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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

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Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged 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
   (STZ)1 Year Chart         STZ Constellation Brands Inc 93 - $258.77 $408,000 1,500 0.14% 45,000 0 0.001    Beverage - Wineries &...
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 96 - $154.02 $391,000 2,508 0.13% 27,000 0 0.003    Closed - End Fund - E...
   (PAUG)1 Year Chart         PAUG Innovator S&p 500 Power Buf... 113 - $0.00 $267,000 7,540 0.09% 15,000 0 0.008    N/A
   (PMAR)1 Year Chart         PMAR Innovator S&p 500 Power Buf... 116 - $0.00 $234,000 6,350 0.08% 8,000 0 0.014    N/A
   (NAPR)1 Year Chart         NAPR Innovator Nasdaq-100 Power ... 117 - $0.00 $232,000 5,100 0.08% 5,000 0 0.006    N/A
   (VLUE)1 Year Chart         VLUE Ishares Msci Usa Value Factor 118 - $0.00 $231,000 2,135 0.08% 15,000 0 0    N/A
   (DIA)1 Year Chart         DIA Diamonds Trust 122 - $394.46 $220,000 552 0.07% 12,000 0 0.001    Closed - End Fund - E...
   (PDEC)1 Year Chart         PDEC Innovator S&p 500 Power Buf... 128 - $0.00 $209,000 5,700 0.07% 9,000 0 0.025    N/A

      8 Records Found
  1    
Page 1 of 1
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