Nicolet Advisory Services, LLC Purchases in Q2 2025

Nicolet Advisory Services, LLC

  • $1.15 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
55.7K
+ 3.77%
$71.83 - $95.32 $4M - $5.31M
1.54M $146M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
153K
+ 5.14%
$45.11 - $52.34 $6.91M - $8.01M
3.13M $164M
MSFT
Microsoft Corp

Technology
2.1K
+ 4.33%
$354.56 - $497.45 $745K - $1.04M
50.6K $25.2M
AVEM
American Centy ETF Tr Avantis

ETFs
28.2K
+ 6.13%
$53.08 - $68.54 $1.5M - $1.93M
488K $33.4M
NVDA
Nvidia Corp

Technology
4.59K
+ 4.97%
$94.31 - $157.99 $433K - $726K
97K $15.3M
VEA
Vanguard Ftse Developed Market

ETFs
21.3K
+ 4.17%
$45.65 - $57.01 $974K - $1.22M
533K $30.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.28K
+ 1.21%
$108.12 - $135.04 $355K - $443K
274K $37M
JPM
Jpmorgan Chase & CO

Financial Services
675
+ 1.04%
$210.28 - $289.91 $142K - $196K
65.7K $19.1M
VTI
Vanguard Total Stock Market Et

ETFs
6.18K
+ 144.86%
$243.75 - $303.93 $1.51M - $1.88M
10.4K $3.18M
AMZN
Amazon Com Inc

Consumer Cyclical
924
+ 1.74%
$167.32 - $223.3 $155K - $206K
54K $11.9M
AVGO
Broadcom Inc.

Technology
1.13K
+ 9.49%
$146.29 - $275.65 $165K - $310K
13K $3.58M
IVW
Ishares S&P 500 Growth ETF

ETFs
12.7K
+ 165.11%
$82.96 - $110.1 $1.05M - $1.4M
20.4K $2.24M
GOOGL
Alphabet Inc.

Communication Services
2.58K
+ 5.79%
$144.7 - $178.6 $373K - $460K
47.1K $8.3M
AVRE
American Centy ETF Tr Avantis
22K
+ 7.24%
$38.75 - $44.92 $854K - $990K
326K $14.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
21.4K
+ 51.64%
$58.63 - $59.9 $1.25M - $1.28M
62.8K $3.75M
CSCO
Cisco Systems, Inc.

Technology
15.1K
+ 66.42%
$53.19 - $69.38 $805K - $1.05M
37.9K $2.63M
IEFA
Ishares Tr

ETFs
13.4K
+ 137.96%
$67.83 - $84.09 $908K - $1.13M
23.1K $1.93M
ETN
Eaton Corp PLC

Industrials
422
+ 3.62%
$246.52 - $356.99 $104K - $151K
12.1K $4.31M
COF
Capital One Financial Corp

Financial Services
4.63K
+ 195.69%
$150.57 - $212.76 $697K - $986K
7K $1.49M
IVE
Ishares S&P 500 Value ETF

ETFs
5.36K
+ 247.99%
$168.34 - $195.42 $902K - $1.05M
7.52K $1.47M
VGSH
Vanguard

ETFs
17.5K
+ 9.16%
$58.32 - $58.95 $1.02M - $1.03M
209K $12.3M
VB
Vanguard Small Cap ETF

ETFs
1.61K
+ 3.78%
$193.73 - $237.37 $311K - $381K
44K $10.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.2K
+ 72.51%
$58.41 - $72.69 $712K - $887K
29K $2.11M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.74K
+ 259.73%
$96.84 - $99.46 $846K - $869K
12.1K $1.2M
NFLX
Netflix Inc

Communication Services
165
+ 10.89%
$855.86 - $1339.13 $141K - $221K
1.68K $2.25M
BA
Boeing CO

Industrials
1.68K
+ 15.38%
$136.59 - $217.51 $229K - $364K
12.6K $2.63M
SPY
Spdr S&P 500 ETF Trust

ETFs
104
+ 0.89%
$496.48 - $617.85 $51.6K - $64.3K
11.7K $7.26M
ABT
Abbott Laboratories

Healthcare
4.37K
+ 12.44%
$123.95 - $138.08 $542K - $604K
39.5K $5.38M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
815
+ 14.07%
$468.22 - $566.51 $382K - $462K
6.61K $3.74M
CAT
Caterpillar Inc

Industrials
1.01K
+ 25.89%
$273.94 - $388.21 $276K - $391K
4.89K $1.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
698
+ 14.53%
$320.42 - $424.58 $224K - $296K
5.5K $2.34M
TSLA
Tesla, Inc.

Consumer Cyclical
194
+ 2.24%
$221.86 - $362.89 $43K - $70.4K
8.85K $2.81M
VTV
Vanguard Value ETF

ETFs
1.99K
+ 4.28%
$153.67 - $176.74 $305K - $351K
48.4K $8.55M
WMT
Walmart Inc.

Consumer Defensive
584
+ 1.23%
$81.79 - $99.98 $47.8K - $58.4K
48.2K $4.71M
DAL
Delta Air Lines, Inc.

Industrials
9.92K
+ 161.65%
$35.88 - $52.99 $356K - $526K
16.1K $789K
NOW
Service Now, Inc.

Technology
212
+ 17.18%
$721.65 - $1040.18 $153K - $221K
1.45K $1.49M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.7K
New
$24.32 - $27.87 $455K - $521K
18.7K $495K
GOOG
Alphabet Inc.

Communication Services
137
+ 0.62%
$146.58 - $180.01 $20.1K - $24.7K
22.1K $3.92M
SCHW
Schwab Charles Corp

Financial Services
2.09K
+ 9.52%
$69.06 - $91.24 $144K - $191K
24K $2.19M
DGRO
Ishares Core Dividend Growth E

ETFs
7.31K
+ 188.52%
$55.22 - $63.94 $403K - $467K
11.2K $714K
AMD
Advanced Micro Devices Inc

Technology
1.13K
+ 14.4%
$78.21 - $143.81 $88.1K - $162K
8.94K $1.27M
C
Citigroup Inc

Financial Services
4.72K
+ 109.18%
$58.13 - $85.12 $274K - $402K
9.04K $769K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.99K
New
$90.56 - $109.49 $361K - $437K
3.99K $435K
KKR
Kkr & Co. Inc.

Financial Services
2.95K
+ 138.1%
$92.79 - $134.29 $274K - $397K
5.09K $677K
INTU
Intuit Inc

Technology
333
+ 35.24%
$544.07 - $787.63 $181K - $262K
1.28K $1.01M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.79K
+ 15.48%
$35.35 - $42.68 $275K - $332K
58.1K $2.47M
GE
General Electric CO

Industrials
371
+ 7.46%
$166.81 - $257.39 $61.9K - $95.5K
5.35K $1.38M
PM
Philip Morris International Inc.

Consumer Defensive
255
+ 1.86%
$149.23 - $184.95 $38.1K - $47.2K
14K $2.55M
ALGN
Align Technology Inc

Healthcare
1.83K
New
$144.32 - $190.42 $264K - $348K
1.83K $345K
Activity Summary
Buys All Purchases 257 New Holdings 45 Increased Positions 212 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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