Nicolet Advisory Services, LLC Incresed Positions in Q1 2025

Nicolet Advisory Services, LLC

  • $1.04 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.51K
+ 6.09%
$442.66 - $534.52 $1.56M - $1.88M
61.2K $32.6M
WEC
Wec Energy Group, Inc.

Utilities
4.97K
+ 4.02%
$92.12 - $108.98 $457K - $541K
129K $14M
AVEM
American Centy ETF Tr Avantis

ETFs
25.4K
+ 5.85%
$57.11 - $62.4 $1.45M - $1.59M
460K $27.7M
VGSH
Vanguard

ETFs
26.1K
+ 15.81%
$58.07 - $58.69 $1.52M - $1.53M
191K $11.2M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
28K
+ 428.66%
$44.81 - $46.22 $1.26M - $1.3M
34.6K $1.56M
KO
Coca Cola CO

Consumer Defensive
2.54K
+ 2.83%
$60.81 - $72.32 $154K - $184K
92.1K $6.6M
AVRE
American Centy ETF Tr Avantis
15.9K
+ 5.53%
$40.62 - $44.31 $647K - $706K
304K $13.1M
ABT
Abbott Laboratories

Healthcare
2.16K
+ 6.53%
$111.1 - $140.22 $240K - $302K
35.2K $4.66M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
19.5K
+ 3.62%
$49.25 - $50.66 $961K - $988K
558K $27.7M
LLY
Eli Lilly & CO

Healthcare
527
+ 16.03%
$725.72 - $929.72 $382K - $490K
3.81K $3.15M
XOM
Exxon Mobil Corp

Energy
1.55K
+ 4.49%
$105.44 - $118.93 $163K - $184K
36K $4.28M
PM
Philip Morris International Inc.

Consumer Defensive
203
+ 1.5%
$117.15 - $158.79 $23.8K - $32.2K
13.7K $2.18M
PG
Procter & Gamble CO

Consumer Defensive
1.03K
+ 0.79%
$158.56 - $176.26 $163K - $181K
131K $22.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.28K
+ 28.33%
$522.96 - $601.18 $669K - $769K
5.79K $3.09M
CVS
Cvs Health Corp

Healthcare
4.77K
+ 62.96%
$44.22 - $68.64 $211K - $327K
12.3K $836K
PGR
Progressive Corp

Financial Services
697
+ 14.19%
$235.61 - $291.22 $164K - $203K
5.61K $1.59M
MA
Mastercard Inc

Financial Services
575
+ 13.38%
$504.67 - $576.31 $290K - $331K
4.87K $2.67M
ABBV
Abb Vie Inc.

Healthcare
84
+ 0.73%
$169.2 - $216.66 $14.2K - $18.2K
11.6K $2.42M
AMT
American Tower Corp

Real Estate
983
+ 20.27%
$173.46 - $217.6 $171K - $214K
5.83K $1.27M
SUB
Ishares Short Term National Mu

ETFs
2.96K
+ 4.53%
$105.3 - $106.24 $311K - $314K
68.2K $7.2M
CARR
Carrier Global Corp

Industrials
5.36K
+ 59.29%
$62.07 - $70.55 $333K - $378K
14.4K $913K
V
Visa Inc.

Financial Services
246
+ 4.34%
$306.92 - $362.71 $75.5K - $89.2K
5.92K $2.07M
BDX
Becton Dickinson & CO

Healthcare
1.21K
+ 64.43%
$222.79 - $249.08 $269K - $301K
3.08K $706K
VZ
Verizon Communications Inc

Communication Services
4.1K
+ 28.01%
$37.81 - $46.49 $155K - $191K
18.7K $850K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.12K
+ 14.72%
$56.12 - $68.15 $119K - $144K
16.5K $1.12M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.62K
+ 47.79%
$114.9 - $139.6 $301K - $366K
8.11K $952K
SLB
Schlumberger Limited

Energy
4.84K
+ 32.06%
$38.4 - $43.74 $186K - $212K
19.9K $832K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.41K
+ 35.57%
$64.88 - $72.1 $286K - $318K
16.8K $1.11M
IWS
Ishares Russell Midcap Value E

ETFs
2.05K
+ 39.39%
$122.59 - $135.24 $252K - $278K
7.27K $915K
ETR
Entergy Corp

Utilities
2.22K
+ 65.31%
$75.26 - $87.89 $167K - $195K
5.61K $479K
MO
Altria Group, Inc.

Consumer Defensive
1.76K
+ 11.96%
$50.81 - $60.02 $89.4K - $106K
16.5K $988K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.13K
+ 52.49%
$254.58 - $302.92 $287K - $342K
3.28K $837K
PFF
Ishares Trust Ishares Pfd And

ETFs
7.48K
+ 27.96%
$30.73 - $32.26 $230K - $241K
34.2K $1.05M
PEP
Pepsico Inc

Consumer Defensive
1.99K
+ 4.85%
$142.64 - $156.42 $284K - $311K
43K $6.45M
DUK
Duke Energy Corp

Utilities
1.37K
+ 50.37%
$105.87 - $121.97 $145K - $167K
4.08K $497K
UBER
Uber Technologies, Inc

Technology
1.68K
+ 26.34%
$63.17 - $81.49 $106K - $137K
8.07K $587K
IEFA
Ishares Tr

ETFs
1.98K
+ 25.57%
$69.57 - $78.65 $137K - $155K
9.7K $733K
GE
General Electric CO

Industrials
154
+ 3.19%
$168.59 - $212.13 $26K - $32.7K
4.98K $995K
IWB
Ishares Tr Russell 1000 ETF

ETFs
831
+ 19.14%
$302.31 - $337.54 $251K - $280K
5.17K $1.59M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.72K
+ 20.96%
$40.03 - $46.81 $349K - $408K
50.3K $2.05M
COST
Costco Wholesale Corp

Consumer Defensive
76
+ 2.16%
$890.62 - $1076.86 $67.7K - $81.8K
3.6K $3.4M
SBUX
Starbucks Corp

Consumer Cyclical
1.56K
+ 54.03%
$91.75 - $115.81 $143K - $181K
4.45K $436K
CSGP
Costar Group, Inc.

Real Estate
1.49K
+ 20.97%
$69.29 - $80.37 $103K - $119K
8.57K $679K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
234
+ 33.29%
$402.49 - $513.76 $94.2K - $120K
937 $454K
IWF
Ishares Russell 1000 Gr ETF

ETFs
873
+ 22.21%
$360.07 - $417.26 $314K - $364K
4.8K $1.73M
YUM
Yum Brands Inc

Consumer Cyclical
534
+ 17.65%
$123.25 - $162.53 $65.8K - $86.8K
3.56K $560K
SCHW
Schwab Charles Corp

Financial Services
784
+ 3.7%
$71.24 - $83.64 $55.9K - $65.6K
22K $1.72M
OSK
Oshkosh Corp

Industrials
2.02K
+ 4.79%
$89.56 - $116.4 $181K - $235K
44.3K $4.16M
BMY
Bristol Myers Squibb CO

Healthcare
1.29K
+ 8.36%
$53.9 - $63.11 $69.5K - $81.4K
16.7K $1.02M
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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