NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 6, 2025

Total Value ($000): $1,056,017 (100.0% shares, 0.0% debt)

Holdings (107)

TD TORONTO DOMINION BK ONT 3.7%
Value ($000) $39,030 Shares 510,002 Est. Cost $56.81 Unrealized -1.3%
SHOP SHOPIFY INC 3.5%
Value ($000) $36,805 Shares 240,571 Est. Cost $66.65 Unrealized +45.9%
CNI CANADIAN NATL RY CO 3.3%
Value ($000) $34,974 Shares 239,600 Est. Cost $94.86 Unrealized +12.7%
REET ISHARES TR 3.2%
Value ($000) $33,715 Shares 978,300 Est. Cost $34.19 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $29,151 Shares 69,160 Est. Cost $205.31 Unrealized +105.7%
V VISA INC 2.5%
Value ($000) $25,915 Shares 82,000 Est. Cost $179.09 Unrealized +66.6%
META META PLATFORMS INC 2.4%
Value ($000) $25,470 Shares 43,500 Est. Cost $459.56 Unrealized +27.2%
WMT WALMART INC 2.4%
Value ($000) $25,316 Shares 280,200 Est. Cost $49.07 Unrealized +74.8%
AVGO BROADCOM INC 2.4%
Value ($000) $25,271 Shares 109,000 Est. Cost $158.01 Unrealized +15.7%
SU SUNCOR ENERGY INC NEW 2.4%
Value ($000) $24,825 Shares 483,822 Est. Cost $21.31 Unrealized +75.3%
CASY CASEYS GEN STORES INC 2.3%
Value ($000) $24,606 Shares 62,100 Est. Cost $298.68 Unrealized +34.1%
RY ROYAL BK CDA 2.3%
Value ($000) $24,011 Shares 138,535 Est. Cost $79.45 Unrealized +55.4%
T AT&T INC 2.2%
Value ($000) $23,708 Shares 1,041,200 Est. Cost $15.36 Unrealized +40.0%
GOOGL ALPHABET INC 2.2%
Value ($000) $23,265 Shares 122,900 Est. Cost $117.54 Unrealized +48.2%
UNH UNITEDHEALTH GROUP INC 2.2%
Value ($000) $22,966 Shares 45,400 Est. Cost $383.22 Unrealized +44.3%
DE DEERE & CO 2.1%
Value ($000) $21,736 Shares 51,300 Est. Cost $277.28 Unrealized +49.3%
EA ELECTRONIC ARTS INC 2.0%
Value ($000) $21,565 Shares 147,400 Est. Cost $125.01 Unrealized +22.4%
TU TELUS CORPORATION 2.0%
Value ($000) $21,305 Shares 1,093,119 Est. Cost $19.21 Unrealized -19.7%
GIB CGI INC 2.0%
Value ($000) $21,154 Shares 134,500 Est. Cost $101.94 Unrealized +9.7%
AMZN AMAZON COM INC 1.9%
Value ($000) $20,403 Shares 93,000 Est. Cost $180.02 Unrealized +13.6%
UNP UNION PAC CORP 1.8%
Value ($000) $19,338 Shares 84,800 Est. Cost $178.83 Unrealized +28.7%
ATS ATS CORPORATION 1.8%
Value ($000) $18,733 Shares 427,300 Est. Cost $29.07 Unrealized +4.5%
H HYATT HOTELS CORP 1.7%
Value ($000) $18,288 Shares 116,500 Est. Cost $92.47 Unrealized +67.0%
ADBE ADOBE INC 1.7%
Value ($000) $18,276 Shares 41,100 Est. Cost $507.17 Unrealized -2.4%
PLD PROLOGIS INC. 1.7%
Value ($000) $18,270 Shares 162,545 Est. Cost $113.69 Unrealized -3.1%
BAM BROOKFIELD ASSET MANAGMT LTD 1.6%
Value ($000) $17,047 Shares 218,658 Est. Cost $28.66 Unrealized +81.8%
CCK CROWN HLDGS INC 1.5%
Value ($000) $15,959 Shares 193,000 Est. Cost $91.58 Unrealized -1.8%
TRP TC ENERGY CORP 1.5%
Value ($000) $15,555 Shares 232,196 Est. Cost $36.42 Unrealized +25.1%
EFX EQUIFAX INC 1.4%
Value ($000) $15,291 Shares 60,000 Est. Cost $235.06 Unrealized +13.0%
NFLX NETFLIX INC 1.4%
Value ($000) $15,152 Shares 17,000 Est. Cost $45.87 Unrealized +79.4%
NOW SERVICENOW INC 1.4%
Value ($000) $14,842 Shares 14,000 Est. Cost $150.48 Unrealized +34.6%
KLAC KLA CORP 1.3%
Value ($000) $13,863 Shares 22,000 Est. Cost $669.07 Unrealized 0.0%
WCC WESCO INTL INC 1.3%
Value ($000) $13,626 Shares 75,300 Est. Cost $134.75 Unrealized +38.8%
BCE BCE INC 1.2%
Value ($000) $12,921 Shares 387,800 Est. Cost $26.15 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY 1.2%
Value ($000) $12,677 Shares 121,800 Est. Cost $76.44 Unrealized 0.0%
CUBE CUBESMART 1.2%
