NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Jun 6, 2025

Total Value ($000): $1,025,284 (100.0% shares, 0.0% debt)

Holdings (111)

BNS BANK NOVA SCOTIA HALIFAX 10.6%
Value ($000) $109,092 Shares 2,300,000 Est. Cost $48.65 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 3.0%
Value ($000) $30,572 Shares 510,002 Est. Cost $56.81 Unrealized +2.5%
MSFT MICROSOFT CORP 2.7%
Value ($000) $27,614 Shares 73,560 Est. Cost $217.26 Unrealized +86.5%
REET ISHARES TR 2.7%
Value ($000) $27,373 Shares 1,128,300 Est. Cost $32.87 Unrealized
V VISA INC 2.4%
Value ($000) $24,883 Shares 71,000 Est. Cost $179.09 Unrealized +87.8%
UNH UNITEDHEALTH GROUP INC 2.4%
Value ($000) $24,302 Shares 46,400 Est. Cost $385.73 Unrealized +29.5%
CASY CASEYS GEN STORES INC 2.3%
Value ($000) $23,395 Shares 53,900 Est. Cost $298.68 Unrealized +36.6%
CNI CANADIAN NATL RY CO 2.3%
Value ($000) $23,325 Shares 239,600 Est. Cost $94.86 Unrealized +4.8%
META META PLATFORMS INC 2.2%
Value ($000) $22,766 Shares 39,500 Est. Cost $459.56 Unrealized +40.0%
AVGO BROADCOM INC 2.1%
Value ($000) $21,565 Shares 128,800 Est. Cost $165.97 Unrealized +26.4%
T AT&T INC 2.1%
Value ($000) $21,363 Shares 755,400 Est. Cost $15.36 Unrealized +58.5%
WMT WALMART INC 2.1%
Value ($000) $21,087 Shares 240,200 Est. Cost $49.07 Unrealized +89.4%
SHOP SHOPIFY INC 2.0%
Value ($000) $20,593 Shares 216,383 Est. Cost $66.65 Unrealized +63.5%
DE DEERE & CO 2.0%
Value ($000) $20,417 Shares 43,500 Est. Cost $277.28 Unrealized +66.4%
UNP UNION PAC CORP 1.9%
Value ($000) $19,891 Shares 84,200 Est. Cost $178.83 Unrealized +31.7%
EA ELECTRONIC ARTS INC 1.9%
Value ($000) $19,785 Shares 136,900 Est. Cost $125.01 Unrealized +7.6%
PLD PROLOGIS INC. 1.7%
Value ($000) $17,701 Shares 158,339 Est. Cost $113.69 Unrealized -1.6%
AMZN AMAZON COM INC 1.7%
Value ($000) $17,694 Shares 93,000 Est. Cost $180.02 Unrealized +20.5%
GOOGL ALPHABET INC 1.7%
Value ($000) $17,613 Shares 113,900 Est. Cost $117.54 Unrealized +53.7%
NOW SERVICENOW INC 1.7%
Value ($000) $17,515 Shares 22,000 Est. Cost $165.85 Unrealized +16.2%
H HYATT HOTELS CORP 1.7%
Value ($000) $16,966 Shares 138,500 Est. Cost $100.56 Unrealized +42.6%
ADBE ADOBE INC 1.7%
Value ($000) $16,952 Shares 44,200 Est. Cost $501.68 Unrealized -14.5%
IDXX IDEXX LABS INC 1.6%
Value ($000) $16,504 Shares 39,300 Est. Cost $434.21 Unrealized 0.0%
NFLX NETFLIX INC 1.5%
Value ($000) $15,853 Shares 17,000 Est. Cost $45.87 Unrealized +107.3%
SU SUNCOR ENERGY INC NEW 1.5%
Value ($000) $15,685 Shares 404,922 Est. Cost $21.31 Unrealized +75.7%
TU TELUS CORPORATION 1.5%
Value ($000) $15,684 Shares 1,093,119 Est. Cost $19.21 Unrealized -23.6%
CCK CROWN HLDGS INC 1.5%
