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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Nikulski Financial Inc
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| CRD # | 151569 |
| SEC # | 801-109933 |
| CIK # | 0001729847 |
| AUM | $370.5 M (2025-07-11) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 563-344-0118 |
| Address | 4275 Ontario Drive Bettendorf, IA 52722 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.6 | ||
| Amazon Com Inc | 16.1 | ||
| Costco Wholesale Corp /NEW | 12.4 | ||
| Microsoft Corp | 11.3 | ||
| Nvidia Corp | 10.9 | ||
| Alphabet Inc | 10.9 | ||
| J P Morgan Chase & Co | 9.8 | ||
| Palo Alto Networks Inc | 8.7 | ||
| AbbVie Inc | 7.4 | ||
| Constellation Energy Corp | 6.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 316 | 94.2 |
| (b) Individuals (high net worth individuals) | 102 | 270.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,377 | 370.5 |
| By Discretionary | ||
| Discretionary | 1,377 | 370.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,377 | 370.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.5 | |
| Total | 1,377 | 370.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729847] |
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Global Wealth Strategies and Associates LLC
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