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
OTIS
Otis Worldwide Corp

Industrials
2.15K
New
$90.77 - $104.01 $195K - $224K
2.15K $222K
DVY
Ishares Tr

ETFs
1.65K
New
$128.58 - $138.1 $212K - $228K
1.65K $221K
MO
Altria Group, Inc.

Consumer Defensive
1.76K
+ 11.96%
$50.81 - $60.02 $89.4K - $106K
16.5K $988K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.13K
+ 52.49%
$254.58 - $302.92 $287K - $342K
3.28K $837K
STE
Steris PLC

Healthcare
940
New
$202.46 - $232.74 $190K - $219K
940 $213K
SRAD
Sportradar Group Ag

Technology
9.81K
New
$17.44 - $22.99 $171K - $226K
9.81K $212K
PFF
Ishares Trust Ishares Pfd And

ETFs
7.48K
+ 27.96%
$30.73 - $32.26 $230K - $241K
34.2K $1.05M
PEP
Pepsico Inc

Consumer Defensive
1.99K
+ 4.85%
$142.64 - $156.42 $284K - $311K
43K $6.45M
UL
Unilever PLC

Consumer Defensive
3.54K
New
$54.72 - $60.29 $193K - $213K
3.54K $210K
MKTX
Marketaxess Holdings Inc

Financial Services
964
New
$189.81 - $226.47 $183K - $218K
964 $208K
KR
Kroger CO

Consumer Defensive
3K
New
$58.36 - $67.72 $175K - $203K
3K $202K
UBER
Uber Technologies, Inc

Technology
1.68K
+ 26.34%
$63.17 - $81.49 $106K - $137K
8.07K $587K
MOH
Molina Healthcare, Inc.

Healthcare
600
New
$266.57 - $333.27 $160K - $200K
600 $197K
GE
General Electric CO

Industrials
154
+ 3.19%
$168.59 - $212.13 $26K - $32.7K
4.98K $995K
IEFA
Ishares Tr

ETFs
1.98K
+ 25.57%
$69.57 - $78.65 $137K - $155K
9.7K $733K
IWB
Ishares Tr Russell 1000 ETF

ETFs
831
+ 19.14%
$302.31 - $337.54 $251K - $280K
5.17K $1.59M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.72K
+ 20.96%
$40.03 - $46.81 $349K - $408K
50.3K $2.05M
COST
Costco Wholesale Corp

Consumer Defensive
76
+ 2.16%
$890.62 - $1076.86 $67.7K - $81.8K
3.6K $3.4M
SBUX
Starbucks Corp

Consumer Cyclical
1.56K
+ 54.03%
$91.75 - $115.81 $143K - $181K
4.45K $436K
CSGP
Costar Group, Inc.

Real Estate
1.49K
+ 20.97%
$69.29 - $80.37 $103K - $119K
8.57K $679K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
234
+ 33.29%
$402.49 - $513.76 $94.2K - $120K
937 $454K
IWF
Ishares Russell 1000 Gr ETF

ETFs
873
+ 22.21%
$360.07 - $417.26 $314K - $364K
4.8K $1.73M
YUM
Yum Brands Inc

Consumer Cyclical
534
+ 17.65%
$123.25 - $162.53 $65.8K - $86.8K
3.56K $560K
SCHW
Schwab Charles Corp

Financial Services
784
+ 3.7%
$71.24 - $83.64 $55.9K - $65.6K
22K $1.72M
OSK
Oshkosh Corp

Industrials
2.02K
+ 4.79%
$89.56 - $116.4 $181K - $235K
44.3K $4.16M
BMY
Bristol Myers Squibb CO

Healthcare
1.29K
+ 8.36%
$53.9 - $63.11 $69.5K - $81.4K
16.7K $1.02M
COP
Conocophillips

Energy
897
+ 10.13%
$88.6 - $105.85 $79.5K - $94.9K
9.75K $1.02M
KMB
Kimberly Clark Corp

Consumer Defensive
380
+ 4.97%
$124.46 - $147.4 $47.3K - $56K
8.03K $1.14M
UNP
Union Pacific Corp

Industrials
485
+ 16.52%
$225.21 - $254.42 $109K - $123K
3.42K $808K
ROL
Rollins Inc

Consumer Cyclical
129
+ 0.77%
$45.65 - $54.03 $5.89K - $6.97K
16.9K $914K
BFC
Bank First Corp

Financial Services
128
+ 0.18%
$93.72 - $106.76 $12K - $13.7K
72.8K $7.34M
SKX
Skechers Usa Inc

Consumer Cyclical
2.89K
+ 93.34%
$54.98 - $78.24 $159K - $226K
5.98K $339K
WNC
Wabash National Corp

Industrials
11.9K
New
$10.59 - $17.28 $126K - $206K
11.9K $131K
CI
Cigna Corp

Healthcare
242
+ 25.8%
$274.49 - $329.0 $66.4K - $79.6K
1.18K $388K
META
Meta Platforms, Inc.

Communication Services
436
+ 4.83%
$576.36 - $736.67 $251K - $321K
9.45K $5.45M
IWM
Ishares Russell 2000 ETF

ETFs
753
+ 73.18%
$198.1 - $229.79 $149K - $173K
1.78K $355K
PFE
Pfizer Inc

Healthcare
6.41K
+ 19.89%
$25.01 - $27.13 $160K - $174K
38.6K $979K
AJG
Arthur J. Gallagher & Co.

Financial Services
148
+ 12.51%
$275.89 - $345.24 $40.8K - $51.1K
1.33K $459K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
916
+ 36.36%
$98.98 - $113.18 $90.7K - $104K
3.44K $388K
CSCO
Cisco Systems, Inc.

Technology
1.06K
+ 4.88%
$58.74 - $64.87 $62.3K - $68.8K
22.8K $1.41M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
138
+ 1.22%
$60.74 - $73.87 $8.38K - $10.2K
11.4K $844K
WFC
Wells Fargo & Company

Financial Services
840
+ 2.54%
$66.78 - $81.42 $56.1K - $68.4K
33.9K $2.44M
CPRT
Copart Inc

Consumer Cyclical
2.19K
+ 11.56%
$52.3 - $59.83 $114K - $131K
21.1K $1.19M
NFLX
Netflix Inc

Communication Services
47
+ 3.2%
$828.4 - $1058.6 $38.9K - $49.8K
1.52K $1.41M
CEG
Constellation Energy Corp

Utilities
623
+ 67.06%
$201.63 - $347.44 $126K - $216K
1.55K $312K
GD
General Dynamics Corp

Industrials
219
+ 5.17%
$241.94 - $272.58 $53K - $59.7K
4.46K $1.21M
AMGN
Amgen Inc

Healthcare
22
+ 1.26%
$258.59 - $327.36 $5.69K - $7.2K
1.76K $549K
AEP
American Electric Power CO Inc

Utilities
394
+ 14.07%
$90.32 - $109.27 $35.6K - $43.1K
3.2K $349K
ASML
Asml Holding Nv

Technology
155
+ 35.88%
$662.63 - $776.99 $103K - $120K
587 $388K
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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