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
CERT
Certara, Inc.

Healthcare
9.93K
+ 66.42%
$9.9 - $14.25 $98.3K - $142K
24.9K $246K
ROP
Roper Technologies Inc

Industrials
47
+ 5.7%
$502.71 - $593.81 $23.6K - $27.9K
872 $514K
VDC
Vanguard Consumer Staples ETF

ETFs
315
+ 14.6%
$206.54 - $226.16 $65.1K - $71.2K
2.47K $541K
ALL
Allstate Corp

Financial Services
143
+ 3.76%
$180.99 - $210.18 $25.9K - $30.1K
3.95K $818K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.59K
+ 27.49%
$50.44 - $50.7 $80.3K - $80.7K
7.38K $374K
CME
Cme Group Inc.

Financial Services
175
+ 16.45%
$225.82 - $266.54 $39.5K - $46.6K
1.24K $328K
CTAS
Cintas Corp

Industrials
36
+ 1.15%
$182.09 - $208.14 $6.56K - $7.49K
3.16K $650K
GMED
Globus Medical Inc

Healthcare
2.15K
+ 25.67%
$69.68 - $93.32 $150K - $201K
10.5K $771K
XEL
Xcel Energy Inc

Utilities
727
+ 9.81%
$63.37 - $72.1 $46.1K - $52.4K
8.14K $576K
AOA
Ishares Tr Core Aggressive All

ETFs
987
+ 8.22%
$75.7 - $80.01 $74.7K - $79K
13K $994K
KNSL
Kinsale Capital Group, Inc.

Financial Services
80
+ 5.29%
$416.48 - $494.72 $33.3K - $39.6K
1.59K $775K
BA
Boeing CO

Industrials
807
+ 8.01%
$148.15 - $186.25 $120K - $150K
10.9K $1.86M
VGIT
Vanguard Intermediate Term Tre

ETFs
240
+ 0.58%
$57.44 - $59.4 $13.8K - $14.3K
41.4K $2.46M
WSO
Watsco Inc

Industrials
25
+ 1.49%
$463.86 - $530.75 $11.6K - $13.3K
1.71K $866K
TXN
Texas Instruments Inc

Technology
345
+ 13.45%
N/A
2.91K $566K
TMUS
T Mobile Us, Inc.

Communication Services
45
+ 3.88%
$211.3 - $272.83 $9.51K - $12.3K
1.2K $321K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
259
+ 5.15%
$96.27 - $116.36 $24.9K - $30.1K
5.28K $614K
FNF
Fidelity National Financial, Inc.

Financial Services
343
+ 8.0%
$54.25 - $65.27 $18.6K - $22.4K
4.63K $301K
EPD
Enterprise Products Partners L.P.

Energy
461
+ 3.54%
$31.75 - $34.14 $14.6K - $15.7K
13.5K $460K
BCPC
Balchem Corp

Basic Materials
221
+ 5.34%
$154.22 - $176.16 $34.1K - $38.9K
4.36K $723K
TYL
Tyler Technologies Inc

Technology
61
+ 3.29%
$553.41 - $646.74 $33.8K - $39.5K
1.91K $1.11M
ACGL
Arch Capital Group Ltd.

Financial Services
350
+ 13.48%
$88.13 - $96.94 $30.8K - $33.9K
2.95K $283K
QCOM
Qualcomm Inc

Technology
281
+ 16.52%
$151.94 - $175.86 $42.7K - $49.4K
1.98K $304K
VVV
Valvoline Inc

Energy
1.48K
+ 24.09%
$34.44 - $40.19 $51.1K - $59.6K
7.64K $265K
AMD
Advanced Micro Devices Inc

Technology
1.51K
+ 24.0%
$96.63 - $129.55 $146K - $196K
7.82K $803K
NKE
Nike, Inc.

Consumer Cyclical
2.06K
+ 27.98%
$63.29 - $81.72 $130K - $168K
9.4K $596K
CMI
Cummins Inc

Industrials
216
+ 25.59%
$312.92 - $386.07 $67.6K - $83.4K
1.06K $332K
PKG
Packaging Corp Of America

Consumer Cyclical
332
+ 29.56%
$192.03 - $242.13 $63.8K - $80.4K
1.46K $288K
PHG
Koninklijke Philips Nv

Healthcare
1.33K
+ 14.51%
$24.92 - $28.61 $33.1K - $38K
10.5K $266K
COF
Capital One Financial Corp

Financial Services
177
+ 8.08%
$163.87 - $209.82 $29K - $37.1K
2.37K $424K
INTU
Intuit Inc

Technology
72
+ 8.25%
$555.63 - $630.23 $40K - $45.4K
945 $580K
KMI
Kinder Morgan, Inc.

Energy
668
+ 6.13%
$26.1 - $31.22 $17.4K - $20.9K
11.6K $329K
ROLL
Rbc Bearings Inc

Industrials
128
+ 4.82%
N/A
2.78K $684K
FAST
Fastenal CO

Industrials
94
+ 2.32%
$71.11 - $79.98 $6.68K - $7.52K
4.14K $321K
HD
Home Depot, Inc.

Consumer Cyclical
1.25K
+ 6.56%
$347.25 - $424.87 $433K - $530K
20.3K $7.42M
EXPO
Exponent Inc

Industrials
1.08K
+ 14.79%
$78.9 - $93.95 $84.8K - $101K
8.35K $676K
ABC
Amerisourcebergen Corp

Healthcare
152
+ 5.34%
N/A
3K $555K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
118
+ 2.06%
$58.01 - $64.46 $6.85K - $7.61K
5.85K $362K
GS
Goldman Sachs Group Inc

Financial Services
67
+ 14.35%
$524.81 - $672.19 $35.2K - $45K
534 $291K
F
Ford Motor CO

Consumer Cyclical
2.11K
+ 15.27%
$9.12 - $10.43 $19.2K - $22K
15.9K $159K
SHW
Sherwin Williams CO

Basic Materials
33
+ 3.1%
$330.16 - $365.55 $10.9K - $12.1K
1.1K $382K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2K
+ 36.48%
$65.15 - $91.81 $130K - $183K
7.47K $487K
JCI
Johnson Controls International PLC

Industrials
195
+ 4.67%
$76.12 - $90.6 $14.8K - $17.7K
4.37K $350K
DNP
Dnp Select Income Fund Inc

Financial Services
150
+ 0.89%
$8.93 - $9.92 $1.34K - $1.49K
17K $168K
ARMK
Aramark

Industrials
1.23K
+ 14.77%
$34.13 - $39.63 $41.9K - $48.7K
9.54K $329K
C
Citigroup Inc

Financial Services
224
+ 5.46%
$67.23 - $84.63 $15.1K - $19K
4.32K $306K
GTN
Gray Television Inc

Communication Services
264
+ 1.89%
$3.21 - $5.19 $847 - $1.37K
14.3K $61K
DD
Du Pont De Nemours, Inc.

Basic Materials
280
+ 7.04%
$72.7 - $84.32 $20.4K - $23.6K
4.26K $318K
WMT
Walmart Inc.

Consumer Defensive
1.51K
+ 3.28%
$84.5 - $105.05 $128K - $159K
47.6K $4.18M
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
Track This Portfolio

Track Nicolet Advisory Services, LLC Portfolio

Follow Nicolet Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nicolet Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nicolet Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email