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
MPC
Marathon Petroleum Corp

Energy
-370
- 4.88%
$134.72 - $159.03 $49.8K - $58.8K
7.21K $1.05M
IDXX
Idexx Laboratories Inc

Healthcare
-31
- 2.74%
$406.29 - $469.04 $12.6K - $14.5K
1.1K $462K
IGF
Ishares Global Infrastructure

ETFs
-3.57K
- 4.48%
$51.96 - $54.84 $185K - $196K
76.1K $4.16M
VIG
Vanguard Dividend Appreciation

ETFs
-16
- 0.14%
N/A
11.5K $2.1M
FISV
Fiserv Inc

Technology
-18
- 0.26%
N/A
6.88K $861K
NOVT
Novanta Inc

Technology
-6
- 0.18%
N/A
3.25K $513K
HEIA
Heico Crp Cl A
-36
- 2.57%
N/A
1.36K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
-27
- 1.67%
$283.24 - $338.07 $7.65K - $9.13K
1.59K $469K
Jpmorgan Chase Finl CO LLC
-20.7K
- 4.3%
N/A
461K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-3.83K
- 11.99%
N/A
28.1K $0
RWO
Spdr Dow Jones Global Real Est

ETFs
-95
- 1.12%
$41.41 - $45.24 $3.93K - $4.3K
8.37K $365K
CRWD
Crowd Strike Holdings, Inc.

Technology
-16
- 1.67%
$308.86 - $455.36 $4.94K - $7.29K
944 $332K
MU
Micron Technology Inc

Technology
-276
- 2.38%
$86.89 - $109.38 $24K - $30.2K
11.3K $985K
GNR
Spdr S&P Global Natural Resour

ETFs
-201
- 3.93%
$50.12 - $54.48 $10.1K - $11K
4.91K $261K
CBOE
Cboe Global Markets, Inc.

Financial Services
-137
- 10.7%
$190.84 - $226.29 $26.1K - $31K
1.14K $258K
NNN
National Retail Properties, Inc.

Real Estate
-62
- 1.05%
$38.0 - $43.19 $2.36K - $2.68K
5.82K $248K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-882
- 3.6%
$59.28 - $66.1 $52.3K - $58.3K
23.6K $1.5M
BR
Broadridge Financial Solutions, Inc.

Technology
-16
- 1.58%
$221.46 - $244.83 $3.54K - $3.92K
994 $241K
BSX
Boston Scientific Corp

Healthcare
-89
- 3.78%
$89.38 - $106.18 $7.95K - $9.45K
2.27K $228K
CB
Chubb LTD

Financial Services
-66
- 4.36%
$257.71 - $301.99 $17K - $19.9K
1.45K $437K
EQT
Eqt Corp

Energy
-397
- 7.14%
$46.16 - $54.25 $18.3K - $21.5K
5.16K $275K
CHD
Church & Dwight CO Inc

Consumer Defensive
-122
- 1.93%
$101.42 - $113.2 $12.4K - $13.8K
6.21K $683K
SAP
Sap Se

Technology
-4
- 0.4%
$241.4 - $293.69 $966 - $1.17K
1.01K $270K
VRSK
Verisk Analytics, Inc.

Industrials
-17
- 1.29%
$268.63 - $301.33 $4.57K - $5.12K
1.3K $387K
SO
Southern CO

Utilities
-281
- 5.11%
$80.96 - $92.96 $22.7K - $26.1K
5.22K $479K
MDT
Medtronic PLC

Healthcare
-121
- 3.17%
$79.84 - $94.5 $9.66K - $11.4K
3.7K $332K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-53
- 12.35%
$1187.71 - $1432.58 $62.9K - $75.9K
376 $538K
VEA
Vanguard Ftse Developed Market

ETFs
-31.5K
- 5.81%
$47.4 - $52.99 $1.49M - $1.67M
511K $26M
EXLS
Exl Service Holdings, Inc.

Technology
-763
- 3.16%
$44.13 - $51.8 $33.7K - $39.5K
23.4K $1.1M
SLV
I Shares Silver Trust

ETFs
-50
- 0.58%
$26.93 - $31.32 $1.35K - $1.57K
8.52K $264K
PSX
Phillips 66

Energy
-207
- 2.76%
$113.93 - $131.55 $23.6K - $27.2K
7.3K $901K
BP
Bp PLC

Energy
-442
- 2.98%
$29.93 - $35.31 $13.2K - $15.6K
14.4K $486K
SONY
Sony Group Corp

Technology
-486
- 2.22%
$19.88 - $25.64 $9.66K - $12.5K
21.4K $544K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-89
- 2.7%
$208.48 - $244.03 $18.6K - $21.7K
3.2K $781K
ICE
Intercontinental Exchange, Inc.

Financial Services
-483
- 6.52%
$142.8 - $176.36 $69K - $85.2K
6.92K $1.19M
CVX
Chevron Corp

Energy
-653
- 6.05%
$146.71 - $167.97 $95.8K - $110K
10.1K $1.7M
DE
Deere & CO

Industrials
-22
- 0.69%
$408.57 - $509.27 $8.99K - $11.2K
3.15K $1.48M
MCD
Mcdonalds Corp

Consumer Cyclical
-113
- 1.46%
$279.74 - $321.29 $31.6K - $36.3K
7.61K $2.38M
IBM
International Business Machines Corp

Technology
-100
- 1.29%
$217.4 - $264.74 $21.7K - $26.5K
7.67K $1.91M
T
At&T Inc.

Communication Services
-902
- 2.15%
$21.56 - $28.28 $19.4K - $25.5K
41K $1.16M
JPM
Jpmorgan Chase & CO

Financial Services
-237
- 0.36%
$225.19 - $279.95 $53.4K - $66.3K
65.1K $16M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-4.01K
- 1.98%
$48.65 - $53.06 $195K - $213K
199K $10.3M
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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