Nicolet Advisory Services, LLC New Holdings in Q1 2025

Nicolet Advisory Services, LLC

  • $1.04 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MNST
Monster Beverage Corp

Consumer Defensive
11.4K
New
$46.16 - $58.58 $527K - $669K
11.4K $668K
HUBS
Hubspot Inc

Technology
628
New
$571.29 - $819.71 $359K - $515K
628 $358K
BIIB
Biogen Inc.

Healthcare
2.41K
New
$133.43 - $153.27 $321K - $369K
2.41K $329K
LNT
Alliant Energy Corp

Utilities
5.06K
New
$56.66 - $66.04 $287K - $334K
5.06K $325K
MMM
3 M CO

Industrials
2.01K
New
$129.7 - $155.12 $261K - $312K
2.01K $295K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5K
New
$56.17 - $59.71 $281K - $299K
5K $285K
PHYS
Sprott Physical Gold Trust

Financial Services
11.6K
New
$20.25 - $24.06 $234K - $279K
11.6K $278K
SPOT
Spotify Technology S.A.

Communication Services
502
New
$457.79 - $648.32 $230K - $325K
502 $276K
IWN
Ishares Russell2000 Val ETF

ETFs
1.79K
New
$149.27 - $169.4 $267K - $303K
1.79K $269K
EXPD
Expeditors International Of Washington Inc

Industrials
2.09K
New
$109.09 - $126.48 $228K - $264K
2.09K $251K
LECO
Lincoln Electric Holdings Inc

Industrials
1.28K
New
$180.51 - $216.81 $231K - $278K
1.28K $242K
CCI
Crown Castle International Corp

Real Estate
2.33K
New
$84.33 - $106.39 $197K - $248K
2.33K $242K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.42K
New
$165.25 - $224.62 $235K - $320K
1.42K $236K
EEFT
Euronet Worldwide, Inc.

Technology
2.2K
New
$94.42 - $110.06 $208K - $242K
2.2K $235K
INTC
Intel Corp

Technology
10.3K
New
$19.1 - $27.39 $197K - $283K
10.3K $234K
FCFS
First Cash Holdings, Inc.

Financial Services
1.94K
New
$102.59 - $120.32 $199K - $233K
1.94K $233K
BK
Bank Of New York Mellon Corp

Financial Services
2.72K
New
$75.42 - $88.95 $205K - $242K
2.72K $228K
OTIS
Otis Worldwide Corp

Industrials
2.15K
New
$90.77 - $104.01 $195K - $224K
2.15K $222K
ELV
Elevance Health, Inc.

Healthcare
512
New
$365.9 - $436.25 $187K - $223K
512 $222K
DVY
Ishares Tr

ETFs
1.65K
New
$128.58 - $138.1 $212K - $228K
1.65K $221K
STE
Steris PLC

Healthcare
940
New
$202.46 - $232.74 $190K - $219K
940 $213K
SRAD
Sportradar Group Ag

Technology
9.81K
New
$17.44 - $22.99 $171K - $226K
9.81K $212K
UL
Unilever PLC

Consumer Defensive
3.54K
New
$54.72 - $60.29 $193K - $213K
3.54K $210K
MKTX
Marketaxess Holdings Inc

Financial Services
964
New
$189.81 - $226.47 $183K - $218K
964 $208K
KR
Kroger CO

Consumer Defensive
3K
New
$58.36 - $67.72 $175K - $203K
3K $202K
MOH
Molina Healthcare, Inc.

Healthcare
600
New
$266.57 - $333.27 $160K - $200K
600 $197K
WNC
Wabash National Corp

Industrials
11.9K
New
$10.59 - $17.28 $126K - $206K
11.9K $131K
Rtx Corporation
12.1K
New
N/A
12.1K $0
Target Corp
2.46K
New
N/A
2.46K $0
American Healthcare Reit Inc
7.24K
New
N/A
7.24K $0
Travelers Companies Inc
7.41K
New
N/A
7.41K $0
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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