Nicholas Wealth, LLC.

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Marietta, GA
CIK
0001911391
Alternate names
BluePath Capital Management, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 96 172,627 FIAX, TIDAL TR II, AFL, HD 13F-HR 5/6/2025 000191139125000005
Q4 2024 101 186,111 FIAX, TIDAL TR II, TSLA, AFL 13F-HR 1/14/2025 000191139125000001
Q3 2024 102 161,963 FIAX, TIDAL TR II, ZHDG, AFL 13F-HR 10/29/2024 000191139124000005
Q2 2024 108 142,664 FIAX, ZHDG, AFL, MSFT 13F-HR 8/5/2024 000191139124000004
Q1 2024 121 132,571 FIAX, ZHDG, AFL, MSFT 13F-HR 4/19/2024 000191139124000002
Q4 2023 106 117,452 FIAX, ZHDG, AFL, SPY calls 13F-HR 1/11/2024 000191139124000001
Q3 2023 335 108,844 FIAX, ZHDG, AFL, MSFT 13F-HR 10/25/2023 000191139123000001