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
JJSF
J&J Snack Foods Corp

Consumer Defensive
110
+ 4.8%
$122.15 - $153.79 $13.4K - $16.9K
2.4K $316K
FDX
Fedex Corp

Industrials
91
+ 5.46%
$230.33 - $281.53 $21K - $25.6K
1.76K $428K
MGK
Vanguard Mega Cap Growth ETF

ETFs
290
+ 7.55%
$307.43 - $357.48 $89.2K - $104K
4.13K $1.28M
DSGX
Descartes Systems Group Inc

Technology
345
+ 5.67%
$96.4 - $122.5 $33.3K - $42.3K
6.43K $648K
IYW
Ishares Dj Us Tech ETF

ETFs
5
+ 0.18%
$140.44 - $166.79 $702 - $834
2.83K $397K
VTI
Vanguard Total Stock Market Et

ETFs
30
+ 0.71%
$271.18 - $303.12 $8.14K - $9.09K
4.27K $1.17M
DAL
Delta Air Lines, Inc.

Industrials
785
+ 14.67%
$43.6 - $69.06 $34.2K - $54.2K
6.14K $267K
ONTO
Onto Innovation Inc.

Technology
359
+ 14.25%
$121.34 - $224.5 $43.6K - $80.6K
2.88K $349K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 0.85%
$4295.4 - $5141.88 $8.59K - $10.3K
238 $1.1M
BURL
Burlington Stores, Inc.

Consumer Cyclical
54
+ 2.03%
$228.41 - $293.71 $12.3K - $15.9K
2.72K $647K
NOW
Service Now, Inc.

Technology
125
+ 11.27%
$783.83 - $1170.39 $98K - $146K
1.23K $982K
AAON
Aaon, Inc.

Industrials
668
+ 7.94%
$73.52 - $136.95 $49.1K - $91.5K
9.08K $709K
CRM
Salesforce, Inc.

Technology
169
+ 3.1%
$268.36 - $359.95 $45.4K - $60.8K
5.62K $1.51M
AVGO
Broadcom Inc.

Technology
1.87K
+ 18.7%
$167.43 - $244.7 $313K - $457K
11.9K $1.99M
BX
Blackstone Inc.

Financial Services
78
+ 0.65%
$136.53 - $186.74 $10.6K - $14.6K
12.1K $1.69M
ETN
Eaton Corp PLC

Industrials
854
+ 7.91%
$271.83 - $371.23 $232K - $317K
11.7K $3.17M
GOOG
Alphabet Inc.

Communication Services
1.68K
+ 8.28%
$156.06 - $207.71 $262K - $349K
22K $3.43M
GOOGL
Alphabet Inc.

Communication Services
2.47K
+ 5.87%
$154.33 - $206.19 $381K - $509K
44.5K $6.88M
TSLA
Tesla, Inc.

Consumer Cyclical
383
+ 4.63%
$222.15 - $428.22 $85.1K - $164K
8.66K $2.24M
AMZN
Amazon Com Inc

Consumer Cyclical
593
+ 1.13%
$190.26 - $242.06 $113K - $144K
53.1K $10.1M
MSFT
Microsoft Corp

Technology
1.41K
+ 2.99%
$375.39 - $447.2 $529K - $630K
48.5K $18.2M
NVDA
Nvidia Corp

Technology
1.83K
+ 2.02%
$106.98 - $149.43 $196K - $274K
92.4K $10M
AAPL
Apple Inc.

Technology
3.69K
+ 2.38%
$209.68 - $247.1 $774K - $912K
159K $35.3M
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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