Value ($000) $12,384 Shares 289,000 Est. Cost $45.33 Unrealized
LULU LULULEMON ATHLETICA INC 1.2%
Value ($000) $12,237 Shares 32,000 Est. Cost $326.48 Unrealized 0.0%
ROST ROSS STORES INC 1.1%
Value ($000) $11,996 Shares 79,300 Est. Cost $90.88 Unrealized +59.7%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $11,230 Shares 49,500 Est. Cost $234.59 Unrealized -4.0%
LW LAMB WESTON HLDGS INC 1.1%
Value ($000) $11,181 Shares 167,300 Est. Cost $67.40 Unrealized +7.7%
AJG GALLAGHER ARTHUR J & CO 1.0%
Value ($000) $10,673 Shares 37,600 Est. Cost $178.76 Unrealized +61.1%
COKE COCA COLA CONS INC 0.9%
Value ($000) $9,166 Shares 5,060 Est. Cost $52.30 Unrealized +137.0%
BSX BOSTON SCIENTIFIC CORP 0.9%
Value ($000) $9,137 Shares 102,300 Est. Cost $36.63 Unrealized +140.3%
AB ALLIANCEBERNSTEIN HLDG L P 0.8%
Value ($000) $8,266 Shares 155,000 Est. Cost $43.54 Unrealized
SLGN SILGAN HLDGS INC 0.8%
Value ($000) $7,925 Shares 105,900 Est. Cost $47.67 Unrealized +11.9%
PATTERSON COS INC 0.7%
Value ($000) $7,844 Shares 176,800 Est. Cost $36.29 Unrealized
GRTUF GRANITE REAL ESTATE INVT TR 0.7%
Value ($000) $7,708 Shares 110,500 Est. Cost $69.76 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.7%
Value ($000) $7,609 Shares 229,600 Est. Cost $19.21 Unrealized +22.1%
JBL JABIL INC 0.7%
Value ($000) $6,931 Shares 33,500 Est. Cost $84.85 Unrealized +54.3%
LOW LOWES COS INC 0.6%
Value ($000) $6,417 Shares 26,000 Est. Cost $133.51 Unrealized +95.9%
BHE BENCHMARK ELECTRS INC 0.6%
Value ($000) $6,044 Shares 92,600 Est. Cost $23.93 Unrealized +89.9%
SANM SANMINA CORPORATION 0.6%
Value ($000) $5,995 Shares 55,100 Est. Cost $53.32 Unrealized +39.9%
PRGO PERRIGO CO PLC 0.6%
Value ($000) $5,877 Shares 159,000 Est. Cost $30.12 Unrealized -12.8%
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $5,742 Shares 11,000 Est. Cost $398.28 Unrealized +30.8%
BCO BRINKS CO 0.5%
Value ($000) $5,549 Shares 41,600 Est. Cost $74.06 Unrealized +33.2%
CRI CARTERS INC 0.5%
Value ($000) $5,540 Shares 71,100 Est. Cost $62.13 Unrealized -12.7%
EPC EDGEWELL PERS CARE CO 0.5%
Value ($000) $5,324 Shares 110,200 Est. Cost $36.76 Unrealized -6.6%
EQIX EQUINIX INC 0.5%
Value ($000) $4,827 Shares 3,561 Est. Cost $684.26 Unrealized +31.2%
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $4,679 Shares 18,352 Est. Cost $105.80 Unrealized +61.8%
IONS IONIS PHARMACEUTICALS INC 0.4%
Value ($000) $4,373 Shares 87,000 Est. Cost $43.98 Unrealized -15.0%
AMG AFFILIATED MANAGERS GROUP IN 0.4%
Value ($000) $4,254 Shares 16,000 Est. Cost $186.57 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO 0.3%
Value ($000) $3,569 Shares 8,290 Est. Cost $265.10 Unrealized +19.2%
WELL WELLTOWER INC 0.3%
Value ($000) $3,388 Shares 18,695 Est. Cost $82.04 Unrealized +56.9%
AVB AVALONBAY CMNTYS INC 0.3%
Value ($000) $3,368 Shares 10,650 Est. Cost $177.81 Unrealized +21.6%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $3,298 Shares 46,000 Est. Cost $68.81 Unrealized +9.0%
ITRI ITRON INC 0.3%
Value ($000) $3,257 Shares 30,000 Est. Cost $71.26 Unrealized +56.8%
CEG CONSTELLATION ENERGY CORP 0.3%
Value ($000) $3,132 Shares 14,000 Est. Cost $79.87 Unrealized +210.2%
BEP BROOKFIELD RENEWABLE PARTNER 0.3%
Value ($000) $3,074 Shares 135,000 Est. Cost $37.61 Unrealized
DUN & BRADSTREET HLDGS INC 0.3%
Value ($000) $2,866 Shares 160,000 Est. Cost $17.91 Unrealized
FOOT LOCKER INC 0.3%
Value ($000) $2,847 Shares 91,000 Est. Cost $31.29 Unrealized
INVH INVITATION HOMES INC 0.3%
