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
NXPI
Nxp Semiconductors N.V.

Technology
226
+ 14.11%
$189.99 - $245.86 $42.9K - $55.6K
1.83K $347K
JKHY
Henry Jack & Associates Inc

Technology
10
+ 0.55%
$166.47 - $191.28 $1.66K - $1.91K
1.83K $333K
AOR
Ishares Tr Core Growth Allocat

ETFs
230
+ 3.58%
$56.63 - $59.39 $13K - $13.7K
6.66K $383K
EEM
Ishares Msci Emerging Markets

ETFs
93
+ 1.67%
$40.81 - $45.34 $3.8K - $4.22K
5.67K $247K
DGRO
Ishares Core Dividend Growth E

ETFs
197
+ 5.36%
$60.46 - $64.42 $11.9K - $12.7K
3.88K $239K
BOKF
Bok Financial Corp

Financial Services
153
+ 6.85%
$98.85 - $114.26 $15.1K - $17.5K
2.39K $248K
ISRG
Intuitive Surgical Inc

Healthcare
75
+ 7.02%
$476.63 - $610.45 $35.7K - $45.8K
1.14K $566K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
646
+ 8.79%
$57.21 - $65.8 $37K - $42.5K
8K $466K
AMAT
Applied Materials Inc

Technology
403
+ 13.55%
$145.06 - $195.51 $58.5K - $78.8K
3.38K $490K
FIS
Fidelity National Information Services, Inc.

Technology
988
+ 8.8%
$68.12 - $83.42 $67.3K - $82.4K
12.2K $912K
AOK
Ishares Tr Core Conservative A

ETFs
23
+ 0.32%
$36.86 - $38.15 $848 - $877
7.13K $268K
KMX
Carmax Inc

Consumer Cyclical
212
+ 6.3%
$69.25 - $89.19 $14.7K - $18.9K
3.58K $278K
IVE
Ishares S&P 500 Value ETF

ETFs
9
+ 0.42%
$185.78 - $198.58 $1.67K - $1.79K
2.16K $411K
Target Corp
2.46K
New
N/A
2.46K $0
Rtx Corporation
12.1K
New
N/A
12.1K $0
Travelers Companies Inc
7.41K
New
N/A
7.41K $0
Ge Vernova Inc
8
+ 0.78%
N/A
1.03K $0
Gsk PLC
2.61K
+ 22.33%
N/A
14.3K $0
Ishares Bitcoin Trust ETF
367
+ 8.66%
N/A
4.6K $0
Blackrock Inc
26
+ 2.54%
N/A
1.05K $0
Lam Research Corp
1.46K
+ 32.6%
N/A
5.95K $0
Linde PLC
105
+ 16.67%
N/A
735 $0
Ferguson Enterprises Inc
259
+ 10.5%
N/A
2.73K $0
American Healthcare Reit Inc
7.24K
New
N/A
7.24K $0
PH
Parker Hannifin Corp

Industrials
16
+ 3.54%
$591.65 - $707.05 $9.47K - $11.3K
468 $284K
DFS
Discover Financial Services

Financial Services
26
+ 0.75%
$152.99 - $203.25 $3.98K - $5.28K
3.51K $599K
ITW
Illinois Tool Works Inc

Industrials
9
+ 0.84%
$244.9 - $274.48 $2.2K - $2.47K
1.08K $267K
VMC
Vulcan Materials CO

Basic Materials
101
+ 7.61%
$220.9 - $277.54 $22.3K - $28K
1.43K $333K
KKR
Kkr & Co. Inc.

Financial Services
414
+ 24.0%
$108.17 - $167.07 $44.8K - $69.2K
2.14K $247K
OCCI
Ofs Credit Company, Inc.

Financial Services
691
+ 4.64%
$6.12 - $7.33 $4.23K - $5.07K
15.6K $95K
WMS
Advanced Drainage Systems, Inc.

Industrials
167
+ 4.15%
$105.29 - $126.99 $17.6K - $21.2K
4.19K $455K
RGEN
Repligen Corp

Healthcare
345
+ 10.58%
$127.24 - $174.24 $43.9K - $60.1K
3.61K $458K
RGA
Reinsurance Group Of America Inc

Financial Services
45
+ 2.92%
$186.01 - $231.1 $8.37K - $10.4K
1.59K $312K
APH
Amphenol Corp

Technology
63
+ 1.07%
$61.62 - $78.55 $3.88K - $4.95K
5.94K $389K
PCAR
Paccar Inc

Industrials
40
+ 1.14%
$96.91 - $112.51 $3.88K - $4.5K
3.54K $344K
CDW
Cdw Corp

Technology
47
+ 2.27%
$160.26 - $206.13 $7.53K - $9.69K
2.12K $339K
AMP
Ameriprise Financial Inc

Financial Services
11
+ 1.86%
$472.29 - $575.13 $5.2K - $6.33K
603 $291K
ROAD
Construction Partners, Inc.

Industrials
288
+ 10.48%
$67.61 - $93.18 $19.5K - $26.8K
3.04K $218K
DIS
Walt Disney CO

Communication Services
1.71K
+ 11.1%
$96.87 - $114.0 $166K - $195K
17.1K $1.69M
DHR
Danaher Corp

Healthcare
85
+ 4.75%
$201.62 - $250.59 $17.1K - $21.3K
1.88K $384K
CSL
Carlisle Companies Inc

Industrials
3
+ 0.29%
$326.43 - $408.24 $979 - $1.22K
1.05K $356K
URI
United Rentals, Inc.

Industrials
5
+ 1.18%
$594.17 - $789.56 $2.97K - $3.95K
429 $268K
FICO
Fair Isaac Corp

Technology
11
+ 3.15%
$1695.35 - $2030.47 $18.6K - $22.3K
360 $663K
SNPS
Synopsys Inc

Technology
9
+ 1.38%
$428.58 - $551.54 $3.86K - $4.96K
660 $283K
VERX
Vertex, Inc.

Technology
3.67K
+ 41.96%
$31.15 - $58.95 $114K - $216K
12.4K $434K
TREX
Trex CO Inc

Industrials
803
+ 11.17%
$54.0 - $74.44 $43.4K - $59.8K
8K $464K
CDNS
Cadence Design Systems Inc

Technology
191
+ 10.75%
$233.96 - $324.52 $44.7K - $62K
1.97K $500K
CSX
Csx Corp

Industrials
286
+ 1.76%
$29.11 - $33.67 $8.33K - $9.63K
16.5K $486K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
926
+ 11.84%
$28.45 - $41.08 $26.3K - $38K
8.75K $265K
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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