Nicolet Advisory Services, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.08 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 $155M, Spdr Portfolio with a value of $132M, Apple Inc. with a value of $38.9M, Ishares Core S&P Total U.S. St with a value of $37.4M, and Vanguard Mun Bd Fds Tax Exempt with a value of $27M.
Examining the 13F form we can see an increase of $25.9M in the current position value, from $1.05B to 1.08B.
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.
