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
SYK
Stryker Corp

Healthcare
385
+ 17.3%
$337.37 - $395.63 $130K - $152K
2.61K $1.03M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.5K
New
$121.58 - $136.74 $182K - $205K
1.5K $203K
NSC
Norfolk Southern Corp

Industrials
428
+ 9.3%
$206.34 - $257.46 $88.3K - $110K
5.03K $1.29M
WTRG
Essential Utilities, Inc.

Utilities
5.3K
New
$36.92 - $41.39 $196K - $219K
5.3K $196K
PEG
Public Service Enterprise Group Inc

Utilities
2.34K
New
$77.13 - $84.18 $180K - $197K
2.34K $196K
PANW
Palo Alto Networks Inc

Technology
219
+ 4.97%
$152.44 - $204.64 $33.4K - $44.8K
4.63K $947K
TTC
Toro CO

Industrials
2.76K
New
$63.51 - $77.8 $176K - $215K
2.76K $195K
BX
Blackstone Inc.

Financial Services
506
+ 4.19%
$120.07 - $151.11 $60.8K - $76.5K
12.6K $1.88M
EPAM
Epam Systems, Inc.

Technology
1.04K
+ 45.57%
N/A
3.33K $618K
MS
Morgan Stanley

Financial Services
103
+ 1.41%
$99.83 - $140.86 $10.3K - $14.5K
7.43K $1.05M
WEX
Wex Inc.

Technology
1.26K
New
$113.47 - $161.8 $143K - $204K
1.26K $185K
GLW
Corning Inc

Technology
3.47K
New
$39.07 - $52.59 $135K - $182K
3.47K $182K
ADI
Analog Devices Inc

Technology
109
+ 2.6%
$164.6 - $238.02 $17.9K - $25.9K
4.3K $1.02M
NVT
N Vent Electric PLC

Industrials
2.43K
New
$45.2 - $73.35 $110K - $178K
2.43K $178K
APD
Air Products & Chemicals, Inc.

Basic Materials
696
+ 43.75%
$248.61 - $294.96 $173K - $205K
2.29K $645K
HUBS
Hubspot Inc

Technology
328
+ 52.23%
$487.07 - $672.24 $160K - $220K
956 $532K
KO
Coca Cola CO

Consumer Defensive
3.6K
+ 3.91%
$68.37 - $73.9 $246K - $266K
95.7K $6.77M
DE
Deere & CO

Industrials
91
+ 2.89%
$412.99 - $531.48 $37.6K - $48.4K
3.24K $1.65M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.36K
+ 18.24%
$57.41 - $74.81 $78.2K - $102K
8.83K $656K
TTD
Trade Desk, Inc.

Technology
2.33K
New
$45.27 - $79.4 $105K - $185K
2.33K $167K
LMT
Lockheed Martin Corp

Industrials
284
+ 27.47%
$430.82 - $486.45 $122K - $138K
1.32K $610K
CVS
Cvs Health Corp

Healthcare
1.82K
+ 14.72%
$60.04 - $70.18 $109K - $127K
14.2K $976K
WMS
Advanced Drainage Systems, Inc.

Industrials
984
+ 23.48%
$96.79 - $123.55 $95.2K - $122K
5.18K $594K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.03K
+ 12.29%
$63.54 - $68.5 $129K - $139K
18.5K $1.25M
CDNS
Cadence Design Systems Inc

Technology
71
+ 3.61%
$231.64 - $323.08 $16.4K - $22.9K
2.04K $628K
GS
Goldman Sachs Group Inc

Financial Services
59
+ 11.05%
$462.22 - $707.75 $27.3K - $41.8K
593 $419K
EOG
Eog Resources Inc

Energy
1.46K
+ 26.29%
$104.61 - $129.97 $152K - $189K
6.99K $835K
RGEN
Repligen Corp

Healthcare
1.07K
+ 29.75%
$108.89 - $145.23 $117K - $156K
4.68K $582K
BK
Bank Of New York Mellon Corp

Financial Services
1.13K
+ 41.5%
$73.31 - $91.62 $82.8K - $104K
3.85K $351K
SPOT
Spotify Technology S.A.

Communication Services
15
+ 2.99%
$503.3 - $775.9 $7.55K - $11.6K
517 $396K
WM
Waste Management Inc

Industrials
533
+ 29.46%
$216.47 - $242.1 $115K - $129K
2.34K $535K
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.5K
+ 0.43%
$45.95 - $47.33 $68.9K - $71K
347K $16.3M
JCI
Johnson Controls International PLC

Industrials
48
+ 1.1%
$71.14 - $105.62 $3.41K - $5.07K
4.42K $466K
DHR
Danaher Corp

Healthcare
638
+ 34.03%
$174.64 - $205.16 $111K - $131K
2.51K $496K
EMR
Emerson Electric CO

Industrials
255
+ 7.93%
$94.15 - $133.33 $24K - $34K
3.47K $462K
AMT
American Tower Corp

Real Estate
392
+ 6.72%
$203.96 - $228.19 $80K - $89.5K
6.22K $1.38M
VOE
Vanguard Mid Cap Value Index F

ETFs
577
+ 29.51%
$141.87 - $164.49 $81.9K - $94.9K
2.53K $416K
VERX
Vertex, Inc.

Technology
2.63K
+ 21.21%
$33.45 - $41.87 $88.1K - $110K
15.1K $531K
IYW
Ishares Dj Us Tech ETF

ETFs
23
+ 0.81%
$122.57 - $173.27 $2.82K - $3.99K
2.86K $494K
NEE
Nextera Energy Inc

Utilities
1.68K
+ 10.53%
$64.11 - $75.0 $108K - $126K
17.6K $1.22M
UNP
Union Pacific Corp

Industrials
487
+ 14.24%
$208.27 - $238.46 $101K - $116K
3.91K $899K
IT
Gartner Inc

Technology
246
+ 34.02%
$377.5 - $449.52 $92.9K - $111K
969 $391K
IWM
Ishares Russell 2000 ETF

ETFs
272
+ 15.26%
$174.82 - $215.79 $47.6K - $58.7K
2.05K $443K
CERT
Certara, Inc.

Healthcare
3.62K
+ 14.54%
$9.05 - $14.47 $32.7K - $52.4K
28.5K $333K
VV
Vanguard Large Cap ETF

ETFs
130
+ 7.79%
$228.25 - $285.3 $29.7K - $37.1K
1.8K $513K
DNP
Dnp Select Income Fund Inc

Financial Services
8.87K
+ 52.11%
$8.89 - $9.88 $78.8K - $87.6K
25.9K $253K
BSX
Boston Scientific Corp

Healthcare
655
+ 28.91%
$89.7 - $107.41 $58.8K - $70.4K
2.92K $313K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
14
+ 0.26%
$103.49 - $133.44 $1.45K - $1.87K
5.3K $698K
NXPI
Nxp Semiconductors N.V.

Technology
149
+ 8.15%
$153.5 - $218.72 $22.9K - $32.6K
1.98K $431K
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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