Nicolet Advisory Services, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.05 Billion distributed in 369 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 $159M, Spdr Portfolio with a value of $133M, Ishares Core S&P Total U.S. St with a value of $36.9M, Apple Inc. with a value of $35.9M, and Vanguard Mun Bd Fds Tax Exempt with a value of $28.1M.
Examining the 13F form we can see an increase of $52.3M in the current position value, from $1B to 1.05B.
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
$1.05 Billion
ETFs: $655 Million
Technology: $104 Million
Financial Services: $77.2 Million
Consumer Defensive: $47.2 Million
Industrials: $38.2 Million
Consumer Cyclical: $32.7 Million
Healthcare: $30.6 Million
Communication Services: $21.1 Million
Other: $35.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