Value ($000) $15,621 Shares 175,000 Est. Cost $91.58 Unrealized -5.7%
LIN LINDE PLC 1.5%
Value ($000) $15,506 Shares 33,300 Est. Cost $444.55 Unrealized 0.0%
KLAC KLA CORP 1.5%
Value ($000) $14,956 Shares 22,000 Est. Cost $669.07 Unrealized +6.8%
EFX EQUIFAX INC 1.4%
Value ($000) $14,614 Shares 60,000 Est. Cost $235.06 Unrealized +6.2%
GIB CGI INC 1.3%
Value ($000) $13,432 Shares 134,500 Est. Cost $101.94 Unrealized +7.1%
ATS ATS CORPORATION 1.3%
Value ($000) $13,049 Shares 523,300 Est. Cost $28.85 Unrealized -3.3%
CUBE CUBESMART 1.2%
Value ($000) $12,343 Shares 289,000 Est. Cost $45.33 Unrealized
WCC WESCO INTL INC 1.1%
Value ($000) $11,694 Shares 75,300 Est. Cost $134.75 Unrealized +31.6%
BCE BCE INC 1.1%
Value ($000) $11,416 Shares 497,200 Est. Cost $25.25 Unrealized -12.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.1%
Value ($000) $11,122 Shares 67,000 Est. Cost $68.71 Unrealized
AJG GALLAGHER ARTHUR J & CO 1.1%
Value ($000) $11,048 Shares 32,000 Est. Cost $178.76 Unrealized +75.3%
TRP TC ENERGY CORP 1.1%
Value ($000) $10,970 Shares 232,196 Est. Cost $36.42 Unrealized +24.9%
ISRG INTUITIVE SURGICAL INC 1.1%
Value ($000) $10,896 Shares 22,000 Est. Cost $475.65 Unrealized +16.3%
CP CANADIAN PACIFIC KANSAS CITY 1.1%
Value ($000) $10,868 Shares 154,800 Est. Cost $76.26 Unrealized -0.9%
HDB HDFC BANK LTD 1.1%
Value ($000) $10,830 Shares 163,000 Est. Cost $81.73 Unrealized
INFY INFOSYS LTD 1.0%
Value ($000) $10,202 Shares 559,000 Est. Cost $23.87 Unrealized
ROST ROSS STORES INC 1.0%
Value ($000) $10,134 Shares 79,300 Est. Cost $90.88 Unrealized +52.4%
LULU LULULEMON ATHLETICA INC 1.0%
Value ($000) $9,992 Shares 35,300 Est. Cost $330.25 Unrealized +11.1%
SLF SUN LIFE FINANCIAL INC. 1.0%
Value ($000) $9,974 Shares 174,200 Est. Cost $57.00 Unrealized 0.0%
LW LAMB WESTON HLDGS INC 0.9%
Value ($000) $8,917 Shares 167,300 Est. Cost $67.40 Unrealized -17.8%
COKE COCA COLA CONS INC 0.7%
Value ($000) $6,831 Shares 5,060 Est. Cost $52.30 Unrealized +154.9%
BAM BROOKFIELD ASSET MANAGMT LTD 0.6%
Value ($000) $6,516 Shares 134,558 Est. Cost $28.66 Unrealized +84.8%
AB ALLIANCEBERNSTEIN HLDG L P 0.6%
Value ($000) $5,938 Shares 155,000 Est. Cost $43.54 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $5,744 Shares 53,000 Est. Cost $126.71 Unrealized 0.0%
PRGO PERRIGO CO PLC 0.6%
Value ($000) $5,692 Shares 203,000 Est. Cost $29.21 Unrealized -11.2%
PATTERSON COS INC 0.5%
Value ($000) $5,523 Shares 176,800 Est. Cost $36.29 Unrealized
SLGN SILGAN HLDGS INC 0.5%
Value ($000) $5,414 Shares 105,900 Est. Cost $47.67 Unrealized +9.9%
STN STANTEC INC 0.5%
Value ($000) $4,901 Shares 59,100 Est. Cost $82.92 Unrealized
JBL JABIL INC 0.4%
Value ($000) $4,558 Shares 33,500 Est. Cost $84.85 Unrealized +81.0%
