NICOLA WEALTH MANAGEMENT LTD.

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$1.03B
13F filings
4
Latest filing
Jun 6, 2025

Top 10 holdings

BNS $109.09M
10.64% of AUM
TD $30.57M
2.98% of AUM
MSFT $27.61M
2.69% of AUM
REET $27.37M
2.67% of AUM
V $24.88M
2.43% of AUM
UNH $24.30M
2.37% of AUM
CASY $23.39M
2.28% of AUM
CNI $23.33M
2.28% of AUM
FB $22.77M
2.22% of AUM
AVGO $21.56M
2.10% of AUM

About this filer

FilingIQ has indexed 4 quarterly Form 13F filings from NICOLA WEALTH MANAGEMENT LTD.. Reported assets under management total $1.03B.

View live NICOLA WEALTH MANAGEMENT LTD. filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does NICOLA WEALTH MANAGEMENT LTD. have under management?
Per NICOLA WEALTH MANAGEMENT LTD.'s most recent SEC Form 13F filing dated Jun 6, 2025, total assets under management are $1.03B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has NICOLA WEALTH MANAGEMENT LTD. submitted?
FilingIQ has indexed 4 quarterly Form 13F filings from NICOLA WEALTH MANAGEMENT LTD.. Filings are due 45 days after quarter-end.
Where does NICOLA WEALTH MANAGEMENT LTD.'s holdings data come from?
Every position shown on this page sources back to NICOLA WEALTH MANAGEMENT LTD.'s public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.