Nicolet Advisory Services, LLC New Holdings in Q2 2025

Nicolet Advisory Services, LLC

  • $1.15 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.7K
New
$24.32 - $27.87 $455K - $521K
18.7K $495K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.99K
New
$90.56 - $109.49 $361K - $437K
3.99K $435K
ALGN
Align Technology Inc

Healthcare
1.83K
New
$144.32 - $190.42 $264K - $348K
1.83K $345K
ARES
Ares Management Corp

Financial Services
1.98K
New
$118.04 - $175.83 $233K - $347K
1.98K $342K
SHOP
Shopify Inc.

Technology
2.89K
New
$76.89 - $115.35 $222K - $333K
2.89K $333K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.02K
New
$146.74 - $176.07 $297K - $356K
2.02K $328K
XLU
Utilities Sector Spdr

ETFs
3.88K
New
$73.09 - $82.77 $283K - $321K
3.88K $316K
PB
Prosperity Bancshares Inc

Financial Services
4.46K
New
$63.76 - $73.75 $284K - $329K
4.46K $313K
XLP
Consumer Staples Sector Spdr

ETFs
3.8K
New
N/A
3.8K $288K
DDOG
Datadog, Inc.

Technology
2.06K
New
$87.0 - $134.33 $180K - $277K
2.06K $277K
TPR
Tapestry, Inc.

Consumer Cyclical
2.96K
New
$60.6 - $87.81 $179K - $260K
2.96K $259K
SYY
Sysco Corp

Consumer Defensive
3.35K
New
$68.0 - $75.91 $228K - $255K
3.35K $254K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
9.14K
New
$22.25 - $30.3 $203K - $277K
9.14K $250K
LFUS
Littelfuse Inc

Technology
1.09K
New
$149.72 - $227.31 $163K - $247K
1.09K $246K
KLAC
Kla Corp

Technology
275
New
$576.53 - $902.94 $159K - $248K
275 $246K
PHR
Phreesia, Inc.

Healthcare
8.45K
New
$23.25 - $28.49 $197K - $241K
8.45K $240K
WBS
Webster Financial Corp

Financial Services
4.38K
New
$41.76 - $54.91 $183K - $241K
4.38K $239K
BWA
Borgwarner Inc

Consumer Cyclical
7.05K
New
$24.84 - $33.92 $175K - $239K
7.05K $236K
XLE
Energy Sector Spdr

ETFs
2.75K
New
$76.44 - $94.13 $211K - $259K
2.75K $233K
RJF
Raymond James Financial Inc

Financial Services
1.52K
New
$123.65 - $153.88 $187K - $233K
1.52K $232K
EW
Edwards Lifesciences Corp

Healthcare
2.94K
New
$67.07 - $78.22 $197K - $230K
2.94K $229K
DXCM
Dexcom Inc

Healthcare
2.63K
New
$59.83 - $87.57 $158K - $231K
2.63K $229K
DOX
Amdocs LTD

Technology
2.47K
New
$80.46 - $94.08 $199K - $233K
2.47K $225K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
843
New
$201.28 - $266.34 $170K - $225K
843 $224K
STX
Seagate Technology Holdings PLC

Technology
1.56K
New
$66.54 - $144.33 $104K - $225K
1.56K $224K
ACVA
Acv Auctions Inc.

Consumer Cyclical
13.7K
New
$12.82 - $17.04 $176K - $234K
13.7K $222K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.39K
New
$50.36 - $50.68 $221K - $222K
4.39K $222K
GNTX
Gentex Corp

Consumer Cyclical
10.1K
New
$20.83 - $23.52 $211K - $238K
10.1K $222K
COLD
Americold Realty Trust

Real Estate
13.3K
New
$16.31 - $21.47 $216K - $285K
13.3K $220K
CVNA
Carvana Co.

Consumer Cyclical
651
New
$162.57 - $345.64 $106K - $225K
651 $219K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.64K
New
$105.69 - $140.64 $173K - $230K
1.64K $216K
DINO
Hf Sinclair Corp

Energy
5.15K
New
$25.91 - $41.85 $134K - $216K
5.15K $211K
IPGP
Ipg Photonics Corp

Technology
3.02K
New
$49.68 - $69.26 $150K - $209K
3.02K $207K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.5K
New
$121.58 - $136.74 $182K - $205K
1.5K $203K
PEG
Public Service Enterprise Group Inc

Utilities
2.34K
New
$77.13 - $84.18 $180K - $197K
2.34K $196K
WTRG
Essential Utilities, Inc.

Utilities
5.3K
New
$36.92 - $41.39 $196K - $219K
5.3K $196K
TTC
Toro CO

Industrials
2.76K
New
$63.51 - $77.8 $176K - $215K
2.76K $195K
WEX
Wex Inc.

Technology
1.26K
New
$113.47 - $161.8 $143K - $204K
1.26K $185K
GLW
Corning Inc

Technology
3.47K
New
$39.07 - $52.59 $135K - $182K
3.47K $182K
NVT
N Vent Electric PLC

Industrials
2.43K
New
$45.2 - $73.35 $110K - $178K
2.43K $178K
TTD
Trade Desk, Inc.

Technology
2.33K
New
$45.27 - $79.4 $105K - $185K
2.33K $167K
Fidelity Wise Origin Bitcoin
2.35K
New
N/A
2.35K $0
Victory Portfolios Ii
6K
New
N/A
6K $0
Innventure Inc
15.4K
New
N/A
15.4K $0
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
Track This Portfolio

Track Nicolet Advisory Services, LLC Portfolio

Follow Nicolet Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nicolet Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nicolet Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email