GRTUF GRANITE REAL ESTATE INVT TR 0.4%
Value ($000) $4,218 Shares 90,500 Est. Cost $69.76 Unrealized
SANM SANMINA CORPORATION 0.4%
Value ($000) $4,198 Shares 55,100 Est. Cost $53.32 Unrealized +52.3%
REZI RESIDEO TECHNOLOGIES INC 0.4%
Value ($000) $4,064 Shares 229,600 Est. Cost $19.21 Unrealized +6.9%
AMG AFFILIATED MANAGERS GROUP IN 0.4%
Value ($000) $3,697 Shares 22,000 Est. Cost $183.22 Unrealized -4.9%
BCO BRINKS CO 0.3%
Value ($000) $3,584 Shares 41,600 Est. Cost $74.06 Unrealized +21.1%
BHE BENCHMARK ELECTRS INC 0.3%
Value ($000) $3,522 Shares 92,600 Est. Cost $23.93 Unrealized +73.4%
EPC EDGEWELL PERS CARE CO 0.3%
Value ($000) $3,439 Shares 110,200 Est. Cost $36.76 Unrealized -16.5%
DCBO DOCEBO INC 0.3%
Value ($000) $3,424 Shares 119,000 Est. Cost $37.78 Unrealized 0.0%
EQIX EQUINIX INC 0.3%
Value ($000) $3,205 Shares 3,931 Est. Cost $702.73 Unrealized +25.3%
WELL WELLTOWER INC 0.3%
Value ($000) $2,988 Shares 19,502 Est. Cost $84.45 Unrealized +66.1%
CRI CARTERS INC 0.3%
Value ($000) $2,908 Shares 71,100 Est. Cost $62.13 Unrealized -25.7%
PSA PUBLIC STORAGE OPER CO 0.3%
Value ($000) $2,661 Shares 8,890 Est. Cost $266.62 Unrealized +7.9%
BEP BROOKFIELD RENEWABLE PARTNER 0.3%
Value ($000) $2,658 Shares 120,000 Est. Cost $37.61 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.3%
Value ($000) $2,625 Shares 87,000 Est. Cost $43.98 Unrealized -25.5%
ITRI ITRON INC 0.2%
Value ($000) $2,514 Shares 24,000 Est. Cost $71.26 Unrealized +47.0%
HASI HA SUSTAINABLE INFRA CAP INC 0.2%
Value ($000) $2,485 Shares 85,000 Est. Cost $31.92 Unrealized -16.1%
PWR QUANTA SVCS INC 0.2%
Value ($000) $2,415 Shares 9,500 Est. Cost $251.80 Unrealized +14.6%
EQR EQUITY RESIDENTIAL 0.2%
Value ($000) $2,400 Shares 33,528 Est. Cost $62.51 Unrealized +8.4%
DUN & BRADSTREET HLDGS INC 0.2%
Value ($000) $2,387 Shares 267,000 Est. Cost $14.32 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $2,339 Shares 33,000 Est. Cost $68.81 Unrealized -0.2%
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $2,319 Shares 11,500 Est. Cost $79.87 Unrealized +233.9%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $2,139 Shares 14,500 Est. Cost $133.59 Unrealized -3.4%
ORA ORMAT TECHNOLOGIES INC 0.2%
Value ($000) $2,123 Shares 30,000 Est. Cost $72.09 Unrealized -6.5%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $2,122 Shares 190,000 Est. Cost $11.17 Unrealized
XYL XYLEM INC 0.2%
Value ($000) $1,971 Shares 16,500 Est. Cost $87.20 Unrealized +40.6%
INVH INVITATION HOMES INC 0.2%
Value ($000) $1,921 Shares 55,118 Est. Cost $31.79 Unrealized -2.1%
TTEK TETRA TECH INC NEW 0.2%
Value ($000) $1,814 Shares 62,000 Est. Cost $44.18 Unrealized -24.0%
CPT CAMDEN PPTY TR 0.2%
