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  Name: Nikulski Financial Inc.
  City: BETTENDORF
  State: IA
  Zip: 52722
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $301,532,000
  Total Value Change : $28,404,000
  Securities Held Change : -3
   
All Securities Held : 131
  New Positions : 6
  Closed Positions : 9
  Increased Positions : 64
  Unchanged Positions : 8
  Decreased Positions : 53

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DIS)1 Year Chart         DIS Walt Disney Co 137 Closed $105.83 $0 0 0% -508,000 -5,625 0    Entertainment - Diver...
   (UPS)1 Year Chart         UPS United Parcel Service Inc 136 Closed $150.60 $0 0 0% -422,000 -2,681 0    AirDelivery & Freight...
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 135 Closed $74.70 $0 0 0% -1,151,000 -16,735 0    Investment Brokerage ...
   (SO)1 Year Chart         SO Southern Co 134 Closed $78.70 $0 0 0% -243,000 -3,470 0    Electric Utilities
   (CVX)1 Year Chart         CVX Chevron Corp 140 Closed $164.53 $0 0 0% -469,000 -3,143 0    Integrated Oil & Gas
   (JKHY)1 Year Chart         JKHY Jack Henry & Associates 133 Closed $167.72 $0 0 0% -200,000 -1,225 0    Business Software & S...
   (IBB)1 Year Chart         IBB iShares Tr Nasdaq Biotech 139 Closed $134.41 $0 0 0% -235,000 -1,727 0    Closed - End Fund - E...
   (IYK)1 Year Chart         IYK iShares Dow Jones US Non-Co... 132 Closed $67.97 $0 0 0% -969,000 -5,053 0    Closed - End Fund - E...
   (IYM)1 Year Chart         IYM iShares Dow Jones US Basic ... 138 Closed $145.55 $0 0 0% -1,033,000 -7,477 0    Closed - End Fund - E...

      9 Records Found
  1    
Page 1 of 1
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