Nicolet Advisory Services, LLC Sells in Q2 2025

Nicolet Advisory Services, LLC

  • $1.15 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.41K
- 5.57%
$483.48 - $539.8 $1.65M - $1.84M
57.8K $28.1M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-74.8K
- 79.5%
$33.77 - $41.16 $2.53M - $3.08M
19.3K $774K
PG
Procter & Gamble CO

Consumer Defensive
-5.26K
- 4.0%
$157.66 - $172.39 $829K - $906K
126K $20.1M
BFC
Bank First Corp

Financial Services
-27.6K
- 37.9%
$96.02 - $118.47 $2.65M - $3.27M
45.2K $5.32M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-24K
- 4.31%
$48.13 - $49.85 $1.16M - $1.2M
534K $26.2M
UNH
Unitedhealth Group Inc

Healthcare
-1.15K
- 21.9%
$274.35 - $599.47 $314K - $687K
4.09K $1.28M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.86K
- 74.63%
$272.36 - $339.57 $1.05M - $1.31M
1.31K $445K
MUB
Ishares National Muni Bond ETF

ETFs
-4.55K
- 4.53%
$102.31 - $105.8 $465K - $481K
95.8K $10M
IWS
Ishares Russell Midcap Value E

ETFs
-4.56K
- 62.7%
$110.58 - $132.14 $504K - $602K
2.71K $358K
XOM
Exxon Mobil Corp

Energy
-955
- 2.65%
$99.93 - $119.04 $95.4K - $114K
35.1K $3.78M
TFC
Truist Financial Corp

Financial Services
-9.01K
- 60.5%
$34.79 - $42.99 $313K - $387K
5.88K $252K
ABBV
Abb Vie Inc.

Healthcare
-118
- 1.02%
$170.16 - $206.27 $20.1K - $24.3K
11.5K $2.13M
MCD
Mcdonalds Corp

Consumer Cyclical
-489
- 6.42%
$285.55 - $321.23 $140K - $157K
7.12K $2.08M
BMY
Bristol Myers Squibb CO

Healthcare
-941
- 5.63%
$44.12 - $59.6 $41.5K - $56.1K
15.8K $730K
CPRT
Copart Inc

Consumer Cyclical
-2.43K
- 11.51%
$47.72 - $63.84 $116K - $155K
18.7K $916K
PGR
Progressive Corp

Financial Services
-554
- 9.88%
$255.27 - $288.74 $141K - $160K
5.06K $1.35M
GWW
W.W. Grainger, Inc.

Industrials
-248
- 46.01%
$919.93 - $1101.66 $228K - $273K
291 $302K
FIS
Fidelity National Information Services, Inc.

Technology
-3.35K
- 27.4%
$68.14 - $82.13 $228K - $275K
8.87K $721K
FDX
Fedex Corp

Industrials
-683
- 38.85%
$198.07 - $245.17 $135K - $167K
1.08K $244K
T
At&T Inc.

Communication Services
-7.14K
- 17.42%
$26.33 - $28.94 $188K - $207K
33.8K $979K
IDXX
Idexx Laboratories Inc

Healthcare
-548
- 49.73%
$361.04 - $536.34 $198K - $294K
554 $297K
WSO
Watsco Inc

Industrials
-117
- 6.86%
$421.84 - $520.66 $49.4K - $60.9K
1.59K $701K
MO
Altria Group, Inc.

Consumer Defensive
-2.4K
- 14.57%
$55.56 - $60.91 $133K - $146K
14.1K $825K
ADBE
Adobe Inc.

Technology
-439
- 19.15%
$340.0 - $420.68 $149K - $185K
1.85K $717K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-907
- 35.58%
$162.65 - $188.71 $148K - $171K
1.64K $309K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-1.31K
- 11.42%
$64.31 - $75.93 $84K - $99.2K
10.1K $688K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.32K
- 26.6%
$114.78 - $133.31 $152K - $176K
3.64K $485K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-283
- 8.83%
$212.1 - $244.27 $60K - $69.1K
2.92K $638K
MAS
Masco Corp

Industrials
-988
- 6.95%
$58.73 - $71.06 $58K - $70.2K
13.2K $851K
V
Visa Inc.

Financial Services
-448
- 7.57%
$308.27 - $373.31 $138K - $167K
5.47K $1.94M
KMB
Kimberly Clark Corp

Consumer Defensive
-64
- 0.8%
$126.84 - $145.22 $8.12K - $9.29K
7.97K $1.03M
VIG
Vanguard Dividend Appreciation

ETFs
-598
- 5.2%
N/A
10.9K $1.99M
IWP
Ishares Russell Mid Cap Growth

ETFs
-2.01K
- 24.76%
$104.34 - $138.68 $210K - $278K
6.1K $846K
BMO
Bank Of Montreal

Financial Services
-1.89K
- 26.45%
$87.54 - $110.63 $165K - $209K
5.26K $581K
VDC
Vanguard Consumer Staples ETF

ETFs
-439
- 17.75%
$204.89 - $224.73 $89.9K - $98.7K
2.03K $445K
GII
Spdr S&P Global Infrasture ETF

ETFs
-2.71K
- 16.01%
$57.32 - $67.33 $155K - $182K
14.2K $956K
FDVV
Fidelity High Dividend ETF

ETFs
-2.37K
- 17.41%
$43.6 - $52.02 $103K - $123K
11.3K $585K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-3.46K
- 9.8%
$24.98 - $25.66 $86.5K - $88.9K
31.9K $815K
ET
Energy Transfer LP

Energy
-4.14K
- 20.06%
$15.65 - $18.93 $64.8K - $78.4K
16.5K $299K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-345
- 26.83%
$416.06 - $551.64 $144K - $190K
941 $519K
FICO
Fair Isaac Corp

Technology
-42
- 11.67%
$1503.62 - $2206.01 $63.2K - $92.7K
318 $581K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.55K
- 7.44%
$29.0 - $30.68 $73.8K - $78.1K
31.7K $971K
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.28K
- 25.67%
$53.66 - $58.71 $68.5K - $74.9K
3.7K $207K
FNF
Fidelity National Financial, Inc.

Financial Services
-621
- 13.4%
$53.62 - $66.59 $33.3K - $41.4K
4.01K $224K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.6K
- 9.67%
$47.02 - $47.83 $75.1K - $76.4K
14.9K $714K
VNQ
Vanguard Specialized Funds Van

ETFs
-611
- 5.33%
$79.79 - $91.42 $48.8K - $55.9K
10.8K $965K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.37K
- 18.5%
$50.48 - $50.71 $69K - $69.3K
6.02K $305K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-124
- 7.78%
$419.99 - $501.97 $52.1K - $62.2K
1.47K $710K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.08K
- 3.12%
$43.63 - $45.4 $47K - $48.9K
33.5K $1.5M
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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