Value ($000) $1,773 Shares 14,500 Est. Cost $113.24 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.2%
Value ($000) $1,770 Shares 14,000 Est. Cost $162.54 Unrealized -3.9%
VICI VICI PPTYS INC 0.2%
Value ($000) $1,735 Shares 53,185 Est. Cost $26.87 Unrealized +8.5%
CCJ CAMECO CORP 0.2%
Value ($000) $1,688 Shares 41,000 Est. Cost $45.05 Unrealized +4.3%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,584 Shares 7,281 Est. Cost $183.20 Unrealized +3.5%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $1,498 Shares 10,452 Est. Cost $105.80 Unrealized +49.4%
ADC AGREE RLTY CORP 0.1%
Value ($000) $1,470 Shares 19,046 Est. Cost $74.29 Unrealized
BE BLOOM ENERGY CORP 0.1%
Value ($000) $1,435 Shares 73,000 Est. Cost $17.11 Unrealized +39.5%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $1,427 Shares 23,000 Est. Cost $128.23 Unrealized -50.7%
SUI SUN CMNTYS INC 0.1%
Value ($000) $1,413 Shares 10,984 Est. Cost $137.42 Unrealized
SNDA SONIDA SENIOR LIVING INC 0.1%
Value ($000) $1,404 Shares 60,269 Est. Cost $28.77 Unrealized -17.6%
REG REGENCY CTRS CORP 0.1%
Value ($000) $1,320 Shares 17,900 Est. Cost $69.72 Unrealized +0.5%
PDS PRECISION DRILLING CORP 0.1%
Value ($000) $1,302 Shares 28,000 Est. Cost $68.95 Unrealized -21.1%
FOOT LOCKER INC 0.1%
Value ($000) $1,283 Shares 91,000 Est. Cost $31.29 Unrealized
CBRE CBRE GROUP INC 0.1%
Value ($000) $1,193 Shares 9,124 Est. Cost $93.99 Unrealized +44.6%
VTR VENTAS INC 0.1%
Value ($000) $1,169 Shares 17,000 Est. Cost $62.10 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $1,155 Shares 16,000 Est. Cost $106.29 Unrealized 0.0%
NXT NEXTRACKER INC 0.1%
Value ($000) $1,054 Shares 25,000 Est. Cost $47.84 Unrealized -7.1%
NBR NABORS INDUSTRIES LTD 0.1%
Value ($000) $968 Shares 23,200 Est. Cost $98.18 Unrealized -48.1%
NNN NNN REIT INC 0.1%
Value ($000) $879 Shares 20,600 Est. Cost $42.65 Unrealized
RUN SUNRUN INC 0.1%
Value ($000) $873 Shares 149,000 Est. Cost $24.28 Unrealized -66.1%
FR FIRST INDL RLTY TR INC 0.1%
Value ($000) $843 Shares 15,620 Est. Cost $53.96 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $837 Shares 3,680 Est. Cost $248.61 Unrealized 0.0%
BRX BRIXMOR PPTY GROUP INC 0.1%
Value ($000) $836 Shares 31,490 Est. Cost $26.55 Unrealized
MAC MACERICH CO 0.1%
Value ($000) $820 Shares 47,764 Est. Cost $26.75 Unrealized
EGP EASTGROUP PPTYS INC 0.1%
Value ($000) $705 Shares 4,000 Est. Cost $176.15 Unrealized
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $677 Shares 25,900 Est. Cost $45.34 Unrealized -35.9%
HIW HIGHWOODS PPTYS INC 0.1%
Value ($000) $587 Shares 19,800 Est. Cost $29.64 Unrealized
SHO SUNSTONE HOTEL INVS INC NEW 0.1%
Value ($000) $559 Shares 59,381 Est. Cost $17.02 Unrealized