Nicolet Advisory Services, LLC Sells in Q1 2025

Nicolet Advisory Services, LLC

  • $1.04 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TECH
Bio Techne Corp

Healthcare
-546
- 8.51%
$58.47 - $78.75 $31.9K - $43K
5.87K $344K
XLK
Technology Sector Spdr

ETFs
-377
- 26.81%
$206.38 - $242.18 $77.8K - $91.3K
1.03K $212K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-244
- 27.23%
$333.37 - $384.99 $81.3K - $93.9K
652 $218K
AVY
Avery Dennison Corp

Industrials
-512
- 26.38%
$174.58 - $195.91 $89.4K - $100K
1.43K $254K
ET
Energy Transfer LP

Energy
-4.31K
- 17.28%
$17.26 - $21.08 $74.4K - $90.9K
20.6K $383K
MET
Metlife Inc

Financial Services
-1.19K
- 21.18%
$77.7 - $87.0 $92.1K - $103K
4.41K $353K
NEE
Nextera Energy Inc

Utilities
-1.2K
- 7.0%
$66.96 - $76.16 $80.3K - $91.3K
15.9K $1.13M
EPAM
Epam Systems, Inc.

Technology
-507
- 18.13%
N/A
2.29K $424K
CMCSA
Comcast Corp

Communication Services
-1.96K
- 7.0%
$33.19 - $38.23 $65K - $74.9K
26K $960K
GILD
Gilead Sciences, Inc.

Healthcare
-1.44K
- 40.17%
$89.14 - $117.41 $128K - $169K
2.14K $240K
TJX
Tjx Companies Inc

Consumer Cyclical
-920
- 3.55%
$112.81 - $126.16 $104K - $116K
25K $3.04M
VV
Vanguard Large Cap ETF

ETFs
-236
- 12.39%
$253.32 - $282.66 $59.8K - $66.7K
1.67K $428K
NVO
Novo Nordisk A S

Healthcare
-296
- 8.21%
$69.3 - $90.95 $20.5K - $26.9K
3.31K $229K
IEMG
Ishares Inc

ETFs
-1.43K
- 15.49%
N/A
7.82K $419K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.91K
- 14.84%
$34.5 - $43.01 $66K - $82.3K
11K $415K
EMR
Emerson Electric CO

Industrials
-162
- 4.8%
$108.64 - $131.17 $17.6K - $21.2K
3.22K $352K
VBK
Vanguard Small Cap Growth ETF

ETFs
-53
- 2.93%
$247.97 - $296.33 $13.1K - $15.7K
1.76K $441K
IT
Gartner Inc

Technology
-32
- 4.24%
$418.25 - $548.38 $13.4K - $17.5K
723 $303K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.51K
- 8.5%
$33.84 - $37.77 $220K - $246K
70.1K $2.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-14
- 1.08%
$468.34 - $539.52 $6.56K - $7.55K
1.29K $603K
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.27K
- 20.3%
$53.99 - $58.43 $68.4K - $74K
4.97K $286K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-477
- 8.77%
$126.11 - $135.06 $60.2K - $64.4K
4.96K $640K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-9
- 0.31%
$168.84 - $202.89 $1.52K - $1.83K
2.92K $513K
BMO
Bank Of Montreal

Financial Services
-409
- 5.41%
$94.92 - $104.14 $38.8K - $42.6K
7.15K $682K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5
- 0.24%
$497.6 - $606.74 $2.49K - $3.03K
2.11K $1.05M
AXP
American Express CO

Financial Services
-6
- 0.34%
$255.39 - $325.87 $1.53K - $1.96K
1.74K $467K
IWD
Ishares Russell 1000 Val ETF

ETFs
-348
- 5.55%
$182.82 - $196.21 $63.6K - $68.3K
5.92K $1.11M
POOL
Pool Corp

Industrials
-21
- 1.26%
$314.92 - $364.31 $6.61K - $7.65K
1.65K $523K
LMT
Lockheed Martin Corp

Industrials
-5
- 0.48%
$423.19 - $506.29 $2.12K - $2.53K
1.03K $461K
DOV
Dover Corp

Industrials
-113
- 6.54%
$174.65 - $206.43 $19.7K - $23.3K
1.62K $283K
HST
Host Hotels & Resorts, Inc.

Real Estate
-5
- 0.04%
$14.21 - $17.45 $71.1 - $87.3
11.9K $169K
MPWR
Monolithic Power Systems Inc

Technology
-48
- 4.62%
$565.7 - $720.25 $27.2K - $34.6K
992 $575K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2.33K
- 6.19%
$24.73 - $25.62 $57.6K - $59.7K
35.3K $902K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.03K
- 12.17%
$42.5 - $46.71 $43.7K - $48K
7.42K $335K
NSC
Norfolk Southern Corp

Industrials
-177
- 3.71%
$227.69 - $259.76 $40.3K - $46K
4.6K $1.09M
SYK
Stryker Corp

Healthcare
-163
- 6.83%
$355.18 - $399.9 $57.9K - $65.2K
2.23K $828K
ATO
Atmos Energy Corp

Utilities
-358
- 20.24%
$136.51 - $154.58 $48.9K - $55.3K
1.41K $218K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-679
- 2.79%
$14.21 - $15.67 $9.65K - $10.6K
23.6K $337K
HQY
Healthequity, Inc.

Healthcare
-38
- 1.32%
$84.32 - $114.51 $3.2K - $4.35K
2.84K $250K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-577
- 3.37%
$47.33 - $47.92 $27.3K - $27.6K
16.5K $786K
PLD
Prologis, Inc.

Real Estate
-399
- 10.38%
$103.59 - $124.04 $41.3K - $49.5K
3.44K $385K
ADP
Automatic Data Processing Inc

Industrials
-146
- 8.19%
$286.85 - $318.64 $41.9K - $46.5K
1.64K $500K
GII
Spdr S&P Global Infrasture ETF

ETFs
-1.15K
- 6.34%
$58.92 - $62.25 $67.5K - $71.3K
16.9K $1.05M
PNW
Pinnacle West Capital Corp

Utilities
-646
- 16.56%
$81.76 - $95.25 $52.8K - $61.5K
3.26K $310K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-7.58K
- 2.15%
$45.41 - $47.18 $344K - $358K
345K $16.2M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-311
- 3.71%
$42.93 - $44.71 $13.4K - $13.9K
8.06K $353K
EOG
Eog Resources Inc

Energy
-318
- 5.43%
$120.54 - $138.05 $38.3K - $43.9K
5.53K $709K
D
Dominion Energy, Inc

Utilities
-309
- 7.31%
$52.85 - $57.43 $16.3K - $17.7K
3.92K $219K
WM
Waste Management Inc

Industrials
-306
- 14.47%
$200.54 - $233.78 $61.4K - $71.5K
1.81K $418K
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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