Nicolet Advisory Services, LLC Purchases in Q1 2025

Nicolet Advisory Services, LLC

  • $1.04 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.51K
+ 6.09%
$442.66 - $534.52 $1.56M - $1.88M
61.2K $32.6M
WEC
Wec Energy Group, Inc.

Utilities
4.97K
+ 4.02%
$92.12 - $108.98 $457K - $541K
129K $14M
AVEM
American Centy ETF Tr Avantis

ETFs
25.4K
+ 5.85%
$57.11 - $62.4 $1.45M - $1.59M
460K $27.7M
VGSH
Vanguard

ETFs
26.1K
+ 15.81%
$58.07 - $58.69 $1.52M - $1.53M
191K $11.2M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
28K
+ 428.66%
$44.81 - $46.22 $1.26M - $1.3M
34.6K $1.56M
KO
Coca Cola CO

Consumer Defensive
2.54K
+ 2.83%
$60.81 - $72.32 $154K - $184K
92.1K $6.6M
AVRE
American Centy ETF Tr Avantis
15.9K
+ 5.53%
$40.62 - $44.31 $647K - $706K
304K $13.1M
ABT
Abbott Laboratories

Healthcare
2.16K
+ 6.53%
$111.1 - $140.22 $240K - $302K
35.2K $4.66M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
19.5K
+ 3.62%
$49.25 - $50.66 $961K - $988K
558K $27.7M
MNST
Monster Beverage Corp

Consumer Defensive
11.4K
New
$46.16 - $58.58 $527K - $669K
11.4K $668K
JNJ
Johnson & Johnson

Healthcare
2.21K
+ 20.04%
$142.06 - $167.7 $313K - $370K
13.2K $2.19M
XOM
Exxon Mobil Corp

Energy
1.55K
+ 4.49%
$105.44 - $118.93 $163K - $184K
36K $4.28M
PM
Philip Morris International Inc.

Consumer Defensive
203
+ 1.5%
$117.15 - $158.79 $23.8K - $32.2K
13.7K $2.18M
PG
Procter & Gamble CO

Consumer Defensive
1.03K
+ 0.79%
$158.56 - $176.26 $163K - $181K
131K $22.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.28K
+ 28.33%
$522.96 - $601.18 $669K - $769K
5.79K $3.09M
CVS
Cvs Health Corp

Healthcare
4.77K
+ 62.96%
$44.22 - $68.64 $211K - $327K
12.3K $836K
PGR
Progressive Corp

Financial Services
697
+ 14.19%
$235.61 - $291.22 $164K - $203K
5.61K $1.59M
MA
Mastercard Inc

Financial Services
575
+ 13.38%
$504.67 - $576.31 $290K - $331K
4.87K $2.67M
ABBV
Abb Vie Inc.

Healthcare
84
+ 0.73%
$169.2 - $216.66 $14.2K - $18.2K
11.6K $2.42M
AMT
American Tower Corp

Real Estate
983
+ 20.27%
$173.46 - $217.6 $171K - $214K
5.83K $1.27M
HUBS
Hubspot Inc

Technology
628
New
$571.29 - $819.71 $359K - $515K
628 $358K
BIIB
Biogen Inc.

Healthcare
2.41K
New
$133.43 - $153.27 $321K - $369K
2.41K $329K
LNT
Alliant Energy Corp

Utilities
5.06K
New
$56.66 - $66.04 $287K - $334K
5.06K $325K
SUB
Ishares Short Term National Mu

ETFs
2.96K
+ 4.53%
$105.3 - $106.24 $311K - $314K
68.2K $7.2M
CARR
Carrier Global Corp

Industrials
5.36K
+ 59.29%
$62.07 - $70.55 $333K - $378K
14.4K $913K
MMM
3 M CO

Industrials
2.01K
New
$129.7 - $155.12 $261K - $312K
2.01K $295K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5K
New
$56.17 - $59.71 $281K - $299K
5K $285K
BDX
Becton Dickinson & CO

Healthcare
1.21K
+ 64.43%
$222.79 - $249.08 $269K - $301K
3.08K $706K
V
Visa Inc.

Financial Services
246
+ 4.34%
$306.92 - $362.71 $75.5K - $89.2K
5.92K $2.07M
PHYS
Sprott Physical Gold Trust

Financial Services
11.6K
New
$20.25 - $24.06 $234K - $279K
11.6K $278K
SPOT
Spotify Technology S.A.

Communication Services
502
New
$457.79 - $648.32 $230K - $325K
502 $276K
IWN
Ishares Russell2000 Val ETF

ETFs
1.79K
New
$149.27 - $169.4 $267K - $303K
1.79K $269K
VZ
Verizon Communications Inc

Communication Services
4.1K
+ 28.01%
$37.81 - $46.49 $155K - $191K
18.7K $850K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.12K
+ 14.72%
$56.12 - $68.15 $119K - $144K
16.5K $1.12M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.62K
+ 47.79%
$114.9 - $139.6 $301K - $366K
8.11K $952K
SLB
Schlumberger Limited

Energy
4.84K
+ 32.06%
$38.4 - $43.74 $186K - $212K
19.9K $832K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.41K
+ 35.57%
$64.88 - $72.1 $286K - $318K
16.8K $1.11M
EXPD
Expeditors International Of Washington Inc

Industrials
2.09K
New
$109.09 - $126.48 $228K - $264K
2.09K $251K
TDG
Trans Digm Group Inc

Industrials
177
New
$1251.32 - $1394.11 $221K - $247K
177 $244K
LECO
Lincoln Electric Holdings Inc

Industrials
1.28K
New
$180.51 - $216.81 $231K - $278K
1.28K $242K
CCI
Crown Castle International Corp

Real Estate
2.33K
New
$84.33 - $106.39 $197K - $248K
2.33K $242K
IWS
Ishares Russell Midcap Value E

ETFs
2.05K
+ 39.39%
$122.59 - $135.24 $252K - $278K
7.27K $915K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.42K
New
$165.25 - $224.62 $235K - $320K
1.42K $236K
EEFT
Euronet Worldwide, Inc.

Technology
2.2K
New
$94.42 - $110.06 $208K - $242K
2.2K $235K
INTC
Intel Corp

Technology
10.3K
New
$19.1 - $27.39 $197K - $283K
10.3K $234K
FCFS
First Cash Holdings, Inc.

Financial Services
1.94K
New
$102.59 - $120.32 $199K - $233K
1.94K $233K
BK
Bank Of New York Mellon Corp

Financial Services
2.72K
New
$75.42 - $88.95 $205K - $242K
2.72K $228K
ELV
Elevance Health, Inc.

Healthcare
512
New
$365.9 - $436.25 $187K - $223K
512 $222K
ETR
Entergy Corp

Utilities
2.22K
+ 65.31%
$75.26 - $87.89 $167K - $195K
5.61K $479K
Activity Summary
Buys All Purchases 224 New Holdings 32 Increased Positions 192 Sells All Sells 143 Reductions 143 Sold out 0 Options Calls 0 Puts 0
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