Nicolet Advisory Services, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.04 Billion distributed in 380 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $152M, Spdr Portfolio with a value of $119M, Apple Inc. with a value of $35.3M, Ishares Core S&P Total U.S. St with a value of $33.1M, and Berkshire Hathaway Inc Class B with a value of $32.6M.
Examining the 13F form we can see an decrease of $36M in the current position value, from $1.08B to 1.04B.
Nicolet Advisory Services, LLC is based out at Green Bay, WI
Below you can find more details about Nicolet Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.04 Billion
ETFs: $634 Million
Technology: $96.5 Million
Financial Services: $87.5 Million
Consumer Defensive: $51.5 Million
Industrials: $36.2 Million
Consumer Cyclical: $34.3 Million
Healthcare: $30.4 Million
Communication Services: $22.5 Million
Other: $37.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
