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
DVY
Ishares Tr

ETFs
121
+ 7.33%
$118.37 - $134.86 $14.3K - $16.3K
1.77K $235K
TREX
Trex CO Inc

Industrials
803
+ 10.04%
$50.52 - $61.77 $40.6K - $49.6K
8.8K $478K
BCPC
Balchem Corp

Basic Materials
263
+ 6.03%
$150.5 - $170.45 $39.6K - $44.8K
4.62K $735K
UPS
United Parcel Service Inc

Industrials
357
+ 13.49%
$91.92 - $110.2 $32.8K - $39.3K
3K $303K
MET
Metlife Inc

Financial Services
120
+ 2.72%
$68.42 - $82.49 $8.21K - $9.9K
4.53K $364K
AOK
Ishares Tr Core Conservative A

ETFs
36
+ 0.51%
$36.09 - $39.07 $1.3K - $1.41K
7.16K $279K
DGX
Quest Diagnostics Inc

Healthcare
73
+ 2.63%
N/A
2.84K $389K
GILD
Gilead Sciences, Inc.

Healthcare
120
+ 5.6%
$96.91 - $113.0 $11.6K - $13.6K
2.26K $250K
AJG
Arthur J. Gallagher & Co.

Financial Services
137
+ 10.29%
$310.86 - $348.77 $42.6K - $47.8K
1.47K $469K
PLD
Prologis, Inc.

Real Estate
308
+ 8.94%
$89.76 - $112.34 $27.6K - $34.6K
3.75K $394K
MKTX
Marketaxess Holdings Inc

Financial Services
6
+ 0.62%
$203.19 - $231.09 $1.22K - $1.39K
970 $216K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
313
+ 3.58%
$25.21 - $34.03 $7.89K - $10.7K
9.06K $271K
UL
Unilever PLC

Consumer Defensive
3
+ 0.08%
$57.9 - $65.43 $174 - $196
3.54K $216K
GTN
Gray Television Inc

Communication Services
251
+ 1.76%
$3.2 - $4.64 $803 - $1.16K
14.5K $65K
Linde PLC
149
+ 20.27%
N/A
884 $0
BOKF
Bok Financial Corp

Financial Services
158
+ 6.62%
$87.86 - $103.42 $13.9K - $16.3K
2.54K $248K
EEFT
Euronet Worldwide, Inc.

Technology
124
+ 5.64%
$87.44 - $112.74 $10.8K - $14K
2.32K $235K
Jpmorgan Chase Finl CO LLC
17.4K
+ 3.77%
N/A
478K $0
CVX
Chevron Corp

Energy
1.71K
+ 16.83%
$133.73 - $168.51 $228K - $288K
11.9K $1.7M
Ishares Bitcoin Trust ETF
1.08K
+ 23.53%
N/A
5.69K $0
Fidelity Wise Origin Bitcoin
2.35K
New
N/A
2.35K $0
Victory Portfolios Ii
6K
New
N/A
6K $0
Rtx Corporation
1.56K
+ 12.87%
N/A
13.6K $0
Gsk PLC
813
+ 5.69%
N/A
15.1K $0
Target Corp
276
+ 11.21%
N/A
2.74K $0
Innventure Inc
15.4K
New
N/A
15.4K $0
SHW
Sherwin Williams CO

Basic Materials
7
+ 0.64%
$313.51 - $363.51 $2.19K - $2.54K
1.1K $378K
AMGN
Amgen Inc

Healthcare
188
+ 10.66%
$262.28 - $309.85 $49.3K - $58.3K
1.95K $544K
PHG
Koninklijke Philips Nv

Healthcare
328
+ 3.13%
$21.67 - $25.64 $7.11K - $8.41K
10.8K $259K
PNW
Pinnacle West Capital Corp

Utilities
93
+ 2.86%
$88.3 - $95.43 $8.21K - $8.87K
3.35K $299K
ETR
Entergy Corp

Utilities
28
+ 0.5%
$79.01 - $86.61 $2.21K - $2.43K
5.64K $468K
DUK
Duke Energy Corp

Utilities
32
+ 0.78%
$112.46 - $124.05 $3.6K - $3.97K
4.11K $485K
BURL
Burlington Stores, Inc.

Consumer Cyclical
16
+ 0.59%
$215.78 - $270.12 $3.45K - $4.32K
2.73K $635K
LOW
Lowes Companies Inc

Consumer Cyclical
113
+ 3.41%
$210.83 - $235.28 $23.8K - $26.6K
3.42K $759K
ACGL
Arch Capital Group Ltd.

Financial Services
5
+ 0.17%
$84.99 - $96.82 $425 - $484
2.95K $268K
LNT
Alliant Energy Corp

Utilities
52
+ 1.03%
$58.79 - $64.85 $3.06K - $3.37K
5.11K $309K
VZ
Verizon Communications Inc

Communication Services
373
+ 1.99%
$41.67 - $45.62 $15.5K - $17K
19.1K $827K
YUM
Yum Brands Inc

Consumer Cyclical
25
+ 0.7%
$138.36 - $161.45 $3.46K - $4.04K
3.59K $531K
AAON
Aaon, Inc.

Industrials
86
+ 0.95%
$71.78 - $106.87 $6.17K - $9.19K
9.16K $675K
KMX
Carmax Inc

Consumer Cyclical
48
+ 1.34%
$62.27 - $82.77 $2.99K - $3.97K
3.62K $243K
JJSF
J&J Snack Foods Corp

Consumer Defensive
49
+ 2.04%
$111.46 - $136.93 $5.46K - $6.71K
2.45K $277K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
283
+ 8.24%
$90.21 - $112.66 $25.5K - $31.9K
3.72K $339K
BP
Bp PLC

Energy
99
+ 0.69%
$26.11 - $33.81 $2.58K - $3.35K
14.5K $433K
ONTO
Onto Innovation Inc.

Technology
52
+ 1.81%
$88.5 - $133.37 $4.6K - $6.94K
2.93K $295K
MRK
Merck & Co., Inc.

Healthcare
934
+ 7.66%
$73.47 - $87.12 $68.6K - $81.4K
13.1K $1.04M
SLB
Schlumberger Limited

Energy
2.79K
+ 14.01%
$31.95 - $42.2 $89.2K - $118K
22.7K $767K
BDX
Becton Dickinson & CO

Healthcare
617
+ 20.01%
$165.15 - $226.42 $102K - $140K
3.7K $637K
CHD
Church & Dwight CO Inc

Consumer Defensive
182
+ 2.93%
$91.57 - $110.76 $16.7K - $20.2K
6.39K $613K
TMO
Thermo Fisher Scientific Inc.

Healthcare
291
+ 13.78%
$390.26 - $489.06 $114K - $142K
2.4K $974K
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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