NICOLA WEALTH MANAGEMENT LTD.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Vancouver, British Columbia
CIK
0001734493
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 114 952,972 TRP.TO, RY.TO, V, TD 13F-HR 2/8/2024 000173449324000002
Q3 2023 110 927,069 SU.TO, TD, CP.TO, TRP.TO 13F-HR 11/14/2023 000173449323000007
Q2 2023 103 1,017,902 BNS.TO, WMT, V, CP.TO 13F-HR 8/10/2023 000173449323000006
Q1 2023 110 1,013,504 BNS.TO, TRP.TO, WMT, V 13F-HR 5/10/2023 000173449323000004
Q4 2022 116 986,284 BNS.TO, WMT, RY.TO, SHEL 13F-HR 2/9/2023 000173449323000002
Q3 2022 126 910,866 BNS.TO, WMT, RY.TO, SU.TO 13F-HR 11/14/2022 000173449322000011
Q2 2022 142 1,047,397 BNS.TO, TRP.TO, SU.TO, MSFT 13F-HR 8/11/2022 000173449322000005
Q1 2022 118 1,135,755 TRP.TO, MSFT, RY.TO, SU.TO 13F-HR 5/9/2022 000173449322000002
Q4 2021 119 1,064,039 BNS.TO, RY.TO, TD, MSFT 13F-HR 2/9/2022 000173449322000001
Q3 2021 115 971,999 BNS.TO, RY.TO, TD, WMT 13F-HR 11/12/2021 000173449321000006
Q2 2021 115 975,432 RY.TO, TD, WMT, MSFT 13F-HR 8/12/2021 000173449321000005
Q1 2021 112 894,491 TD, RY.TO, WMT, PEP 13F-HR 5/7/2021 000173449321000003
Q4 2020 105 804,115 RY.TO, TD, MSFT, BNS.TO 13F-HR 2/9/2021 000173449321000002
Q3 2020 111 702,062 RY.TO, TD, VZ, PEP 13F-HR 11/9/2020 000173449320000006
Q2 2020 114 722,371 RY.TO, MSFT, ENB.TO, TD 13F-HR 8/12/2020 000173449320000005
Q1 2020 110 665,195 RY.TO, ENB.TO, TD, BNS.TO 13F-HR 5/11/2020 000173449320000003
Q4 2019 92 664,763 TD, ENB.TO, BNS.TO, RY.TO RESTATEMENT 2/13/2020 000173449320000002
Q3 2019 90 638,321 TD, RY.TO, V, ENB.TO 13F-HR 11/8/2019 000173449319000005
Q2 2019 89 602,930 TD, RY.TO, CNQ.TO, ENB.TO 13F-HR 8/9/2019 000173449319000004
Q1 2019 101 669,256 TD, RY.TO, BNS.TO, CNQ.TO 13F-HR 5/9/2019 000173449319000002
Q4 2018 104 606,999 TD, RY.TO, C, GIM 13F-HR 2/11/2019 000173449319000001
Q3 2018 95 582,222 TD, RY.TO, CNQ.TO, GIM 13F-HR 11/7/2018 000173449318000006
Q2 2018 93 514,904 TD, RY.TO, GIM, V RESTATEMENT 8/8/2018 000173449318000005
Q1 2018 101 497,193 TD, RY.TO, BNS.TO, MFC.TO 13F-HR 6/4/2018 000173449318000002
Additional filings from Nicola Wealth Management Ltd. that have since been restated