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
NOVT
Novanta Inc

Technology
523
+ 16.07%
N/A
3.78K $595K
XEL
Xcel Energy Inc

Utilities
1.5K
+ 18.44%
$65.65 - $72.39 $98.5K - $109K
9.64K $656K
ARMK
Aramark

Industrials
233
+ 2.44%
$30.39 - $42.1 $7.08K - $9.81K
9.78K $409K
MMM
3 M CO

Industrials
442
+ 21.97%
$126.09 - $154.15 $55.7K - $68.1K
2.45K $373K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
943
+ 12.71%
$39.89 - $49.46 $37.6K - $46.6K
8.36K $413K
TYL
Tyler Technologies Inc

Technology
93
+ 4.86%
$521.68 - $592.84 $48.5K - $55.1K
2.01K $1.19M
SNPS
Synopsys Inc

Technology
43
+ 6.52%
$380.9 - $517.66 $16.4K - $22.3K
703 $360K
ISRG
Intuitive Surgical Inc

Healthcare
36
+ 3.15%
$451.58 - $565.94 $16.3K - $20.4K
1.18K $641K
CMCSA
Comcast Corp

Communication Services
2.95K
+ 11.34%
$32.84 - $36.72 $96.9K - $108K
29K $1.03M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.38K
+ 1696.28%
$87.84 - $1441.89 $560K - $9.2M
6.75K $608K
PLXS
Plexus Corp

Technology
159
+ 2.81%
$110.95 - $136.15 $17.6K - $21.6K
5.82K $787K
URI
United Rentals, Inc.

Industrials
9
+ 2.1%
$551.94 - $753.4 $4.97K - $6.78K
438 $329K
PFE
Pfizer Inc

Healthcare
4.16K
+ 10.76%
$21.59 - $24.84 $89.7K - $103K
42.8K $1.04M
BND
Vanguard Bd Index Fd Inc Total

ETFs
201
+ 0.08%
$72.02 - $73.82 $14.5K - $14.8K
240K $17.6M
JNJ
Johnson & Johnson

Healthcare
1.49K
+ 11.28%
$146.36 - $159.82 $218K - $238K
14.7K $2.25M
ROL
Rollins Inc

Consumer Cyclical
203
+ 1.2%
$50.65 - $58.58 $10.3K - $11.9K
17.1K $966K
PH
Parker Hannifin Corp

Industrials
13
+ 2.78%
$517.23 - $700.54 $6.72K - $9.11K
481 $335K
CSGP
Costar Group, Inc.

Real Estate
503
+ 5.87%
$72.62 - $83.22 $36.5K - $41.9K
9.08K $729K
VMC
Vulcan Materials CO

Basic Materials
42
+ 2.94%
$226.49 - $276.01 $9.51K - $11.6K
1.47K $383K
EXPO
Exponent Inc

Industrials
1.36K
+ 16.32%
$72.88 - $81.75 $99.3K - $111K
9.71K $725K
POOL
Pool Corp

Industrials
317
+ 19.27%
$285.0 - $325.66 $90.3K - $103K
1.96K $571K
XLK
Technology Sector Spdr

ETFs
1
+ 0.1%
$179.73 - $253.23 $180 - $253
1.03K $260K
MNST
Monster Beverage Corp

Consumer Defensive
20
+ 0.18%
$55.01 - $64.24 $1.1K - $1.28K
11.4K $716K
VVV
Valvoline Inc

Energy
607
+ 7.95%
$31.48 - $38.2 $19.1K - $23.2K
8.25K $312K
ACN
Accenture PLC

Technology
254
+ 11.19%
$279.23 - $323.21 $70.9K - $82.1K
2.52K $754K
FISV
Fiserv Inc

Technology
356
+ 5.17%
N/A
7.24K $906K
PKG
Packaging Corp Of America

Consumer Cyclical
301
+ 20.69%
$175.97 - $201.36 $53K - $60.6K
1.76K $330K
AMP
Ameriprise Financial Inc

Financial Services
21
+ 3.48%
$422.19 - $533.73 $8.87K - $11.2K
624 $333K
D
Dominion Energy, Inc

Utilities
696
+ 17.76%
$49.66 - $58.0 $34.6K - $40.4K
4.62K $260K
DOV
Dover Corp

Industrials
142
+ 8.79%
$151.14 - $186.7 $21.5K - $26.5K
1.76K $322K
ABC
Amerisourcebergen Corp

Healthcare
204
+ 6.8%
N/A
3.21K $593K
CME
Cme Group Inc.

Financial Services
69
+ 5.57%
$252.37 - $290.71 $17.4K - $20.1K
1.31K $360K
QCOM
Qualcomm Inc

Technology
117
+ 5.9%
$124.66 - $159.48 $14.6K - $18.7K
2.1K $334K
ECL
Ecolab Inc.

Basic Materials
47
+ 4.38%
$225.65 - $270.95 $10.6K - $12.7K
1.12K $302K
WNC
Wabash National Corp

Industrials
3.29K
+ 27.59%
$6.91 - $11.2 $22.7K - $36.8K
15.2K $161K
EQT
Eqt Corp

Energy
85
+ 1.65%
$46.11 - $60.44 $3.92K - $5.14K
5.25K $305K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
148
+ 15.8%
$421.16 - $509.5 $62.3K - $75.4K
1.09K $483K
TECH
Bio Techne Corp

Healthcare
1.37K
+ 23.29%
$46.66 - $58.38 $63.8K - $79.8K
7.24K $372K
DD
Du Pont De Nemours, Inc.

Basic Materials
794
+ 18.64%
$55.13 - $75.25 $43.8K - $59.7K
5.05K $346K
VRSK
Verisk Analytics, Inc.

Industrials
27
+ 2.07%
$277.03 - $321.33 $7.48K - $8.68K
1.33K $414K
BIIB
Biogen Inc.

Healthcare
430
+ 17.86%
$113.38 - $135.49 $48.8K - $58.3K
2.84K $356K
FAST
Fastenal CO

Industrials
4.12K
+ 99.47%
$40.65 - $83.16 $167K - $343K
8.26K $347K
NNN
National Retail Properties, Inc.

Real Estate
453
+ 7.78%
$37.56 - $43.42 $17K - $19.7K
6.27K $270K
CMI
Cummins Inc

Industrials
20
+ 1.89%
$267.12 - $336.65 $5.34K - $6.73K
1.08K $353K
CBOE
Cboe Global Markets, Inc.

Financial Services
50
+ 4.37%
$205.81 - $234.23 $10.3K - $11.7K
1.19K $278K
ATO
Atmos Energy Corp

Utilities
131
+ 9.28%
$145.06 - $162.66 $19K - $21.3K
1.54K $237K
TMUS
T Mobile Us, Inc.

Communication Services
222
+ 18.44%
$220.99 - $268.54 $49.1K - $59.6K
1.43K $339K
JEPI
J P Morgan Exchange Traded Fd

ETFs
290
+ 5.8%
$51.14 - $57.0 $14.8K - $16.5K
5.29K $300K
HST
Host Hotels & Resorts, Inc.

Real Estate
90
+ 0.75%
$12.7 - $16.07 $1.14K - $1.45K
12K $184K
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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