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
COP
Conocophillips

Energy
897
+ 10.13%
$88.6 - $105.85 $79.5K - $94.9K
9.75K $1.02M
KMB
Kimberly Clark Corp

Consumer Defensive
380
+ 4.97%
$124.46 - $147.4 $47.3K - $56K
8.03K $1.14M
UNP
Union Pacific Corp

Industrials
485
+ 16.52%
$225.21 - $254.42 $109K - $123K
3.42K $808K
ROL
Rollins Inc

Consumer Cyclical
129
+ 0.77%
$45.65 - $54.03 $5.89K - $6.97K
16.9K $914K
BFC
Bank First Corp

Financial Services
128
+ 0.18%
$93.72 - $106.76 $12K - $13.7K
72.8K $7.34M
SKX
Skechers Usa Inc

Consumer Cyclical
2.89K
+ 93.34%
$54.98 - $78.24 $159K - $226K
5.98K $339K
CI
Cigna Corp

Healthcare
242
+ 25.8%
$274.49 - $329.0 $66.4K - $79.6K
1.18K $388K
META
Meta Platforms, Inc.

Communication Services
436
+ 4.83%
$576.36 - $736.67 $251K - $321K
9.45K $5.45M
IWM
Ishares Russell 2000 ETF

ETFs
753
+ 73.18%
$198.1 - $229.79 $149K - $173K
1.78K $355K
PFE
Pfizer Inc

Healthcare
6.41K
+ 19.89%
$25.01 - $27.13 $160K - $174K
38.6K $979K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
916
+ 36.36%
$98.98 - $113.18 $90.7K - $104K
3.44K $388K
CSCO
Cisco Systems, Inc.

Technology
1.06K
+ 4.88%
$58.74 - $64.87 $62.3K - $68.8K
22.8K $1.41M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
138
+ 1.22%
$60.74 - $73.87 $8.38K - $10.2K
11.4K $844K
WFC
Wells Fargo & Company

Financial Services
840
+ 2.54%
$66.78 - $81.42 $56.1K - $68.4K
33.9K $2.44M
CPRT
Copart Inc

Consumer Cyclical
2.19K
+ 11.56%
$52.3 - $59.83 $114K - $131K
21.1K $1.19M
NFLX
Netflix Inc

Communication Services
47
+ 3.2%
$828.4 - $1058.6 $38.9K - $49.8K
1.52K $1.41M
CEG
Constellation Energy Corp

Utilities
623
+ 67.06%
$201.63 - $347.44 $126K - $216K
1.55K $312K
GD
General Dynamics Corp

Industrials
219
+ 5.17%
$241.94 - $272.58 $53K - $59.7K
4.46K $1.21M
AMGN
Amgen Inc

Healthcare
22
+ 1.26%
$258.59 - $327.36 $5.69K - $7.2K
1.76K $549K
AEP
American Electric Power CO Inc

Utilities
394
+ 14.07%
$90.32 - $109.27 $35.6K - $43.1K
3.2K $349K
ASML
Asml Holding Nv

Technology
155
+ 35.88%
$662.63 - $776.99 $103K - $120K
587 $388K
CERT
Certara, Inc.

Healthcare
9.93K
+ 66.42%
$9.9 - $14.25 $98.3K - $142K
24.9K $246K
ROP
Roper Technologies Inc

Industrials
47
+ 5.7%
$502.71 - $593.81 $23.6K - $27.9K
872 $514K
VDC
Vanguard Consumer Staples ETF

ETFs
315
+ 14.6%
$206.54 - $226.16 $65.1K - $71.2K
2.47K $541K
ALL
Allstate Corp

Financial Services
143
+ 3.76%
$180.99 - $210.18 $25.9K - $30.1K
3.95K $818K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.59K
+ 27.49%
$50.44 - $50.7 $80.3K - $80.7K
7.38K $374K
CME
Cme Group Inc.

Financial Services
175
+ 16.45%
$225.82 - $266.54 $39.5K - $46.6K
1.24K $328K
CTAS
Cintas Corp

Industrials
36
+ 1.15%
$182.09 - $208.14 $6.56K - $7.49K
3.16K $650K
GMED
Globus Medical Inc

Healthcare
2.15K
+ 25.67%
$69.68 - $93.32 $150K - $201K
10.5K $771K
XEL
Xcel Energy Inc

Utilities
727
+ 9.81%
$63.37 - $72.1 $46.1K - $52.4K
8.14K $576K
AOA
Ishares Tr Core Aggressive All

ETFs
987
+ 8.22%
$75.7 - $80.01 $74.7K - $79K
13K $994K
VEU
Vanguard Ftse All World Ex Us

ETFs
833
+ 12.12%
$56.51 - $62.98 $47.1K - $52.5K
7.71K $467K
BA
Boeing CO

Industrials
807
+ 8.01%
$148.15 - $186.25 $120K - $150K
10.9K $1.86M
KNSL
Kinsale Capital Group, Inc.

Financial Services
80
+ 5.29%
$416.48 - $494.72 $33.3K - $39.6K
1.59K $775K
VGIT
Vanguard Intermediate Term Tre

ETFs
240
+ 0.58%
$57.44 - $59.4 $13.8K - $14.3K
41.4K $2.46M
WSO
Watsco Inc

Industrials
25
+ 1.49%
$463.86 - $530.75 $11.6K - $13.3K
1.71K $866K
TXN
Texas Instruments Inc

Technology
345
+ 13.45%
N/A
2.91K $566K
TMUS
T Mobile Us, Inc.

Communication Services
45
+ 3.88%
$211.3 - $272.83 $9.51K - $12.3K
1.2K $321K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
259
+ 5.15%
$96.27 - $116.36 $24.9K - $30.1K
5.28K $614K
FNF
Fidelity National Financial, Inc.

Financial Services
343
+ 8.0%
$54.25 - $65.27 $18.6K - $22.4K
4.63K $301K
EPD
Enterprise Products Partners L.P.

Energy
461
+ 3.54%
$31.75 - $34.14 $14.6K - $15.7K
13.5K $460K
BCPC
Balchem Corp

Basic Materials
221
+ 5.34%
$154.22 - $176.16 $34.1K - $38.9K
4.36K $723K
TYL
Tyler Technologies Inc

Technology
61
+ 3.29%
$553.41 - $646.74 $33.8K - $39.5K
1.91K $1.11M
ACGL
Arch Capital Group Ltd.

Financial Services
350
+ 13.48%
$88.13 - $96.94 $30.8K - $33.9K
2.95K $283K
QCOM
Qualcomm Inc

Technology
281
+ 16.52%
$151.94 - $175.86 $42.7K - $49.4K
1.98K $304K
VVV
Valvoline Inc

Energy
1.48K
+ 24.09%
$34.44 - $40.19 $51.1K - $59.6K
7.64K $265K
AMD
Advanced Micro Devices Inc

Technology
1.51K
+ 24.0%
$96.63 - $129.55 $146K - $196K
7.82K $803K
NKE
Nike, Inc.

Consumer Cyclical
2.06K
+ 27.98%
$63.29 - $81.72 $130K - $168K
9.4K $596K
CMI
Cummins Inc

Industrials
216
+ 25.59%
$312.92 - $386.07 $67.6K - $83.4K
1.06K $332K
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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