Value ($000) $2,760 Shares 60,048 Est. Cost $31.79 Unrealized +0.2%
HASI HA SUSTAINABLE INFRA CAP INC 0.3%
Value ($000) $2,683 Shares 100,000 Est. Cost $31.92 Unrealized -8.8%
ORA ORMAT TECHNOLOGIES INC 0.2%
Value ($000) $2,607 Shares 38,500 Est. Cost $72.09 Unrealized +6.5%
EQR EQUITY RESIDENTIAL 0.2%
Value ($000) $2,600 Shares 25,198 Est. Cost $60.77 Unrealized +14.9%
TTEK TETRA TECH INC NEW 0.2%
Value ($000) $2,590 Shares 65,000 Est. Cost $44.18 Unrealized +1.6%
PWR QUANTA SVCS INC 0.2%
Value ($000) $2,528 Shares 8,000 Est. Cost $244.89 Unrealized +31.2%
FSLR FIRST SOLAR INC 0.2%
Value ($000) $2,467 Shares 14,000 Est. Cost $162.54 Unrealized +22.5%
PDS PRECISION DRILLING CORP 0.2%
Value ($000) $2,462 Shares 28,000 Est. Cost $68.95 Unrealized -11.1%
BE BLOOM ENERGY CORP 0.2%
Value ($000) $2,443 Shares 110,000 Est. Cost $17.11 Unrealized +2.4%
REG REGENCY CTRS CORP 0.2%
Value ($000) $2,392 Shares 22,500 Est. Cost $69.72 Unrealized 0.0%
XYL XYLEM INC 0.2%
Value ($000) $2,320 Shares 20,000 Est. Cost $87.20 Unrealized +43.0%
ADC AGREE RLTY CORP 0.2%
Value ($000) $2,162 Shares 21,346 Est. Cost $74.29 Unrealized
ENPH ENPHASE ENERGY INC 0.2%
Value ($000) $2,129 Shares 31,000 Est. Cost $128.23 Unrealized -38.1%
VICI VICI PPTYS INC 0.2%
Value ($000) $2,103 Shares 50,085 Est. Cost $26.73 Unrealized +10.4%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,973 Shares 7,481 Est. Cost $183.20 Unrealized +8.3%
SNDA SONIDA SENIOR LIVING INC 0.2%
Value ($000) $1,934 Shares 58,286 Est. Cost $28.94 Unrealized -15.2%
NBR NABORS INDUSTRIES LTD 0.2%
Value ($000) $1,907 Shares 23,200 Est. Cost $98.18 Unrealized -27.7%
CCJ CAMECO CORP 0.2%
Value ($000) $1,851 Shares 36,000 Est. Cost $44.79 Unrealized +21.3%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.2%
Value ($000) $1,773 Shares 39,417 Est. Cost $28.88 Unrealized
NXT NEXTRACKER INC 0.2%
Value ($000) $1,753 Shares 48,000 Est. Cost $47.84 Unrealized -23.4%
CBRE CBRE GROUP INC 0.2%
Value ($000) $1,628 Shares 8,624 Est. Cost $91.56 Unrealized +43.0%
SHO SUNSTONE HOTEL INVS INC NEW 0.1%
Value ($000) $1,565 Shares 91,924 Est. Cost $17.02 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $1,556 Shares 12,500 Est. Cost $134.31 Unrealized -2.2%
RHP RYMAN HOSPITALITY PPTYS INC 0.1%
Value ($000) $1,546 Shares 10,305 Est. Cost $150.01 Unrealized
SUI SUN CMNTYS INC 0.1%
Value ($000) $1,535 Shares 8,684 Est. Cost $139.75 Unrealized
RUN SUNRUN INC 0.1%
Value ($000) $1,462 Shares 158,000 Est. Cost $24.28 Unrealized -48.8%
AMRC AMERESCO INC 0.1%
Value ($000) $1,291 Shares 55,000 Est. Cost $36.47 Unrealized -20.8%
REXR REXFORD INDL RLTY INC 0.1%
Value ($000) $1,223 Shares 22,010 Est. Cost $61.25 Unrealized
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $1,192 Shares 25,900 Est. Cost $45.34 Unrealized -25.1%
FLNC FLUENCE ENERGY INC 0.1%
Value ($000) $1,191 Shares 75,000 Est. Cost $17.94 Unrealized +9.1%
MAC MACERICH CO 0.1%
Value ($000) $1,142 Shares 39,884 Est. Cost $28.64 Unrealized
LXP INDUSTRIAL TRUST 0.1%
Value ($000) $969 Shares 83,031 Est. Cost $12.30 Unrealized
CTRE CARETRUST REIT INC 0.1%
Value ($000) $953 Shares 24,505 Est. Cost $34.18 Unrealized
KIM KIMCO RLTY CORP 0.1%
Value ($000) $590 Shares 17,509 Est. Cost $17.18 Unrealized +33.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $0 Shares 67,000 Est. Cost $68.71 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $0 Shares 559,000 Est. Cost $23.87 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $0 Shares 163,000 Est. Cost $81.73 Unrealized