES INCPLTR22,196$3.0M1.47%
11APPLE INCAAPL13,904$2.9M1.39%
12META PLATFORMS INCMETA3,537$2.6M1.27%
13COCA COLA COKO36,824$2.6M1.27%
14ABBVIE INCABBV14,034$2.6M1.27%
15NEXTERA ENERGY INCNEE-PW35,230$2.4M1.19%
16INVESCO QQQ TRIVZ4,181$2.3M1.12%
17BROADCOM INCAVGO8,332$2.3M1.12%
18TIDAL TR II88636V728100,113$2.1M1.03%
19NETFLIX INCNFLX1,573$2.1M1.02%
20ROBINHOOD MKTS INC77070010221,666$2.0M0.99%
21COSTCO WHSL CORP NEW22160K1051,964$1.9M0.95%
22TIDAL TRUST I88636466084,865$1.8M0.88%
23JPMORGAN CHASE & CO.VYLD6,056$1.8M0.85%
24APPLOVIN CORPAPP4,801$1.7M0.82%
25SOFI TECHNOLOGIES INCSOFI90,405$1.6M0.80%
26VISA INCV4,611$1.6M0.80%
27ALPHABET INCGOOG9,275$1.6M0.79%
28CROWDSTRIKE HLDGS INCCRWD3,205$1.6M0.79%
29ORACLE CORPORCL-PD7,390$1.6M0.79%
30UBER TECHNOLOGIES INCUBER16,667$1.6M0.76%
31SPOTIFY TECHNOLOGY S ASPOT2,014$1.5M0.75%
32SUPER MICRO COMPUTER INCSMCI30,987$1.5M0.74%
33GOLDMAN SACHS GROUP INCGSCE2,145$1.5M0.74%
34MORGAN STANLEYMS-PQ10,732$1.5M0.74%
35CELESTICA INCCLS9,662$1.5M0.73%
36MICROSTRATEGY INCSTRK3,726$1.5M0.73%
37ADVANCED MICRO DEVICES INCAMD10,566$1.5M0.73%
38INTERNATIONAL BUSINESS MACHSINTR5,071$1.5M0.73%
39CHUBB LIMITEDCB5,151$1.5M0.73%
40HIMS & HERS HEALTH INCHIMS29,757$1.5M0.72%
41EATON CORP PLCETN4,093$1.5M0.71%
42WALMART INCWMT14,911$1.5M0.71%
43EXXON MOBIL CORPXOM13,288$1.4M0.70%
44CATERPILLAR INCCAT3,657$1.4M0.69%
45IONQ INCIONQ-WT32,963$1.4M0.69%
46CELSIUS HLDGS INCCELH30,508$1.4M0.69%
47SALESFORCE INCCRM5,118$1.4M0.68%
48UNITED PARCEL SERVICE INCUPS13,638$1.4M0.67%
49BANK AMERICA CORP06050510429,086$1.4M0.67%
50ARES MANAGEMENT CORPORATIONARES-PB7,847$1.4M0.66%
51CF INDS HLDGS INC12526910014,708$1.4M0.66%
52BLOCK INCBSQKZ19,708$1.3M0.65%
53ABBOTT LABSABLZF9,720$1.3M0.64%
54CYBERARK SOFTWARE LTDM2682V1083,223$1.3M0.64%
55DOLLAR TREE INCDLTR13,223$1.3M0.64%
56OREILLY AUTOMOTIVE INC67103H10714,371$1.3M0.63%
57VALERO ENERGY CORPVLO9,408$1.3M0.61%
58SPDR S&P 500 ETF TRSPY3,000$1.2M0.60%
59PHILIP MORRIS INTL INC7181721096,712$1.2M0.59%
60TIDAL TR II88634T49354,787$1.2M0.59%
613M COMMM7,945$1.2M0.59%
62BLACKSTONE INCBX8,026$1.2M0.58%
63GLOBAL SHIP LEASE INC NEWGSL-PB45,512$1.2M0.58%
64DOUGLAS DYNAMICS INCPLOW40,452$1.2M0.58%
65GILEAD SCIENCES INCGILD10,656$1.2M0.57%
66SSGA ACTIVE TR78470P84641,244$1.2M0.57%
67BRITISH AMERN TOB PLC11044810724,778$1.2M0.57%
68ALLIANCEBERNSTEIN HLDG L P01881G10628,437$1.2M0.56%
69LINCOLN NATL CORP IND53418710933,322$1.2M0.56%
70PNC FINL SVCS GROUP INC6934751056,127$1.1M0.56%
71BRISTOL-MYERS SQUIBB COCELG-RI23,853$1.1M0.54%
72REALTY INCOME CORPO18,778$1.1M0.53%
73WESTERN MIDSTREAM PARTNERS LWES27,813$1.1M0.52%
74SOUTHERN COSOMN9,874$906,7300.44%
75LOCKHEED MARTIN CORPLMT1,926$892,0850.43%
76SPDR SERIES TRUST78468R40822,544$574,4290.28%
77SSGA ACTIVE ETF TR78467V60810,981$456,6930.22%
78ISHARES TR464287200728$452,2440.22%
79VANGUARD INDEX FDS9229087691,353$411,2170.20%
80BERKSHIRE HATHAWAY INC DELBRK-A829$402,7030.20%
81TAIWAN SEMICONDUCTOR MFG LTD8740391001,665$377,1670.18%
82SPDR GOLD TRGLD1,230$374,9410.18%
83ALPHABET INCGOOG1,991$353,2620.17%
84HP INCHPQ13,565$331,7880.16%
85ELI LILLY & COLLY406$316,8160.15%
86TALEN ENERGY CORPTLN1,058$307,6350.15%
87VISTRA CORPVST1,576$305,4920.15%
88RHRH1,606$303,5500.15%
89INTUITINTU348$273,8450.13%
90NORTHERN LTS FD TR IVNTRSO7,319$231,5260.11%
91NEBIUS GROUP N.V.NBIS4,161$230,2280.11%
92TIMOTHY PLAN8874323265,980$226,0440.11%
93ISHARES TR464289438912$224,8170.11%
94S&P GLOBAL INCSPGI395$208,4130.10%
95CISCO SYS INCCSCO2,900$201,1830.10%
96TIDAL TR II88636J44413,970$114,1320.06%
97SPDR S&P 500 ETF TRSPY400$92,7800.05%
98SPDR S&P 500 ETF TRSPY700$83,4310.04%
99SPDR S&P 500 ETF TRSPY600$62,2880.03%
100SPDR S&P 500 ETF TRSPY600$60,3240.03%
101SPDR S&P 500 ETF TRSPY300$50,8670.02%
102SPDR S&P 500 ETF TRSPY200$43,4920.02%
103SPDR S&P 500 ETF TRSPY400$40,1060.02%
104SPDR S&P 500 ETF TRSPY200$34,9140.02%
105SPDR S&P 500 ETF TRSPY200$27,5580.01%
106NORTHERN DYNASTY MINERALS LT66510M20420,300$27,2020.01%
107AFLAC INCAFL30,700$25,3280.01%
108SPDR S&P 500 ETF TRSPY100$18,8620.01%
109SPDR S&P 500 ETF TRSPY100$9,4200.00%
110AFLAC INCAFL9,000$3,6000.00%
111AFLAC INCAFL19,700$1280.00%