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
ARES
Ares Management Corp

Financial Services
1.98K
New
$118.04 - $175.83 $233K - $347K
1.98K $342K
AXP
American Express CO

Financial Services
782
+ 45.02%
$231.39 - $318.98 $181K - $249K
2.52K $803K
SHOP
Shopify Inc.

Technology
2.89K
New
$76.89 - $115.35 $222K - $333K
2.89K $333K
HON
Honeywell International Inc

Industrials
468
+ 4.42%
$182.86 - $232.88 $85.6K - $109K
11.1K $2.57M
IEMG
Ishares Inc

ETFs
6.16K
+ 78.75%
N/A
14K $749K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.02K
New
$146.74 - $176.07 $297K - $356K
2.02K $328K
MPWR
Monolithic Power Systems Inc

Technology
231
+ 23.29%
$455.19 - $737.73 $105K - $170K
1.22K $894K
BAC
Bank Of America Corp

Financial Services
2.98K
+ 9.44%
$34.39 - $47.46 $103K - $142K
34.6K $1.64M
XLU
Utilities Sector Spdr

ETFs
3.88K
New
$73.09 - $82.77 $283K - $321K
3.88K $316K
PB
Prosperity Bancshares Inc

Financial Services
4.46K
New
$63.76 - $73.75 $284K - $329K
4.46K $313K
WFC
Wells Fargo & Company

Financial Services
179
+ 0.53%
$60.98 - $80.12 $10.9K - $14.3K
34.1K $2.73M
XLP
Consumer Staples Sector Spdr

ETFs
3.8K
New
N/A
3.8K $288K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.11K
+ 0.96%
$44.68 - $45.96 $228K - $235K
539K $24.7M
YLD
Principal Exchange Traded Fds

ETFs
6.27K
+ 1.22%
$18.16 - $19.37 $114K - $122K
519K $10.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.25K
+ 21.11%
$166.82 - $194.23 $209K - $243K
7.17K $1.39M
HD
Home Depot, Inc.

Consumer Cyclical
747
+ 3.69%
$335.24 - $380.78 $250K - $284K
21K $7.7M
DDOG
Datadog, Inc.

Technology
2.06K
New
$87.0 - $134.33 $180K - $277K
2.06K $277K
CEG
Constellation Energy Corp

Utilities
272
+ 17.53%
$170.96 - $322.76 $46.5K - $87.8K
1.82K $588K
MRVL
Marvell Technology, Inc.

Technology
3.44K
New
$49.38 - $79.97 $170K - $275K
3.44K $266K
TPR
Tapestry, Inc.

Consumer Cyclical
2.96K
New
$60.6 - $87.81 $179K - $260K
2.96K $259K
SYY
Sysco Corp

Consumer Defensive
3.35K
New
$68.0 - $75.91 $228K - $255K
3.35K $254K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
9.14K
New
$22.25 - $30.3 $203K - $277K
9.14K $250K
KLAC
Kla Corp

Technology
275
New
$576.53 - $902.94 $159K - $248K
275 $246K
LFUS
Littelfuse Inc

Technology
1.09K
New
$149.72 - $227.31 $163K - $247K
1.09K $246K
NKE
Nike, Inc.

Consumer Cyclical
2.42K
+ 25.7%
$53.27 - $72.04 $129K - $174K
11.8K $839K
PHR
Phreesia, Inc.

Healthcare
8.45K
New
$23.25 - $28.49 $197K - $241K
8.45K $240K
WBS
Webster Financial Corp

Financial Services
4.38K
New
$41.76 - $54.91 $183K - $241K
4.38K $239K
BWA
Borgwarner Inc

Consumer Cyclical
7.05K
New
$24.84 - $33.92 $175K - $239K
7.05K $236K
ASB
Associated Banc Corp

Financial Services
2.12K
+ 2.16%
$18.91 - $24.56 $40.1K - $52K
100K $2.45M
ASML
Asml Holding Nv

Technology
191
+ 32.54%
$595.37 - $815.24 $114K - $156K
778 $623K
XLE
Energy Sector Spdr

ETFs
2.75K
New
$76.44 - $94.13 $211K - $259K
2.75K $233K
RJF
Raymond James Financial Inc

Financial Services
1.52K
New
$123.65 - $153.88 $187K - $233K
1.52K $232K
EW
Edwards Lifesciences Corp

Healthcare
2.94K
New
$67.07 - $78.22 $197K - $230K
2.94K $229K
DXCM
Dexcom Inc

Healthcare
2.63K
New
$59.83 - $87.57 $158K - $231K
2.63K $229K
TXN
Texas Instruments Inc

Technology
1.17K
+ 40.21%
N/A
4.08K $793K
DOX
Amdocs LTD

Technology
2.47K
New
$80.46 - $94.08 $199K - $233K
2.47K $225K
STX
Seagate Technology Holdings PLC

Technology
1.56K
New
$66.54 - $144.33 $104K - $225K
1.56K $224K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
843
New
$201.28 - $266.34 $170K - $225K
843 $224K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.39K
New
$50.36 - $50.68 $221K - $222K
4.39K $222K
ACVA
Acv Auctions Inc.

Consumer Cyclical
13.7K
New
$12.82 - $17.04 $176K - $234K
13.7K $222K
CARR
Carrier Global Corp

Industrials
1.12K
+ 7.76%
$55.55 - $75.83 $62K - $84.7K
15.5K $1.14M
GNTX
Gentex Corp

Consumer Cyclical
10.1K
New
$20.83 - $23.52 $211K - $238K
10.1K $222K
COLD
Americold Realty Trust

Real Estate
13.3K
New
$16.31 - $21.47 $216K - $285K
13.3K $220K
CVNA
Carvana Co.

Consumer Cyclical
651
New
$162.57 - $345.64 $106K - $225K
651 $219K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.64K
New
$105.69 - $140.64 $173K - $230K
1.64K $216K
DINO
Hf Sinclair Corp

Energy
5.15K
New
$25.91 - $41.85 $134K - $216K
5.15K $211K
UBER
Uber Technologies, Inc

Technology
478
+ 5.93%
$64.62 - $93.3 $30.9K - $44.6K
8.55K $797K
KEYS
Keysight Technologies, Inc.

Technology
892
+ 19.58%
$127.02 - $165.4 $113K - $148K
5.45K $892K
IPGP
Ipg Photonics Corp

Technology
3.02K
New
$49.68 - $69.26 $150K - $209K
3.02K $207K
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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